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The VP, Specialty Finance Officer manages key client relationships and drives revenue through business development, strategic problem-solving, and high-value deal structuring. This role involves oversight of credit approvals, client advocacy, market strategies, and ensuring compliance with regulations, while delivering exceptional service to high-value clients.

The VP, SBA Specialty Finance Officer will drive business growth through client relationship management, deal structuring, and market strategy development. Responsibilities include resolving client issues, securing credit approvals, cross-selling products, and ensuring compliance with regulatory standards. The role emphasizes revenue generation, strategic advice, and market trend analysis.

The Financial Advisor provides financial planning and investment advice, collaborates on banking solutions, and develops business strategies to meet sales targets.

The Financial Advisor provides financial planning and investment advice, develops solutions, manages client relationships, and supports business development to meet sales targets.

Lead and grow Emerging Middle Market relationships by driving new client acquisition, structuring complex deals, securing credit approvals, and managing a high-value portfolio. Recruit, coach, and develop relationship managers, optimize market coverage strategies, ensure regulatory compliance, and collaborate with internal stakeholders to expand market share and client satisfaction.

Provide strategic legal and regulatory advice on U.S. employment law, employee benefits (including ERISA), and compensation. Counsel business and HR leaders on employee relations, performance management, leaves, wage-and-hour, pay equity, contingent workers, immigration, investigations, M&A and outsourcing. Serve as subject-matter expert, manage legal risk, instruct external counsel, and support enterprise-wide initiatives while implementing improvements and advising senior leadership.

Manage vendor and partner contracts throughout their lifecycle, including renewals, compliance, risk mitigation, and optimization. Oversee vendor budgets, forecasts, invoices, purchase orders, and cost controls. Monitor vendor performance against SLAs and KPIs, lead governance reviews, coordinate corrective actions, and report insights to leadership. Partner with Procurement, Legal, Finance, Security, Operations, and vendors on sourcing, negotiations, renewals, risk management, and strategic performance improvement.

Designs, implements, documents, measures, and continuously improves business processes aligned with strategy, stakeholder needs, risk requirements, and customer experience. Provides analysis, reporting, dashboards, change management, process documentation, training support, and strategic consulting. Collaborates with stakeholders to simplify, automate, and integrate processes while resolving issues and supporting enterprise transformation initiatives.

Manages investment portfolios and client relationships while developing investment proposals, model portfolios, asset allocation recommendations, and performance reports. Provides fiduciary, regulatory, tax, equity, and fixed-income expertise; leads strategic initiatives, governance, vendor relationships, operational programs, and change management. Analyzes portfolio performance and risk, supports client service and re-optimization activities, and advises senior leaders on business priorities, resources, and investment strategy.

Serve as strategic HR partner to senior leadership, driving talent strategy, succession planning, change management, HR risk governance, performance and total rewards alignment, leadership development, and employee engagement to support business objectives during a strategic ownership transition.