Financial Institutions Group – Insurance Corporate Client Director

Independently manage a portfolio of insurance corporate clients, driving cross-sell and return generation while acting as First Line of Defense. Evaluate complex financial models and perform complex financial analysis, creating high-impact client materials in PowerPoint, Excel, and Word. Serve as direct support to executive directors and present internally/externally to help relationship managers originate and close strategic, client-facing transactions. Mentor and develop analysts and associates and support Capital Markets teams with appropriate securities product recommendations.