The Role
The Director of Client Advisory Services leads client journey optimization, manages a significant funding pipeline, and drives the strategic evolution of support systems for entrepreneurs while ensuring compliance and operational efficiency.
Summary Generated by Built In
Job Summary
The Director of Client Advisory Services is responsible for providing strategic leadership and operational oversight of the client journey throughout the pre-funding and post-funding stages of the Guaranteed Loan Programme and related funding initiatives. The Director is accountable for monitoring application pipelines, removing operational bottlenecks, strengthening stakeholder relationships, supervising departmental managers, enforcing programme policies and procedures, analyzing portfolio performance, and providing executive-level reporting to support informed decision-making by the Executive Team and Board of Directors.
Duties/Responsibilities:
- Lead the evolution of a national entrepreneurship support system serving startup and existing businesses across New Providence and the Family Islands.
- Drive the number and value of guaranteed loan approvals by eliminating bottlenecks and strengthening client readiness throughout the funding journey.
- Manage a multi-million-dollar funding pipeline while ensuring applications meet quality, eligibility, and risk management standards.
- Provide strategic leadership to funding, family island, post-funding, and business analysis professionals.
- Champion business growth, job creation, economic impact, and long-term sustainability among funded enterprises.
- Strengthen relationships with commercial banks, credit unions, government agencies, investors, and strategic funding partners.
- Use data analytics and portfolio performance reporting to identify trends, improve outcomes, and support executive decision-making.
- Oversee post-funding monitoring systems that improve client performance, regulatory compliance, and loan portfolio quality.
- Lead the modernization of policies, procedures, and advisory frameworks to create a more efficient and client-focused funding process.
- Build a high-performing advisory team through coaching, accountability, professional development, and continuous improvement initiatives.
- Provide strategic support, advice, and recommendations to the Client Advisory Services Team on economic and market trends, optimum use of funds, efficient and economical sourcing of goods and services, and all areas of the business plan.
- Provide strategic support, advice and recommendations to the Client Advisory Services Team on economic and market trends, optimum use of funds, efficient and economical sourcing of goods and services, and all areas of the business plan.
- Review all GLP applications and determine readiness for advancement to the investment committee.
- Establish monthly and quarterly targets for the number and value of guaranteed loan applications presented to the Investment Committee and monitor performance against established targets.
- Monitor post-funding reports closely, including monthly financials, with a view to provide early intervention that would prevent clients defaulting or loans becoming non-performing.
- Review and analyze quarterly business assessments submitted by Post-Funding Consultants to evaluate client performance, identify emerging risks, monitor business growth, and ensure operational challenges are being appropriately addressed.
- Review and analyze Secret Shopper Inspection Reports prepared by the Post-Funding Business Analyst to identify regulatory deficiencies, service quality concerns, and operational weaknesses requiring additional consultancy intervention.
- These duties are neither exhaustive nor exclusive, and the position holder is required to undertake reasonably determined duties within the organization, driven by the needs of the business.
Requirements
Education/Experience:
Master’s degree in a related field such as Business Administration, Accounting/Finance, Business, Economics or Management
Minimum 10 years of experience in commercial lending, banking, business advisory services, consulting, entrepreneurship development, or portfolio management
Minimum 5 years of leadership experience managing professional teams and departmental performance
Excellent verbal and written communication skills with the ability to negotiate effectively with financial institutions, investors, consultants, government agencies, and business owners
Excellent interpersonal skills
Strong organizational skills, with focus on execution
Strong ability to analyze financial statements, including Profit & Loss Statements, Balance Sheets, Cash Flow Statements, Financial Ratios, and Breakeven Analysis
Strong analytical and problem-solving skills with the ability to identify risks, resolve bottlenecks, and improve operational efficiency
Demonstrated ability to manage multiple projects, deadlines, and strategic initiatives simultaneously
Knowledge of MSME development, government-backed financing programmes, commercial lending practices, and economic development initiatives is highly desirable
Skills Required
- Master's degree in Business Administration, Accounting/Finance, Business, Economics or Management
- Minimum 10 years of experience in commercial lending, banking, business advisory services, consulting, entrepreneurship development, or portfolio management
- Minimum 5 years of leadership experience managing professional teams and departmental performance
- Excellent verbal and written communication skills with the ability to negotiate effectively
- Strong ability to analyze financial statements, including Profit & Loss Statements, Balance Sheets
- Knowledge of MSME development and government-backed financing programmes
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The Company
What We Do
Access Accelerator is a non-profit organization that supports Micro, Small and Medium-sized Enterprises (SMEs) in The Bahamas by providing business development services, mentorship, advisory, access to funding, and educational resources to foster their growth and success.
