The Vice President is a key player on and across deal teams, collaborating and generating solutions to current and perspective clients within sector markets. As a sector and deal structuring expert, the Vice President will actively manage business development opportunities and oversee ongoing monitoring of client portfolio performance to maximize penetration and return. The Vice President achieves various partnering efforts, including management of the team and client initiatives, to ensure successful deal completion.
Business Development & Delivery
Collaborate with sector coverage partners to cover clients and prospects and to identify/ deliver creative, timely solutions.
Actively manage opportunities within sector portfolios.
Operate as key member of the deal team with efforts to maximize sector penetration and returns
Institute cross-selling initiatives to increase ranking with client.
Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates.
Prepare/oversee delivery of creative and timely “pitches”
Obtain credit concurrence and coordinate pricing approval as client advocate.
Sales Support and Partnerships
Maintain key ongoing coverage contact with lending clients and sector managers.
Work with specialists as needed to support successful deal completion.
Management of Team and Team Workflow
Effectively manage work flow of analysts and associates by aligning tasks with departmental goals and objectives.
Lead team to success by capturing opportunities for ongoing mentoring, coaching, and career development of analysts and associates.
An undergraduate degree. Focal areas of finance, economics, or accounting preferred. High academic achievement.
MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business.
Relevant Business Services Sector experience is highly desired.
Good knowledge of the organizational lending and portfolio management policies and objectives.
Excellent abilities in business development and cross-selling success. Solid proven sales capability.
Highly developed written and oral communication skills including the ability to create and deliver professional product ideas and presentations.
Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet.
Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building.
Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities.
Proven abilities in managerial and leadership skills.