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Odeon Capital Group logo
Odeon Capital GroupNew York, NY
The Head of Investment Banking will play a pivotal role in driving the growth and success of our investment banking operations. This leader will oversee a team of professionals, cultivate client relationships, and lead initiatives to expand Odeon’s footprint in the financial services industry. Key Responsibilities include but are not limited to: Develop and execute a comprehensive strategy for the investment banking division, aligned with the company’s overall goals. Build and maintain strong relationships with existing and prospective clients. Lead the execution of key transactions, including mergers and acquisitions, capital raising, and restructuring, ensuring optimal outcomes for clients. Identify and pursue new business opportunities, leveraging market trends and industry insights to expand the firm’s client base and service offerings. Partner with sales and trading teams to initiate deals, identify cross-selling opportunities, and ensure seamless execution and distribution of transactions. Ensure all transactions and processes adhere to regulatory requirements and the firm’s internal compliance standards. Perform due diligence, research, analysis, and documentation of live transactions. Oversee the financial performance of the investment banking division, including budgeting, forecasting, and achieving revenue targets. Maintain deep knowledge and expertise across industry sector(s). Mentor and manage a team of investment bankers, fostering a culture of collaboration and excellence. Requirements Education and Experience Bachelor’s degree in finance, economics, or a related field; MBA or advanced degree preferred. 10+ years of experience in investment banking, with a proven track record in leadership roles. Deep understanding of financial markets, corporate finance, and transaction structuring. Strong client network and business development acumen. Excellent leadership, communication, and negotiation skills. An appetite to work in a team-oriented environment with the ability to think creatively and act collaboratively, playing a key role in driving the Firm’s long-term success. Series 7, 63, 79, and 24 licenses (or willingness to obtain prior to hire) Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $150,000 to $200,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Posted 2 weeks ago

Crowe logo
CroweWashington DC, District of Columbia
Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities . Are you up for the challenge? About the Team: The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team! ​ We’re looking for Audit Managers with experience in the Banking industry vertical. As an Audit Manager , you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes: Responsibility of client relationships with a variety of clients to build positive relationships. Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable. Anticipating and addressing client concerns and resolving problems as they arise. Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm. Continue learning the latest developments and the firm's standards and policies. Staying on top of industry developments and their effects on client's competitive position. Qualifications: 5+ years of recent and relevant public accounting external audit experience. Your background should have experience in external audit working with Banking clients. Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams. It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion. You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently. We require experience supervising engagement team members and instructing them on completing assigned task. This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state. Ability to work additional hours as needed and travel to various client sites. #LI-Hybrid #LI-Onsite We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $81,000.00 - $192,000.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Posted 6 days ago

Wells Fargo Bank logo
Wells Fargo BankSan Francisco, California
2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today’s dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. 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. $138,500.00 - $287,600.00 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: 31 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.

Posted 4 days ago

F logo
Fishback Financial CorporationSan Francisco, South Dakota
Job Description: As an intern, t his person will learn first-hand what careers in community banking involve and will e ngage in a rotation through core departments including Retail Banking and Cons umer, Business, Ag, and Mortgage Lending. Throughout the rotation, this person will g ai n insight in to a variety of business units including Wealth Management a s well as e xperience what happens “behind the scenes” in Credit Review and Operations . Qualifications: This p erson should have a minimum of one year of business- related class es in a higher learning setting or the equivalent . Excellent commu nication and customer service skills a re essential. This role requires on-site employment. Principle Responsibilities: Work closely with industry experts to identify and differentiate various banking p roduct s and services . Observe and participate in the customer experience including identifying needs, recommending products that fit, and maintaining customer relationships. Learn the foundations of banking by participating in general Retail functions including processing customer transactions, cash handling, and cash drawer balancing. Shadow the lending process from st art to finish and develop overall loan file knowledge. - Observe meetings with loan customers - List and describe various loan types and products - Compile and prepare proper underwriting information - Introduction to credit worthiness and cash flow by analyzing credit information and referring to policy & guidelines - View loan processing, servicing and closing - Witness D epartmental collaboration Introduction to Wealth Management Services including fi nancial planning, trusts, retirement plan services, investment management and estate planning & administration. Utilize banking systems and observe how they integrate into business processes. Develop and apply a working knowledge of banking regulations and processes. Maintain confidentiality, integrity and honesty, especially in dealing with customer information. Gain skills related to professionalism, financial analysis, decision-making , customer service and communication. Uphold p rofessional standards when working with customers through va rious channels. Attend and participate in committee and department meeting s and professional development opportunities and trainings . Connect with and learn from de partment leaders and management. Prepare a presentation at the close of the internsh ip to be presented to key stakeholders. Act in accordance with F BT policies and procedures as set for th in the employee handbook. Adhere to compliance procedures and participate in required compliance training. Compensation Grade Hourly Grade 3 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 3 weeks ago

S logo
SNB CareerSioux City, Iowa
Are you a problem-solver who thrives in a fast-paced environment while delivering top-notch customer service? At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life’s interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we’d like you to advance your career with us at SNB. As an Electronic Banking Representative, you’ll play a vital role in ensuring our customers have secure, convenient, and seamless banking experiences. You’ll handle customer inquiries, support account maintenance, review transactions, and ensure accuracy across various banking services—all while providing prompt, professional service. Success in this role requires exceptional multitasking skills, active listening, and critical thinking to resolve inquiries effectively. If you enjoy helping customers navigate their banking needs and excel in a dynamic environment, we encourage you to join us! *This is an onsite position at our Main Bank office in Sioux City, Iowa. KEY RESPONSIBILITIES: Provide exceptional phone-based customer support with a focus on problem-solving and customer satisfaction. Resolve complex customer inquiries related to online banking, mobile apps, digital payments, and other bank services by troubleshooting technical issues promptly and escalating only, when necessary, all while maintaining a friendly and professional manner. Support internal staff by serving as a resource for troubleshooting digital banking issues, ensuring employees can assist customers confidently and accurately. Assist customers with debit card needs, including disputes, unauthorized transactions, and ordering replacement cards when needed. Perform account maintenance, including, access management, authorizations, stop payments, charge-offs and related requests. Review and approve Remote Deposit Capture items. Conduct consumer overdraft reviews and make appropriate decisions. Collaborate with team members to update and maintain process documentation and procedures. Identify opportunities for cross-selling and generate customer referrals. Contribute to a supportive, close-knit team environment, working Monday–Friday with a focus on collaboration and customer care. EDUCATION AND EXPERIENCE: 4 year college degree preferred or related work experience Knowledge of electronic banking responsibilities including deposit regulations, ACH processing, online banking, mobile banking, remote deposit, and others Customer service experience Accuracy and meticulous attention to detail required Excellent oral, written, and interpersonal communication skills Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed Team-oriented and the ability to work collaboratively across all levels of the organization Service-oriented, polite, and respectful Advanced problem-solving and analytical skills Ability to take direction and instruction and follow through independently until project completion HOURS: Regular business hours, Monday through Friday. BENEFITS: We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable. Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status. LEARN MORE: https://www.snbonline.com/about/employment-opportunities LOCATION: Sioux City, IA Main Bank

Posted 3 weeks ago

T logo
Truist BankCharlotte, North Carolina
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: Centralized Service Manager will ensure day-to-day oversight and management of assigned vendors who provide Truist with outsourced services and applications. Facilitate the completion of vendor risk assessments, contract review/structuring, due diligence and fourth party oversight for assigned vendors with the understanding of the business unit's sourcing strategy. Coordinate and work with Division aligned support to ensure all managed services follow Third Party Risk Management (TPRM) Standards and Policies. Serve as a subject matter expert on supplier risk management single point of supplier coordination and communication of activities and recommendations to management, Third Party Risk Operations Function (TPROF), and Supplier Service Management (SSM). 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. Identify and manage vendor risks per the Third Party Risk Management policies and guidelines. 2. Engage with the Business Unit to understand the scope of services including business and performance requirements to be fulfilled by the Supplier. 3. Monitor third party service relationships to manage risk, ensure quality of service delivery, internal client satisfaction, operational efficiencies, and achievement of target cost savings. 4. Partners with the Business Unit Owners to complete Sourcing Requests (SR), Third Party Planning Questionnaire (TPPQ), Due Diligence Questionnaires (DDQ) and other defined supplier lifecycle requirements 5. Establish measurable supplier performance metrics and periodic supplier meetings. Engage with the Business to conduct ongoing monitoring responsibilities and communicate overall relationship health and vendor performance. 6. Develop and effectively execute on vendor contingency and termination/transition plans. 7. Ensure contract compliance and proper invoicing for documented terms and conditions. 8. Serve as tactical and strategic point of contact between vendor and line of business (LOB) teammates 9. Addresses actions required per TPROF assessment, Quality Control, and testing results; Reporting and escalation of regulatory issues through both internal management and TPROF. QUALIFICATIONS 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. Bachelors degree or equivalent education and related training 2. Five years of experience in business functions or relevant experience in vendor management, risk oversight, sourcing, procurement, supply chain, materials management, or equivalent 3. Strong analytical, problem-solving, and negotiation skills 4. Strong relationship management skills 5. Strong communication skills, both written and verbal; experience communicating frequently with senior management 6. Vendor management and procurement experience 7. Flexibility to adapt to the needs of various projects and cultures 8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: 1. Masters degree in Business Administration, Supply Chain, Finance, or Accounting 2. Project Management Professional, Six Sigma, or other advanced education and/or certificates 3. Experience with SAP Ariba, RSA Archer, and SharePoint 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

Posted 5 days ago

T logo
Truist BankColumbus, Ohio
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 the overall performance for Middle Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and Risk Management. Should drive a consistent client experience that positions Truist as the Premier Advisory Bank in the Middle Market segment (defined as $75-500MM in annual sales). Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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. Serve as primary sales leader for team of Middle Market Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Dealer, Senior Care and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team.2. Manage weekly sales week including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding RMs accountable for commitments through Friday debriefs.3. Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources.4. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in sales meetings and call planning, joint calling with relationship managers, and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work).5. Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned middle market loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives.6. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Middle Market team.7. Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new business.8. In addition to leading a team of middle market bankers, the MMBL may also be an individual contributor with an individual portfolio of clients and individual production expectations. QUALIFICATIONSRequired 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. Bachelor's degree or equivalent education and related training2. Ten years of experience in financial services3. Ability to grasp large complex Middle Market C&I credits clearly4. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions5. Strong interpersonal communications, capable of leading and developing Middle Market Bankers using the Truist leadership philosophy Preferred Qualifications:1. Master's degree in business administration (MBA) The annual salary for this position is $235,000 - 275,000 per year. 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

Posted 5 days ago

Tremendous logo
TremendousNew York, New York
Tremendous is the fast, free, flexible way to send bulk payouts to people in over 200 countries. Over 10,000 companies ranging from mom-and-pops to Google, MIT, and United Way have sent over $1 billion, saving 15 hours a month on average. In both our product and our workplace, we’re intentional about making work more efficient, flexible, and fulfilling. Tremendous is a fully remote, high-documentation, low-meeting culture, which means more time for what matters in both your professional and personal life. Our customers, who include marketers, UX researchers, HR teams and nonprofits, rave about how quick and easy it is to use Tremendous — check the ratings on G2. Yet there’s a lot of complexity under the hood, including over 2,000 redemption options and plenty of banking infrastructure. This duality makes working here a fun challenge. Tremendous is profitable and growing without outside investors. Join us before the next international offsite! About the role We’re looking for a Senior PM to join our team. The product team currently consists of our co-founder (who has been a Head of Product in a past role) and four senior PMs. As a PM on our banking team, you can expect work on problems around account funding, reconciliations, prepaid card infrastructure, and similar core banking operations. You will Manage our product roadmap. You’ll be working with stakeholders to help figure out what to build and when to build it. When there’s uncertainty, you’ll be expected to figure it out and generate clarity for the rest of the team. Frame up problems. You’ll be expected to explain what problems we are solving and why. This helps our engineers and designers understand how to solve those problems. Conduct research and analysis. In order to frame those problems well, you’ll need to collect supporting evidence–from user interviews, market research, and competitive analysis. Work with designers and engineers to devise solutions. PMs set requirements and then work with designers and engineers to select appropriate solutions. Collaborate without meetings. Tremendous has an async, non-meeting culture. This can be tricky for a PM who has previously been accustomed to doing work in meetings, which is the default at most organizations. Expect to do a lot of writing! Persuade with a light touch. Not everyone will agree on priorities; it’s the PM’s responsibility to help drive to a decision in a way that everyone feels included in the process. Report back on what’s working. Once we ship, you’ll be responsible for helping the team understand the impact of their work. You have 6+ years building and shipping web applications as a designer, engineer, or product manager at tech companies. 2+ years as a PM in startup environments (growth-stage companies). Excellent product intuition, refined through years of delivering products to users, that lets you identify the appropriate solution for a problem. Solid design judgment that helps you collaborate with our design team by providing feedback on mockups. Enough technical chops to understand potential technical approaches to problems and to collaborate engineering managers. The ability to take a long-term strategy and a big feature backlog and translate that into roadmaps. The ability to manage uncertainty and ambiguity well. You can make decisive calls without enough information. Empathy for users and a desire to talk to them about their problems. Outstanding communication skills. Strong written communication skills. We’re a documentation-first culture. Desire and ability to work autonomously and drive your work. Tremendous is not a great fit for people who default to waiting for instructions. High empathy. You care about your teammates and our users. You can put yourself in their shoes. What's cool about the role You'll work at a company growing quickly yet sustainably. We’re profitable with plenty more opportunity ahead. That’s good news for your career growth. Competitive pay and benefits. For this role, base salary ranges from $225,000 to $300,000. We're a remote company. Work from wherever you want in the Americas. Smart people and a great culture. See our company handbook .

Posted 30+ days ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Overview: Our mission is to provide proactive solutions to achieve best outcomes while cultivating an environment of trust and partnership in support of Texas Capital’s strategic objectives. Our team works well together in a fast-paced and highly rewarding firm culture. We have expertise in a wide array of legal fields and combined have several decades worth of experience giving legal counsel in private law firm and corporate legal department settings. We are looking to add another valuable legal asset to our team. Responsibilities: Advise the investment bank on capital markets transactions. A candidate should be able to advise on a wide range of issuer equity and debt transactions, including (i) IPOs, follow-on equity offerings and private placements and (ii) registered and 144A/Reg S note offerings. Liaise with other attorneys across the legal department and other control and support functions on legal, regulatory, risk, compliance, privacy and vendor management matters. Provide legal support to review policies and procedures for legal and regulatory requirements for the investment bank. Direct and supervise outside law firms on specific projects where appropriate. Qualifications: Juris Doctorate from an ABA-accredited law school; admitted to the State Bar of Texas or admitted in a state that allows reciprocal admission to the State Bar of Texas. Minimum of 5-7 years legal experience in representing investment banks in capital markets transactions. Experience with contract law, including structure of contracts and contract life-cycle management. Knowledgeable about laws and regulations applicable to financial institutions. Strong analytical and problem-solving skills. Excellent interpersonal and team player. Demonstrated clarity in written and spoken expression. Organizational skills and attention to detail required to handle diverse and concurrent assignments in fast paced environment. Must be able to work at a computer for extended periods of time in an office environment. Must be willing to work in office from the Texas Capital Center, 2000 McKinney Ave., Dallas, Texas 75201. Location: This position is located in office at Texas Capital’s corporate headquarters at Texas Capital Center, 2000 McKinney Ave., Dallas, TX 75201 No travelling required The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 week ago

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Simpson Thacher & Bartlett LLPNew York, New York
Simpson Thacher’s Capital Markets group is globally renowned for its sophistication, innovation, and scale—advising on offerings for IPOs, high-yield and investment-grade debt, convertible securities, equity-linked products, and restructuring mandates. Similarly, Simpson Thacher’s Banking and Credit practice is a widely recognized and leading practice, counseling our clients on their most sophisticated credit transactions. We help finance more transactions than any other law firm and span all levels of the corporate capital structure. The Director, Investment Banking and Private Credit, will serve as the Business Development lead and senior strategic partner to both practices, with a particular focus on Investment Banking and Private Credit, driving growth initiatives and working closely with some of the Firm’s most dynamic client-facing partners to shape and win the market’s most consequential work, including acquisition financings, liability management and direct lending mandates. This is one of the most visible and commercially significant BD leadership roles at the Firm, designed for a high-performing professional with deep market fluency and a proven ability to drive growth across multiple practices. This role requires both strategic oversight and hands-on execution, with the mandate to ensure Simpson Thacher continues to win the most consequential mandates in both the global investment banking and private credit arenas. You will collaborate closely with the Chief Client Officer and other members of the BD leadership team to bring structure, insight, and scale to all dimensions of business development. You will manage a small, high-impact team, aligning with the priorities of Firm partners. Responsibilities Practice Growth Strategy & Partner Support Serve as a trusted business advisor to Investment Banking and Private Credit-focused partners—aligning on individual and practice-wide priorities, strategic growth ambitions, white space opportunities, expansion targets, and competitive positioning. Lead the development and execution of a practice-level growth strategy that encompasses geographic expansion, service line innovation, and key client targeting. Provide 1:1 and team-based support to partners on client relationship development, matter publicity, internal referrals, and client coverage coordination. Client Development & Targeting Identify, prioritize, and pursue high-potential client and sector opportunities across the financial ecosystem – including institutions, underwriters, corporate issuers, and private capital providers (e.g., direct lenders, credit funds). Lead cross-practice collaboration between Capital Markets and Banking and Credit and respective adjacent practices (e.g., Funds, M&A, Restructuring, Litigation and Regulatory) to amplify Firmwide relevance. Guide creation of sophisticated pitch materials, meeting prep, and post-engagement follow-ups to establish best practices that reflect the nuance of Simpson’s client relationships. Client Team Structuring & Engagement Infrastructure Build and support high-functioning client teams, complete with charters, feedback loops, operating rhythms, and milestone tracking. Ensure teams are collaborative, responsive, and aligned with client priorities. Equip teams with dashboards, optimized CRM systems, and proprietary insight trackers to drive visibility, follow-through, and value delivery. Market Intelligence & Positioning Anticipate, surface and synthesize investment banking and private credit trends (e.g., structured finance, sponsor-backed financings, new credit products, IPO trends, regulatory changes, deal activity, cross-border structuring innovation) into briefing materials and actionable insights for partners and teams. Surface and synthesize banking and credit trends (e.g., emerging financial instruments, restructuring opportunities) into briefing materials and actionable insights for partners and teams. Translate deal activity and partner wins into market narratives, practice positioning strategies, and matter publicity opportunities. Collaborate with Strategic Intelligence, Communications, and Knowledge teams to institutionalize market insight workflows that benefit the entire practice. Campaigns, Events & Visibility Lead and support high-impact BD campaigns and targeted visibility initiatives specific to either Investment Banking and Private Credit—ranging from deal-specific pursuits to long-range strategic initiatives. Partner with Events team to plan and execute events (roadshows, roundtables, conferences) in collaboration with partners to deepen client relationships and raise Simpson’s profile. Drive thought leadership and recognition efforts in collaboration with Communications to spotlight the practice’s differentiated expertise and industry leadership. Practice Metrics & Internal Coordination Track KPIs for growth, relationship health, referrals, and coverage quality. Ensure the priorities of Investment Banking and Private Credit are integrated into Firmwide initiatives (e.g., client experience, innovation pilots, referral infrastructure). Serve as the internal convener and coordinator across BD, CXO, Strategic Intelligence, and Communications to ensure clarity and execution. Team Leadership & Management Build and lead a high-performing team dedicated to Investment Banking and Private Credit as an industry, setting clear goals, expectations, and development plans. Provide strong day-to-day management, coaching, and mentorship to junior team members; create an inclusive and collaborative culture. Partner with other BD Directors and Associate Directors to ensure consistent standards and coordinated delivery across practice groups. Education Required Bachelor’s degree Preferred JD or MBA Skills and Experience Required 10 years of experience in business development, marketing, strategy consulting, or professional services, ideally within law, investment banking, or capital markets advisory Demonstrated ability to partner closely with senior legal and/or financial professionals to translate strategic priorities into concrete growth plans Comfort balancing responsiveness across high velocity workstreams and long-term relationship strategy Demonstrated experience leading and managing people effectively, with a record of developing talent and cultivating collaborative, high-performance teams Deep understanding of capital markets dynamics, transactions, and client expectations, especially in sponsor-led M&A, leveraged finance and private credit work Familiarity with private capital markets participants, including direct lenders, private credit funds, and sponsor-backed borrowers Entrepreneurial ownership, strong people leadership and high EQ Strong storytelling, writing, and communication skills—capable of distilling complex insight into persuasive business narratives Strong systems-building instincts and operational creativity Experience managing and translating market data into internal strategy Proven track record of driving growth across markets or regions; ability to shape and implement strategy Excellent verbal and written communication skills; ability to translate complex ideas into persuasive narratives Ability to exercise initiative and independent judgment Ability to manage multiple projects with competing deadlines Ability to interact well and build professional relationships while maintaining a high level of customer service, diplomacy and discretion Ability to proactively identify and analyze problems, develop solutions, and deliver results. Preferred Demonstrated ability to leverage data, analytics, and emerging AI tools to surface insights, streamline internal collaboration, and support client growth strategies Salary Information NY Only: The estimated base salary range for this position is $300,000 to $350,000 at the time of posting. The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible. Privacy Notice For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at https://www.stblaw.com/other/privacy-notice . Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity. The Firm prohibits discrimination or harassment based upon race, color, religion, gender, gender identity or expression, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, veteran’s status or any other legally protected status. This Policy pertains to every aspect of an individual’s relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment. #LI-Hybrid

Posted 3 weeks ago

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Mizuho Securities USANew York, New York
Join Mizuho as an Investment Banking Managing Director - IDI (Transportation and Logistics). The expected base salary for this role will be $400,000. 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. 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 .

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankWoodbridge, New Jersey
About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm- 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary ​ Posting Location: Woodbridge NJ 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. $76,300.00 - $135,700.00 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: 8 Oct 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 6 days ago

Baird logo
BairdChicago, Illinois
Investment Banking Analyst Baird is a leading global investment bank with more than 400 banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion. Committed to being a great workplace, Baird ranked No. 23 on the 2023 Fortune 100 Best Companies to Work For® list – its 20th consecutive year on the list. As an Investment Banking Analyst, you will: Play an integral role on investment banking teams, providing analytical support on mergers and acquisitions, public offerings and other financial advisory services for our clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Develop your skills through broad exposure of working closely with both junior and senior bankers. What makes this great? Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: Candidates with experience working in a solution-focused environment who can hit the ground running. 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 #DI #LI-GIB2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

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Machias Savings Bank CareerEllsworth, Maine
Are you looking for an opportunity to learn, grow, and thrive with one of the “Best Places to Work in Maine”? Machias Savings Bank is more than a bank committed to serving our customers and empowering them to reach their potential; we are a family-first, employee-focused group of community leaders committed to moving Maine, New Hampshire — and each other — forward. Our baseline benefit package includes Profit Sharing, 401(k) match, Health, Dental, Vision, Life and Disability Insurance, generous Paid Time Off options and more! A career with Machias Savings Bank is as rewarding as it is challenging, and we can’t wait to work with you! • Voted Best Small Bank in Maine- Newsweek • Voted 2024 Best Bank To Work For- American Banker • Voted 2025 Best Places To Work in Maine- MESHRM Join our team as a Commercial Banking Portfolio Manager, where you’ll play a key role in supporting Commercial Banking Officers by managing commercial loan portfolios, engaging customers to support credit requests, and helping drive growth through expert credit analysis. Travel as needed will be required to support lenders and customers. What You’ll Do:• Support Commercial Banking Officers with credit underwriting, portfolio management, and construction management oversight• Analyze financial data to assess loan requests and identify cross-sell opportunities• Manage modification requests, credit renewals, and maintain compliance with credit policies and regulations• Act as a liaison between Commercial Bankers, Credit, Processing, and Loan Administration teams• Assist with loan closings, documentation, and customer inquiries What You Bring:• Bachelor’s degree or equivalent experience in a related role• Strong analytical skills and attention to detail• Excellent communication skills, both written and verbal• Ability to ensure compliance with banking regulations and protect sensitive information

Posted 3 weeks ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersStamford, New York
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 4 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology (“FinTech”) practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position A Corporate Banking Associate will have corporate banking experience ideally within the Mortgage industry and help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships. This role will report to the manager of the Mortgage Specialty Lending group and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects. We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies: Responsibilities Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~35% of the Associate's workday. Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally. Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects. Identify cross-sell opportunities within existing portfolio. Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process. Review and finalize diligence lists and questions prior to meetings. Provide underwriting bandwidth during high growth periods especially on complex transactions. Assist Portfolio Managers with renewals and reviews of existing portfolio. Assist in recruiting, coaching, and mentoring junior colleagues. Qualifications Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3.5 to 4.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving. Strong Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Strong knowledge of banking suite of products and services. Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

DC Advisory logo
DC AdvisorySan Francisco, California
About DC Advisory: DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advisory services for M&A, and private capital transactions. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. The Role: Investment Banking Analysts gain exposure to the firm’s businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Analysts are responsible for preparing financial models and running various analyses to examine the effects of contemplated client alternatives. In addition, analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Analysts are also responsible for financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities. DC Advisory analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Analysts interact with senior executives of client companies through selective participation in client meetings. Please note, this opportunity would require a minimum of 4 days a week in our San Francsico office. Position Requirements An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 1-2 years’ experience with M&A transactions focusing on tech related transactions SIE, Series 79, Series 63 (preferred or must be taken within 30 days of start date) Compensation & Benefits: Salary Range: $110,000 - $120,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits

Posted 30+ days ago

Stout logo
StoutChicago, Illinois
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm’s M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. Responsibilities: Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions Coordinate and perform business due diligence on clients and prospective opportunities Conduct comprehensive valuation exercises for companies and business units Prepare and deliver high-quality presentation materials for internal and external stakeholders Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction Attend client meetings and actively contribute to discussions Requirements: A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications Exceptional academic credentials from a top-tier university Ability to think critically and demonstrate excellent written and verbal communication skills Strong transaction process orientation and attention to detail. Highly proficient financial analysis and modeling skills Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment Collaborative team player capable of working effectively within intimate deal teams Knowledge, Skills & Attributes: At Stout, we cultivate a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Associates possess the following attributes: Positive and team-oriented mindset Accountability and reliability Entrepreneurial spirit and commitment to excellence Strong relationship-building and interpersonal skills Exceptional communication and responsiveness Intellectual curiosity and attention to detail Advanced analytical and quantitative capabilities Comprehensive understanding of the sell-side execution process Mentorship and Career Development: Stout is committed to fostering the professional growth of its team members. As an apprenticeship-driven organization, Associates benefit from institutional support and the opportunity to work closely with senior leaders, gaining valuable mentorship and career development to help advance their roles in investment banking. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

Posted 3 days ago

Slash Financial logo
Slash FinancialSan Francisco, California
About Slash Slash is building the future of business banking, one industry at a time. We believe businesses deserve financial infrastructure tailored to how they actually operate. That's why we're creating a new category of business banking. We combine the reliability of traditional banking (high yields, competitive rewards, and comprehensive security) with industry-specific features that make businesses more efficient, more competitive, and more profitable. Started in 2021, Slash is one of the fastest growing fintechs in the world and we power over three billion dollars a year in business purchasing across numerous industries. We're backed by some of the best investors in the world including Menlo Ventures, NEA, Y Combinator, Stanford University, and the founders of Tinder and Plaid. Slash is headquartered in San Francisco, and has a strong in-person culture. About the role Slash is, at its core, a technology company and is on a mission to build the best engineering team in the world. We’re looking for an engineer to help build and evolve the core banking product — the foundation that powers Slash. This role blends infrastructure-level thinking with deep product intuition. You’ll build fault-tolerant, user-facing financial primitives that spans across all customers — and you’ll do it fast, cleanly, and with ownership. What you’ll be doing: Building and scaling the core banking features that moves tens of billions of dollars a year. Working cross-functionally with product, design, and compliance teams to get the details right Setting code-standards, shaping our engineering culture, contributing to our roadmap, and talking to customers to figure out how we can solve their problems with software. Contributing to architecture decisions and shaping our product direction We’re looking for someone who: Has strong product instincts and thinks holistically about UX, API design, and system correctness Has an intuition for financial systems or a strong desire to learn Cares about craft, values deep technical knowledge, and delivers great product experiences. Has experience shipping high-quality software products Thrives working independently and in small teams in a fast-paced environment What's in it for You: Opportunity for high growth High autonomy + ownership culture Ownership of product-critical surfaces in a fast-growing fintech Competitive pay + equity package Unlimited PTO, Health, Vision, and Dental coverage

Posted 30+ days ago

Magnifi Financial logo
Magnifi FinancialPaynesville, Minnesota
POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists members with all routine transactions including teller machine transactions. • Creates a remarkable member experience by responding and providing resolutions to member requests with expertise. • Consults with members to identify and recommend Magnifi Financial products and services based on financial need. Makes referrals to appropriate departments. • Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM). • Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc. • Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s). • May perform opening and/or closing duties for the branch. • Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts. EDUCATION AND EXPERIENCE • High school diploma or currently pursuing a high school diploma required, two-year degree preferred • Customer service and/or sales experience required • Notary Public designation in this position is optional BENEFITS We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development * Leadership Development * Job Level Advancement (ability to move up in your position through training and development) * Tuition Reimbursement * 32 Hours Volunteer Paid Time Off * Paid Time Off - starting at 4 weeks per year for FT; prorated for PT * Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * Paid Parental Leave Bonus/Incentive Program Health and Wellness Programs * Pay Transparency: Salary Range: $17.12/hr. through $25.68/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. Who We Are: At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 85,000 members, $2.4 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Posted 30+ days ago

Odeon Capital Group logo

Head of Investment Banking

Odeon Capital GroupNew York, NY

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Job Description

The Head of Investment Banking will play a pivotal role in driving the growth and success of our investment banking operations. This leader will oversee a team of professionals, cultivate client relationships, and lead initiatives to expand Odeon’s footprint in the financial services industry.

Key Responsibilities include but are not limited to:

  • Develop and execute a comprehensive strategy for the investment banking division, aligned with the company’s overall goals.
  • Build and maintain strong relationships with existing and prospective clients.
  • Lead the execution of key transactions, including mergers and acquisitions, capital raising, and restructuring, ensuring optimal outcomes for clients.
  • Identify and pursue new business opportunities, leveraging market trends and industry insights to expand the firm’s client base and service offerings.
  • Partner with sales and trading teams to initiate deals, identify cross-selling opportunities, and ensure seamless execution and distribution of transactions.
  • Ensure all transactions and processes adhere to regulatory requirements and the firm’s internal compliance standards.
  • Perform due diligence, research, analysis, and documentation of live transactions.
  • Oversee the financial performance of the investment banking division, including budgeting, forecasting, and achieving revenue targets.
  • Maintain deep knowledge and expertise across industry sector(s).
  • Mentor and manage a team of investment bankers, fostering a culture of collaboration and excellence.

Requirements

Education and Experience

  • Bachelor’s degree in finance, economics, or a related field; MBA or advanced degree preferred.
  • 10+ years of experience in investment banking, with a proven track record in leadership roles.
  • Deep understanding of financial markets, corporate finance, and transaction structuring.
  • Strong client network and business development acumen.
  • Excellent leadership, communication, and negotiation skills.
  • An appetite to work in a team-oriented environment with the ability to think creatively and act collaboratively, playing a key role in driving the Firm’s long-term success.
  • Series 7, 63, 79, and 24 licenses (or willingness to obtain prior to hire)

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Life Insurance (Basic, Voluntary & AD&D)

This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $150,000 to $200,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses.

Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

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