Director, Advisory Services

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:

This is a unique opportunity to help us grow our Advisory services. This position will serve as a relationship manager with a strong financial acumen and ability to communicate investment and balance sheet strategies to the client. 

Responsibilities: The Director is accountable for managing the firm’s financial depository client relationships. As part of this relationship, the Director is responsible for possessing a diverse skill set essential for fostering strong client connections and ensuring exceptional service:

Technical Skills

• Deep understanding of the full banking model, including credit risk, liquidity risk, and interest rate risk
• Design and implement capital allocation strategies aligned with client objectives and risk appetite
• Knowledge of hedging applications for financial institutions, including risk mitigation and spread enhancement, with the ability to partner effectively with specialized teams
• Comprehensive understanding of banking regulations and ability to incorporate compliance considerations into strategic recommendations.
• Ability to distill complex market data into actionable insights that drive balance sheet optimization and strategic value creation for financial institutions.
  

Soft Skills

• Excellent communication and presentation skills for diverse audiences (boards, ALCOs, conferences)
• Ability to simplify complex financial concepts for client understanding
• Maintain and expand market knowledge to educate clients on economic and market changes
• Thought leadership demonstrated through industry speaking engagements and content creation

Relationship Management Skills

• Serve as a trusted advisor and relationship manager for financial depository clients
• Ensure a smooth onboarding process and deliver exceptional ongoing service to consistently meet client needs
• Consult with clients on balance sheet strategies tailored to their risk appetite
• Collaborate with internal specialized groups to deliver integrated solutions
• Conduct annual client visits and maintain ongoing engagement

Qualifications:

• 5+ years of experience in a depository-focused role
• Client-facing experience
• Broad knowledge of the banking business model with demonstrated experience creating value through a strategic vision
  

Minimum Education Qualification:

• Undergraduate degree.

Physical Requirements:

• • Prolonged periods sitting at a desk and working on a computer
  • Must be able to move about inside and outside of the office
  • 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 commitment 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 how we can 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.