Global Head of Lending Value Strategy, Private Banking, Executive Director

Global Head of Lending Value Strategy, Private Banking (Executive Director) Role Summary
As Global Head of Lending Value Strategy, you will own the global vision, roadmap, and day-to-day effectiveness of LV analytics as a decisioning engine across marketable-secured lending and adjacent derivatives solutions.

You will design a scalable framework that advisors can explain, clients can trust, and the firm can defend-translating model outputs into clear policies, controls, and front-line tooling that enable responsible growth.

You will set global standards while managing regional regulatory nuances.

Job Responsibilities:


* Set the global LV governance vision and multi-year roadmap aligned to business strategy, capital optimization, and regulatory themes, ensuring LV analytics are embedded from origination through ongoing monitoring and remediation.


* Co-own with Risk the end-to-end LV framework covering client tiering, portfolio and netting suitability, exception approvals, and LV standards for new products and strategies, with clear roles, controls, and escalation paths.


* Lead the first-line market-stress response while maintaining clear accountability, disciplined breach remediation, and rapid mitigants across overlays, hedging, margin/collateral, and client actions.

Client & Advisor Experience Design


* Define the target client and advisor journey under the new LV framework, including what is explainable at point-of-sale, what is transparent post-origination, and how outcomes and actions are communicated in normal conditions and during volatility.


* Translate LV analytics into advisor-ready decision logic and standardized explanations (drivers, required actions, approval paths), enabling consistent outcomes for clients.


* Build "speed-to-yes" through clear segmentation, thresholds, and pre-defined approval paths, supported by front-line tooling and MI (dashboards, alerts, exception evidence).

Securities-Based Lending Product Strategy


* Redefine the global Securities-Based Lending (SBL) product strategy using LV as the core decisioning and portfolio management engine, balancing commercial enablement with disciplined risk appetite, suitability, and capital constraints.


* Set SBL segmentation and client-tier propositions aligned to lending capacity, terms and collateral constructs, supported by product guardrails and scalable standard solutions.


* Maintain a controlled pathway for bespoke solutions and new products/strategies (including structured notes and similar solutions), ensuring indicative LV methodologies and monitoring plans are defined and governed before commercialization.

Governance & Risk


* Co-own global client tiering standards for Portfolio LV and netting, including segmentation logic, thresholds, and required controls, harmonized with Suitability frameworks and regional regulations, and govern methodology changes and documented regional deviations.


* Co-define and co-appro...