Margin Credit Risk Manager

Manage and maintain relationships with vendors, IT department, and end-users regarding loan servicing software specifications and upgrades.,Establish internal policies and procedures for loan relationship management.,Monitor and oversee all activities related to the loan servicing lifecycle.,Direct, motivate, and evaluate loan service team members.,Analyze margin credit data and financial information to evaluate securities' marginability.,Develop and implement credit risk policies to minimize losses.,Monitor loan portfolio and identify potential risks.,Prepare credit risk reports for senior management.,Collaborate with other departments to manage credit risk.,Ensure compliance with regulatory requirements and internal risk policies.,Drive automation and improvement in risk management practices.,Lead product development for the group.,Participate in internal committees and industry groups to promote operational efficiencies and enhance knowledge.,Leverage/promote use of technology to achieve operational efficiencies and mitigate risk.,5+ years' experience at a wealth management firm supporting risk management for margin and other securities-based lending programs.,Experience managing credit risk analysis of securities.,Strong understanding of the margin regulatory and legal environments.,Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization.,Demonstrated ability to adapt to changing business environments and adjust strategic plan.

Bachelor's degree preferred or relevant experience.,SIE Series 24, 7 and Series 63 licenses required or to be obtained within 90 days of employment start date.,Highly desired: experience leading product conversion to new provider.

Bachelor's Degree or relevant experience

SIE Series 24, 7 and Series 63 licenses required or to be obtained within 90 days of employment start date.,Expected salary range varies by location: $85,000-$150,000 (Minneapolis), $94,000-$165,000 (Chicago), and $110,000-$190,000 (New York).