Private Bank Client Relations Manager

Quick Facts

• Role: Private Bank Client Relations Manager

Description

The Private Bank Client Relations Manager originates, structures, and manages securities-based lines of credit for high-net-worth clients, partnering with Financial Advisors, Product teams, and Operations. The role delivers customized liquidity solutions while adhering to collateral, concentration, and risk management guidelines.

Responsibilities

• Structure and facilitate BAU securities-based lines of credit and modifications to existing facilities

• Analyze collateral eligibility, advance rates, concentration limits, and portfolio lending risks

• Manage the lending process from application through funding while ensuring a seamless client and advisor experience

• Serve as the primary point of contact for Financial Advisors regarding securities-based lending solutions

• Educate advisors and clients on securities-based lending products, policies, and best practices

• Coordinate with Operations and Product partners to ensure efficient execution and timely issue resolution

• Support complex lending inquiries while balancing business needs, client expectations, and risk requirements

• Respond effectively to a high volume of advisor requests while maintaining accuracy and service excellence

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field

• Minimum of 3 years of experience in securities-based lending, private banking, wealth management, lending operations, credit administration, or a related financial services role

• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced service environment

• Excellent analytical, communication, and relationship-management skills

• Proven ability to learn complex financial products and apply sound judgment

• Experience with lending platforms, CRM systems, or securities-based lending tools (including Supernova or similar) is a plus

Benefits

• Pay range: $155,000–$185,000 per year plus potential incentive earnings

• Comprehensive medical, dental, and vision coverage

• Retirement benefits

• Maternity/paternity leave

• Flexible work arrangements

• Education reimbursement

• Wellness programs and more

• Paid time off policy that exceeds mandatory paid sick/paid time-away requirements