Restaurant and Franchise - Managing Director

Overview

This role involves growing and retaining relationships with a targeted client group by coordinating all aspects of the client relationship and delivering value-added financial solutions. Responsibilities include developing business development strategy, leading credit staff, supporting credit and related product partners, underwriting credit requests, and driving revenue growth through loans, deposits, fee income, and cross-selling.

Responsibilities

• Grow and retain relationships with targeted clients by coordinating all aspects of the client relationship and delivering value-added financial solutions to existing and prospective clients.
• Develop business development strategy to generate new business.
• Provide leadership and direction to other credit staff and foster strong communication between customers and internal teams from application through closing.
• Coordinate all client-facing activities, including credit support and other product area partners (e.g., Treasury Management).
• Review and underwrite credit requests, ensuring appropriateness and satisfaction level of existing services.
• Drive revenue growth by generating loans, deposits, fee income, and cross-selling applicable bank services to existing customers; identify and solicit bank services to non-customers.
• Develop profitable new credit and non-credit business within assigned territory.
• Develop in-depth knowledge of customers and prospect opportunities.
• Prepare and present credit proposals for existing and new customers.
• Ensure proposals are complete, viable, and that sources of repayment are sound and well documented.
• Conduct relationship reviews and monitor overall relationship profitability.
• Work with Portfolio Manager, Credit Analysts, and other members of the Credit Department to underwrite credit requests.
• Ensure proper reporting, documentation, and review to determine that a loan is an acceptable risk.
• Monitor, on an ongoing basis, customer performance, abilities, and industry information to determine that a loan is an acceptable risk.
• Attend community and/or industry-specific forums, conferences, and/or meetings to broaden relationship networks and deepen knowledge of trends and practices.
• Support Capital Markets businesses by assessing whether securities products and capital markets services are appropriate for a particular client and working with Capital Markets teams to deliver those products and services.

Minimum Requirements

• Undergraduate degree required; graduate degree preferred.
• 8–10+ years of experience in Banking, Investment Banking, M&A, or Capital Markets.
• Minimum of 3 years of experience at the Director level.
• Strong corporate finance and credit skills.
• Proven track record of success working as part of a team to originate and close complex financial transactions.
• Proven ability to pitch, win, and execute corporate finance ideas.
• Leadership experience and a history of involvement in key decisions around a growing financial services business.
• Excellent presentation skills (oral and written).
• Strong relationship-building skills.
• Ability to interact effectively with senior executives inside and outside the organization.
• Expertise in one or more business sectors is a plus.
• Securities Industry Essentials (SIE), Series 79, and 63 license required per company guidelines.
• Series 24 license preferred.

Required Skills

• Professional proficiency typically acquired through 8+ years of relevant work or internship experience in finance, accounting, or a related field.
• Proven track record of success leading teams to structure, negotiate, and execute complex transactions.
• Visibility to leadership as a mentor in training, retention, and development of talent.
• High attention to detail and consistent delivery of high-quality work product.
• Strong project management skills, including ability to manage a team.
• Strong collaboration, communication, and leadership skills.
• Ability to obtain and maintain required securities licenses in accordance with company policy.

Skills for Success

• Client Advisory & Relationship Management: ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships.
• Origination & Commercial Impact: skilled in identifying opportunities, developing pitches, and converting ideas into revenue-generating engagements.
• Team Leadership & Development: proven ability to mentor, develop, and lead high-performing teams.
• Market Insight & Thought Leadership: ability to translate market trends into strategic content and client engagement strategies.

Compensation & Benefits

• Total Base Pay Range: 121,900.00 - 262,100.00 USD Annual
• Eligible to participate in an incentive compensation plan (payment based upon company, line of business and/or individual performance).
• Comprehensive benefits program covering physical, financial, emotional, and social well-being.

Location

• Virtual, Ohio 00000

Additional Information

• Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Unsolicited resumes submitted without an active agreement will be considered the property of the employer and the employer will not be responsible for any associated fee.
• Equal employment opportunity: employment decisions are made without regard to race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.