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Managing Director or Executive Director, Corporate Client Banking Technology Group - South Region (Dallas, Atlanta, or Charlotte)

Req #: 170081370_1
Location: Atlanta, GA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Managing Director or Executive Director, Corporate Client Banking Technology Group - South Region


The position is a corporate banking Relationship Management role in the Corporate Client Banking & Specialized Industries Technology industry group inBoston, with an emphasis on business development, corporate finance and market leadership The primary functions are to 1) generate new business opportunities, 2) manage existing relationships, and 3) represent our Technology banking practice in our South Region. 



The Technology Group is part of Corporate Client Banking & Specialized Industries within the Commercial Bank and is responsible for managing relationships with public and private companies with valuations typically greater than $750mm that require investment banking and traditional banking services. The group focuses on North American based Technology companies with global operations and advises clients and prospects seeking to raise capital across a variety of markets. In addition we advise clients on Risk Management and Global Treasury Solutions.



The bankers work closely with Investment Banking Coverage Partners and Product Specialists (Syndications, Debt Capital Markets, Equity Capital Markets, M&A, etc), in addition to Credit Underwriters and Product Specialists from Treasury Services, International Banking, Investment Management & Private Banking.


This position requires an experienced relationship manager capable of generating and driving new business.  The ideal candidate must have high quality executive presence, proven client relationship skills and an ability to call at the CEO/CFO/Treasurer level.  Strong corporate finance, credit, and transaction execution skills are required. 


Specific responsibilities and required skills are listed below.   


Primary responsibilities


  • Initiate and maintain strategic dialogue with Technology clients and prospects to generate corporate finance, treasury services and credit opportunities

  • Proactively identify, pursue and close sales opportunities for a broad range of financial products, solutions and services

  • Manage complex, multi-product client relationships as the primary corporate banking representative

  • Partner closely with Investment Banking coverage and product partners, and coordinate the sales and service efforts of multiple internal business partners

  • Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests

  • Represent Corporate Client Banking & Specialized Industries in the local banking and business communities and develop a network of referral sources

  • Strictly comply with all regulatory and JMPC rules, policies, and procedures


  • Minimum of 10 years’ experience as an outstanding client/relationship manager in Technology corporate banking or investment banking
  • Strong leadership abilities in financial services sales and business development
  • Solid credit, analytical, and problem-solving skills
  • Excellent oral and written communications abilities
  • Knowledge of credit, corporate finance, treasury, investment banking, and other banking products; preferably with execution experience
  • Self-motivated, dependable and intelligent
  • Excellent reviews and referrals from current manager, peers and clients
  • Candidate must be a top individual contributor, with a strong performance track record
  • Completion of a recognized bank credit training or investment banking training program
  • Possess (or obtain within three months of hire) FINRA Series 7 and 63 securities licenses

The position is for a Boston based banker, with regular travel within the United States.


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