Head of Lending Advisory

. Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region .

Posted 9/25/2026full-timeBeverly Hills • California • United StatesLead💰 $250,000 - $500,000 per yearWebsite

Key responsibilities & impact

Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region
Coach and mentor team members and collaborate with colleagues across the US and internationally
Establish a reputation of execution and excellence
Partner with Citi Private Bank Banker teams to identify lending opportunities through account planning
Join client and prospect meetings with Bankers to raise awareness of available solutions
Advise clients and advisors on lending solutions and drive execution excellence in the region
Understand and articulate market-specific products, competitive environment, platform gaps, challenges, and opportunities
Partner with the US & Latam Head of Lending Advisory to ensure a cohesive strategy across the Americas
Act as the initial subject matter expert and first line of control for internal and client inquiries on lending products
Partner with in-business Underwriting and 2nd line risk to pre-screen requests and structure bespoke loan proposals
Build and maintain a strong pipeline of lending opportunities to grow the West Coast portfolio
Ensure effective and consistent compliance with control standards

What you’ll need

15+ years of UHNW lending experience
Experience leading a high performing lending team and a desire to drive growth
Strong knowledge of financial markets, investments, banking and loan products
Ability to advise clients on optimal loan structure and think creatively in delivering market leading solutions
Experience with assessing and structuring loans secured by complex marketable securities, less liquid financial assets, commercial real estate, aviation, fine art and collectibles
Excellent communication (written and verbal) and interpersonal skills
Detail orientation with strong analytical skills
Ability to work under pressure and deliver within tight deadlines to drive execution for clients
Strong negotiation skills
Strong initiative and interactive approach to problem solving
Displays flexibility and independence in a demanding environment
Bachelor's degree / University degree required (or equivalent experience)
Completion of formal credit training program preferred
Series 7, 66 (or 63/65) preferred

Comp & perks

Discretionary and formulaic incentive and retention awards
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays