Growth & Middle Market Technology Banking - Director, Relationship Manager
Mufgub · Los Angeles, California, United States · remote
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
About the Team:
Growth & Middle Market Technology Banking is a specialized team dedicated to building lead relationships through delivering sound, strategic, and balanced advice, as well as lending and the full MUFG platform, to growth stage and mid-market companies. With a team of 40+ banking professionals, they are uniquely positioned to support clients with their scale, global reach, and deep expertise across relationship management, underwriting, risk, and capital markets.
Their mission is to:
- Cover the most exciting venture backed, private equity owned, pre-IPO, and publicly traded companies in the world.
- Deliver in-depth technology industry knowledge with a focus on industry trends, dynamics, and competitive landscape.
- Accelerate the strategic dialogue between the client and MUFG.
- Provide access to industry specialized credit organization, delivering faster decisions to the client.
Job Summary:
The Growth and Middle Market Technology Banking Team at MUFG covers the most exciting venture backed, private equity owned, pre-IPO, and publicly traded technology companies in the world.
Reporting to Brian Boatman, Head of Relationship Management, Growth & Middle Market Technology Banking for the Americas, the Director will serve as a senior market-facing relationship manager for Southern California, covering the technology ecosystem. In this role, the Director will initiate, develop, and deepen relationships while expanding the Bank’s technology client portfolio. New-to-bank client acquisition will be the primary commercial priority, alongside cross-selling and management of existing relationships.
The Director will be responsible for delivering budgeted financial performance across deposits, loan commitments, loan outstandings, and cross-sales of related banking products and services, while maintaining strong portfolio credit quality.
This role offers significant market visibility and requires the Director to self-generate opportunities by engaging growth and middle-market technology companies and key members of the entrepreneurial ecosystem, including CEOs, CFOs, venture capital, and private equity investors, attorneys, accountants, and other referral sources. The Director will lead lending opportunities from origination through structuring, credit approval, documentation, and closing, while deploying bank capital effectively to build durable and profitable client relationships.
Responsibilities:
Business Development
- Actively expand the Bank’s technology client base through new-client acquisition and cross-selling across existing relationships.
- Build MUFG’s brand and market position as a trusted banking partner to growth and middle-market technology companies.
- Develop and maintain meaningful relationships with key market influencers across the Southern California technology ecosystem, including venture capital, private equity investors, and other referral sources.
- Maintain an active calling and market-engagement plan across Los Angeles, Orange County, San Diego, and the broader Southern California market.
- Develop advisory relationships by bringing market insights and tailored solutions to pre-IPO and public technology companies.
- Explore and originate new business opportunities through marketing activities and contribute to growth in assets, market share, and revenue.
- Maintain a high level of engagement with clients and continue to deepen those relationships on behalf of MUFG.
- Support the development of sales strategies.
- Identify cross-sell opportunities and make appropriate referrals.
- Promote collaboration and consistent execution across assigned markets.
Transaction Execution
- Lead all aspects of deal sourcing, structuring, negotiation, underwriting, internal credit approval, documentation, and closing, coordinating with specialist partners as appropriate.
- Collaborate with the portfolio team to actively manage the credit risk of the portfolio and monitor and maintain financial conditions using MUFG’s risk framework.
- Work closely with credit solutions and credit administration teams to provide a variety of debt structures to our target market.
- Present complex financial and capital-structure recommendations clearly and effectively to clients, internal partners, and senior credit committees.
- Continuously contribute to a collaborative, cohesive, active, and rewarding team environment.
- Work with internal partners, Compliance, and Legal to ensure safe and sound deal execution and management, as well as sound overall management of the portfolio.
Skills & Experience:
- Approximately 10 years of relevant banking experience covering technology companies.
- Proven success originating and closing new business, with demonstrated experience building and expanding a portfolio in addition to managing established relationships.
- A well-developed professional network and a demonstrated track record of success in prior roles.
- Formal credit training is highly desirable, along with demonstrated ability to evaluate, structure, and manage technology-related credit risk.
- Experience covering early-stage and venture backed technology companies, sponsor-backed companies, and later-stage or publicly traded technology companies is strongly preferred.
- Strong understanding of commercial banking products and services, including deposits, lending, treasury, and transaction banking.
- Broad understanding of capital structures, with proficiency in debt and equity capital markets; additional experience in capital markets and capital structuring is preferred.
- Deep understanding of market credit structures for pre-IPO and public technology companies.
- A history of building and maintaining trusted C-suite advisory relationships.
- Ability to gain buy-in, foster collaboration, and establish credibility with internal and external stakeholders.
- Experience in software, MarTech, entertainment technology, or frontier technologies such as defense technology, space, robotics, and physical AI would be beneficial.
What will help you succeed
- Entrepreneurial mindset and intellectual curiosity.
- Self-starter; willing to roll up sleeves and get things done.
- Self-directed, proactive, and intellectually curious, with the ability to operate independently and effectively across a broad geographic market.
- Ability to operate autonomously while collaborating effectively as part of a team.
- Aptitude for solving complex problems.
- Strong work ethic; high degree of energy as well as patience and resilience.
- A compelling communicator, able to articulate ideas clearly, logically, and with conviction at the executive level.
- Comfortable with openly and honestly sharing a viewpoint.
- Strong negotiation skills, including persuasion, diplomacy, and salesmanship.
- Passion for building a book of business, networking, and being a connector in the technology ecosystem.
- A strong commercial orientation and demonstrated commitment to new-clien