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PwC logo
PwCTampa, FL

$124,000 - $280,000 / year

Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model 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. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC 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. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000. 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 30+ days ago

U.S. Century Bank logo
U.S. Century BankMiami, FL
Apply Job Type Full-time Description The Consumer Loan Underwriter is responsible for evaluating, analyzing, and making credit decisions on consumer loan applications. This role assesses risk, ensures compliance with lending policies and regulations, and delivers decisions that balance customer needs with organizational risk appetite. The underwriter works closely with MLOs, Loan Processor, and Credit Management Team to ensure timely, accurate, and responsible lending decisions. Requirements Essential Duties and Responsibilities Review and analyze consumer credit applications for home equity products, and other retail lending product (as deemed applicable). Assess applicant financial information including credit reports, income documents, bank statements, employment verification, and accurately calculate debt-to-income ratios. Determine creditworthiness and compliance with applicable program guidelines. Recommend appropriate conditions to support the credit decision to approve, conditionally approve applications within assigned delegated credit authority limits set by the Bank, or deny applications. Document underwriting decisions clearly and accurately in the loan origination system. Perform timely reviews of stipulation/conditions included on loan approvals Provide rationale for decisions and maintain proper audit trails. Communicate decision details and required conditions to MLO and Processors. Risk Assessment & Compliance Identify potential risks, fraud indicators, and inconsistencies in documentation. Ensure loan decisions comply with internal policies, regulatory requirements (e.g., ECOA, Fair Lending, FCRA), and investor guidelines as deemed applicable. Collaboration & Communication Work with internal teams to resolve application issues, identify any missing information, and explain underwriting requirements. Support customer-facing staff by interpreting credit policies and providing guidance on structuring deals. Quality, Reporting & Process Improvement Maintain high accuracy and productivity standards while meeting turnaround time based on established Service Level Agreement. Assist with portfolio analysis, quality control reviews, and policy updates as deemed necessary by Credit Management. Identify opportunities to streamline underwriting processes and enhance risk controls. Qualifications / Education Bachelor's degree in finance, Business, Accounting, or related field preferred (or equivalent experience). Experience 5+ years of consumer underwriting or Residential lending experience (depending on seniority level). Familiarity with credit scoring models (e.g., FICO), Proficient with loan origination system, Encompass. Skills Strong analytical and problem-solving skills. Knowledge of consumer lending regulations and credit risk principles. Excellent attention to detail and documentation accuracy. Strong communication skills and ability to collaborate across teams. Ability to manage multiple applications and meet strict deadlines. Competencies Judgment & Decision-Making - Risk Awareness Customer Focus Integrity & Compliance Time Management Data Analysis Responsible for compliance with following regulations (if applicable): Bank Secrecy Act (BSA) Anti Money Laundering (AML) Office of Foreign Asset Control (OFAC) Know your Customer (KYC) Deposit related regulations (i.e. Reg. DD- Truth In Savings, Reg. E-Electronic Funds Transfer Act, etc.), as applicable Lending related regulations (i.e. Reg. B- Fair Lending, Reg. C-HMDA, Reg. Z- Truth Lin Lending Act, etc.), as applicable Community Reinvestment Act (CRA) Privacy Unfair, Deceptive, Abusive, Acts or Practices (UDAAP) USCB Policies and Procedures: All officers and employees of the bank are to maintain an understanding of all USCB Polices and Procedures as outlined in the bank's shared drive. All employees are to follow said polices and procedures and report any knowledge of a variance of the same. Qualifications and Requirements: To perform this job successfully, and individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be to enable individuals with disability to perform the essential functions. Language Skills: Ability to read, analyze, and interpret common business, banking, documents. Able to respond to common inquiries or complaints from customers or members of the business community. Ability to write reports and business correspondence conform to prescribed style and format, relate well with others and quickly create a working rapport. Must have the ability to present information to management, employees, and customers. Education and/or Experience: Bachelor's degree (B.A.) from a four-year college or university; and two years related experience and/ or training; or equivalent combination of education and experience. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel objects or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is a climate-controlled office setting where the noise level is usually moderate. Work Habits: Include regular attendance, teamwork, initiative, dependability, and promptness. Disclaimer: This job description is not employment agreement or contract. Management has the exclusive right to alter this job description at any time. MEMBER FDIC/EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER/DRUG FREE WORKPLACE

Posted 30+ days ago

PwC logo
PwCMelville, NY

$77,000 - $214,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC 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 - $214,000. 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 30+ days ago

T logo
Texas Capital Bancshares, Inc.Houston, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Key Responsibilities: Lead with ultimate responsibility for the overall, holistic business performance, growth, and profitability of the Diversified Industries group at Texas Capital, at appropriate levels of risk. Develop and execute a long-term strategy for the business and build engagement and buy-in around the vision and strategy for the Diversified Industries Corporate Banking group at all levels of the business. Drive business performance, growth and profitability on an ongoing business, meeting quarterly and annual performance targets while executing the business strategy and managing risk and compliance. Attract, retain, inspire and develop a diverse, high-performing group of Corporate Relationship Managers and juniors. Structure the organization to achieve its business objectives in an efficient and effective manner. Drive client relationships across Texas Capital - working closely with the Investment Bank and other businesses with a focus on the top tier names, ensuring that a high degree of client contact is consistently maintained. Help to manage some key relationships with existing and potential clients with a view to leveraging further business and widening the portfolio. Focus on the spectrum of needs for Corporate customers and across a national remit. Actively partner with the credit team and provide guidance in order to help maintain strong credit quality and effective deal processing. Partner with Product Executives to ensure a holistic client coverage approach. Ensure that all activities and duties are carried out in full compliance with regulatory requirements, enterprise-wide risk management framework, and internal Texas Capital policies and policy standards. Key Competences: Solving large, challenging cross-enterprise problems and implementing innovative and creative solutions to address them. As a member of the CIB Leadership Team, support the development of the group's strategy and business plans that align with Texas Capital's purpose, values, risk appetite, and policies. Establish and maintain effective, collaborative relationships with independent risk, business risk, compliance and other relevant groups within Texas Capital Work Experience: Significant experience at 15+ years senior leadership level in corporate banking or equivalent with experience on a national scale. Detailed knowledge of the financial services industry (including history, trends, and future development). Ability to maintain and enhance the standing of Texas Capital's Diversified Corporate Banking team within financial markets. Experience in a strategy, product, consulting, or business development role, multiple areas preferred. Demonstrated ability to lead and influence internal and external partners in varied disciplines (business, technical, customer experience, risk, controls). Established and evidenced leadership credentials, including leading through change. Education: Bachelor degree in accounting, finance or related area The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

US Bank logo
US BankJefferson City, MO

$94,010 - $110,600 / 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 Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Role responsibilities include: Large portion of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Knowledge of cash flow management, business, and commercial credit Basic knowledge of credit administration, analysis, Strong business development and relationship management skills Self-motivation, team player, positive and outgoing personality, and production driven. Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts 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 and 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: $94,010.00 - $110,600.00 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 30+ days ago

Raymond James logo
Raymond JamesChicago, Illinois

$100,000 - $200,000 / year

Job Description Summary Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock. Job Description Responsibilities: Develop and/or deliver a plan for significant aspects of the financial management and/or control process.Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy.Recommend changes to policies, processes, standards, and practices that would improve operational support.Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.Skills: Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise.Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients.Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to work independently on costing, budgeting and finance tasks while providing guidance and training to others.Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.Works at an advanced level to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works independently and provides guidance.Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing and managing project-related risks.Works at an advanced level to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective.Typically works independently and provides guidance.Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on reviewing and creating relevant, lucid and effective reports.Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks.Works at an advanced level to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works independently and provides guidance.Applies comprehensive knowledge and/or skills to independently engage in strategic planning. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Salary Range $100,000.00-$200,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 1 week ago

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Agentis Capital AdvisorsNew York, New York
Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and several of our past vice presidents have been recognized as future leaders in the industry. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments., The Opportunity As Vice President, you will play a pivotal leadership role in leading our North American financial advisory practice. You will be expected to pitch financial advisory mandates, manage complex transactions concurrently, build and train a growing team of practitioners, and consistently provide high-quality, bespoke services to our clients. This role requires a strategic mindset, strong leadership skills, a deep understanding of the infrastructure finance landscape, and expertise in deal management and technical delivery. Key Responsibilities Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution; Lead transaction teams to successfully execute financial advisory mandates; Mentor, develop, and manage junior team members; Develop and maintain relationships with clients and key stakeholders within the infrastructure sector; Identify, develop, and pitch financial advisory opportunities; and Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space. Our Differentiators Exceptional level of responsibility on complex transactions across verticals and financial products; Opportunities to work on global transactions; Continuous internal training and leadership development programs; Competitive compensation, employee ownership, and comprehensive benefits package; Paid sabbatical every two years of employment; Entrepreneurial culture with a clear path to partnership; and Access to principal investment opportunities alongside Partners. Your Skills and Experience Minimum six years of relevant experience in infrastructure finance as a sponsor or as a financial advisor; Strong deal management and technical delivery capabilities; Demonstrated ability to structure and execute infrastructure mandates; Successfully closed challenging infrastructure transactions; Strong business development and client relationship skills; Exceptional communication and interpersonal skills; Ability to work with geographically dispersed teams; Ability to work under pressure and consistently deliver high-quality work with strict deadlines to meet team and client objectives; and Willingness and ability to travel. Position Type Permanent Full-Time Location: Remote Desired start date: Immediately

Posted 3 weeks ago

Baird logo
BairdChicago, Illinois
Investment Banking Analyst Baird is a leading global investment bank with more than 400 banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion . Committed to being a great workplace, Baird ranked No. 23 on the 2023 Fortune 100 Best Companies to Work For® list – its 20th consecutive year on the list. As an Investment Banking Analyst, you will: Play an integral role on investment banking teams, providing analytical support on mergers and acquisitions, public offerings and other financial advisory services for our clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Develop your skills through broad exposure of working closely with both junior and senior bankers. What makes this great? Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: Candidates with experience working in a solution-focused environment who can hit the ground running. Candidates must have a proven academic record and a passion for Finance. The ideal candidate will have: An enduring work ethic and track record of success. The ability to function equally well in both a team setting and on a self-directed basis. Excellent mathematical, writing, verbal and computer skills. The Baird Difference In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including: Protected Friday night and Saturdays Periodic Sabbaticals during career Shareholder opportunities Mandatory paid time off (PTO) Robust 401k match and profit-sharing contribution Learn more about Baird’s unique additional benefits here Additional Details: Compensation Information: $110,000 Annual Salary Bonus Eligible *Compensation and bonus are commensurate with experience, performance and/or GIB profitability ​ Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Commitment to Inclusion & Diversity Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position Reporting to Chief Compliance Officer (CCO) for TCBI Securities, Inc., the Director of Compliance assists the CCO with the design, development, delivery and maintenance of the investment bank’s overall compliance program and acts as an independent compliance partner to the business divisions within the investment bank including sales and trading, M&A advisory, capital markets, municipal finance, swaps/derivatives/FX, equity research and operations. As a senior member of the Investment Bank’s compliance team, the Director of Compliance Officer will be actively engaged with multiple businesses lines to provide compliance advice, monitoring and oversight of the firm’s compliance program. This position is an on-premises role at the firm’s Dallas, Texas headquarters. Responsibilities Design, develop, execute and oversee an effective Compliance Program by enabling the identification, operationalization, and communication of applicable federal and state regulations Foster an understanding of associated risks across the entire organization and implementation of suitable risk mitigation strategies Oversee the design and effectiveness of the business (first-line) and independent risk management (second-line) controls to mitigate compliance risks Act as a trusted advisor, provide advice and guidance to senior management on the implications of compliance trends and issues affecting the firm and partner with senior management to implement the firm's compliance program. Provide guidance to the relevant business (first-line) and independent risk management (second-line) concerning suggested policies, procedures, practices and controls Update/synchronize the firm’s written policies, procedures and documents including the written supervisory procedures, compliance manual, code of conduct and operational process documents, and participate in testing same. Prepare Firm Element Continuing Education content and deliver to Associated Persons and track staff compliance with Regulatory and Firm Element training requirements. Research applicable new rules or rule changes and implementing policies, procedures or other controls necessary to comply with the rules. Manage a team of subject matter experts from time to time Drive and influence compliance enhancements at all levels of the business consistent with the enterprise’s risk profile Act as a key liaison during regulatory exams, internal audits, and independent testing Assist in the execution of and act as key advisor for the firm’s Regulatory Compliance Risk Assessments Design and deliver management reporting on KRIs, KPIs, and any significant developments within the COI Program Prepare and deliver FINRA Firm Element Continuing Education training Maintain knowledge of applicable rule changes and latest industry guidelines and best practices Manage departmental expenses and annual budget Recruit, train, and retain talent within the department Demonstrate sound judgement and leadership in a fast-paced, dynamic, collaborative, and transformative environment Manage and execute multiple complex projects within the required timelines Qualifications Bachelor’s degree (preferred in Finance, Accounting, Business, or Analytics, Computer Science); or equivalent combination of education, training, experience Possess a minimum ten (10) years of experience in the financial services industry, specifically, within a broker/dealer operating as an affiliate, subsidiary or division of a bank and/or RIA. Have Knowledge of financial products and services offered by investment bank, particularly FX, swaps and other OTC derivatives, and be a subject matter expert in applicable federal and state securities laws, rules regulations, and those of relevant SROs. Hold Series 3, 7, 9/10, 24, 53, 57 and/or JD a plus. Possess excellent oral and written communication, the ability to influence all levels of management and external partners, skills with the ability to dispassionately manage challenging and/or confrontational interaction with firm personnel, clients and regulators. Be Team-orientated, while able to complete tasks independently. Possess experience with equity sales and trading surveillance, market manipulation, trade reporting and responding to related regulatory inquiries. Be Motivated, diligent, conscientious, highly organized, detail-oriented and able to drive tasks to completion. Hold a bachelor’s degree in finance, economics, accounting, business administration a plus. Be Self-motivated, well organized, and detail-oriented so as to handle complex and concurrent assignments High degree of integrity, strong work ethic, and an ability to work independently while leading a team of compliance professionals Possess Problem-solving skills, with a strong analytical and data-driven work style The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

Huntington National Bank logo
Huntington National BankBirmingham, Michigan
Description Brief Description: Provides first line sales and service support for Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients. Detailed Description Private Banking Service Specialist II is responsible for the day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to: personal and business deposit accounts, consumer lending and mortgages. Works directly with the client and/or relationship manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests. May advise clients on the best account options for their needs. Makes routine decisions in the absence of an officer. May attend client or prospect meetings, presentations and events with an officer or independently. Responsible for processing consumer loan requests; prepares and submit overrules. Service Specialist II has more in depth understanding of product options, guidelines, pricing and credit policy. Closes loans as needed without banker present. Services customers by providing detailed information on specific accounts and building rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Cross sells bank products and services including referring customers to appropriate personnel and scheduling appointments for bankers. Assist relationship managers with managing their pipelines, including: submitting referrals, entering opportunities, managing stages and tasks, etc. Service Specialist II is responsible for processing customer transaction requests (consumer and commercial). Additionally, will complete related audits and tasks (when applicable) such as: cashier's check audits, cash audits, ordering cash, alarm testing, key audits, etc. Maintains up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Participate in identifying issues of concern and keeping department management informed as needed. Other duties include answering telephones, filing and maintaining documentation. Basic Qualifications: High School Diploma 3 or more years banking experience Preferred Qualifications: Will obtain notary license Bachelor degree preferred Microsoft Suite Proficient Very strong interpersonal skills Excellent in customer service, highly motivated, focused and goal oriented Must have excellent written and verbal communication skills, including professional grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Is able to work independently Administrative support experience within financial service industry preferred Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) No 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. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. 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 2 weeks ago

Banc of California logo
Banc of CaliforniaSanta Ana, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through BancEdge. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Onboards Business and Consumer depository products and services that are routed through the Community Banking channel. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned WHAT YOU’LL BRING Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills. Strong oral, written and interpersonal communication skills. Ability to develop rapport with clients, peers and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Be able to organize thoughts and ideas into understandable terminology. Organize and prioritize own work schedule on a short-term and long-term basis. Ability to complete routine forms, letters and/or conduct routine oral communication. Ability to make informal presentations. High School diploma required and/or College degree preferred. A minimum of 1 year of client services experience required. 1 year of Banking or Financial Services, business, or equivalent work experience required. Experience in complying with Know Your Customer/Customer Identification Programs SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 5 days ago

Houlihan Lokey logo
Houlihan LokeyChicago, Illinois

$120,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Healthcare Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Healthcare The Healthcare Group is seeking to complement its team of professionals with an experienced, motivated Associate who will be immediately additive to the group. The composition of transaction work will be approximately 90% sell-side M&A, 10% debt and equity financing. Analysts are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. They are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. Job Description Senior Financial Analysts support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have 1 - 2 years of investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Coursework in accounting and finance required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $120,000 - $130,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits 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, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 1 week ago

Raymond James logo
Raymond JamesNew York, New York

$100,000 - $175,000 / year

Job Description Summary Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock. Job Description Responsibilities:Develop and/or deliver a plan for significant aspects of the financial management and/or control process.Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy.Recommend changes to policies, processes, standards, and practices that would improve operational support.Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.Skills:Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise.Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients.Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to work independently on costing, budgeting and finance tasks while providing guidance and training to others.Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.Works at an advanced level to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works independently and provides guidance.Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing and managing project-related risks.Works at an advanced level to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective.Typically works independently and provides guidance.Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on reviewing and creating relevant, lucid and effective reports.Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks.Works at an advanced level to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works independently and provides guidance.Applies comprehensive knowledge and/or skills to independently engage in strategic planning. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Salary Range $100,000.00-$175,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 2 weeks ago

VXI Global Solutions logo
VXI Global SolutionsLubbock, Texas
It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. Step into a new chapter with VXI. We’re launching an on-site telephone banking program in Lubbock supporting a major U.S. bank (Fortune‑level) . If you’ve built your career helping customers over the phone with everyday banking—and you want to keep serving your community with modern tools, coaching, and clear growth paths—this program was designed with you in mind. This is an on-site role in our Lubbock contact center (not remote). What you’ll do Day‑to‑day banking: Handle inbound calls for balances, transfers, check deposits, direct deposits, card activation/PIN resets, and routine account questions. Card services: Support card status/replacements, transaction questions, billing inquiries, and dispute initiation and guidance. Fraud & risk: Triage suspicious activity alerts, lost/stolen card reports, unauthorized transactions, and identity verification; follow secure procedures to protect customers and the bank. Customer resolution: Listen, empathize, and resolve issues professionally; set expectations, follow through, and document outcomes accurately in CRM. Compliance discipline: Operate to high regulatory standards ( Reg E, Reg Z, UDAAP, TCPA, PCI‑DSS ) and uphold security protocols on every interaction. Performance & coaching: Meet quality, first‑contact resolution, customer satisfaction, and productivity goals—backed by structured coaching and a modern knowledge base. Operating hours Center hours: Monday–Sunday, 8:00 a.m.–8:00 p.m. CT Training 12 weeks , typically Tuesday–Saturday, 9:00 a.m.–6:00 p.m. CT Attendance: 100% required What you bring High school diploma or equivalent; additional education/certifications are a plus Experience in banking or telephone banking will receive priority consideration Strong verbal communication and a customer‑first mindset Secure handling of confidential information; attention to detail Familiarity with deposits, card services, fraud prevention , and relevant compliance standards Proficiency with computer systems, CRM, and accurate documentation Comfort in a fast‑paced, team‑oriented contact center environment; flexibility for evenings/weekends/holidays What sets this program apart Refreshed culture : coaching‑first leadership, collaborative teams, and clear career paths—built to help you do your best work Modern tools : updated call routing and knowledge resources so you can resolve issues confidently and efficiently Growth opportunities : cross‑training in fraud/risk specialties and pathways into lead/supervisor roles What you’ll get Competitive hourly base pay + bonus opportunities after training Full health benefits (Medical, Dental, Vision) Cell phone benefits ($25/month per line; restrictions may apply) Referral for Life Program™ and abundant advancement opportunities Equal Employment Opportunity VXI is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. ADA Accommodation If you need a reasonable accommodation during the application or interview process, please advise your recruiter so they can coordinate with Human Resources to ensure accessibility consistent with applicable law. This role supports a major U.S. bank (Fortune‑level) . The client's name will be shared with candidates progressing in the hiring process. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Posted 2 weeks ago

Royal Bank of Canada logo
Royal Bank of CanadaNew York, New York
Job Summary Job Description Vice President, Global Investment Banking, RBC Capital Markets, LLC, New York, NY: Lead junior elements of the execution and origination for mergers and acquisition mandates. Support and overlook the creation of complex financial models which support the analysis of transactions in key sectors. Responsible for the development and oversight of complex models including discounted cash flows, leveraged buyouts, mergers, divestitures, joint ventures, public and private capital transactions, ability-to-pay, and other detailed analyses. Detailed knowledge of power, utilities, and infrastructure sectors. Understanding both market and technical modeling nuances of the sector. Detailed understanding of accounting principals. Manage the associates and analysts in the deal team and responsible for their training and development. Lead due diligence and weekly calls with several counter parties. Detailed understanding of tax structuring for various transaction structures. Lead discussions on valuation and corporate finance subject matters. #LI-DNI Full time employment, Monday – Friday, 40 hours per week, $292,427.00 per year. MINIMUM REQUIREMENTS: Must have a Bachelor’s degree or foreign equivalent in Finance, Economics, Business Administration, or a related field and 4 years of related work experience. Must have 4 years of experience in: * Term sheet review, analysis, and drafting; and, * Due diligence coordination & facilitation. Must have 3 years of experience in: * Engagement letter drafting; * Investment memoranda review, analysis, and drafting; and, * Virtual Data Rooms proficiency (Datasite, Intralinks, DFIN, Firmex). Must have 2 years of experience in: * Investment banking covering Mergers & Acquisitions (M&A); * Financial models (mergers, DCF, LBO, ability-to-pay, weighted average cost of capital, or accretion & dilution analysis); * Financial accounting and tax; * M&A project management; and, * Bid letter review, analysis, and drafting. Must have 1 year of experience in leading a team of Investment Banking Analysts and Associates. Must have or be able to obtain within 90 days, certifications in Securities Industry Essentials (SIE), Series 79, and Series 63. Domestic travel required up to 10%. International travel required up to 5%. The base salary for this job is $292,427 per year. This salary does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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 TO APPLY: Please click “Apply Now” Button Job Skills Investment Banking, Investment Operations, Investments Analysis, Long Term Planning, Order Processing, Quality Management, Recruiting, Risk Management, Trade Processing, Waterfall Model Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-07-24 Application Deadline: 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 6 days ago

Houlihan Lokey logo
Houlihan LokeyLos Angeles, California

$175,000 - $225,000 / year

Business Unit: Corporate Finance Industry: Industrials Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Industrials Houlihan Lokey’s Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. Our transaction quality and client work benefit from our company culture, where financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for over a decade, which has given our professionals valuable exposure to a variety of situations and challenges. . Job Description Associates are an integral part of Houlihan Lokey’s business activities and play a key role in the delivery of exceptional service to our clients. Houlihan Lokey hires Associates to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions. This position will be based in Los Angeles and will support our Aerospace & Defense industry coverage efforts as part of our global Industrials Group. A ssociates support all facets of our investment banking engagements by: Managing client relationships Participating in end-to-end transaction execution including but not limited to the following: Preparing confidential information memoranda, marketing, and presentation materials Analyzing historical and projected financial information Developing complex financial and valuation models Coordinating transaction execution Building datarooms and managing due diligence processes Participating in the development of recommendations to clients alongside senior bankers Managing and supervising junior banking team members Assisting senior bankers with the new business development process, including the development of pitch books, identifying prospective new clients, etc. Basic Qualifications The environment at Houlihan Lokey is collegial entrepreneurial, and as such, rewards high performing team members that are driven to succeed with substantial responsibility. The ideal candidate should be motivated, creative and outgoing, and possess: At least three years of professional working experience At least two years of investment banking experience An undergraduate degree with academic distinction Preferred Qualifications Extensive financial modeling experience and strong analytical abilities Excellent verbal and written communication skills A very high degree of intellectual curiosity and the ability to think independently The ability to work cooperatively with all levels of staff The ability to manage multiple projects and hit deadlines in a highly organized manner An independent, solutions-focused mindset Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000 - $225,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits 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, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 1 week ago

William Blair logo
William BlairChicago, Illinois
Assist in targeting and closing of new deals. Participate in selling and pitching. Drive day–to-day activities for presentation development. Execute in-depth analyses for complex and high impact new business development, transaction execution and the delivery of investment banking products and services. Provide direction on financial/valuation analyses to less experienced staff and serve as a sounding board for structuring complex deals. Build relationships with client senior executives. Review the work of associates and analysts. Provide motivation and guidance.Responsibilities include but may not be limited to: Assist in the targeting and closing of new deal opportunities. Participate in selling/pitching William Blair’s services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business. Drive day to day activities for presentation development. Suggest methods for positioning William Blair’s advantages versus competitors. Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters. Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/ valuation analyses for complex and high impact deals. Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables. Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution. Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports. Offer creative and insightful resolution to issues or problems arising in execution and origination. Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency. Act as lead "on the job" trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team. Actively participate in recruiting and training activities. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor’s Degree required MBA strongly preferred Prior investment banking experience required, preferably with relevant sector coverage; 4+ years experience, with 1 being at the Vice President, strongly preferred SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with deep analytical abilities Superior mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Ability to lead transaction processes and pitch new business with moderate senior banker oversite Strong desire to win Sound judgement Remains calm and focused under pressure Demonstrates respect for individuals Expertise in accounting and finance Exhibits creativity and originality in approach to analysis and work product Commitment to satisfying internal and external customers Travel required: 20 to 40% Role can be located in any of the following offices: Boston, Charlotte, Chicago, or New York #LI-CG1

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, New York

$200,000 - $300,000 / year

Role Summary: We are seeking a senior Product Lead to create, manage, and drive adoption of technology tools within the Investment Banking Division. The ideal candidate will have extensive experience in managing products through their full life cycle, a deep understanding of financial services, strong technology and project management skills, a passion for innovation and problem solving, and the ability to internally market products effectively. Specific focus will be on client engagement and intelligence tools that enable senior bankers to more effectively cover their clients. Key Responsibilities: Product management: Oversee the entire product life cycle including collection of requirements, feasibility studies, design, development, validation, pilot, and production. Ability to handle multiple project priorities simultaneously. Product development: Gain a deep understanding of business stakeholder requirements and collaborate with IT to translate into best-in-class products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work. Collaborate with IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. Adoption: Market products to bankers to maximize ROI of development efforts. Train bankers on how to extract the most value from these tools. Success is measured by tool adoption and the benefits they bring to the organization. Collaboration: Work closely with IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division. Build and maintain relationships with delivery partners across functions. Vendor engagement: Look for opportunities to integrate external technology and data into products for faster time to market and enhanced capabilities. Innovation: Stay up to date with latest technology advancements to continuously improve existing systems and incorporate new innovations such as AI. Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Extract insights from bankers to deliver fine-tuned products. Qualifications: Bachelor’s degree in Finance/Economics, Computer Science/Engineering, or similar field. Experience as an Executive Director or Vice President in investment banking required. Strong knowledge of investment banking client coverage required. Experience with software development or software product/project management a plus. Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities. Autonomous, self-starter with ability to think strategically and also roll up sleeves to execute. Strong communication skills with collaborative mindset. Strong work ethic and a positive attitude. Highly responsive and communicative. Inquisitive, feedback-oriented, adaptive, hungry, and results-oriented. 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 between $200,000 and $300,000 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 1 week ago

Texas Capital Bank logo
Texas Capital BankSan Antonio, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position The Business Banking Team Lead will have experience within the Commercial Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings (including SBA), new deposits, PxV, Commercial Card spend, for companies with revenue up to $25 million. This role will report directly to the Head of Business Banking and be accountable to lead and manage a team of Relationship Managers to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries. Responsibilities Drive financial results by meeting or exceeding expectations across all goaled production metrics; Preview and ensure high quality Balance Sheet Committee submissions. Recruit, develop, manage, and retain a team of Relationship Managers to drive optimal individual and team performance and strive to be employer of choice. Actively identify and prioritize top prospect and client relationships; Ensure team builds a strategic client acquisition pipeline to deepen and expand the team’s portfolio and the Bank’s presence in the market; self-source and actively call on prospects and clients in person. Actively participate in pre-call planning and join Relationship Managers on client and prospect calls; Support and guide team as needed throughout deal lifecycle through closure, helping to negotiate deals and solve problems that may arise. Screen deals, oversee credit reviews, and help to assess deal credit worthiness. Establish, manage and/or attend critical business routines to drive discipline and accountability in executing against team goals. Includes pipeline meetings, Balance Sheet Committee, weekly Market Update meeting, team meetings, employee 1-1 meetings, product, and other partner routines. Actively monitor various reports to effectively manage team’s activity; Ensure Salesforce is updated by team timely and with quality. Work closely with Texas Capital product and functional partners (I.e., IB, Treasury, Credit, Sales Enablement, Operations, etc.) to sell the whole bank and deliver exceptional service to clients and prospects. Manage risk/return and drives quality for new and/or existing clients. Actively identify and mitigate different types of risk such as regulatory, reputational, operational and credit risks. Build/reinforce the brand through planning and/or attending events and community outreach. Actively pursue the latest information and build knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise. Qualifications Bachelor’s degree in Business Administration/Finance, Accounting, or related field preferred. Minimum 10 years of commercial banking experience preferred, with a focus on business banking or middle market clients. Demonstrated success leading and managing a team in a sales environment with goaled production metrics preferred. Advanced knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need. Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience preferred. Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment. Operates with a sense of urgency balanced with adherence to the firm’s risk appetite. Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients. Strong organizational and time management skills with ability to manage multiple priorities. Ability to identify and solve problems/issues and timely escalation of known risks and issues. High interest in, outreach to, and involvement in the communities where we live and work. Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 2 days ago

Huntington National Bank logo
Huntington National BankChicago, Illinois

$25 - $49 / hour

Description Summary: Provide a welcoming and inclusive team environment, while supporting Management and team members with critical day-to-day tasks and business segment operations. Duties & Responsibilities: Handles confidential and sensitive information with strict confidentiality Builds a warm and effective rapport with colleagues, Huntington's internal partners and clients. Provides administrative support by: Maintaining daily calendar for President of group and maintaining up-to-date contact cards in Outlook Planning, coordinating, and booking travel for President and Managing Director of Business Development, conference and event registrations Expense management for President and Managing Director of Business Development Scheduling internal and external customer / prospect meetings and conference calls Gathering data, creating and distributing reports, including: HBC monthly management deck HBC All-Team Monthly Call Portfolio Reviews Onsite building, technology, and office management as needed, including: Setup offices and workstations with equipment Enter building maintenance requests and ServiceNow tickets Manage and distribute incoming and outgoing mail and packages Meet and greet visitors, guests, and vendors, ensuring proper check-in process is followed Maintain copiers/scanners/printers Manages supply orders, customer / colleague life event orders, and sponsorship invoice management Maintain organizational chart and phone/email directory Point person on special projects as assigned Manage internal corporate events and LOB ticket management for client/prospect entertainment Maintain Bi-weekly Portfolio and Underwriting meeting series and bi-annual Portfolio Reviews Facilitate interviews and coordinate travel arrangements for candidates as needed Perform other duties as assigned. Basic Qualifications: High School Diploma 1+ years of experience in administrative support role Preferred Qualifications: 3 – 5 Years of experience in Commercial Banking Familiarity with Salesforce and related CRM systems Strong organizational skills with attention to detail, planning and follow-up Demonstrated effectiveness in a fast-paced environment and ability to quickly prioritize multiple assignments & duties to meet tight deadlines, strong time management skills Excellent written and verbal communication skills, including professional grammar and demeanor Ability to effectively communicate with all levels of management Proficiency in Microsoft Office Suite (Word, Access, Excel, Outlook and PowerPoint) #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) No 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. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $25.00 - $48.56 Hourly 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 2 weeks ago

PwC logo

Strategy& Banking And Capital Markets, Senior Manager

PwCTampa, FL

$124,000 - $280,000 / year

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Job Description

Industry/Sector

FS X-Sector

Specialism

Corporate and Business Strategy

Management Level

Senior Manager

Job Description & Summary

At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance.

As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth.

Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Craft and convey clear, impactful and engaging messages that tell a holistic story.
  • Apply systems thinking to identify underlying problems and/or opportunities.
  • Validate outcomes with clients, share alternative perspectives, and act on client feedback.
  • Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
  • Deepen and evolve your expertise with a focus on staying relevant.
  • Initiate open and honest coaching conversations at all levels.
  • Make difficult decisions and take action to resolve issues hindering team effectiveness.
  • Model 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.

Basic Qualifications:

Minimum Degree Required:

Bachelor Degree

Minimum Years of Experience:

7 year(s)

Preferred Qualifications:

Degree Preferred:

Master of Business Administration

Preferred Knowledge/Skills:

Minimum of 8 years of strategy consulting or industry consulting experience preferred.

Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including:

  • Helping companies define and evaluate corporate and business unit strategies and investment portfolios;

  • Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy;

  • Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships;

  • Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget;

  • Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence;

  • Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies;

  • Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights;

  • Designing and conducting market research to understand consumer needs and purchasing behaviors;

  • Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity;

  • Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients;

  • Identifying and pursuing new business opportunities, and leading client / market development;

  • Attracting, retaining, assessing and developing staff / team members;

  • Demonstrating flexibility and creativity in managing work-life balance of self and team members;

  • Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel

Travel Requirements

Up to 80%

Job Posting End Date

Learn more about how we work: https://pwc.to/how-we-work

PwC 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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $124,000 - $280,000. 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

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