About the Role

Robert Half is proud to partner with a dynamic financial institution in the Greater Boston area to find an exceptional Relationship Manager - Structured Finance for their growing team in Needham, Massachusetts. This high-impact full-time position is perfect for seasoned finance professionals who thrive in structured finance environments, specializing in Commercial & Industrial (C&I) loans. With a focus on originating and managing loans ranging from $1MM to $10MM—and handling deal sizes up to $30MM-$100MM—you'll play a pivotal role in driving business development and portfolio growth. The ideal candidate brings a portable book of business and excels in fostering long-term middle-market client relationships. Located in the vibrant tech and finance hub of Needham, MA, this role offers the chance to work in a collaborative setting with competitive compensation up to $175,000 annually. If you're passionate about credit analysis, loan origination, and structured debt solutions, this opportunity at Robert Half-backed careers will elevate your finance career.

Why Structured Finance in Greater Boston?

Needham, MA, is at the heart of Boston's innovation corridor, home to leading banks, fintech firms, and middle-market enterprises. As a Relationship Manager, you'll engage with clients seeking tailored C&I lending solutions, ensuring compliance with evolving regulatory guidelines while maximizing portfolio performance. Robert Half's expertise in placing top finance talent ensures this role is tailored for success.

Key Responsibilities

In this role, you'll lead the full loan lifecycle, from origination to funding, while building a robust client pipeline. Key duties include:

• Building and nurturing strategic relationships with middle-market clients, expertly handling loan requests from initial inquiry through to successful funding.
• Conducting in-depth credit and financial analyses to assess borrower financial health, risk profiles, and viability of structured debt proposals.
• Originating and closing high-value loans for existing clients and prospects, with a focus on C&I lending needs between $1MM and $10MM.
• Preparing detailed credit approval reports, loan reviews, and presentations to support internal decision-making and risk management.
• Representing the organization at industry conferences, community events, and networking functions to enhance brand visibility and forge new partnerships.

These responsibilities demand a proactive approach to business development, ensuring sustained portfolio growth and client satisfaction in a competitive structured finance landscape.

Required Qualifications

To succeed, candidates must demonstrate proven expertise in structured finance. Essential qualifications include:

• 5+ years of experience in relationship management within structured finance or C&I lending, with direct involvement in deals sized $30MM-$100MM.
• A established book of business ready to transition, showcasing middle-market client relationships.
• Advanced skills in credit analysis, financial modeling, and evaluating structured debt instruments.
• Strong business development acumen, with a track record of loan origination and closure.
• Familiarity with regulatory compliance, risk assessment, and portfolio management best practices.
• Exceptional communication skills for stakeholder engagement, report writing, and public representation.
• Bachelor's degree in Finance, Business, or related field; MBA or CFA preferred.

Robert Half seeks candidates who embody integrity, analytical prowess, and a client-centric mindset for this Needham, MA opportunity.

Why Join Us?

Joining this team through Robert Half means accessing unparalleled benefits and growth in one of the nation's top finance markets. Enjoy a competitive salary up to $175,000, performance incentives, comprehensive health coverage, 401(k) matching, and generous PTO. Benefit from professional development programs, hybrid work flexibility, and a supportive culture that values innovation. In Needham, MA, you'll contribute to a thriving economy while advancing your career in structured finance. Robert Half's network opens doors to future opportunities. Apply today for this full-time role and shape the future of C&I lending!

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