Client Relationship Manager

Company: Consultative Search Group
Location: New York City
Posted on: February 17, 2026

Job Description:

Job Description Job Description Client Relationship Manager Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further. Job Summary: The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market. Responsibilities Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals. In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients. Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans. Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit. Mentor other team members including Portfolio Managers and Analysts. Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events. Qualifications 10 years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance; Experience in dealing with a wide array of corporate clients and credit structures; Thorough knowledge of the banking and financial services industries; Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances; Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt; Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel; Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank; Ability to write clearly and concisely in both internal credit memos and client communications. Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization. Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

Keywords: Consultative Search Group, New Brunswick , Client Relationship Manager, Accounting, Auditing , New York City, New Jersey