Director
Director
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Job Description
About Us:
ALM First Financial Advisors is a leading trusted strategic partner for depository institutions offering an array of financial advisory services. Since 1995 our expertise in asset liability management fixed income portfolio management and hedging has allowed us to deliver deeper insights into financial institutions balance sheets strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor acting as an unbiased third party offering commission-free fee-based services to over 350 financial institutions nationwide.
Job Summary:
The Director of Advisory Services will be at the forefront of shaping and expanding ALM Firsts client relationships with depository institutions. This position offers the opportunity to join a dynamic team of industry leaders who thrive on collaboration innovation and excellence. As a key player you will be responsible for guiding clients through critical decisions on risk management capital allocation and balance sheet strategies building on the legacy of impactful partnerships and visionary leadership that have defined ALM First. If you are a strategic thinker with a passion for delivering exceptional client service this is your chance to make a significant impact in a role that demands both vision and expertise.
Responsibilities:
The Director is accountable for managing the firms financial depository client relationships. As part of this relationship the Director is responsible for:
- Serve as the primary relationship manager for depository clients ensuring that all client needs are thoroughly understood and addressed
- Develop and maintain strong trust-based relationships with key client stakeholders
- Work closely with ALM Firsts specialized teams to design and implement customized risk-adjusted strategies that align with each clients goals and risk appetite
- Present strategies to client boards and ALCOs and engage in discussions with key personnel
- Regularly assess and monitor clients balance sheet performance providing strategic advice to enhance financial outcomes. Help clients navigate complex financial landscapes by advising on capital allocation risk management and hedging strategies
- Contribute to the firms thought leadership by producing research articles webinars and presentations that enhance ALM Firsts brand and provide valuable insights to clients
- Represent the firm at national industry conferences and events
- Maintain and expand market knowledge to discuss and educate clients on changes in the market and economy
- Collaborate with internal teams to identify opportunities for new products and services that meet evolving client needs and market demands
Qualifications:
- Minimum of 10 years of experience in a depository-focused client-facing role within the financial services industry
- Expertise in fixed-income valuation is preferred
- Demonstrated financial expertise with the ability to convert complex financial data into effective actionable strategies
- Excellent communication skills both written and verbal with a proven ability to engage and educate clients effectively
- Demonstrated ability to build and maintain strong client relationships with a focus on delivering exceptional service and understanding client needs
- A collaborative team player who can work effectively with cross-functional teams and foster a culture of innovation and excellence
- A bachelors degree in finance economics math or a related field is required; An advanced degree or relevant certifications (e.g. CFA CPA) are a plus
- Willingness to travel to client sites as needed with a commitment to maintaining regular personal contact with clients (up to 30% travel)
Qualifications:
- Knowledge of fixed-income valuation or asset/liability management
- Experience in client-facing roles is a plus
- Strong analytical and problem-solving skills
- Excellent communication and presentation skills
- Ability to work collaboratively in a team environment
- Willingness to travel occasionally
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times
- Must be able to effectively communicate
Work Environment:
- Work is normally performed in a typical interior/work environment
- Must be able to lift up to 15 pounds at times
ALM First Statement on Diversity & Inclusion
ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought improve our own policies and practices to encourage diversity through the use of our designated committee.
Equal Employment Opportunity: ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race color religion national origin sex sexual orientation gender identity pregnancy age citizenship marital status disability veteran status political belief or any other basis protected by applicable law.
Candidate Accommodations: ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our companys success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process please submit a request via email at or via telephone at 1 (U.S.).
Required Experience:
Senior IC
Employment Type
Full-Time
