Client Strategy Manager Jobs in Miami, FL (NOW HIRING)

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Senior Relationship Manager, Middle Market opportunity in Miami. This role is ideal for an accomplished commercial banking leader who can originate complex relationships, serve as a strategic advisor to middle market and larger corporate clients, and balance revenue growth with disciplined credit and risk management.

• Culture: Relationship-driven, collaborative, and performance-focused environment that values sound judgment, accountability, client service, and responsible growth
• Workplace: On-site — Miami, FL
• Function: Lead middle market business development, strategic relationship management, deal execution, portfolio oversight, and market expansion

• Bachelor's degree or higher in finance, accounting, business, economics, or a related discipline
• At least 10 years of commercial relationship management experience
• At least 5 years of direct business development and new-client acquisition experience
• Formal commercial credit training
• Demonstrated success originating and expanding middle market or large corporate banking relationships
• Strong knowledge of commercial credit, loan structuring, financial analysis, risk ratings, and portfolio management
• Experience advising privately held companies, larger corporate borrowers, private equity firms, or family offices
• Ability to generate business through established referral networks, community involvement, and industry relationships
• Experience identifying cross-functional opportunities involving treasury management, deposits, lending, and other banking services
• Proficiency with client relationship management platforms, pipeline reporting, and revenue forecasting
• Strong negotiation, executive communication, and relationship-building capabilities
• Working knowledge of regulatory, reputational, operational, and credit risk considerations
• Ability to work on-site in Miami, FL

• Lead the acquisition of new middle market and larger corporate relationships throughout the South Florida market.
• Create and execute market strategies that generate revenue, increase relationship penetration, and deepen share of wallet.
• Develop trusted-advisor relationships with corporate decision-makers, private equity sponsors, family offices, and professional referral sources.
• Maintain consistent prospecting activity through referral networks, community involvement, industry associations, and direct client outreach.
• Analyze prospective relationships to determine strategic fit, credit suitability, revenue potential, and risk-adjusted return.
• Structure commercial banking solutions that align client objectives with internal credit, pricing, and risk requirements.
• Identify opportunities to introduce treasury management, deposit, lending, and other specialized financial solutions.
• Coordinate client presentations and engage internal product partners to deliver comprehensive recommendations.
• Manage an accurate pipeline within the organization's CRM platform and provide reliable forecasting of prospective revenue and relationship activity.
• Collaborate with Portfolio Managers, Associates, senior banking professionals, Credit Risk, and Client Services throughout underwriting, approval, onboarding, and closing.
• Provide strategic direction to deal teams during credit analysis, transaction negotiation, documentation, and externally facing closing activities.
• Maintain regular communication with clients to evaluate financial performance, emerging business needs, and changes in risk profile.
• Partner with Portfolio Managers to assess credit quality and recommend appropriate internal risk ratings.
• Review and provide direction on portfolio monitoring activities, including leveraged lending, shared credit exposure, criticized assets, and other internal reporting.
• Evaluate transaction-related approval requests involving overdrafts, manual wires, returned payments, and account restrictions.
• Manage regulatory, operational, reputational, and credit risks in accordance with established risk-appetite parameters.
• Support the professional development of Associates and Senior Associates by providing guidance on client strategy, credit events, and transaction execution.
• Represent the institution in the Miami business community and strengthen its visibility among prospective clients and referral partners.
• Report to senior commercial banking leadership and work closely with Credit Risk Management, Portfolio Management, Treasury Management, Client Services, and other product teams.