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 provides strategic leadership for the organization's national advisory, funding readiness, and portfolio support functions. The role is responsible for driving the growth, quality, and impact of the organization's entrepreneurship development and financing ecosystem through effective client engagement, funding facilitation, portfolio management, stakeholder collaboration, and operational excellence. The Director leads multidisciplinary teams supporting MSMEs across The Bahamas and plays a critical role in improving funding outcomes, business sustainability, and economic development impact.
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.
- Oversee and manage the organization's debt recovery and portfolio rehabilitation functions, including delinquency monitoring, recovery strategies, client engagement, restructuring support, repayment performance and coordination of recovery activities to strengthen portfolio quality and minimize financial risk.
- 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.
- 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.
