DIRECTOR, ADVISORY SERVICES
ALM First Financial Advisors, LLC
Dallas, TX
ALM First Financial Advisors is a trusted and innovative partner for financial institutions, specializing in asset liability management, fixed-income portfolio management, and hedging. With $70 billion in assets under management, ALM First offers expert, unbiased advice to more than 350 financial institutions nationwide, empowering them to optimize their financial performance and confidently navigate the complexities of today’s market.
The Director of Advisory Services will be at the forefront of shaping and expanding ALM First’s client relationships with depository institutions. This position offers the opportunity to join a dynamic team of industry leaders who thrive on collaboration, innovation, and excellence. As a key player, you will be responsible for guiding clients through critical decisions on risk management, capital allocation, and balance sheet strategies, building on the legacy of impactful partnerships and visionary leadership that have defined ALM First. If you are a strategic thinker with a passion for delivering exceptional client service, this is your chance to make a significant impact in a role that demands both vision and expertise.
Key Responsibilities:
- Serve as the primary relationship manager for depository clients, ensuring that all client needs are thoroughly understood and addressed
- Develop and maintain strong, trust-based relationships with key client stakeholders
- Work closely with ALM First’s specialized teams to design and implement customized, risk-adjusted strategies that align with each client’s goals and risk appetite
- Present strategies to client boards and ALCOs and engage in discussions with key personnel
- Regularly assess and monitor clients’ balance sheet performance, providing strategic advice to enhance financial outcomes. Help clients navigate complex financial landscapes by advising on capital allocation, risk management, and hedging strategies
- Contribute to the firm’s thought leadership by producing research articles, webinars, and presentations that enhance ALM First’s brand and provide valuable insights to clients
- Represent the firm at national industry conferences and events
- Maintain and expand market knowledge to discuss and educate clients on changes in the market and economy
- Collaborate with internal teams to identify opportunities for new products and services that meet evolving client needs and market demands
Qualifications:
- Minimum of 10 years of experience in a depository-focused, client-facing role within the financial services industry
- Expertise in fixed-income valuation is preferred
- Demonstrated financial expertise with the ability to convert complex financial data into effective, actionable strategies
- Excellent communication skills, both written and verbal, with a proven ability to engage and educate clients effectively
- Demonstrated ability to build and maintain strong client relationships, with a focus on delivering exceptional service and understanding client needs
- A collaborative team player who can work effectively with cross-functional teams and foster a culture of innovation and excellence
- A bachelor’s degree in finance, economics, math, or a related field is required; An advanced degree or relevant certifications (e.g., CFA, CPA) are a plus
- Willingness to travel to client sites as needed, with a commitment to maintaining regular, personal contact with clients (up to 30% travel)
ABOUT DDJ MYERS, an ALM First Company
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.
