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Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. QUALIFICATIONS: Bachelor’s Degree required Prior investment banking experience required; 1+ years experience as an Investment Banking Associate preferred Detail oriented with strong analytical abilities Excellent 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 Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Travel required: approximately 10% to 30% #LI-MW1

High-profile deals, major growth, the right people behind you. Grow far at Baird. ​ Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. ​ Here, you’ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success.​ Internship Location, Availability and Hours: Located in our Tysons Corner, VA office interns must be flexible to work full time during the summer, significant hours are required. What You’ll Do: Learn by doing and be trusted with meaningful work from the jump​ Play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients across the Defense & Government sector. 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. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. Work primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What You’ll Gain​ The kind of environment that turns early talent into lasting careers​ 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 It Takes: We’re looking for people that want to go far, and go together Current enrollment in a Bachelor’s degree program required with a graduation date of December 2027 or Spring 2028 A full-time minimum 10-week commitment during the summer is required Proven interest in investment banking or other areas within the financial services industry is beneficial Possess a strong work ethic and a record for excellence Ability to function both within teams and self-directed tasks Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence. Compensation and Benefits: Base salary: $110,000 (pro-rated for summer program) Paid holidays As part of our application process and to be considered for our Summer 2027 Analyst Internship program, you must complete the Suited assessment. Please click here to create an account and access the form. Your responses will be recorded as you select “Save” at the end of each section – there is no final “Submit” button. Your Baird application is not complete until you submit the Suited profile. Please reach out to ibrecruiting@rwbaird.com if you have any questions Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status 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.

In this role, the Events Marketing Support Specialist will provide support for the Events Marketing Team and investment banking events. This role is focused on managing and coordinating aspects of event preparation and execution activities across our brand marketing team and business unit staff. Utilize established tools and workflows to ensure that all deadline-driven event activities are completed promptly and efficiently. Apply best practices throughout all phases of event preparation and execution to ensure best-in-class, memorable, and productive client experiences. Resolve event preparation and execution issues. Ensure proper review and approvals of all execution phases. Gather feedback and prepare debrief reports on event results. Responsibilities include but may not be limited to: Oversee and coordinate William Blair marketing event preparation and execution activities across BMC (Brand Marketing & Communications) teams and business unit staff with guidance from senior event producers. Ensure alignment with established project plans. Work with BMC team members, business unit staff and vendors to arrange on-time, successful delivery of all event materials and components. Utilize WRIKE project management tool to maintain status of deadline driven tasks and activities. Provide seamless organization and delivery of event details and supporting materials. Execute preparation, set up, day of event and event close out tasks, including site planning, invitation production and distribution, event material preparation and production, vendor coordination, signage, shipping, participant logistics, equipment set up, check in, audio/visual assistance and post event follow up. Acquire appropriate approvals for all event components. Develop knowledge of events marketing best practices and apply them throughout all phases of event preparation and execution. Ensure all event activities are consistent with William Blair marketing strategies and brand image. Resolve event preparation and execution issues in a timely manner, ensuring minimal effect to participants. Track issues and escalate as necessary to ensure prompt resolution. Report issues that may risk event success to stakeholders. Recommend solutions and changes to processes to prevent future issues. Ensure proper review and approvals for all event phases from Senior Manager, Investment Banking Events, and other relevant stakeholders. Gather and analyze event feedback. Prepare debrief reports of findings for BMC and business unit management. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree in Marketing related field required 2 - 5 years of experience in events marketing required Financial services industry experience preferred Experience in/working knowledge of investment banking and private wealth businesses preferred Advanced events marketing skills Advanced project management and prioritization skills, including use of project management technology tools Strong written and verbal communication skills Strong organization and time management skills Ability to adapt to changing situations and apply critical thinking to solve issues Ability to build relationships and collaborate cross-functionally Knowledge of events marketing best practices Attention to detail and quality Proficiency in Microsoft Office, Salesforce and Cvent #LI-CH #LI-Hybrid

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: The Senior Manager, Fair and Responsible Banking supports the Bank’s compliance with Fair Lending, UDAAP, and CRA-related regulations by developing policy, data integrity oversight, and leading a team focused on regulatory reporting and monitoring. This role oversees the HMDA Data Integrity and Reporting Team, advises on enterprise initiatives, and collaborates with compliance, risk, legal, and audit functions to ensure fair and ethical banking practices. Reporting to the Chief Compliance Officer, this role has both strategic oversight and operational accountability for high-impact compliance areas. ESSENTIAL DUTIES & RESPONSIBILITIES: Create and maintain policies and procedures related to Fair Lending, UDAAP, and consumer complaint compliance. Lead the HMDA Data Integrity and Reporting team to ensure complete, accurate, and timely regulatory submissions. Conduct fair banking risk assessments, identify control gaps, and recommend process or policy enhancements. Oversees and analyzes lending and complaint data to identify trends, disparities, and areas for improvement. Development and oversight of the organization’s privacy risk programs including ensuring adherence to applicable laws, regulations, and internal policies related to data protection, privacy, and corporate ethics. Serve as the enterprise subject matter expert on fair banking compliance for product launches, technology upgrades, and disclosure changes. Support regulatory examinations and respond to inquiries or data requests from supervisory agencies. Prepare internal reports summarizing regulatory developments and compliance status for executive and board-level reporting. Collaborate cross-functionally to ensure alignment between compliance, legal, audit, and operations. Manage and develop a team of compliance professionals, including performance management, hiring, and resource planning. MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor’s degree required. Certified Regulatory Compliance Manager (CRCM) required. Minimum 8 years of consumer compliance, audit, or regulatory experience within financial services. Proven leadership experience managing compliance teams and enterprise initiatives. Expertise in HMDA, UDAAP, CRA, and fair banking regulations. Strong policy development, data analysis, and communication skills. Ability to manage multiple priorities in a regulated environment. Experience collaborating with regulatory agencies and responding to examinations. ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to work under stress and meet deadlines Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff.Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. 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 Internship or prior work experience in financial services industry preferred SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment (for US Campus hires only) SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US experienced hires only) Detail oriented with strong analytical abilities Excellent 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 Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 10% to 30%

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.

The Assistant Banking Center Manager will assist the Banking Center Manager with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding current relationships with customers. Duties will include, but are not limited to, the following: Assist in overseeing the operational functions of the banking center and provide support to staff (i.e. answer questions, coach, provide encouragement, feedback, and constructive criticism as needed) Perform required steps to process loan applications and customer originated financial transactions, open new accounts and sell banking products and services Build and maintain relationships with customers to uncover and satisfy their needs through the sale of financial products and services Generate sales leads through community outreach activities and develop business partners, while building internal relationships Respond to customer inquiries and concerns to create positive solutions/outcomes Ensure audit/compliance procedures are followed, while maintaining the highest level of customer service; Ensure completion of regulatory compliance and training specific to sales and service responsibilities Ensure security measures are adhered to regarding opening and closing procedures Friendly, outgoing, assertive, confident, and enthusiastic personality Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, preparing and conducting performance evaluations Required Skills: Minimum of three years successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals. Previous banking experience is preferred. Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner. Proven ability to proactively and effectively participate in a sales program, as well as meet or exceed expectations for the sales and referral activities established for this position. Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) skills; Sales management experience within a retail banking environment. Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operations: Monday- Friday from 7:15 a.m.- 6:15 p.m. and Saturday from 8:45 a.m. to 1:15 p.m. (Full time employees are scheduled for 40 hours per week within these time frames) Candidates must be available to work weekend hours. #ABCM

Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities: Advise others on how to design new processes and systems that meet professional standards.Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.Explore issues or needs, establishing potential causes and barriers, as well as related issues.May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.Skills: Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.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.Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.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.Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance.Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers. 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 envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 13 months to 3 years Certifications Salary Range $80,000.00-$105,000.00 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.

Provide direct administrative coordination or support to a department and/or group of professionals. The role involves relieving supported individuals of administrative responsibilities in order to enable greater productivity and efficiency. Represents the firm in a professional manner in all communications and may interface with clients and outside parties. Works under moderate supervision due to previous experience/breadth and depth of knowledge of administrative processes. May exercise discretion and judgment and is capable of compiling information requests and determining trends. Performs simple administrative and staff support duties for the organization. Responsibilities include but may not be limited to: Travel & Expense – Arranges complex travel itineraries and submits expense reports in a timely manner. Calendar & Meeting Coordination – Manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills. Info and Data – Updates and maintains contact databases. May include compiling information for inclusion in reports or presentation materials including preparing reports, charts, graphs, or tables as necessary. Office Support – Provides office support to include greeting and interacting with clients, maintaining electronic and hardcopy filing, creating documents, processing invoices, general office management duties, etc. Projects & Processes – Participates in other projects as required. Additional responsibilities as requested. Qualifications: High school education required; Bachelor's degree a plus. At least 2-3 years of experience as an administrative assistant in an office environment. Expertise with Microsoft Outlook, Word, Excel, and PowerPoint. Professional or financial services industry background preferred. Excellent verbal and written communication skills necessary. Willingness to adapt to change. Multitasking abilities. Ability to work in a fast-paced environment. Strong teamwork ability. Attention to detail. Ability to prioritize. Strong organizational skills. Ability to work in a team setting. Ability to maintain confidentiality. Performs complex administrative and staff support duties for the organization.

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 Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They 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 will have access to an expansive set of products and solutions to better serve our business clients today and into the future. This role includes a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client’s unique goals and needs. Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams. Basic Qualifications - Bachelor's degree, or equivalent work experience- Five to seven years of relevant experience Preferred Skills/Experience - Knowledge of local market - Ideal candidate resides in the market - Able to demonstrate principals of credit risk management - Have "soft skills" to partner and collaborate across business lines - Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM - Proven track record of success meeting targets that are quantifiable and qualitative Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 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.

Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities:Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.Advise managers how to apply a wide variety of existing procedures and precedents.Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.Edit document in line with organizational style guidelines and prepare information for publication.Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.Explore issues or needs, establishing potential causes and barriers, as well as related issues.May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.Skills: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.Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance.Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance.Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance.Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance.Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance.Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications 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.

Job Description: Job Title: Business Control Unit – Investment Banking & Capital Markets (IBCM) Corporate Title: Assistant Vice President Location: Jacksonville, FL Overview The Business Control Unit (BCU) is a part of the front office corporate operations function that was created during the implementation of the three lines of defense program. Its primary objective is to support the front office managing non-financial risk by creating a robust control framework as part of the first line of defense (1LoD). The team’s mandate is to identify non-financial risks, define mitigation processes for those risks, as well as to monitor controls. In addition to working closely with the business heads and broader banking population, the group’s reach and interaction is broad, including engagement with the Investment Banks (IB) Divisional Control Officer (DCO), those functions forming the Second Line of Defense (2LoD) as well as Group Audit which is the Banks’ Third Line of Defense (3LOD). This role will be in the Americas IBCM business supporting the global BCU function. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs What You’ll Do Assist BCU Coverage in identifying non-financial risks (regulatory, conduct, operational and systemic) for Front Office and definition of control requirements thereof Support with the completion of the Risk and Controls Assessment process for the Americas businesses while also supporting the Global team on the same topic Provide regional support for other Non-Financial Risk related topics Execute control activities across IBCM businesses partnering with Business Managers and BCU’s Providing information and coordinating with 2LoD and inputting definition of control improvement program, and analyzing the efficiency of spend on controls Skills You’ll Need Bachelor’s degree in finance, economics, or related field required Proven relevant experience in investment banking controls/supervisory activities in a relevant risk, middle office, or control function Project management experience handling front office deliverables within an investment bank Strong analytical skills with a strong finance/economic academic background Solid command over Microsoft Office tools (Word, PowerPoint, Excel) Skills That Will Help You Excel Strong communication skills with the ability to formulate clearly and present information in a compelling manner Experience in working with senior level management maintaining confidentiality Create a positive, effective work environment conducive to open communications, taking initiative, and creating a collaborative problem-solving team culture Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, FL office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville, FL is $60,000 to $100,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .

MarshBerry is currently seeking a Vice President, Business Development . The VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications. Responsibilities : Generate new business for all of MarshBerry’s products and services nationally to achieve new business goals. Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry. Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns. Manage and execute client projects such as strategic planning, perpetuation planning, merger and acquisition transactions, due diligence and valuations or identify appropriate team members to fulfill projects. Regularly attend Sales Meetings and complete business plans as directed by MarshBerry Sales Leadership. Collaborate with leaders and consultants across the company to understand their lines of business and initiate new business opportunities. Develop deep and trusted relationships with clients and other team leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions. Ensure that the CRM is kept up to date with current and prospective account, client and opportunity information. Provide updates on current pipeline activity at sales meetings. May serve as facilitator for Strategic Issue Groups (SIGs) for MarshBerry’s Connect Peer-Exchange Network. Develops relationships with SIG members and identifies opportunities to consult and up-sell/cross-sell MarshBerry services. Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution. Publish articles and deliver presentations on timely topics affecting the insurance and wealth management industries. Stay abreast of industry news, trends and changes incorporating "proven practices" in the development of services, quality standards, policies, and programs. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Special projects and other tasks as assigned. Selection Criteria Education & Experience: Bachelor’s degree in Business Management, Finance, or related degrees. Master’s degree is a plus. Related professional designations and licenses are preferred. Proficient in Microsoft Office Word, Excel, Access, PowerPoint and Salesforce and other software as it applies. 10+ years of business development leadership experience and a proven track record of success in achieving sales goals. Experience in financial services, insurance, consulting or professional services industries. Experience in financial consulting, merger and acquisition advisory or wealth management is desired. Formal sales training is preferred such as, Challenger, Sandler, Wilson, IMPAX or equivalent. Experience with Salesforce is preferred. Other: Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner. Ability to travel 50-60% of the time; includes overnight and weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places – The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com . We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

About Knot Knot’s mission is to empower consumers and businesses alike with connected merchant and banking experiences. Knot is like “Plaid for merchant connectivity.” We are building the platform connecting merchants to the many applications that consumers and businesses interact with everyday. Our flagship CardSwitcher product allows consumers to instantly update & manage their cards on file with online merchant accounts (e.g. Netflix or PayPal), while newer products like TransactionLink support the retrieval of receipt-level transaction data and AgenticShopping enables 1-click, native shopping experiences. Founded in 2021, Knot was founded by two brothers and Thiel Fellows - Rory and Kieran O’Reilly - and today powers connected online payment experiences for hundreds of thousands of consumers. Companies like American Express, PayPal, Current, BILT, Step, and more choose to embed Knot’s SDK in their apps to power best-in-class experiences for their customers. Knot is proudly backed by a select group of investors, including Nava Ventures, 8VC, American Express, Plaid, and co-founders & CEOs of prominent companies like Twitter, Warby Parker, Allbirds, Casper, Intercom, Deel, Italic, DraftKings, and many more. About the role Knot is expanding across the digital banking ecosystem, and this role will play a key part in our GTM function, expanding upon our existing track record of success with Tier 1 banks across North America. This is a hands-on operator role focused on outbound execution and closing new business across a defined list of target Tier 1 banking customers. What you’ll be doing Execute Knot’s enterprise banking sales playbook by prospecting, engaging, and closing Tier 1 banking customers across North America Manage a defined list of target accounts and drive consistent, high-quality outbound outreach to key decision-makers Run the entire sales cycle from initial outreach through qualification, demo, contracting, and close Maintain organized, accurate tracking of all outreach, pipeline progress, and closed-won deals in internal systems Provide structured feedback from customer and partner interactions to help refine messaging and improve channel effectiveness Collaborate closely with the CEO, GTM Lead and Product team to ensure alignment on customer needs and technical capabilities Consistently achieve or exceed activity, pipeline, and revenue targets within your assigned accounts Who you are Significant experience selling complex technology solutions into Tier 1 banks Expertise in navigating the sales cycle within enterprise banking. How to create & maintain velocity in the sales cycle Demonstrated ability to execute structured outbound campaigns and close new business, not just source leads Highly organized, detail-oriented, and comfortable managing multiple deals simultaneously Strong communicator who can translate Knot’s technical capabilities into tangible commercial value for financial institutions Motivated by precision, ownership, and the opportunity to directly influence revenue within a small, high-performing team What we offer Interesting and challenging work Competitive base salary + up to 20% annual bonus + generous early employee equity + benefits 100% medical, dental, and vision insurance coverage for you and your dependents (U.S.) Unlimited PTO Parental leave Beautiful NYC office in the heart of Flatiron Herman Miller Aeron desk chair Food (snacks, frequent lunches & often dinner for those working late)

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution2. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis3. May coach and mentor Analysts or Interns Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Minimum of 6 years of related work experience 3. Strong knowledge of investment banking, market, industry sector, and/or financial products 4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills Preferred Qualifications 1. MBA degree, with a Finance focus2. 8+ years of related work experience3. Experience in mentoring and coaching - The annual base salary for this position is $175,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you’ll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success.​ Driving Results Through Creative Debt Strategies Join Baird’s Debt Advisory team – part of our Capital Solutions Group – and gain hands-on experience providing analytical support across the spectrum of financing and capital structure advisory services. Our capabilities include raising asset-based, first and second lien, unitranche, mezzanine, high-yield and other structured debt instruments on behalf of corporate clients. With deep expertise, creativity and an unwavering commitment to client success, we excel in navigating the unique capital needs of our clients. Learn more . Summer 2027 Analyst Internship Program Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment. Located in either our New York or Chicago office, interns must be flexible to work full-time during the summer. Significant hours are required. What You’ll Do​ Support the Debt Advisory team by providing analytical support across a range of transactions, including acquisition financings, dividend recaps, refinancings and balance sheet restructurings Work with your team to perform credit analysis, build financial models and create marketing materials​ Contribute to business development efforts through research, analysis and preparation for client meetings and pitches​ Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal ​ What You’ll Gain​ Contribute to every stage of a transaction, from conducting research to facilitating due diligence​ Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives​ Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world​ Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity​ What It Takes​ Current enrollment in a bachelor’s degree program required with a graduation date of winter 2027 or spring 2028 A candidate energized by learning, teamwork and real responsibility​ Proven academic record and a passion for finance (a finance degree is helpful, but not required)​ Drive, resilience and a strong work ethic​ Ability to work independently and thrive in a collaborative setting​ Strong mathematical, writing and verbal skills; relevant software proficiency​ Compensation and Benefits: Base Salary: $110,000 (pro-rated for summer program) Interested? Complete the Suited Assessment and Apply Today As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment. For questions and additional information, contact: Baird Global Investment Banking Recruiting ibrecruiting@rwbaird.com Visit our U.S. Internship Program page for FAQs . Learn more about our platform at www.BairdGlobalInvestmentBanking.com . Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and review frequently asked questions . 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.

Investment Banking Analyst Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2020, Baird has completed nearly 760 advisory transactions, representing $353 billion in transaction value, and 391 financings, raising over $163 billion. Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004. 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. 12- 24 months of full-time work experience (Investment banking preferred) 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. SIE and Series 79 licensing preferred or the ability to quickly obtain. 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: Min: $110,000 - $125,000 Max Annual Salary Bonus Eligible *Compensation and bonus are commensurate with experience, performance and/or GIB profitability #DI 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.

About this role: Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Raleigh market as part of the Commercial Bank. Learn more about career areas and business divisions at wellsfargojobs.com In this role, you will: Demonstrate a deep understanding of core commercial banking solutions, including commercial lending, treasury management, capital and liquidity solutions, and other relevant financial products. Bring successful completion of a formal commercial credit training program, with advanced proficiency in credit analysis, underwriting complex credits, structuring transactions, and evaluating portfolio performance. Possess proven experience independently managing commercial client relationships, typically within the $25MM–$100MM+ revenue segment, with accountability for both credit quality and revenue growth. Maintain a strong and growing professional presence within the Raleigh market, including active engagement with centers of influence, industry partners, and business networks to drive market visibility. Strong risk awareness, with experience applying credit policy, monitoring portfolio performance, and escalating emerging risks appropriately. Collaborate effectively across product, credit, and operational teams to deliver fully integrated and customized banking solutions to clients. Required Qualifications: 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Advanced working knowledge of commercial lending structures, treasury management capabilities, and complementary financial solutions used by middle‑market clients. Formal credit training with the ability to independently assess and structure complex credits, monitor portfolio trends, and apply sound judgment in risk decisioning. Demonstrated success originating, managing, and growing relationships with commercial clients, within the $25MM–$100MM+ segment. Established and continually expanding network within the Raleigh market , with demonstrated connectivity to centers of influence and key industry stakeholders. Ability to partner strategically with internal team including credit, treasury, and industry specialists—to deliver comprehensive, relationship‑centered solutions. Strong business‑development capability, including prospecting strategy, sourcing new opportunities, contributing to client acquisition, and expanding wallet share within existing relationships. Strong risk awareness with consistent application of credit policy, early identification of emerging risks, and disciplined portfolio management practices. Excellent communication and relationship-building skills, with the ability to engage confidently with executives, deliver insights, and influence both clients and internal stakeholders. Job Expectations: This position is not eligible for Visa sponsorship 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 20% of the time #CommercialBanking Location: 4208 Six Forks Road- RALEIGH, NC 27609 Posting End Date: 23 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.

Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title: Business Banking Underwriter 1 Business Unit: Credit Reports to: Business Banking Underwriting Team Leader Position Overview: Responsible for preparing financial analyses of current and prospective commercial loan customers, spreading financial statements, analyzing industry and economic conditions, completing cash flow analysis, completing full underwriting presentation and performing credit investigations to make appropriate recommendations as to the creditworthiness of borrowers and protect the Bank from loss. The incumbent provides the highest quality of service to every customer. The incumbent typically works on loans/portfolios of lower complexity as the incumbent’s work requires significant oversight. Primary Responsibilities: Analyzes the creditworthiness of borrowers, identifies key credit issues and prepares full written analysis according to available information and established policies and procedures accurately and timely including completion of the entire underwriting document. Utilizes software to complete financial spreads, risk ratings, covenant tests, cash flow and global cash flow accurately and timely to aid in the analysis of a borrower’s creditworthiness according to established policies and procedures. Research available data including internet sources and subscription-based utilities as available and summarizes information regarding current and projected status of certain industries and borrowers of Bank services along with general economic trends and conditions according to the availability of research data to aid in the quality of lending decisions. Develops a personal program for maintaining an adequate level of knowledge in banking matters, compliance, credit analysis, policies and procedures and personal skills and demonstrates interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Knowledge of a wide range of commercial lending (C&I, IRE, Muni, and NFP), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Compensation Grade: EXT07 Pay Range: $62,738.00 - $104,572.00 FNB’s total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.