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AIPAC logo
AIPACNew York, New York

$100,000 - $150,000 / year

AIPAC’s mission is to encourage and persuade the U.S. government to enact specific policies that create a strong, enduring and mutually beneficial relationship with our ally Israel. Our focus is clear - we come to work every day motivated to keep America strong and Israel secure. Our New York office is looking for our next Director, Banking and Finance to significantly grow financial support for AIPAC and pro-Israel candidates. Directors make an impact on strengthening the U.S.-Israel relationship in three ways: 1) by cultivating and increasing the political commitments of existing AIPAC members and 2) by increasing the financial support to AIPAC from existing members and 3) by inspiring pro-Israel Americans to join as significant financial supporters of AIPAC, including directly supporting pro-Israel Members of Congress and candidates. A successful Director has a proven track record in sales, client relations, political fundraising, or another field that showcases your ability to build strong relationships, close deals, and grow revenue. Detailed Duties The Director will be measured against effective execution of the following tasks and responsibilities: Create and execute a development plan aimed at increasing support for pro-Israel political candidates and growing AIPAC’s revenue through high level solicitations, donor cultivation and stewardship Build and sustain strong, personal relationships with current high-level donors in your portfolio and inspire them to increase their investment in our work to strengthen the U.S.-Israel relationship. Identify, cultivate, and solicit new donors to commit significant resources toward pro-Israel candidates and AIPAC. Solicit current AIPAC donors to fulfill their political commitments on behalf of pro-Israel candidates and Members of Congress Meet quarterly and annual retention, upgrade and acquisition goals for pro-Israel politics and AIPAC Identify, recruit and develop lay leadership for local political leadership roles Provide timely political and policy updates that inform and inspire people to become more involved in pro-Israel politics and AIPAC Maintain and update Salesforce CRM to ensure the most accurate and timely information is included including campaign projects and logging individual activities/communications, and meetings. Qualifications/Skills: Intense passion for a strong U.S.-Israel relationship, as well as knowledge of issues related to Israel, the Middle East and American politics A minimum of 5 years work experience in political fundraising/sales/fundraising or a related field with a successful track record of achieving and exceeding goals Exceptional people skills and the ability to form close, personal relationships with current and prospective AIPAC members Work efficiently under pressure; meet deadlines; demonstrate strategic thinking and good decision-making, as well as an entrepreneurial spirit An understanding and appreciation for AIPAC’s bipartisan, single-issue approach Self-motivated and highly driven and able to work independently, in addition to working with your colleagues to meet goals and objectives Excellent written and verbal communication skills Experience with Salesforce CRM, Outreach.io or other similar tools are a plus Bachelor's degree preferred or commensurate experience AIPAC is offering a competitive market base salary between $100,000.00 and $150,000.00 for the position. A job offer within the range will depend on how closely a candidate's skills and experience match the role's requirements. AIPAC also offers a competitive and comprehensive benefits package that contributes to employees’ overall total compensation package. We currently work remotely two days a week and in our offices the other three. AIPAC is an equal-opportunity employer. Posting Instructions: Please provide a cover letter with a resume to be considered. Incomplete applications with missing documentation will not be considered. If applying for more than one position, please use the 'Attachment' function to attach a position-specific cover letter. Please use your legal names when completing the employment application (No nicknames). #LI-Hybrid

Posted 30+ days ago

I logo
IBT AppsCedar Park, Texas
Benefits: 401(k) Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Vision insurance Be the Reason Local Banking Gets Better Let’s skip the fluff. This is a strategic sales role for someone who knows the core banking space — and is ready to do it better. You’ve sold into banks before. You know the politics, the pitfalls, and the pain points of legacy vendors. And you’re tired of the slow-moving giants who talk big but rarely deliver. At IBT Apps, we’re different. We serve community-focused banks that are ready for change — and we back our sales team with the kind of product, pricing, and partnership that actually earns trust. If you’re looking for a role where: You work directly with the CEO and product leadership to shape strategy, You’re selling a platform you actually believe in , And you see real-world impact on the communities our clients serve— Then we should talk. What You’ll Do: Own and grow a pipeline of core banking prospects across the U.S., focused on small-to-mid-sized community banks. Lead the full sales cycle—from initial discovery and solution mapping through to signed MSA. Work cross-functionally with product, marketing, and implementation teams to align on how we position, price, and deliver value . Bring clarity and simplicity to client conversations—no hidden fees, no vague promises. Build long-term relationships rooted in trust, not pressure. Contribute to the evolution of our sales process, messaging, and customer experience You’ll Thrive Here If You: Have 5+ years selling core banking software or enterprise solutions into financial institutions. Understand how community banks make decisions—and what keeps them up at night. Can confidently speak the language of compliance, conversions, contracts, and customer service . Want to be part of a company where your voice matters—and where decisions are made without red tape . Care about doing right by your clients and delivering solutions that actually help people. What We Offer: Competitive base salary + generous commission structure Transparent pricing model (no smoke and mirrors to explain) Access to the product team and executive leadership A flexible, remote-first culture The opportunity to shape the go-to-market approach as we grow A Final Word We know you’re being recruited from every direction right now. That’s why we won’t overhype or oversell. We’ll just say this: if you want to sell a product with integrity, in a company where your work is respected—and your success is shared—we’d love to meet you. This is a remote position. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Posted 2 days ago

S logo
Simpson Thacher & BartlettNew York, New York

$200,000 - $275,000 / year

Job Summary & Objectives The Banking & Credit (B&C) Training and Strategic Initiatives Manager will be a member of the Legal Talent team, will play a vital role in developing and delivering high-impact training to support the growth, development and excellence of associates in the B&C practice. The B&C Training and Strategic Initiatives Manager will also work on discrete and topical projects within the B&C group. The role will combine both subject matter legal expertise in the banking and credit transactional practice together with the ability to design, deliver, and evaluate training programs tailored to the development needs of associates at all levels. The role will also require a commitment to staying informed of market and legal developments in the field in furtherance of other strategic initiatives. The B&C Training and Strategic Initiatives Manager will work closely with, and collaborate with, practice group leadership, partners, knowledge management and cross-functional teams to ensure that training is aligned with the practice’s strategic goals and evolving market and legal trends and that appropriate strategic initiatives are developed and executed. This is a proactive, detail-oriented position for someone who is passionate about teaching, is committed to the continuous improvement of legal education, and is a forward thinker with an interest in supporting future practice initiatives. Essential Job Duties & Responsibilities Training Needs Assessment and Curriculum Development Identify practice-specific training needs aligned with the substantive legal skills and knowledge required at each level of associate development, including junior, mid, and senior associates. Develop and maintain a dynamic curriculum of training programs tailored to each associate level. Continuously evaluate and update training curricula to ensure they remain relevant, practical, and aligned with evolving substantive learning needs and market trends and developments. Content Creation Create training content for in-person, virtual, and on-demand delivery, including detailed case studies, templates, practical exercises, slides, and facilitator guides. Embed the firm’s practice-specific tools and technologies directly into hands-on training to ensure associates learn legal content in the context of the systems and workflows they will use in real-world deal work. Design and deliver training that simulates real-world deal scenarios and encourages active problem-solving. Develop content for client CLEs, as needed. Training Delivery Co-facilitate live trainings with Partners and Associates, primarily supporting interactive exercises to enhance practical application of legal concepts. Deliver 1:1 or small group training to associates who require targeted development, with a particular focus on lateral hires and associates for whom a particular development need has been identified. Collaboration and Knowledge Sharing Collaborate closely with the B&C Practice Group Head, Partners, Associates, and members of the Legal Talent and Knowledge teams. Serve as a subject matter expert and trusted source of knowledge within the B&C practice. Training Evaluation and Legal Awareness Measure the effectiveness of training through feedback surveys and other relevant metrics to ensure that training programs are meeting the needs of the associates and the practice. Stay informed about changes in law and trends in the market, and incorporate relevant updates into training content and materials as appropriate. Education JD with 6+ years of related experience in a law firm Skills and Experience JD with 6+ years of B&C practice-related experience in a large law firm Strong oral and written communication skills Ability to interact well and build professional relationships while maintaining confidentiality; collaborative approach to working with others of all seniority levels Strong interest in professional development Ability to self-direct, manage multiple priorities, analyze needs and implement solutions Strong organizational skills and attention to detail for both long and short-term projects and responsibilities Highly motivated, proactive, and driven self-starter that demonstrates ownership, initiative, a strong work ethic, and commitment to the role and firm Must be team oriented, contributing as needed on unexpected projects or requests High proficiency with all MS Office Suite products Physical Demands (required to perform essential job functions) Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Sitting: Remaining in the seated position, particularly for sustained periods of time Work Environment The worker is not substantially exposed to adverse environmental conditions as in typical office or administrative work (normal light, air and space in the work environment). Salary Information NY Only: The estimated base salary range for this position is $200,000 to $275,000 at the time of posting. The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible. Simpson Thacher will not sponsor applicants for work visas for this position. Privacy Notice For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at https://www.stblaw.com/other/privacy-notice . Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity. The Firm prohibits discrimination or harassment based upon race, color, religion, gender, gender identity or expression, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, veteran’s status or any other legally protected status. This Policy pertains to every aspect of an individual’s relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment. #LI-Hybrid

Posted 30+ days ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersTampa, Florida

$77,000 - $202,000 / year

Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the FS Enabling Technologies team you will drive innovative solutions in core banking technology. As a Senior Associate, you will analyze complex problems, mentor junior team members, and build meaningful client relationships while navigating the intricacies of the banking landscape. This role offers a unique chance to deepen your technical knowledge and enhance your personal brand in a dynamic environment. Responsibilities - Analyze intricate problems and provide practical insights - Mentor and guide junior team members to enhance their skills - Navigate the complexities of the banking sector effectively - Expand technical knowledge and apply it to client engagements - Foster a collaborative environment that encourages growth - Uphold professional standards and ethical practices What You Must Have - Bachelor's Degree in Computer Science, Software Engineering - At least 5 years of professional experience in API and software development What Sets You Apart - Master's Degree preferred - Hands-on Core Banking and SaaS/BaaS experience - Thorough knowledge of core banking platforms - Being proficient in business process modeling - Familiarity with API integration methods - Understanding of financial products in banking - Possessing an awareness of banking regulations impacting systems - Core conversion experience and familiarity with Golang - Demonstrating success as an individual contributor and team member Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 5 days ago

William Blair logo
William BlairChicago, Illinois
Our Life Sciences investment banking team provides strategic advice to innovative, cutting-edge companies in the BioTech and MedTech sectors. The rapid and cost-effective development of therapies, products and technologies is critical not just to public health, but to the functioning of society and economic activity. Companies leading the research, development, manufacturing, and commercialization of innovative therapies count on our deep technical and financial expertise to guide their capital-raising and M&A efforts. As industry specialists, our bankers have extensive knowledge of the sector and the competitive landscape, serving clients that are developing therapies, products and technologies across a broad range of therapeutic areas, including oncology, immunology, neurology/CNS, rare disease, genetic medicines, and liver disease, among others. We know you have choices on how you spend your summer but encourage you to apply for William Blair’s 2027 Investment Banking Life Sciences Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Develop specialization within BioTech or MedTech Work alongside junior and senior bankers over the course of the 9-week program Take on all functions of a full-time analyst Research and creation of pitch materials Conduct valuation analyses to value potential clients Deepen industry knowledge through the preparation of relevant landscape analyses Projects relevant to public and private financings and M&A trends in the life sciences space Meaningfully contribute to all aspects of live financing and M&A transaction processes Get direct client exposure in a culture of collaboration and accountability Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor’s degree with anticipated graduation between December 2027 - June 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered (field of life science preferred) General understanding of accounting and finance Demonstrated interest in the life sciences and understanding of scientific concepts Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to be located in Chicago Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity.

Posted 4 weeks ago

U.S. Bank logo
U.S. BankDallas, Texas

$133,365 - $156,900 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Healthcare Business Banking Relationship Managers (“BBRMs”) serve as primary advisors to U.S. Bank’s Healthcare clients with annual revenue of up to $50 MM. They are experienced partners who understand their clients’ needs and goals, and deliver comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. They are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client’s unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client’s needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units. Basic Qualifications - Bachelor's degree, or equivalent work experience - Ten or more years of relevant experience Preferred Skills/Experience - Prior Healthcare and Practice Finance banking & structuring experience - Prior experience in clinic and center Commercial Real Estate - Experience partnering across a large, matrixed organization in support of client delivery execution (especially with Treasury Management, Payments, and Wealth Management partners) - Experience working with Healthcare and Practice clients & prospects - Experience managing complex credit structures and loan requests larger than $2.5MM - Experience working with companies and practices up to $50MM in annual revenue - Proven success developing new business and COIs in the healthcare industry - Demonstrated knowledge of commercial credit and credit quality - Agile and innovative approach to problem solving and decision making - Excellent verbal and written communication and presentation skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Royal Bank of Canada logo
Royal Bank of CanadaSan Francisco, California
Job Description 2027 Global Investment Banking Summer Analyst – San Francisco What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets’ San Francisco office recruits for the following industry and product groups: Industry Group: Technology Product Group: Mergers and Acquisitions (M&A) As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Sumer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What’s in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC’s products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 1 day ago

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Convergint CareerRoanoke, Virginia
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20 years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Service Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up and electronic security. Installs equipment and services/supports existing customers by responding to service calls. Drive-up Specialists install, repair, rebuild, and service remote drive-up systems, audio, and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects. Systems include but are not limited to all manufacturer drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturer's specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up-to-date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive-up, locking, and electronic systems specific to the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: DMP and/or Verint Technical diploma and/or equivalent trade experience (e.g. Electrician) 2-3 years of previous technician experience within a commercial, industrial, or facilities operation setting Experience in 1 or more of the following industries: electronic, fire alarm and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 30+ days ago

Mechanics Bank logo
Mechanics BankSanta Barbara, California

$70,000 - $87,000 / year

Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Santa Barbara Cottage Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-DNI Pay Range: $70,000 - $87,000 annually AIP/Bonus: up to 7.5% Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here . To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.

Posted 1 week ago

Huntington National Bank logo
Huntington National BankDallas, Texas

$125,000 - $255,000 / year

Description Summary: Managing Director, Food & Beverage Corporate Banking, is part of the Consumer & Retail Corporate Banking team. This individual develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in debt and equity capital markets, FX risk management, treasury management, working capital, equipment financing and leasing, insurance, and private banking. The Managing Director focuses on coverage responsibilities for clients and prospects with annual sales exceeding $1Bn. Duties and Responsibilities: Manage a portfolio of Food & Beverage clients with primary responsibility of deepening the client relationship, identifying additional partnership opportunities, and managing the client return profile. Critical focus on identifying prospective clients to on-board to the platform that align with the Huntington Bank target market criteria and risk tolerance. Lead team of cross functional colleagues in collaborative pre-call planning sessions resulting in robust client interactions. Maintains an updated qualified prospect list that aligns with the risk profile of the bank. Maintains pipeline and proactively works to close opportunities. Ability to identify and mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendation to clients and prospective clients. Responsible for ensuring the optimization of all customer relationships which entails developing revenue growth through generation and cross selling of all applicable bank products. Provides senior leadership and mentorship to junior team. Basic Qualifications: Bachelor's Degree or equivalent experience in accounting, finance or a related field 7+ or more years' experience in Food & Beverage Corporate Banking Deep relationships across the Consumer & Retail vertical, specifically within Food & Beverage Deep subject matter expertise in the Food & Beverage vertical Series 63 and 79 Ability to analyze corporate financial statements and make recommendations on capital structure. Knowledge of the Capital Markets (Debt and Equity) and understanding of how to succeed in a multi-bank/syndicated credit facility environment. Strong written and verbal communication and negotiation skill set. Proficient with Microsoft Office products and ability and willingness to become proficient with critical proprietary systems. Preferred Qualifications: Master of Business Administration Degree Formal credit training and commercial banking underwriting experience. #LI-MK1 Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $125,000.00- $255,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 6 days ago

F logo
First National Bank Of PennsylvaniaRaleigh, North Carolina
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. n Position Title: Business Banking Team Leader Business Unit: Commercial Banking Reports To: Manager of Business Banking Position Overview: This position is primarily responsible for establishing banking relationships with middle market business customers in and around the region and management of a business banking team. The incumbent supervises and develops the business banking team to maintain and grow the loan portfolio and to develop and enhance customer relationships. The incumbent builds and maintains a portfolio and client base including new business development, meeting business banking clients' financial services needs Primary Responsibilities: Establishes banking relationships with lower middle market customers within the assigned geographical location. Builds and maintains a portfolio and client base including new business development and meeting corporate clients' financial services needs through cross selling and consultation. Develops, maintains and grows own client base.Manages assigned relationship managers. Works with direct reports to achieve results set forth in the Bank's strategic plan. Participates in developing marketing and sales plans with their direct reports.Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation.Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports.Reviews term sheets and previews memorandums and credit packages for approval and presentation to the loan committee.Maintains team compliance with various operating policies and procedures and regulatory requirements.Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc.Performs other related duties and projects as assigned.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 7 Special Skills: Excellent management skillsExcellent communication skills, both written and verbalExcellent customer service skillsExcellent organizational, analytical and interpersonal skillsAbility to use a personal computer and job-related softwareMS Word- Basic LevelMS Excel- Intermediate LevelMS PowerPoint- Basic LevelExperience in commercial or business banking. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 4 days ago

LPL Financial logo
LPL FinancialCharlotte, New York

$113,925 - $189,875 / year

AVP Experience Design LeadLPL Financial What if you could shape the next generation of digital banking and lending experiences? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could define a product experience vision, create north‑star journeys, and deliver compliant, scalable experiences across responsive web and native applications? What if you could work with Product, Engineering, Research, and Compliance to translate customer needs and business requirements into high‑performing digital solutions? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview We are seeking an AVP‑level Experience Design Lead to guide the end‑to‑end experience strategy for LPL’s banking and lending enterprise portfolio. The role includes setting experience strategy, hands‑on design execution, and design system stewardship. This position collaborates with product, engineering, research, legal/compliance, and architecture teams to deliver solutions that meet customer, business, technical, and regulatory requirements. Responsibilities Lead the UX strategy and define north‑star journeys for enterprise banking and lending products. Create end‑to‑end journeys, user flows, information architecture, wireframes, and high‑fidelity prototypes for responsive web and native apps. Collaborate with Product, Engineering, Research, Legal/Compliance, and Architecture to align requirements, constraints, and acceptance criteria. Facilitate discovery workshops, requirements‑gathering sessions, and alignment meetings; document decisions, dependencies, and outcomes. Contribute to multi‑product design system components, patterns, guidelines, and governance; maintain accessibility and compliance standards. What are we looking for? We are seeking professionals who operate effectively in collaborative, fast‑paced environments and who focus on delivering reliable, compliant, and scalable user experiences. Candidates should demonstrate clear communication, structured problem‑solving, and the ability to work within defined product, regulatory, and technical frameworks. Requirements 10+ years of experience in UX design, including work in financial services (banking, lending, credit, or fintech). 5+ years designing responsive web and native mobile flows for banking and lending use cases (e.g., high‑net‑worth personas; Lending/Loan Accounts; CMAs; Bill Pay and Transfer Money; Checking/Savings; Debit Cards; Fraud prevention; Statements). 5+ years using Figma, FigJam, Miro, and UserTesting.com for design, collaboration, and research support. 5+ years applying Agile methodologies and human‑centered design processes across discovery, delivery, and measurement. Portfolio demonstrating complex enterprise experiences across customer‑facing and internal applications. Core Competencies Experience defining experience vision, north‑star journeys, and measurable outcomes. Ability to structure information architecture, workflows, and componentized patterns across platforms. Experience applying accessibility standards (e.g., WCAG) and platform guidelines for responsive web and native apps. Experience facilitating workshops and documenting requirements, use cases, and acceptance criteria. Experience operating within regulatory and technical constraints to deliver compliant designs. Preferences Bachelor’s degree in Design, HCI, Human Factors, or a related field. Experience scaling multi‑product design systems and governance. Familiarity with AI‑assisted design and productivity tools (e.g., Cursor, Lovable). Experience with fraud prevention, statements, and servicing workflows in regulated environments. Experience collaborating with risk, compliance, and operations functions. #LI-Hybrid Pay Range: $113,925-$189,875/yearActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com . Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC12.9.25

Posted 4 days ago

William Blair logo
William BlairChicago, Illinois
Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced analysts. This role is specifically for an opportunity with our MedTech team within Life Sciences. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor’s Degree required with an anticipated graduation date between December 2025 and June 2026 Internship or prior work experience in financial services industry preferred Proven track record in university studies required SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Developing increasingly sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 5%

Posted 3 weeks ago

UMB Bank logo
UMB BankDallas, Texas

$76,520 - $163,900 / year

The Business Banking team actively calls on businesses that typically have annual revenue between $1MM and $20MM. The team includes relationship managers, client managers officers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper in our community. As the Business Banking Relationship Officer Sr. , you will be responsible for increasing the Bank’s profitability by cultivating new commercial relationships and the expansion/retention of existing relationships. In this role you must utilize your credit acumen and be knowledgeable in non-credit products such as Deposit products, treasury management, virtual card, trust, etc. Successful candidates for this role will be resilient, agile, accountable, and driven. This role is hybrid (Tues/Wed/Thur on-site). How you’ll spend your time: Generate, retain, & expand lending, investment and deposit relationship with new and existing clients through client referrals, centers of influence & direct prospecting. Develop, generate and follow-up on new client leads through existing clients, client referrals, COI referrals, & prospecting. Manage overall relationship profitability & portfolio risk and is responsible for profitable growth of the portfolio assigned (includes loans, deposits, & fee income). Act as a consultant to clients and a resource to the Bank in developing & retaining business. Provide insight & ideas for enhancing client relationships, client cash flow, profitability, and efficiency. Manage the overall credit quality of assigned portfolio (includes sales, credit analysis, loan structuring, client and prospect interviews). Monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. Negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make oral/written presentation to underwriter or loan committee, and implement approval/declination action. Serve as the primary link for all financial services to the individual Business Banking client with the bank (i.e. Treasury Services, International, Trust, and Cash Vault). Participate in community & professional activities in order to enhance the bank’s image and expand personal network of business contacts for development of new business. Monitor accounts to identify potential credit problems and assure proper loan documentation. Customers tend to have complicated lending requirements involving term loan agreements, commercial real estate, and revolving credit lines. Communicate and collaborate with consistency and transparency with business banking teams and internal partners. Consistently use and maintain CRM usage. Other duties as assigned. We’re excited to talk to you if: You posses a Bachelor’s degree OR equivalent work experience. You have 7 years proven business banking sales experience. You are able to articulate superior strategic sales knowledge of selling to small business owners. You demonstrate a high level of business banking product knowledge and product innovation. You possess a strong knowledge of market/industry trends. You can give examples of sourcing/producing efficient credit opportunities. You have a knowledge of credit and operational risk-ability to quantify potential exposure and advise team. You show a strong understanding of credit underwriting. You have extensive knowledge of commercial lending practices and loan documentation/loan servicing requirements. You can demonstrate advanced knowledge of financial analysis (including ratio and trend analysis and projections). You have thorough knowledge of accounting principles and practices. You demonstrate proficiency in Word, Excel, and PowerPoint. Compensation Range: $76,520.00 - $163,900.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates , such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankSan Francisco, California

$87,700 - $155,900 / year

About this role: Wells Fargo is seeking talent to join the 2026 Corporate Banking Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com Corporate Banking Overview Corporate Banking serves our clients by using the Wells Fargo balance sheet to finance our clients’ day-to-day corporate activities as well as strategic activity, including mergers & acquisitions. Corporate Bankers cover both large corporate and middle market clients through the CIB platform and are also responsible for generating ideas and solutions across Wells Fargo’s suite of products and services. Our Corporate Bankers meet regularly with Wells Fargo clients regarding Debt Financing and Treasury Management strategies among other banking products that Corporate Treasurers look to us to provide.Additionally, CIB Corporate Bankers partner with CIB Investment Bankers to evaluate potential acquisition targets, perform debt financing analysis, and ultimately provide or help source any debt financing needs. Our CIB Coverage Teams are organized by industry vertical to provide the appropriate level of specialization and partner with our CIB Capital Markets, Corporate Finance and M&A teams to deliver Corporate and Investment Banking solutions to our clients.The CIB Coverage Industry verticals include: Banks Americas Consumer & Retail Energy & Power Financial Institutions Group Healthcare Industrials Technology, Media & Telecommunications Sponsors Portfolio Management WHAT THE PROGRAM OFFERS The Corporate Banking Early Career Program is designed to provide undergraduate students with an in-depth understanding of the day-to-day responsibilities of a full-time Corporate Banking Analyst. Analysts will work with Corporate Banking team members to support its financing and relationship management efforts. Analysts assist with end-to-end financing activities as well as ongoing relationship and portfolio management activities. Additionally, Analysts assist Corporate Bankers with the preparation of client marketing materials for CFOs and Treasurers of large Fortune 500 companies and middle-market clients. Key Analysts responsibilities that Analysts may participate in include: Performing company and industry research; Preparing historical financial performance analysis and modeling future financial performance to identify key credit risks; Preparing client marketing materials utilizing Excel and PowerPoint presentation skills; Assisting in the preparation of credit underwriting materials and presentations for Wells Fargo’s Risk Committee approval; Assisting with deal closings; Support the management of existing client relationships through the ongoing monitoring of industry events, company press releases, and financial statements and preparing memorandums to update management on the latest client information as needed. In this role, you will: Function as part of a team focused on helping clients achieve their financial and strategic goals Assist Corporate Bankers with the preparation of marketing materials for Fortune 500 companies and middle-market clients Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance Prepare discussion materials for internal and external presentations Complete periodic professional development training as scheduled Assist with deal closing including regulatory and compliance requirements Ideal Candidate for this role: Outstanding problem solving and decision-making skills Strong analytical skills with high attention to detail and accuracy Ability to be proactive, innovative and creative in meeting customer and enterprise needs Ability to interact with integrity and a high level of professionalism with all levels of team members and management Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth Analysts start with a comprehensive six to seven week training program in Charlotte before beginning work with their business unit. The training combines all the Analysts from various lines of business and includes classroom instruction in financial accounting, cash flow, credit analysis, products, structuring, corporate valuation and financial modeling. Wells Fargo professionals and consultants with special expertise in their fields equip Analysts with the skills, knowledge and tools to make an immediate contribution to their team. Analysts will also receive on-the-job coaching, mentoring, and feedback throughout their tenure. Program duration: This is a 2 year program with a program start date of July 2026. Program Locations :Primary location is San Francisco, CA Pay Range: Sn Francisco: $100,000 Annually May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards. Required Qualifications: 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is strongly preferred that your background include: Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026. Excellent verbal, written, and interpersonal communication skills. Ability to work effectively, as well as independently, in a collaborative, change driven environment Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills. Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement. Pursuing a bachelor’s degree. All majors are welcome. Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry. This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,700.00 - $155,900.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 21 Aug 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 30+ days ago

Stout logo
StoutDetroit, Michigan
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Directors in the Investment Banking group at Stout perform engagements involving middle-market mergers and acquisitions, capital raising, and special situations. Stout seeks a Director / Managing Director for its Investment Banking group to provide value-added consulting services to clients by expanding existing relationships, cultivating new relationships, and providing excellent product delivery. Our industries include: Aerospace & Defense, Automotive, Business Services, Consumer Products, Food & Beverage, Energy & Utilities, Healthcare & Life Sciences, Industrials, Metals & Mining, Plastics & Packaging, Real Estate, and Technology, Media, & Telecommunications. Major Duties and Responsibilities: Responsible for creating successful revenue streams through clients and referrals. Identify potential clients and build and maintain new and existing relationships. It is also important for the candidate to have knowledge of the firm’s product offerings within the Investment Banking group. Set a strategic direction for determining appropriate marketing activities as well as attending marketing/business development activities with clients/potential clients. High level of involvement in setting the group’s vision and strategic focus as well as being involved in overall budget to achieve financial goals/objectives of group. Provide guidance and training to Investment Banking team members. Knowledge, Skills & Abilities: A minimum of 10+ years of relevant experience in middle market merger and acquisition investment banking activities. A bachelor’s degree in accounting or finance preferred. MBA degree a plus. Industry specialty in an area that makes sense for Stout’s client base and past experience or an identifiable network of referral sources that have consistently generated relevant middle market deals (i.e., a successful generalist). Demonstrated ability to engage and close at least $1.5 million in annual client fee revenues for the last several years. Strong deal execution experience and proven ability to manage investment banking teams in engagements. Experience at a regional full-service investment bank or boutique M&A advisory firm. Entrepreneurial background and proven ability to work in a small group with limited resources. Extensive business development and client management experience. Fit Stout’s core values of being relationship focused, entrepreneurial, committed, accountable, and having a positive team attitude. Proven management and leadership skills in heading up a practice group. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Why Stout? Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what’s most important to them at any life stage. At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment. Stout Culture: We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve. Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout’s leadership and spreading across the organization. We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success. To learn more about our commitment to diversity, equity, and inclusion, click here . Professional Development: To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement. We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career. Stout Benefits : Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout. View our Benefits page to see what this can look like for you. Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, creed, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, age, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ+ communities, veterans, people with disabilities and members of other underrepresented communities to apply . Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you.

Posted 30+ days ago

C logo
Convergint CareerCincinnati, Ohio
Convergint is looking for full-time, enthusiastic, results driven and forward-thinking operations colleagues to join our amazing culture. As part of College Development Program, you will be provided with the knowledge, tools, and resources to succeed. Through a six-month training program, candidates are offered the opportunity to network, learn, and fine tune their Convergint knowledge before heading out into the marketplace to manage projects. In this role, you will work with a team of exceptional colleagues to execute projects to completion, on time and on budget, while delivering world-class service to our customers. As an operations colleague, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional operations colleague. Who We Are With over 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. Build trust with existing customers by executing projects to successful completion. Collaborate with premier partners in vertical markets and industries such as transportation, global/enterprise accounts, utilities, financial/banking, healthcare, datacenters, federal, state and local governments, and K-12 & higher education. Partner with sales personnel to ensure project execution exceeds customer expectations, delivering exceptional service every day. Manage, oversee, and coordinate all aspects for small to medium projects of moderate complexity from award through completion of project. Effectively communicate project requirements to project team and wider organization as and when required and maintains accurate and up to date records of job status, job changes, material flow and other control records necessary for processing of internal and external reports. Effectively communicate and inform customers of project status, challenges, changes, and any other necessary information to ensure customer satisfaction. What You’ll Need Self-starter with a strong affinity for problem solving, organization, and leadership. Desire to learn, understand, and apply solutions to customer challenges. Ability to gain customer trust and cultivate business relationships. Ability to adapt to business changes with the ability to influence others. Basic skills in Microsoft Office. Strong presentation and communication skills. Technical acumen, or the affinity to learn and stay on top of evolving technology trends. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: College degree, trade school or equivalent experience Preferred Experience: (but not required): 1-3 years project management or equivalent Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyMenlo Park, California
Morgan Stanley’s Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor’s degree is required; an MBA and/or CFA designation would be an asset Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 weeks ago

MarshBerry logo
MarshBerryWoodmere, Ohio

$75,000 - $100,000 / year

MarshBerry is growing! We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. We are seeking a Financial Analyst to join our team. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team. Responsibilities: • Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations.• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.• Develops client relationships by maintaining positive rapport with clients during projects. • Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.• Support new business generation through reactive methods to introduce our products and services.• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. • Any other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: • Bachelor’s Degree in Business, Finance or Accounting. Master’s Degree is a plus.• Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services. • Proficient with technology; Microsoft Word, Excel, Power Point and Access or similardatabase. Other: • Strong analytical and problem solving skills; techniques to identify and resolve issues• in a timely manner.• Strong communication skills; both written and verbal with demonstrated creativity• with regard to work.• Exceptional organization skills; using systematic methods to perform work and• creativity to recommend or create new work methods or procedures.• Ability to multi-task; able to complete simultaneous projects and responsibilities with• extreme attention to detail according to required timelines and deadlines.• Ability to work extended hours as needed. Some travel will be required. Base salary target for CA : $75,000 - $90,000Base salary target for NY : $85,000 - $100,000 Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:• Crain’s Best Employers in Ohio• The Nation’s Best and Brightest in Wellness• North Coast 99• Top Work Places – The Plain Dealer• Weatherhead 100• West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com. We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Posted 2 weeks ago

Howden logo
HowdenNew York, New York

$105,000 - $115,000 / year

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Senior analysts on the HCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities. Qualifications: The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: Prior investment banking experience Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor’s Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Legally authorized to work in the United States. The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits. EEO Statement: We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. Howden North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Howden North America will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Posted 2 days ago

AIPAC logo

Director - Banking and Finance

AIPACNew York, New York

$100,000 - $150,000 / year

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Job Description

AIPAC’s mission is to encourage and persuade the U.S. government to enact specific policies that create a strong, enduring and mutually beneficial relationship with our ally Israel. Our focus is clear - we come to work every day motivated to keep America strong and Israel secure. 

Our New York office is looking for our next Director, Banking and Finance to significantly grow financial support for AIPAC and pro-Israel candidates.  Directors make an impact on strengthening the U.S.-Israel relationship in three ways: 1) by cultivating and increasing the political commitments of existing AIPAC members and 2) by increasing the financial support to AIPAC from existing members and 3) by inspiring pro-Israel Americans to join as significant financial supporters of AIPAC, including directly supporting pro-Israel Members of Congress and candidates. A successful Director has a proven track record in sales, client relations, political fundraising, or another field that showcases your ability to build strong relationships, close deals, and grow revenue. 

Detailed Duties

The Director will be measured against effective execution of the following tasks and responsibilities:

  • Create and execute a development plan aimed at increasing support for pro-Israel political candidates and growing AIPAC’s revenue through high level solicitations, donor cultivation and stewardship
  • Build and sustain strong, personal relationships with current high-level donors in your portfolio and inspire them to increase their investment in our work to strengthen the U.S.-Israel relationship.
  • Identify, cultivate, and solicit new donors to commit significant resources toward pro-Israel candidates and AIPAC.
  • Solicit current AIPAC donors to fulfill their political commitments on behalf of pro-Israel candidates and Members of Congress
  • Meet quarterly and annual retention, upgrade and acquisition goals for pro-Israel politics and AIPAC
  • Identify, recruit and develop lay leadership for local political leadership roles
  • Provide timely political and policy updates that inform and inspire people to become more involved in pro-Israel politics and AIPAC
  • Maintain and update Salesforce CRM to ensure the most accurate and timely information is included including campaign projects and logging individual activities/communications, and meetings. 

Qualifications/Skills:

  • Intense passion for a strong U.S.-Israel relationship, as well as knowledge of issues related to Israel, the Middle East and American politics
  • A minimum of 5 years work experience in political fundraising/sales/fundraising or a related field with a successful track record of achieving and exceeding goals
  • Exceptional people skills and the ability to form close, personal relationships with current and prospective AIPAC members
  • Work efficiently under pressure; meet deadlines; demonstrate strategic thinking and good decision-making, as well as an entrepreneurial spirit
  • An understanding and appreciation for AIPAC’s bipartisan, single-issue approach 
  • Self-motivated and highly driven and able to work independently, in addition to working with your colleagues to meet goals and objectives
  • Excellent written and verbal communication skills
  • Experience with Salesforce CRM, Outreach.io or other similar tools are a plus

Bachelor's degree preferred or commensurate experience

AIPAC is offering a competitive market base salary between $100,000.00 and $150,000.00 for the position. A job offer within the range will depend on how closely a candidate's skills and experience match the role's requirements. AIPAC also offers a competitive and comprehensive benefits package that contributes to employees’ overall total compensation package. We currently work remotely two days a week and in our offices the other three. AIPAC is an equal-opportunity employer.

Posting Instructions:

  • Please provide a cover letter with a resume to be considered. Incomplete applications with missing documentation will not be considered.
  • If applying for more than one position, please use the 'Attachment' function to attach a position-specific cover letter.
  • Please use your legal names when completing the employment application (No nicknames).

#LI-Hybrid

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Submit 10x as many applications with less effort than one manual application.

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