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Moelis logo
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Consumer and Retail team in New York. PRIMARY RESPONSIBILITIES Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing REQUIRED SKILLS & EXPERIENCE Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs EDUCATION Bachelor's degree (or foreign equivalent) in Business or related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate Masters Degree in Business or related field strongly preferred Expected Salary Range USD $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyBaltimore, MD
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Our team covers a broad array of sectors, with bankers dedicated to each of our primary coverage areas. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities-whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Financial Analysts in the Business Services Group support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients in one or more sectors within the Business Services coverage universe. Our Business Services team has particularly strong sector practices in the areas of: Engineering and Infrastructure Facility and Residential Services IT Services Marketing Services Testing, Inspection, Certification, and Compliance Training and Education As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and planning of engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm's success, creativity and new ideas are encouraged. At least one year of investment banking experience is required Coursework in accounting and finance is required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114736

Posted 30+ days ago

Jackson County Bank logo
Jackson County BankBrownstown, IN
Apply Description Assumes overall responsibility for the branch. Supports, reinforces and maintains the overall service and sales culture of the Bank by and through actively directing and participating in various ongoing and periodic sales and product promotions including Deposit, Loan, Commercial and Trust products and services. Makes personal contacts with present customers to retain and expand existing banking relationships and solicits new business from non-customers. Makes regular referrals and encourages branch staff to make regular referrals of Bank products and services within the context of performance standards and Leadership expectations. Requirements High school diploma or GED A minimum of 2 to 5 years banking or related experience preferred Supervisory experience required Sales experience preferred

Posted 1 week ago

FactSet Research Systems Inc. logo
FactSet Research Systems Inc.Norwalk, CT
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Global Marketing at FactSet focuses on driving awareness and demand for FactSet's current and future solutions in support of company revenue goals. Through thought leadership, brand awareness initiatives and a consistent focus on the customer experience, we establish FactSet as a trusted partner helping to solve our client's greatest challenges through the power of collaboration. All along the customers' buying journey through retention, we partner with our business units, sales teams, and technology stakeholders to execute go-to-market strategies, deliver robust marketing programs and produce compelling content that attracts, engages, and converts qualified prospects and retains customers. The Marketing Senior Specialist, Product Marketing & Programs is responsible for developing and executing strategic marketing plans for FactSet's Sell-Side solutions, including go-to-market and marketing planning, execution coordination and success measurement. By building strategic marketing plans and guiding Product Management and Sales teams throughout the go-to-market processes, the Senior Specialist focuses on seamless execution of initiatives that increase brand and solution awareness, generate leads, boost retention and achieve measurable ROI. The Senior Specialist combines industry and product knowledge with marketing expertise, and closely collaborates with internal and external stakeholders to build marketing strategies aligned with business objectives, and ensuring effective positioning and messaging. She/he manages internal relationships and collaborates with business stakeholders, translating their product strategy to best-practice GTM, and supporting the broader Marketing organization to align with business objectives to drive success. Location: Norwalk, CT | New York City | Boston | London Working Environment: Hybrid Responsibilities: Act as the main marketing business partner for Sell-Side business unit and connected priorities. Work autonomously across business stakeholders to understand sales targets and strategic product and workflow initiatives to drive strategic go-to-market planning. Collaborate with product management teams across the GTM framework to develop and update value propositions, including target market and buyer personas, for existing and new sellable products/significant enhancements for Sell-Side audience. Build marketing plans for existing solutions and launch plans for new solutions including positioning, regional focus, audiences, and optimal mix of tactics with measurable goals and schedule. Collaborate across Marketing teams to coordinate and manage marketing plans and drive execution of multi-channel campaigns. Test and optimize existing tactics to meet programs goals, investigate and introduce new methods to enhance the marketing mix. Act as subject matter expert across marketing teams to create assets to support the sales and marketing processes, and leverage sales and client success channels to effectively educate client-facing teams on new and existing solutions. Analyze marketing plans and programs to make data-driven decisions and shift marketing strategies accordingly. Compile and communicate campaign and event reports within Marketing and to business stakeholders. Continuously increase expertise in go-to-market best practices, value-driven product positioning and launch, strategic marketing planning, tactics, campaign orchestration, and related persona focuses. Follow implemented processes across marketing technology to ensure proper tracking and optimal collaboration across teams. Collaborate effectively within the immediate team, across the broader Marketing organization, and with FactSet stakeholders and external vendors. Required Skills: 5+ years' experience within the Fintech sector, within client-facing, product management or marketing roles. Understanding of the Sell-Side industry, including key user workflows and buyer personas. Understanding of the Market Data, Analytics and Technology landscape that FactSet provides solutions within, and the surrounding competitive environment. Significant experience in building B2B value proposition, launching solutions and managing marketing programs. Highly organized, detail-orientated, and self-motivated. Excellent communication skills and demonstrated professionalism. Bachelor's degree is required. What's In It For You: At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here. The budgeted salary for this position in the state of Connecticut and in NYC is $85,000 - $90,000. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. US applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify

Posted 30+ days ago

Keybank National Association logo
Keybank National AssociationAlbany, NY
Location: 4900 Tiedeman Road, Brooklyn Ohio The Operational Risk Officer position resides in the 2nd Line of Defense within KeyCorp's Operational Risk Management group and will be responsible for executing risk oversight activities for Business Banking and various assigned operational and enterprise risk programs, projects and activities. The ideal candidate will promote a risk culture that encourages acknowledgement and recognition of operational risks and places a high priority on risk management. As subject matter expert, provide advice, consultation services and training to assigned lines of business (LOBs) on operational risk program management topics, including all activities associated with LOBs risks, controls, testing, remediation, loss analysis, key risk indicators, reporting, policy, and procedure development. Perform oversight activities and assume responsibility for discouraging actions that may expose KeyCorp and its affiliates to losses, regulatory or reputation risks, or to risk levels that exceed desired risk appetite through its business activities. The position is responsible for ensuring operational risk program management consistent with KeyCorp's Operational Risk Policy. The position has responsibility for oversight of LOB Operational Risk programs and policies, which includes providing highly specialized guidance and oversight on current and emerging legal, regulatory, and operational risk issues, monitoring and measuring operational risk performance, and reviewing and challenging of strategy (initiative, products, third parties, clients), control design, implementation, testing, and remediation for assigned LOBs. This position is an individual contributor and reports to the Consumer Line of Business Operational Risk Oversight Director. ESSENTIAL JOB FUNCTIONS Work directly with the lines of business (LOBs) to identify and assess risks, review and challenge risk assessments, provide input over controls and testing, advise on and monitor remediation activities and create reporting, ensuring line of business alignment within the Operational Risk program and framework. Responsible for primary execution of Operational Risk oversight and help guide and influence implementation of operational policies and/or procedures to mitigate risk within appetite. Responsible for assisting with the ongoing development and implementation of the Major Line of Business (LOB) Operational Risk teams strategic plan to accomplish its Annual Operational Risk objectives, to include among others: the development and implementation of Operational risk policies and procedures; assessment, monitoring and testing; establishment of line of business accountability and escalation and reporting processes. Responsible for ongoing development and implementation of operational risk management topics, including such things as being the subject matter expert on operational risk activities associated with risks, controls, testing, remediation and reporting. -Actively participate in broad risk management oversight of assigned LOB. Provide direction and deliver training to line of business personnel, Risk Management staff and others on Operational Risk best practices and other relevant industry best practices. Monitor and assess new or amended legal and regulatory requirements as they relate to Business Banking. Responsible for review and challenge of LOB policies and procedures to ensure that they are consistent with current applicable rules, regulations, laws and are effective in mitigating related risks. Work with the LOB to ensure the ongoing development and enhancement of risk assessments, testing, monitoring and associated plans. Provide authoritative and consultative advice and support to management utilizing independence yet providing pro-business solutions. Analyze and provide feedback around risks associated with the offering of new and/or enhanced products, services, processes, business initiatives and outsourced third party activities. Responsible for proactively anticipating and responding to changes in regulations, rules and/or laws; assessing the impact of any change to the business areas and assisting them in responding to such changes. Accountable for ensuring that line of business policies and procedures are consistent with current applicable banking and securities rules, regulations, and laws. Respond to internal and external audits, exams and requests for information and provide review & challenge of any line of business responses to internal and external audits. Assist in the evaluation of audit and examination findings and implementation of corrective action and needed responses. Assist in the response to ongoing regulatory and legal inquiries and investigations. Develop and maintain positive working relationships with internal clients, staff, peers, other risk partners, and LOB senior management. Maintain relationships with industry peers and regulatory bodies. Escalates promptly to appropriate senior management or appropriate risk committee any material breaches of applicable laws, rules, policies or standards with actual or potential operational risk impact, and necessary correction action. Acts as Operational Risk Subject Matter Expert on any assigned Subcommittees and/or Working Groups. Provide leadership and/or support on special projects, as assigned. Proactively works with assigned business unit management to identify and assess the operational risks associated with business activities, ensuring alignment with the Corporate Operational Risk Framework, including: Advising LOBs on operational risks and controls and key risk indicators. Advising LOBs on operational risks related to new products and/or services and business initiatives. Advising LOBs on operational risks related to outsourced third party activities. Providing reporting to executives LOB partners on a periodic basis Conducts review and challenge activities and escalation, including independent testing as required. Manage 2nd LOD requirements related to the Governance, Risk & Compliance application and Risk Assessment Processes. Other duties as assigned REQUIRED QUALIFICATIONS Bachelor's degree in business, finance, or economics or commensurate experience is required. Minimum 5 years industry experience, ideally within Operational Risk, Enterprise Risk, or line of business risk functions. Proven ability to work collaboratively and productively across the organization Outstanding active listening skills Ability to effectively manage competing priorities within a fast-paced environment, including supporting client workflows and transactions while ensuring sound business practices are applied to mitigate risk within appetite Demonstrated ability to work with internal and external auditors and regulators. Ability to effectively communication and influence at all levels of the organization Ability to think strategically coupled with the ability to drive to execution Ability to foster and encourage collaboration between multiple risk disciplines Ability to view risk holistically within a dynamic, fast paced team environment In-depth practical knowledge of internal controls, risk assessments and operational and compliance processes, and applicable techniques for implementation of regulatory, compliance and legal requirements and operational processes. Strong leadership and relationship management skills including the ability to lead up and across the organization Proven ability to have, maintain, and establish strong contacts within the industry so as to be aware of current industry issues and practices PREFFERED QUALIFICATIONS MBA, Law Degree or other relevant advanced education Current and practical knowledge of the various processes involved in Front and Back Office operations relating to the Business Banking business and the various challenges associated with those functions -Relevant industry certifications COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $90,000 to $110,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 10/12/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Remote

Posted 3 weeks ago

Robinhood logo
RobinhoodMenlo Park, CA
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role The Money Platform Team is the foundation of Robinhood's innovative credit card and money products. We design and build the critical systems that power seamless, customer-centric financial experiences. Our focus on reliability, performance, and scalability enables us to power complex operations. From real-time transactions to innovative new features, we ensure Robinhood stays at the forefront of fintech innovation. We thrive in a fast-paced environment, shipping impactful solutions with agility and minimal red tape. Our engineers are empowered to make meaningful decisions and drive initiatives that shape the future of our platform. This role is based in our Bellevue, WA, Menlo Park, CA or New York, NY office(s), with in-person attendance expected at least 3 days per week. What you'll do Join a high-impact team that's scaling to meet Robinhood's growth and evolving product needs. In this role, you'll: Build and launch major new features that power Robinhood's flagship credit card and money offerings. Solve complex engineering challenges, from scaling distributed systems to ensuring rock-solid performance. Design systems that will support millions of users while enabling seamless integrations with world-class financial partners. Drive innovation at the intersection of software engineering and financial technology, shaping the backbone of the Robinhood Credit Card's success. Collaborate with a team of exceptional engineers who challenge and inspire you to reach beyond your potential. What you bring You're a creative problem solver with a passion for building reliable, high-performance systems that scale. You thrive in fast-paced environments and are excited about taking on complex challenges. You have: A track record of designing, building, and shipping highly scalable and secure systems. Experience with distributed systems, backend engineering, or platform development in high-growth environments. An approach of continuous improvement, always pushing yourself and your peers to raise the bar. A passion for collaborating with A+ teammates, creating a culture of excellence, trust, and shared success. A customer-focused zeal with a commitment to delivering exceptional product experiences. The ability to balance strategic thinking with execution, making thoughtful trade-offs to deliver results.. What we offer Highly engaged management team with an established history of developing engineers Provide a work environment for you to perform at your best Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Ample time away including company holidays, paid time off, sick time, parental leave, and more! Catered meals, fully stocked kitchens, and geo-specific commuter benefits In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $157,000-$185,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $139,000-$163,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $122,000-$144,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Posted 4 days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncCharlotte, NC
Description Summary: The HFA Region Manager is an excellent career opportunity to lead and manage a team of Financial Advisors supporting a Retail Banking branch network. The HFA Region Manager oversees regional sales activities, regulatory compliance, field operational execution and care for HFA clients to include their planning, advisory, brokerage and insurance solutions. Duties and Responsibilities: Develops sales strategies, directs, trains, and motivates staff. Ensures sales staff is current regarding new financial instruments and techniques and can adequately present new products to the client. Ensures that all business is suitable for clients and in compliance with all state and federal securities regulations. Works closely with internal partners to build referral channels and deepen client relationships. Actively recruits and develops top talent. Manages customer complaints and escalates as needed. Conducts coaching of advisors and licensed bankers to build sales and relationship management skills. Ensures operational effectiveness of advisors and sales support staff (Sales Support Manager and Client Relationship Specialists). Communicates the group's program, strategic direction to executive and senior management and other personnel from various departments/functions of the corporation. Adheres to bank policies and procedures and complies with legal and regulatory requirements. Accountable for risk management, compliance, and audit performance for area(s) of responsibility whether a supervisor, manager, or individual contributor. Establishes or works with management to develop effective controls and processes to ensure risks are measured, monitored, and controlled and compliance requirements are adhered to on an on-going basis. If applicable, ensures staff is properly trained, provided with appropriate resources, and motivated to adhere to risk management principles. Maintains current knowledge of risk-related changes that may impact assigned area(s) of responsibility. Coaches; counsels; develops work schedules; manages a function; responsible for hiring, terminations, salary adjustments and/or disciplinary actions; establishes/communicates group strategy. Supervises 20-30 FINRA registered representatives, a FINRA Registered Sales Support Manager who manages licensed sales support associates. Coordinates sales efforts with branch and private bank regional leadership. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 5 or more years of securities industry experience, preferably in a banking environment 3 or more years' experience managing a team Series 7, 63/65 or 66, 24, and Series 53 (or Series 53 within 120 days of hire) Life, Health licenses Preferred Qualifications: Previous experience managing a team of Financial Advisors Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncColumbus, OH
Description Summary: Still in school but ready to launch your career? Our internship program is perfect for ambitious students looking to gain valuable hands-on experience that will build more than just your resumé - it will expand your career possibilities after graduation. Our program is structured to provide students unique experiences tailored to their field of interest. Through these experiences, you'll build a foundation on which to further your career, your abilities and your dreams. The internship will run from Wednesday, May 27 - Friday, August 7 and are offered in all of our business segments. Huntington offers Regional Banking Internship positions supporting Small Business, positions will be in either Business Intelligence, Sales Enablement, Sales Support Team and Project Support. Interested candidates should apply to this requisition and specific areas of interest/opportunity will be discussed during screening conversations. These positions will be located in either Columbus, Cleveland, Akron, OH or Chicago, IL. Note: Huntington Intern compensation is reflective of consistently applied factors such as program track, location, and your educational level. Why Huntington? As an intern, you will be exposed to many facets of our business and our distinguished culture: We offer a robust schedule of events - full of professional development opportunities Interact with our Executive Leadership on multiple occasions Learn from senior leaders about career pathing and Huntington business segments Master the key concepts of our innovation framework through a business relevant team project Immersion into our award winning culture through volunteer and social events Duties & Responsibilities: Collaborate directly with your manager Support organization and department initiatives Provide recommendations to improve your department Work both independently and within a team Exhibit a professional, business-like demeanor Exhibit excellent oral and written communication skills Aptitude - proficiency with applicable computer software Take initiative to achieve personal career goals Participate in all HNB internship events Energy, enthusiasm, and passion for Huntington! Basic Qualifications: High School graduate Enrolled in an Undergraduate or Graduate accredited University At least one semester of college remaining following completion of the internship program in August 2026 Demonstrated teamwork and leadership through extracurricular activities and/or work experience Exceptional communication, interpersonal, and relationship building skills Ability to work independently or as part of a team Proficiency in MicrosoftOffice applications Preferred Qualifications: Course(s) of study applicable to the area of business Ability to maintain professional composure in a dynamic work environment that often requires management and completion of multiple tasks Demonstrate sound judgment and ability to apply logical/critical thought processes when developing solutions Ability to display a positive business presence with management and external personnel A strong interest in Banking as a career Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 24.00 Hourly The compensation range represents the low and high end of the base compensation range for this position. Colleagues in Intern positions are eligible for paid holidays and Huntington's retirement savings plan. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 3 weeks ago

Lead Bank logo
Lead BankKansas City/Lee's Summit/Blue Springs, MO
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity. Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do. As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve. In this role you will: Be a subject matter expert on the cash management products suite, including analysis pricing and setup, Check and ACH Positive Pay, and Remote Deposit Capture Open new commercial accounts for clients, assist in initial and ongoing due diligence, and provide client education at onboarding and throughout the relationship Assist with gathering requested information for required audits Assist in updating client agreements to incorporate rule changes and new products/policies Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as needed Cross-sell bank services to existing and prospective clients Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service Verify personal and business identification documents (CIP/KYC) and archive supporting documentation Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs Perform other duties as assigned Qualifications: 2+ years of banking experience Proficiency in Google Suite and Fiserv core-related products is strongly preferred Demonstrated history of providing exceptional customer service Experience and understanding of the cash management products suite, including analysis Strong communication and interpersonal skills To succeed in this role, you: Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail Love to collaborate to get to the best, most efficient outcome Show curiosity and humility, while being open to new ideas and approach your work with a growth mindset Are a team player and enjoy working with people to achieve the best and most efficient result Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks What we offer At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life Competitive compensation based on experience, geographic location, and role Medical, Dental, Vision, Life, 401k matching, and Disability benefits Flexible vacation policy, plus three mental health days and your birthday off A challenging and fulfilling opportunity to join one of the most experienced teams in banking and fintech A fun team-oriented environment where your career will be supported Dress for your day dress code Hours: Monday-Friday 8am to 5pm Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-BC1

Posted 30+ days ago

Intapp logo
IntappNy, NY
Intapp is looking to hire a highly consultative Client Development Director (Account Executive - Growth) to join its team. This individual should be a seasoned and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We've already made huge strides, but we're just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000. What you'll do: Drive expected value out of target region/market across various segments of Investment Banks. Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing client relationships, phone prospecting, and email. Continually, develop existing prospects to build and manage a sustained pipeline of a million dollar in opportunity Identify the prospect buying behavior and orient the proven Intapp sales process for the prospect to drive the prospect toward a decision. Engage across the prospect to align the organization around the value of Intapp. Uncover key components of value for the various prospect stakeholders to drive 'Why' the prospect is interested in Intapp and then demonstrate how the platform solves the prospect's perceived value. Facilitate information gathering and match that to the prospects needs through multiple in person, social and professional engagements. Draw resources from across Intapp (services, training, support, and product teams) to position the prospect for a successful long term partnership. Coordinate and execute the development, delivery and presentation of proposals. Deal with complex negotiations at the executive level through a multi-constituent sales process. Close Subscription and Services business of a million+ dollars in bookings across region per annum. What you'll need: 5+ years of experience in consultative and value based selling with a successful track record. Individuals likely to excel come from sales roles investment banking or financial technology with a specific focus on investment banking firms. Experience engaging clients in value based sales process. Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills. What you will gain: At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. Here, you will have the opportunity to: Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of. For New York City based roles, Base Pay Range is $140,000-$150,000. #LI-AZ1 Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included. Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain "@intapp.com" or "@dealcloud.com" to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/ . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Posted 3 weeks ago

B logo
Banco Santander BrazilBrooklyn, NY
Consumer and Business Banking, Senior Relationship Banker, Boro Park, NY Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products. You deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. The Senior Relationship Banker provides comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently. Independently manage a portfolio comprised of both high value consumer clients and small business customers. Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate. Collaborate with team members and partners to achieve branch goals and drive overall performance. Participates in joint calling with Product partners to generate and deepen relationships with business customers. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, GED or equivalent education:: Business Management, Finance, or equivalent field- Required. Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education- Preferred. 5+ Years Experience selling products and/or services in an incentive-based environment- Required. (OR) 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships- Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance- Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment- Required. Motivated to help people achieve financial goals. Strong financial acumen with a general knowledge of consumer and small business products, and lending. Proven track record in sales and cross-selling products and services. Proven ability to manage a portfolio of clients effectively. Proven relationship-building skills and a customer-centric approach. Ability to work effectively in a team environment, building strong relationships with colleagues and business partners. Ability to use critical thinking to solve problems and provide solutions to customer issues. Excellent communication, consultative and influence skills both verbal and written. Demonstrated proficiency using the phone to engage with customers. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $52,500.00 USD Maximum: $87,500.00 USD Link to Santander Benefits: Santander Benefits- 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Posted 5 days ago

Camden National Corporation logo
Camden National CorporationEllsworth, ME
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Primary responsibilities consist of achieving individual sales and service goals and managing the banking center in the absence of the banking center manager. The essential functions are noted below; however, at Camden National responsibilities may evolve over time given organization, technological and/or staffing changes. At any point other duties may be assigned. Essential Duties and Responsibilities include the following. Contributes to the success of the banking center by meeting or exceeding individual sales goals. Demonstrates a strong knowledge of bank products and solutions. Employs Building Trusted Relationship skills to acquire, expand and retain customer relationships. Participates in workforce management including recruiting, development and engagement. In the absence of the Banking Center Manager Oversees and directs activities of banking center staff to ensure banking center performance meets or exceeds goals - service, sales, financial and operations Leads service and sales management effort. Manages, develops, coaches and motivates staff for optimum performance, holding staff accountable for results Implements sales and service programs within the banking center to promote retention, expansion and acquisition of customer relationships Responsible for risk and compliance within the banking center Responsible for day-to-day management of facility Supports and promotes the Bank's CRA Policy Supervisory Responsibilities This position does not have any supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Equivalent to a four-year college degree. Two years to five years of similar or related experience. Position requires knowledge in a specialized area. Working knowledge of financial, commercial and/or technical practices required to fulfill the diverse requirements of the position. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 30+ days ago

Old National Bank logo
Old National BankFergus Falls, MN
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $51,700 - $121,300 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Business Banking Relationship Manager that is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Business Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Key Accountabilities Achieve Sales Targets Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results. Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships. Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale. Leverages centers of influence to build a network and create a pipeline of business. Loan Originations Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing. Partners with support staff to ensure the loan origination process meets bank and client expectations. Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client. Portfolio Management Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards. Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships. Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets. Key Competencies for Position Strategy in Action- Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Compelling Communication- Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems- Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients- Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Qualifications and Education Requirements Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience. Minimum 5 years relevant commercial banking experience. Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships. Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have a proven track record of successful sales performance with strong business development skills. Very high level of sales, negotiation and financial analysis skills. Relationship Manager roles may vary between RM II or RM III,- this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex credits and/or other unique situations Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Posted 30+ days ago

B logo
Banco Santander BrazilParis, TX
Santander CIB 2026 Summer Internship Program- Investment Banking- Europe Country: About the Program Gain first-hand insight into the world of SCIB and hands-on professional experience through an immersive program at one of the world's leading banks. Join one of our three global business areas in our offices across Europe. What you will be doing As a Santander CIB Summer in Investment Banking you will actively participate in the execution of transactions and advisory projects across various Global Banking areas and sub-products, including: Debt Capital Markets: Santander CIB has a comprehensive Debt Capital Markets platform. We provide global solution for our customers across different markets and currencies with proven capabilities and strong local syndicate presence and desks in New York, London, and Madrid. Equity Capital Markets: our global ECM team provides clients innovative advice on accessing the equity capital markets. We offer our clients top-tier structuring, underwriting and distribution capabilities in both emerging and developed markets. Our origination services include initial public offerings, follow-on offerings, equity linked solutions and private placements delivered globally. Leveraged Finance: our global Leveraged Finance team provides global corporate and institutional clients solutions for acquisition financing, leveraged buyouts, refinancing or recapitalization. We specialize in offering tailored solutions for our clients across products including leveraged loans, high-yield bonds and other junior debt instruments. Merger and Acquisitions (M&A): our specialized M&A team advises global corporations and institutions on transactions across all sectors of the economy, providing strategic advice in local markets with global impact. We offer our clients thoughtful advice on valuation, transaction structuring and negotiation, paired with thorough hands-on execution. Structured Finance: the team provides tailored products to help clients achieve funding and capital structure objectives through our specialized areas: Debt Advisory, Infrastructure Finance, Fund Finance, Asset Finance, and Debt Restructuring. Syndicated Loans: With solid structuring expertise and multi-currency alternatives backed by experienced teams across multiple geographies we support our clients needs with products including revolving credit facilities, term loans, and bridge facilities, with extensive underwriting and syndication capabilities. Learn more about Global Banking and Santander through our website: https://www.santandercib.com/solutions/global-banking We are looking for Students ready to start the summer program in June/July 2026 and finish their studies in summer 2027 (going into your final year at university after the internship). The ability to be open and collaborative in a multicultural environment. High proficiency in English (any other languages is a plus). Financial modeling knowledge. Strong Excel and PowerPoint skills. Availability for a full-time summer internship from June/July 2026. By joining this program, you will gain real, in-depth experience in the SCIB business through immersive training, participating in an array of exciting projects and initiatives. What we offer Explore the world of SCIB through an immersive experience at one of the world's leading banks. This experience will give you valuable insight into our global business and help you build confidence to launch your career in finance. Location: Based in Europe (Madrid, London, Frankfurt, Paris or Milan), you will become part of an international business working with teams across different geographies. Timing: June/July to August/September (depending on the country). Apply now for an opportunity to join Santander Corporate and Investment Banking, a division of diverse and dynamic experts that will offer you an opportunity to grow both professionally and personally. Why Santander SCIB? We are part of one of the world's leading financial services groups. In recent years, we've transformed our business expanding our global reach, diversifying our capabilities, and strengthening our partnerships with clients across sectors. Today, we are recognized as a key player in the industry, deeply committed to delivering best-in-class solutions and supporting the transition to more sustainable business models. Joining Santander CIB means being part of a worldclass team that helps drive the strategic ambitions of some of the most influential companies and institutions. It's a unique opportunity to develop your career within an international network of experts, all working together to shape the future of banking.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncAkron, OH
Description Summary: Still in school but ready to launch your career? Our internship program is perfect for ambitious students looking to gain valuable hands-on experience that will build more than just your resumé - it will expand your career possibilities after graduation. Our program is structured to provide students unique experiences tailored to their field of interest. Through these experiences, you'll build a foundation on which to further your career, your abilities and your dreams. Internships span 12 weeks and are offered in all of our business segments. Why Huntington? As an intern, you will be exposed to many facets of our business and our distinguished culture: We offer a robust schedule of events - full of professional development opportunities Interact with our Executive Leadership Team on multiple occasions Learn from senior leaders about career pathing and Huntington business segments Master the key concepts of our innovation framework through a business relevant team project Immersion into our award winning culture through volunteer and social events Duties & Responsibilities: Collaborate directly with your manager Support organization and department initiatives Provide recommendations to improve your department Work both independently and within a team Exhibit a professional, business-like demeanor Exhibit excellent oral and written communication skills Aptitude - proficiency with computer software, particularly the Microsoft Office Suite Take initiative to achieve personal career goals Participate in all HNB internship events Energy, enthusiasm, and passion for Huntington! Basic Qualifications: High School graduate Enrolled in an Undergraduate or Graduate accredited University Demonstrated teamwork and leadership through extracurricular activities and/or work experience Exceptional communication, interpersonal, and relationship building skills Ability to work independently or as part of a team Proficiency in MicrosoftOffice applications Preferred Qualifications: Course(s) of study applicable to the area of business Ability to maintain professional composure in a dynamic work environment that often requires management and completion of multiple tasks Demonstrate sound judgment and ability to apply logical/critical thought processes when developing solutions Ability to display a positive business presence with management and external personnel A strong interest in Banking as a career Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $20-$25 The compensation range represents the low and high end of the base compensation range for this position. Colleagues in Intern positions are eligible for paid holidays and Huntington's retirement savings plan. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 3 weeks ago

Sofi logo
SofiCharlotte, NC
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards. The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints. This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations. What you'll do: Strategic Leadership Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance) Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking Fair Lending Advisory Maintain and execute the fair lending program Lead a team of experienced fair lending officers to execute the program Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle Design and execute the fair lending risk assessment Design and execute fair-lending related review and monitoring activity Ensure appropriate and effective fair lending training across the organization Fair Lending Analytics Maintain and execute the fair lending analytics program Lead a team of data scientists to execute the program Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk Responsible Banking Maintain and execute the responsible banking program Lead a team of responsible banking officers to execute the program Design and execute the responsible banking risk assessment Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations Ensure appropriate and effective responsible banking training across the organization Complaints Management Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes. Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements Implement effective regulatory complaint response policies Report findings to senior management and help drive root-cause remediation efforts Governance, Reporting, and Regulatory Engagement Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight What you'll need: Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.) 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks 10+ years directly leading fair lending analytics teams 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred) 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto) 10+ years applying responsible banking concepts across a broad range of banking and financial products and services 7+ years directly leading enterprise complaints oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.) Proven ability leading large, highly experienced, teams of compliance officers and data scientists Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC) Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization Proven ability to build collaborative relationships with cross-functional partners Strong written and verbal communication skills. Comfortable presenting to and advising executive leadership and regulators High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness Experience operating in a fast-paced, growth-oriented company Nice to have: Bachelor's degree or advanced degree in related field Experience working in a bank 1LOD Certification in compliance or risk management (e.g., CRCM, CCEP, FRM). Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $182,400.00 - $313,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 30+ days ago

US Bank logo
US BankIrving, TX
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM. BBRMs are experienced partners who understand their clients' needs and goals, as well as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. Healthcare Business Banking RMs are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client's unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client's needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units. Basic Qualifications Bachelor's degree, or equivalent work experience Ten or more years of relevant experience Preferred Skills/Experience Prior Healthcare and Practice Finance banking & structuring experience Prior experience in clinic and center Commercial Real Estate Experience working with Treasury Management and Wealth Management partners Experience working with Healthcare and Practice clients & prospects Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with companies and practices up to $25MM in annual revenue Proven success developing new business and COIs in the healthcare industry Demonstrated knowledge of commercial credit and credit quality Experience working with Salesforce, nCino, and credit analysis applications Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills Ability to work effectively with individuals and groups across the company to manage customer relationships Demonstrated business acumen with knowledge of diverse types of business, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

Northern Trust logo
Northern TrustMilwaukee, WI
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. SENIOR BANKING ADVISOR OH: R144752 Major Duties: Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary. Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management. Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement. Advises and consults with clients as it relates to Goals Driven Wealth Management. Generates leads through well established relationships with COI's and cultivates a network of additional COI's. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level. Carries out activities that are large in scope, cross-functional and technically difficult. Role is balanced between high level operational execution and development and execution of strategic direction of business function activities. Responsible for direct interaction with different committees and/or management. Strategic in developing, implementing and administering programs within functional areas. Leads others to solve complex problems. The successful candidate will benefit from having the following competencies: Expertise in financial analysis and client servicing, private and commercial lending and/or leasing experience. Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities. Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network. Excellent oral and written communication skills are required. Highly flexible and adaptable to change. Interprets internal/external business challenges and recommends best practices to improve products, processes or services. Communicates difficult concepts and negotiates with others to adopt a different point of view. Requires specialized depth and/or breadth of expertise in own job discipline or field. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 30+ days ago

Guidehouse logo
GuidehouseArlington, VA
Job Family: Management Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive. Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients. As a Managing Consultant, you will have responsibility for driving projects, including client management and solution implementation. You will own multiple project workstreams and interact with the client daily to ensure engagement success. This includes supporting operational meetings with client sponsors and consulting team / leaders. As a Managing Consultant, you will be expected to drive and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor more junior consultants and ensure quality deliverables. We encourage career development and hiring for the long term. As a Managing Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Associate Director level. What You Will Need: Minimum five (5)+ years of prior experience in consumer banking as a consultant and/or in the industry Bachelor's degree Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly Knowledge and experience in one or more of the following areas: Consumer Banking regulations and compliance Operational improvement and effectiveness Technology strategy, governance, and effectiveness Business architecture and operating models Business process improvement and robotics Change management Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers The ability to travel up to 75% for client engagements, as required Proficient in all Microsoft Office products Creative problem-solving ability and a collaborative, consultancy mindset Focus on exceptional quality in all deliverables Proven ability to successfully lead client service delivery teams that deliver the highest quality work Demonstrated positive and productive client relationship skills Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail Experience working on discrete, time sensitive projects Highly motivated, driven, and dynamic attitude towards work and career High-energy, positive, persuasive, and aptitude to lead by example What Would Be Nice to Have: Prior management consulting experience highly preferred CPA, Lean Six Sigma, PMP, or other relevant certifications The annual salary range for this position is $122,000.00-$204,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Posted 30+ days ago

T logo
Texas Capital Bancshares, Inc.Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 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

Moelis logo

Investment Banking Vice President, Consumer & Retail - New York

MoelisNew York, NY

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Job Description

We are passionate about our business and our culture, and are seeking individuals with that same drive.

We are seeking an experienced Vice President to join our Consumer and Retail team in New York.

PRIMARY RESPONSIBILITIES

  • Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
  • Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
  • Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
  • Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
  • Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing

REQUIRED SKILLS & EXPERIENCE

  • Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
  • Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
  • Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
  • Ability to effectively adapt to and address changing client and firm needs

EDUCATION

  • Bachelor's degree (or foreign equivalent) in Business or related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate
  • Masters Degree in Business or related field strongly preferred

Expected Salary Range USD $250,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

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