Director Credit Advisory Underwriting Wealth Management with a Specialty in Securities Based Lending

BNY
US - Pennsylvania - Pittsburgh
June 29, 2024
Financial

At BNY, our culture empowers you to grow and succeed.
As a leading global financial services company at the center of the world s financial system we touch nearly 20% of the world s investible assets.
Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace.
Through our unique ideas and talents, together we help make money work for the world.
This is what #LifeAtBNY is all about.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
Through a unique service model focused on five Active Wealth practices Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies they help clients in the U.S.
and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We re seeking a future team member for the role of Director, Credit Advisory Underwriting and Head of Securities Based Lending to join our Wealth Management Private Banking team.
The position is based in Pittsburgh, PA (Hybrid).
The person leading this team is someone looking towards the future, a visionary, able to incorporate the latest industry innovations in technology and client experience.

In this role, you ll make an impact in the following ways:

Leading projects related to our securities based lending inclusive of technology, regulatory reporting and credit policy.
Managing credit analysis effectively to determine client risk profile, underwriting and approval of loans.
Leading and developing the team responsible for executing Private Banking Underwriting, for loans secured by marketable securities.
Leading the operational activities and resources for the underwriting and collateral management related to Wealth Management lending activity.
Setting strategic priorities and aligning resources with business objectives and annual plan.
Leading key initiatives for the team, ensuring the team achieves business goals and maintains high standards of client satisfaction.
Reviewing credit analysis to identify future changes/trends in the credit quality of portfolio clients.
Developing recommendations for changes in target exposure and deploying strategies to enact needed changes.
While being client obsessed it is also important that you can balance the need to do the right thing for our clients with the risk appetite of the bank.

To be successful in this role, we re seeking the following:

Bachelor s degree in finance or the equivalent combination of education and experience is required.
12+ years of total work experience with 5+ years of team management experience preferred.
Relevant Private Bank/HNW lending experience, preferable with some exposure to securities based lending solutions to HNW individuals, RIAs and Broker Dealers.
Extensive experience in credit analysis required, with exposure to high net worth lending solutions and products.
Exposure to high risk and high revenue generating credit products.
A track record of successfully building and leading teams.

At BNY, our culture speaks for itself.
Here s a few of our awards:

America s Most Innovative Companies, Fortune, 2024
World s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability:
IN 100% score, 2023-2024
Most Just Companies , Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg s Gender Equality Index (GEI), 2023

Our Benefits:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
We provide access to flexible global resources and tools for your life s journey.
Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Read the full job description and apply online on the recuiter's web-site

Director Credit Advisory Underwriting Wealth Management with a Specialty in Securities Based Lending

Director Credit Advisory Underwriting Wealth Management with a Specialty in Securities Based Lending

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