REQUIRED EXPERIENCE:
Demonstrated ability to learn new lending tools quickly, understand the full product lifecycle, and adapt to a fast-growing product segment.
Ideally have prior experience in financial services, specifically lending products (securities-based lending, margin, credit-based products, etc.)
Strong attention to detail with the ability to deliver on tight turnaround times.
Strong written and verbal communication skills; comfortable working with cross-functional partners.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Copilot).
Ability to pass a non-registered fingerprint background check to qualify as a fingerprinted person under Client.
Education:
High school graduate
JOB TITLE: Business Development Consultant 5
JOB LOCATION: NY, NY hybrid must be W2
WAGE RANGE*: 38 - 42.00/ hour
JOB NUMBER: 37423819
JOB DESCRIPTION
Support day-to-day execution of the Securities-Based Lending (SBL) program, including tracking pipeline activity, documentation, and follow-ups.
Able to enter loan estimates and handle operations processes to review new submitted business
Work independently with little supervision and partner across the lending team to advance lending initiatives, resolve open issues, and help move high-priority opportunities forward.
Assist with product workflows, advisor inquiries, and new opportunity sourcing.
Maintain accurate records, project tracking, KPI, and reporting to ensure operational business continuity.
Help monitor KPIs, evaluate utilization reporting, identify usage trends, and receive field feedback; document and summarize findings for the team to make product improvements.
Deliver clear, actionable product materials to advisors– process guides, FAQs, toolkits – designed to build advisor confidence in lending programs
Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities
* While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. Benefits offered are in accordance with applicable federal, state, and local laws and subject to change at TCM's discretion.