EVP - Banking, Lending & Trading Job at Confidential, San Diego, CA

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  • Confidential
  • San Diego, CA

Job Description

EVP - Banking, Lending & Trading

About the Company

Profitable broker & financial advisory firm

Industry
Financial Services

Type
Public Company

Founded
1989

Employees
5001-10,000

Categories

  • Financial Services
  • Consulting & Professional Services
  • Brokerage
  • Finance
  • Investment Banking
  • San Diego
  • Employee Advisor
  • Financial Advisor
  • Financial Professional
  • LPL
  • LPL Financial
  • Linsco Advisor
  • Linsco Private Ledger
  • RIA
  • Registered Investment Advisor
  • Strategic Wealth Services
  • Strategic Wealth Services Advisor
  • Investing
  • Financial Advisers

Specialties

  • independent broker/dealer
  • institution services
  • ria
  • independent advisors
  • custom clearing services
  • and financial services

Business Classifications

  • B2B

About the Role

The Company is seeking an Executive Vice President for Banking, Lending, and Trading. This leadership role is pivotal in overseeing the development and delivery of a comprehensive suite of banking, lending, and trading solutions. The successful candidate will be responsible for leading the strategy, design, and execution of state-of-the-art products and platforms that enhance the wealth management experience for financial advisors and their clients. Key responsibilities include leading cross-functional teams, bringing new solutions to market, and managing partnerships to drive client outcomes. The role demands a visionary leader with a proven track record in driving innovation, optimizing efficiencies, and ensuring the seamless integration of cutting-edge technologies. Candidates for this role at the company should have a background in building and managing a world-class, multi-faceted banking and lending platform, as well as experience in a non-bank environment. The ideal candidate will have a deep understanding of the needs of both advisors and their clients, with a focus on high-net-worth client service. Relevant experience includes leading critical strategic projects, such as cash management accounts, credit cards, and secured credit, and demonstrating thought leadership in banking, lending, and trading. The role requires a leader who can foster a culture of excellence, mentor senior leadership, and is adept at communicating complex topics across the organization. The candidate should be a talent magnet, with the ability to develop teams, and must embody the values of the company, including a commitment to client success and a collaborative, joy-creating work environment.

Hiring Manager Title
Head of Wealth Management

Travel Percent
Less than 10%

Functions

  • Finance
Confidential

Job Tags

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