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We are looking for a Project Manager for a United States based role. You will be working on one of the large-scale Banking projects for our client. Requirements Previous banking operational experience with client account Project delivery experience in BFSI Lean Six Sigma / Green Belt trained and tested Graduate qualification in any field Minimum 8 years Banking Operations Minimum 5years’ experience in account operations Project Management experience minimum of 3 years Strong problem solving, analytical, and project execution skills Strong executive presence, demonstrated through excellent verbal and written Benefits About Us We specialize in Digital, ERP, and larger IT Services. We offer flexible, efficient and collaborative solutions to any organization that requires IT, experts. Our agile, agnostic, and flexible solutions will help you source the IT Expertise you need. If you are looking for new opportunities, send your profile at careers.usa@zoneitsolutions.com. Also follow our LinkedIn page for new job opportunities and more. Zone IT Solutions is an equal opportunity employer and our recruitment process focuses on essential skills and abilities. We encourage applications from a diverse array of backgrounds, including individuals of various ethnicities, cultures, and linguistic backgrounds, as well as those with disabilities.

Job Summary: We are seeking a highly skilled and experienced Senior Banking and Financial Business Analyst with a deep understanding of the banking industry, financial services, and payment card systems. This position requires a professional who can bridge the gap between business stakeholders and technical teams, ensuring the successful implementation of projects related to banking operations, financial products, and card services. The ideal candidate will have a strong background in card payments, financial regulations, risk management, and customer experience optimization within the banking sector. Key Responsibilities: Business Analysis & Requirements Gathering Card Payment Systems Expertise Assist Project Managers and Scrum Masters for daily Project Execution. Risk & Compliance Management Stakeholder Management & Communication Data Analysis & Reporting Education: Bachelor's degree in Finance, Business Administration, Computer Science, or related field. MBA or related advanced degree is a plus. Experience: At least 8-10 years of experience in banking and financial services, with a focus on payment cards (credit, debit, prepaid). Lead/drive, with appropriate stakeholders, identification of necessary business requirements as well as technical requirements arising from those business requirements. Strong documentation skills – ability to create requirements documents as well as other artifacts – traceability matrix, ERD, process flows, data mapping, etc. Understanding of banking domain and card technology (credit/debit - Commercial and retail banking). Strong analytical skills – ability to unwind complex integrations / process flows by asking appropriate questions and identifying necessary details to garner understanding as well as meet the overall goal within scope of the project. Ability to lead data mapping, and participate in subsequent testing of requirements – keeping track of overall progress and participating in analysis / identification of business impacts for defects and driving resolution with appropriate parties. Technical Skills: Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and project management software. Familiarity with card payment technologies, systems, and frameworks (e.g., Visa/Mastercard networks, SWIFT, payment gateways). Knowledge of data analytics tools (e.g., Excel, Tableau, SQL) to analyze transaction data and generate insights. Soft Skills: Excellent communication and interpersonal skills, with the ability to manage stakeholder relationships and facilitate discussions across technical and non-technical teams. Strong problem-solving abilities and attention to detail. Ability to work on multiple projects simultaneously and effectively in a fast-paced environment. Strong business acumen with an ability to understand and align technical solutions with strategic business objectives. Desirable Skills: Experience with digital payment platforms, mobile banking apps, and online banking services. Familiarity with agile methodologies and tools (e.g., Scrum, Kanban). Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Scrum Master) is a plus. Experience in managing vendor relationships and outsourcing partnerships.

Job Summary: We are seeking a highly skilled and experienced Senior Banking and Financial Business Analyst with a deep understanding of the banking industry, financial services, and payment card systems. This position requires a professional who can bridge the gap between business stakeholders and technical teams, ensuring the successful implementation of projects related to banking operations, financial products, and card services. The ideal candidate will have a strong background in card payments, financial regulations, risk management, and customer experience optimization within the banking sector. Key Responsibilities: Business Analysis & Requirements Gathering Card Payment Systems Expertise Assist Project Managers and Scrum Masters for daily Project Execution. Risk & Compliance Management Stakeholder Management & Communication Data Analysis & Reporting Education: Bachelor's degree in Finance, Business Administration, Computer Science, or related field. MBA or related advanced degree is a plus. Experience: At least 8-10 years of experience in banking and financial services, with a focus on payment cards (credit, debit, prepaid). Lead/drive, with appropriate stakeholders, identification of necessary business requirements as well as technical requirements arising from those business requirements. Strong documentation skills – ability to create requirements documents as well as other artifacts – traceability matrix, ERD, process flows, data mapping, etc. Understanding of banking domain and card technology (credit/debit - Commercial and retail banking). Strong analytical skills – ability to unwind complex integrations / process flows by asking appropriate questions and identifying necessary details to garner understanding as well as meet the overall goal within scope of the project. Ability to lead data mapping, and participate in subsequent testing of requirements – keeping track of overall progress and participating in analysis / identification of business impacts for defects and driving resolution with appropriate parties. Technical Skills: Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and project management software. Familiarity with card payment technologies, systems, and frameworks (e.g., Visa/Mastercard networks, SWIFT, payment gateways). Knowledge of data analytics tools (e.g., Excel, Tableau, SQL) to analyze transaction data and generate insights. Soft Skills: Excellent communication and interpersonal skills, with the ability to manage stakeholder relationships and facilitate discussions across technical and non-technical teams. Strong problem-solving abilities and attention to detail. Ability to work on multiple projects simultaneously and effectively in a fast-paced environment. Strong business acumen with an ability to understand and align technical solutions with strategic business objectives. Desirable Skills: Experience with digital payment platforms, mobile banking apps, and online banking services. Familiarity with agile methodologies and tools (e.g., Scrum, Kanban). Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Scrum Master) is a plus. Experience in managing vendor relationships and outsourcing partnerships.

What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales “hunter” role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you’ll be doing. Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts. Identify how Quantexa’s solutions map to the client’s needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa. Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship. Understand Quantexa’s corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home Requirements What you’ll bring. An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude. Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector. Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes. An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential. Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred. Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. The ability to represent the best of Quantexa to clients and prospects from end users to CEOs. Exceptional organizational and pipeline management skills. Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc. Specific BSA/AML Experience Specific East coast and/or midwest regional expertise in banking Enterprise AND SaaS experience Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays 🌴 · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off 🧘‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking  and  technology industry experience required. Our Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. Key responsibilities include the following: Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution Responsible for modeling complex transaction scenarios and/or the oversight of such modeling Develop presentations in support of new business development Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients Train and mentor analyst staff A successful candidate will possess the following characteristics: 2-3 years investment banking experience as an analyst and/or an associate in the technology or software sector Strong academic performance Demonstrated capability to lead and manage projects Excellent organizational, execution and time management skills Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success Strong communication and presentation skills in both large and small group settings Exceptional critical thinking and problem solving ability U.S. work authorization FINRA Series 63 and 79 registration #LI-AQT

About AQ Technology Partners AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to sector leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients. Why AQ Technology Partners At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member. Join us to gain the technical foundation, deal experience, and mentorship to launch a successful career in investment banking within one of the most dynamic market segments. Program Overview The AQ Summer Associate Program offers MBA students a fast-paced, hands-on introduction to software investment banking. Over the course of the summer, you will work directly with senior bankers and clients on live M&A and growth capital transactions, gaining exposure to every stage of transaction execution, from financial modeling and valuation to client strategy and negotiation. As a Summer Associate, you will take on meaningful responsibility immediately and throughout the internship program. You will provide relevant contributions to transaction execution, develop presentation and marketing materials for clients, lead analytical workstreams, and mentor junior team members. This experience is designed to accelerate your professional development and prepare you for a successful career in investment banking. Key Details Location: Redwood City, CA Program Duration: Summer 2026 (10 weeks) Eligibility: Current MBA student graduating between December 2026 and June 2027 Work Authorization: Permanent U.S. work authorization required Full-Time Opportunity: Candidates demonstrating exceptional performance will receive an offer to return as a full-time Associate following graduation Compensation: Total salary of U.S.$32,500 (less applicable payroll taxes, withholdings, and deductions) paid in semi-monthly installments over the 10-week internship period Responsibilities Support senior bankers in advising software clients and financial sponsors on strategic M&A, private equity, and growth equity transactions Conduct market and company research to support transaction positioning, strategic buyer engagement, and business development initiatives Prepare client-facing materials such as confidential information memoranda, management presentations, and financial modeling / analysis Partner with senior team members to develop new business opportunities and manage client relationships Train and mentor analyst staff, contributing to AQ’s collaborative and high-performance culture Qualifications Currently enrolled in a two-year MBA program with expected graduation between December 2026 and June 2027 2–3 years of prior professional experience in finance, accounting, consulting, or technology Strong academic track record Demonstrated excellence in quantitative and analytical deliverables Strong leadership, organization, and project management skills Exceptional written and verbal communication skills Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a small team Passion for software, technology, and M&A #LI-AQT

Why Choose Bottomline? Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our team! About Bottomline Bottomline connects corporates and banks with the global financial ecosystem to modernize and secure business payments. Our ‘One Bottomline’ approach brings together industry-leading products and services, delivering solutions tailored to customer needs across digital banking, cash management, payments automation, and fraud prevention. Role Overview We are seeking a strategic product leader, senior level individual contributor to own and grow Bottomline’s SMB Digital Banking franchise. This role is accountable for shaping the vision, strategy, partnership opportunities and business plan for the SMB segment, ensuring that our solutions deliver distinctive value to both end customers and our banking partners. The ideal candidate will bring deep expertise in the SMB sector, a nuanced understanding of how banks serve and monetize SMBs, and a track record of translating market insights into business outcomes. Key Responsibilities Vision, Strategy & Business Plan Define and champion the vision and multi-year strategy for SMB Digital Banking, grounded in a clear business plan and economic model for Bottomline. Articulate the unique requirements and opportunities in the SMB segment, and set the direction for how Bottomline will lead in this space. Customer & Bank Requirements, Experience Develop a deep understanding of SMB customer needs, behaviors, and pain points, as well as the operational and economic realities banks face in serving this segment. Lead the identification and prioritization of requirements, ensuring our solutions reflect the nuances of SMB banking and drive measurable customer and partner outcomes. Go-to-Market (GTM) & Commercialization Own the GTM strategy for the SMB portfolio, including pricing, packaging, positioning, and enablement. Partner with Sales and Marketing to develop and execute repeatable plays for banks of all sizes . Business Performance & Reporting Establish and track KPIs and metrics that reflect business health, customer adoption, satisfaction, and retention. Provide transparent reporting and insights to inform ongoing investment and prioritization. Key Qualifications 7–10 + years in product management for digital banking/fintech or B2B SaaS, with proven outcomes in the SMB segment. Demonstrated leadership in translating market insights into strategy, business plans, and product outcomes. Expertise in how banks monetize and go to market in the SMB sector, with a pragmatic approach to execution. Excellent communication, storytelling, and stakeholder management skills; confident representing the product narrative to bank executives and internal leadership. Bachelor’s degree required ; advanced business/technical degree a plus . Experience collaborating across functions to drive releases and customer outcomes. Prior engagement with SMB-focused product research and advisory programs. Track record of influencing product strategy and outcomes for SMB digital banking. Thought leadership in SMB banking trends and competitive analysis. Preferred Background Familiarity with Bottomline’s Banking portfolio or comparable platforms. Executive presence with the ability to evangelize product strategy internally and externally. We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. We're proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking ES Banking Specialist II to join our amazing culture. As an ES Banking Specialist II, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional ES Banking Specialist II. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Respond to routine and some non-routine customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis; diagnose, troubleshoot, repair, replace defective parts and debug systems for routine problems; install projects as necessary. Use solid troubleshooting skills to isolate and fix problems in malfunctioning equipment or software. Identifies and resolves problems for many types of service calls including emergency and after-hours calls; analyzes repair requirements and provides customer with appropriate solutions; completes necessary repairs and replacements as needed; exercises judgment in selecting methods, techniques, and evaluation criterion for obtaining results. Completes accurate and detailed service reports for customer and Convergint in a timely manner to allow for accurate invoicing and job cost tracking. May provide custom systems integrations, detailed systems upgrade planning and execution, systems audits and consultation, and/or database management and manipulation. May install, configure, and support a variety of network systems and equipment for assigned projects. Executes all service calls in accordance with Federal, State and local regulations as well as company health and safety policies and procedures. Uses solid troubleshooting skills to isolate and fix problems in malfunctioning equipment or software. Communicates with and work with the other team members consistently to improve overall operations of the Convergint Technology Center, and company. Responsible for primarily performing preventative maintenance for installed systems that are typically less complex. Work closely with other specialists to cross-train on servicing existing customers by responding to service calls, carrying out Customer Support Programs and small projects business. Scope of work includes technical assistance, systems checkout of new and existing installations, troubleshooting and maintenance and repair routines associated with installed Security and the installation of small or less complex projects. Performs other duties and responsibilities as requested or required. What You’ll Need Developing exceptional customer focus and ability to work under pressure; ability to maintain awareness of and seek to meet the needs and wants of the customer without being prompted. Developing technical skills and experience related to building automation systems and/or electronic security systems. Ability to develop basic programming skills and proven ability to troubleshoot problems and look for solutions. Solid mechanical and electrical aptitude (e.g. work with a variety of hand and power tools such as drill, screwdriver, wire stripper, hacksaw, crimper). Proficient computer skills including familiarity with MS Office applications (Outlook, Word, Excel). Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): 4-5 years relevant experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing Join our Corporate Banking team as a Summer Analyst and become part of a team focused on delivering innovative banking and investment solutions to CIBC’s corporate and institutional clients around the world. Corporate Banking is responsible for structuring and executing transactions across a range of product and industry groups including CIT (Consumer Products, Industrials , Tech nology , Media, & Telecom munications ), Project Finance & Infrastructure, US Power & Utilities , Loan S yndications, Cash Management, Nonbank Financials / Fund Finance , and Leveraged Finance . As a Summer Analyst, you will become integral to the “Deal Team ”, which includes senior bankers, by providing a broad range of support including financial statement and data analysis, financial modeling, credit analysis, industry research and assisting in the preparation of information memoranda and client pitch books. You will also be actively involved in the credit approval process, documentation and closing of loan transactions and on-going management of the loan portfolio. The Summer Analyst program offer s a candidate the opportunity to work across multiple teams on a rotational basis through out the summer. Important i nformation Applications should include your resume . Please indicate your GPA and expected graduation date on your resume. Location: New York . Please note all employees reside within the United States . A ll CIBC student positions require you to be based in New York for the duration of the term Duration of Work Term: 1 0 weeks ( June 202 7 – August 202 7 ) Applications are being reviewed on a rolling basis, we encourage you to apply as soon as possible How You’ll Succeed Communication and relationship management : C onduct sound, timely and well-communicated recommendations for credit facilities supported by thorough analysis and well-executed interpretation of relevant financial, industry, business and market information. Analytical: R esponsible for conducting in-depth company, industry and portfolio analysis to support the credit relationships for a large and growing portfolio of clients. Financial modelling : R un financial models mainly focused on credit analysis and risk rating evaluation. Who Y ou A re You are enrolled in an undergraduate degree in a business related discipline including Mathematics, Engineering, Economics or related at the time of the internship , with an e xpected graduation date of December 2027 – June 2028. You have demonstrated interest in Capital Markets . Y ou are highly motivated, accomplished and a success - oriented individual who ha s a keen interest in pursuing a career in the financial services industry demonstrated through school courses, clubs and/or related work experience. You’re digitally savvy. You are proficient in MS-office suite of tools (Word, PowerPoint, Excel) . You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. You have st rong technical, computational and analytical skills as well as an understanding of credit analysis and accounting principles You are organized and work gracefully under pressure . You can juggle multiple tasks and prioritize work to make timely decisions and take appropriate action . You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You understand that success is in the details . You notice th ings that others don't . Your critical thinking skills help to inform your decision making. You have a s trong orientation to excellence and a focus on results Values matter to you . You bring your real self to work and you live our values – trust, teamwork and accountability. #LI-TA California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package . This role has an expected salary of $ 115 , 000 (pro-rated for the 1 0 -week internship program) for the New York , NY market based on experience, qualifications, and location of the position . Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit . We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location NY-300 Madison Ave., 8th Floor Employment Type Temporary (Fixed Term) Weekly Hours 40 Skills Accounting, Banking, Business, Business Banking, Capital Markets, Credit Analysis, Finance, Financial Modeling, Financial Services

Consumer Banking Sales Officer Job Overview : The Consumer Banking Sales Officer (CBSO) plays a key role in cultivating meaningful connections with clients and the communities we serve. This unique role focuses on understanding client needs, providing tailored solutions, and building trust through consistent and personalized engagement. The CBSO will actively promote Fidelity Bank | Oklahoma Fidelity Bank products and services while serving as a knowledgeable and trusted financial resource for our clients. The candidate for this position will be responsible for: Building strong, trust-based relationships with clients by providing thoughtful financial guidance and personalized service. Referring clients to other lines of business – including, but not limited to, Business 360, Mortgage, Treasury, and Commercial – based on client needs. Achieving consumer loan and deposit growth goals through proactive, relationship-driven outbound sales activities, nurturing partnership with local market teams and COIs and Portfolio management and administrative support (ex. Processing RE loan applications, proactively working on upcoming renewal and maturity reports, etc.). Requirements for the position include: Bachelor’s degree in a business-related field (may be waived in lieu of experience). Strong written, verbal, and customer service skills. A minimum of five years of experience in a sales role. Effective team coordination and communication skills. The ability to work late and/or flexible hours. Preferred qualifications for this position include: A minimum of two years lending experience EEO/Veterans/Disabled

ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: • With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. • Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. • Provides direct and immediate response to customer requests or needs. • Develops a top customer calling list. • Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. • Listen, assess, and solve customer problems. • Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: • Wealth Management • Electronic Banking • Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: • Opens new accounts on the platform system. • Completes transactions on the teller processing system. • Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: • Provide solutions to our customers’ needs. • Answer our customers’ technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following: • Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. • Preparing correspondence, filing, phone inquiries and other clerical duties. • Contact overdraft and delinquent customers. • Complete file maintenance on customer accounts. • Requisition office supplies, loan documents, new account supplies, Money Orders, • Treasurer’s Checks, Pre-Paid Cards, etc. • Maintain Scanner and ATM. • Balance Vault, Cash Advance Machine, and ATM daily. • Transfers cash to and from the vault. • Performs check cashing overrides when the PBO/Supervisor is not available; • Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: •Attends and participates in annual meetings to develop departmental goals and objectives. •Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: oDaily 5 Minute Meetings. oWeekly Relationship Building Conference Calls. oWeekly Branch Based Sales Meetings. oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: • Excellent verbal and written communication skills. • Exceptional organizational skills and strong attention to detail. • Basic computer skills and digital awareness. • Typing 40 wpm. • Must be results oriented. •Manual dexterity and numerical skills. •Knowledge of all products and services and all office functions. •A positive, enthusiastic attitude. •Ability to multi-task. • Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: •This position does not supervise employees. EDUCATION and EXPERIENCE: •High School diploma or GED. •Associates Degree preferred. •Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS: •Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. •Ability to lift up to 25 pounds (i.e., heavy boxes or coin). •Ability to communicate in person, through email or via telephone with customers and staff members. •Ability to sit or stand for an extended period. •Specific vision abilities required by this job may include close vision and the ability to adjust focus. •Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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 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 IJGlobal's 2022 Judge's Choice Award. 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 Director, 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 eight 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

Banking Americas Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Position Overview The Vice President of Debt Private Placements is a senior-level role responsible for the origination, structuring, and distribution of traditional 4(a)(2) debt private placements. This position plays a critical role in advising clients across corporate and structured finance transactions, including mergers and acquisitions, and works closely with global Banking and Coverage teams. The VP leads transactions sourced globally and distributed to institutional investors across the U.S., Europe, Australia, Canada, and Asia. Key Responsibilities Lead all aspects of executing 4(a)(2) debt private placement transactions—from idea generation to final execution—including legal structuring, marketing documentation, investor negotiations, and coordination with internal teams Originate and pursue new business opportunities by developing innovative private placement strategies and expanding the firm’s market footprint Provide strategic guidance to client management teams, aiming to secure lead roles on transactions Prepare and review investor presentations, offering memoranda, and indicative pricing analyses based on market comparables and public secondary levels Conduct credit analysis, due diligence, and financial modeling to evaluate client suitability for private placements Maintain and grow relationships with institutional investors, including private placement analysts, to support distribution efforts Supervise and mentor junior team members, fostering development and ensuring high-quality deliverables Stay current on market trends, economic developments, and regulatory changes to inform client strategies and product positioning Collaborate across departments to ensure seamless transaction execution and client satisfaction Qualifications 6–10 years of experience in 4(a)(2) debt private placements and/or debt capital markets corporate finance Proven track record of successfully leading and executing complex transactions. Strong analytical skills, including financial statement analysis, credit evaluation, and modeling Excellent communication skills—both written and verbal—with the ability to present ideas clearly to clients and investors Deep understanding of financial markets, economic trends, and their interrelationships. Advanced proficiency in Microsoft PowerPoint, Word, and Excel Strong interpersonal and leadership skills, with the ability to manage multiple projects and stakeholders Creative problem-solving abilities and intellectual curiosity Series SIE, 63, and 79 licenses (Mizuho will sponsor if not already held) The expected base salary ranges from $250K - $275k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

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

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).

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.

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com . About this role: Wells Fargo is seeking a Senior Lead Investment Banker, Executive Director to join our growing Technology, Media, and Telecommunications (TMT) Group. In this role, you will: Work as an advisor within Investment Banking functional area to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions within Investment Banking functional area Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Investment Banking functional area Deliver solutions that are long-term, large-scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others Provide vision, direction, and expertise within Investment Banking functional area to more experienced leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide Engage with Investment Banking professionals and managers across the company and serve as an expert advisor to leadership Required Qualifications: 7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Data Centers Investment Banking experience Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of strategic planning and execution Strong negotiating skills Leadership experience with ability to effectively manage and engage teams Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Knowledge and understanding of business development: business vision, strategies, and goals Ability to communicate effectively, in both written and verbal formats, with senior executive-level leaders & clients Persuasive communication skills with comfort in speaking with business stakeholders & clients Knowledge and understanding of business development: business vision, strategies, and goals Job Expectations: Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Ability to travel up to 50% of the time Posting Locations: 500 West 33rd St.- New York, New York 10001 New York City-Pay Range : $300,000-$300,000 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $215,000.00 - $355,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits- Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Jan 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

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.