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Securities Based Lending Specialist

Pennington, New Jersey

Job Description:

The GWIM Credit Product Specialist acts as an extension of the Financial Advisors. The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities (e.g., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives.

Requirements:

Undergraduate degree

Previous banking/financial services experience, with preference towards knowledge of securities based lending products

Strong communication and business development skills

Series 7 and 63 (or 66) are required for the position

*** Candidates may apply without licenses, but must achieve all required licenses within 180 days of accepting the position ***

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The GWIM Credit Product Specialist acts as an extension of the Financial Advisors. The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities (e.g., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives.

Requirements:

Undergraduate degree

Previous banking/financial services experience, with preference towards knowledge of securities based lending products

Strong communication and business development skills

Series 7 and 63 (or 66) are required for the position

*** Candidates may apply without licenses, but must achieve all required licenses within 180 days of accepting the position ***

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21074302

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Brandie Newsome

Referral Bonus:

0

Street Address

Primary Location:
1600 AMERICAN BLVD, NJ, Pennington, 08534