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VP, Relationship Manager (NBFI) - Fund Finance

Madison-Davis

New York, NY

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JOB DETAILS
SALARY
SKILLS
Alliance/Partner Management, Banking Services, Business Banking, Business Growth, Business Strategy, Credit Analysis, Credit Risk, Customer Relations, Develop and Maintain Customers, Disbursements, Finance, Financial Services, Fund Management, Know Your Customer (KYC), Legal, Mentoring, Negotiation Skills, Onboarding, Operational Audit, Operations Management, Portfolio Analysis, Process Improvement, Regulations, Regulatory Compliance, Relationship Management, Risk, Risk Management, Sales Management, Sales Strategy, Service Delivery, Treasury
LOCATION
New York, NY
POSTED
30+ days ago

Title: Vice President Relationship Manager (Fund Finance)

Office Status: Onsite NYC

Base Salary: $155, 000 $175, 000




Overview

Join a leading financial services organization in New York City, where strategic relationship management drives business growth. This VP-level role allows you to manage high-value client portfolios, promote tailored banking solutions, and lead new business initiatives while maintaining rigorous risk and compliance standards. Ideal for seasoned professionals who excel at client engagement, credit analysis, and operational risk management, with a focus on long-term portfolio development.




Key Responsibilities
  • Lead the development and maintenance of strong client relationships, identifying opportunities to expand business and promote banking solutions.
  • Conduct detailed client and prospect analysis to optimize portfolio growth and risk alignment.
  • Evaluate deals, negotiate terms, and ensure alignment with business strategy, risk appetite, and credit limits.
  • Oversee the full client lifecycle, including account strategy, onboarding, KYC compliance, and ongoing portfolio monitoring.
  • Perform credit analysis, prepare applications, coordinate approvals, and monitor post-disbursement performance.
  • Collaborate with internal teams, including Treasury, Trade Finance, and Legal, to ensure seamless service delivery.
  • Monitor risk indicators, covenants, and compliance requirements, escalating potential issues as necessary.
  • Implement remediation plans, participate in internal risk management tasks, and support reporting requirements.
  • Mentor junior staff and contribute to team-wide initiatives, training, and process improvements.
  • Ensure all activities comply with regulatory and corporate policies, maintaining high standards of risk awareness.

About the Company

M

Madison-Davis

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