Director, Advisory Services

Advisory · Remote
About Us:

ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.

Job Summary:

This is a unique opportunity to help us grow our Advisory services. This position will serve as a relationship manager with a strong financial acumen and ability to communicate investment and balance sheet strategies to the client.

The day-to-day duties of the position can be categorized as follows:

  • Maintain and expand market knowledge in order to discuss and educate clients on changes in the market/economy
  • Present and discuss quantitative analyses to clients
  • Consult with clients on balance sheet strategies appropriate to their risk appetite and comply with policy architecture


The Director is accountable for managing the firm’s financial depository client relationships.  As part of this relationship, the Director is responsible for:

  • Ensure ALM First clients are being serviced well and needs are being met
  • Working with ALM First’s specialized groups to develop and implement investment/business strategies to fit within the client’s goals and risk appetite.
  • Present risk-adjusted business strategies to client board and ALCOs along with individual presentations and discussion with key personnel
  • Monitor clients’ balance sheet performance
  • Consult with clients on balance sheet strategies and advise on appropriate allocation of capital using quantitative models
  • Help clients manage risk by instructing appropriate risk-related analyses (credit, liquidity, or interest rate) or devise hedging strategies to offset balance sheet risk
  • Understand all services offered by the firm to better advise clients and guide their strategic initiatives
  • Travel to each client annually
  • Contribute to the development of new products
  • Produce research pieces, articles, and webinars to be used in ALM First marketing materials
  • Speak nationally at industry conferences


  • 7 years of experience in a depository-focused role with client-facing experience and knowledge of fixed-income valuation preferred.

Minimum Education Qualification:

  • Undergraduate degree.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer
  • Must be able to move about inside and outside of the office
  • Must be able to lift up to 15 pounds at times
  • Must be able to effectively communicate.

Work Environment:

  • Work is normally performed in a typical interior/work environment
  • Must be able to lift up to 15 pounds at times

Click Here to Apply


ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.