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T logo
Tek SpikesBuffalo, NY
Job Summary: We are seeking a highly skilled and experienced Senior Banking and Financial Business Analyst with a deep understanding of the banking industry, financial services, and payment card systems. This position requires a professional who can bridge the gap between business stakeholders and technical teams, ensuring the successful implementation of projects related to banking operations, financial products, and card services. The ideal candidate will have a strong background in card payments, financial regulations, risk management, and customer experience optimization within the banking sector. Key Responsibilities: Business Analysis & Requirements Gathering Card Payment Systems Expertise Assist Project Managers and Scrum Masters for daily Project Execution. Risk & Compliance Management Stakeholder Management & Communication Data Analysis & Reporting Education: Bachelor's degree in Finance, Business Administration, Computer Science, or related field. MBA or related advanced degree is a plus. Experience: At least 8-10 years of experience in banking and financial services, with a focus on payment cards (credit, debit, prepaid). Lead/drive, with appropriate stakeholders, identification of necessary business requirements as well as technical requirements arising from those business requirements. Strong documentation skills – ability to create requirements documents as well as other artifacts – traceability matrix, ERD, process flows, data mapping, etc. Understanding of banking domain and card technology (credit/debit - Commercial and retail banking). Strong analytical skills – ability to unwind complex integrations / process flows by asking appropriate questions and identifying necessary details to garner understanding as well as meet the overall goal within scope of the project. Ability to lead data mapping, and participate in subsequent testing of requirements – keeping track of overall progress and participating in analysis / identification of business impacts for defects and driving resolution with appropriate parties. Technical Skills: Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and project management software. Familiarity with card payment technologies, systems, and frameworks (e.g., Visa/Mastercard networks, SWIFT, payment gateways). Knowledge of data analytics tools (e.g., Excel, Tableau, SQL) to analyze transaction data and generate insights. Soft Skills: Excellent communication and interpersonal skills, with the ability to manage stakeholder relationships and facilitate discussions across technical and non-technical teams. Strong problem-solving abilities and attention to detail. Ability to work on multiple projects simultaneously and effectively in a fast-paced environment. Strong business acumen with an ability to understand and align technical solutions with strategic business objectives. Desirable Skills: Experience with digital payment platforms, mobile banking apps, and online banking services. Familiarity with agile methodologies and tools (e.g., Scrum, Kanban). Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Scrum Master) is a plus. Experience in managing vendor relationships and outsourcing partnerships.

Posted 30+ days ago

First Analysis logo
First AnalysisChicago, IL
You will work with our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding projects. You will typically assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, developing our internal business processes and performing due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.

Posted 30+ days ago

The McLean Group logo
The McLean GroupMcLean, VA
Job Responsibilities: Support senior bankers in building financial models to value potential clients, and researching and creating marketing pitch materials. Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement. Marketing outreach efforts including some cold calling and email marketing. Assist with managing deal pipeline. Support various compliance and control initiatives across the organization. Job Requirements: Prior M&A Experience Required Strong attention to detail. Advanced skills in Microsoft Office (especially PowerPoint and Excel). Ability to work in a fast-paced, ever changing, and challenging environment. Self-motivated and proactive. Excellent communications skills (written / verbal). Collaborative team player. Must have a positive can do attitude and strong work ethic. Strong client management and analytical skills. Licenses/Certifications: SIE, Series 79 and Series 63 preferred. Educational/Previous Experience Requirements: Bachelor's Degree in Finance or Accounting preferred, but not required. M&A or Transaction Advisory Services internships and related experience strongly preferred. THIS IS AN IN-OFFICE POSITION IN OUR HEADQUARTERS OFFICE IN TYSONS CORNER, VA! PLEASE DON'T APPLY IF IT'S NOT GEOGRAPHICALLY POSSIBLE FOR IN-OFFICE WORK. Benefits Health, Dental, and Vision Insurance Flexible Spending Account (FSA) 401(k) Retirement Plan Paid Time Off (PTO) and Holidays Flexible Work Environment

Posted 30+ days ago

Athari logo
AthariNew York, NY

$151,560 - $327,240 / year

You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. As a Client Engagement Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Requirements You’re good at what you do and possess the required experience to prove it. However, equally as important – you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused – someone who prioritizes customer success in their work. And finally, you’re open and borderless – naturally inclusive in how you work with others. Required Skills and Experience Deep Banking industry experience Deep Data and AI Knowledge Extensive experience in client engagement and relationship management at the CXO level Demonstrable ability to build and commercialize relationships with senior executives Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment Effective financial acumen with experience in driving revenue growth and managing margins Experience of managing or supporting high-value business development activities with senior stakeholders Deep understanding of industry trends and technology Sound personal brand and presence in the industry Demonstrated ability to innovate and drive change Benefits The compensation range for the position in the U.S. is $151,560 to $272,760 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience.  For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement.          There is a different applicable compensation range for the following work locations:   California:               $166,680 to $327,240                                                                                 Colorado:                $151,560 to $272,760                                                                                 New York City:     $181,800 to $327,240                                                                                 Washington:          $166,680 to $300,120                                                                                 Washington DC: $166,680 to $300,120                                                                                 This position will be eligible for discretionary annual bonus program.

Posted 30+ days ago

The Symicor Group logo
The Symicor GroupDallas, TX
Digital Banking Manager – To $120K – Dallas, TX – Job # 3559FR Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our Dallas, TX-based bank client is seeking to fill a Digital Banking Manager role. The successful candidate will identify opportunities for strategic shifts and business process transformations, translating the Bank and business strategies into near- and long-term digital initiatives and roadmaps aligned with the Bank’s strategies to drive growth by converting traditional businesses/transactions to digital ones. This position offers a generous base salary of up to $120K and an excellent benefits package. (This is not a remote position). Digital Banking Manager responsibilities include: Developing, growing, and leading the digital banking team, including content strategy, platform strategy, product development, digital analytics, digital marketing, operations, and sales and customer relationship management. Setting and implementing a digital strategy, driving digital innovation, expanding the Bank’s digital ecosystem, and establishing and executing key performance indicators and metrics to measure return on investment for digital initiatives. Owning and centrally monitoring the digital portfolio to ensure digital bank growth and financial profitability goals are achieved and key digital initiatives across the Bank are implemented within budget, and in alignment with overall organizational direction and key strategic initiatives. Championing and driving results through engagement with teams across the Bank to generate innovative digital solutions for products, services, processes, customer experiences, marketing channels, and business models. Developing fact-based metrics to measure, monitor, and report on the ROI of digital projects to ensure they create value by improving client engagement and loyalty, driving new revenues, or achieving new efficiencies. Strongly support and adhere to information security policies and practices to ensure the safety of critical information, regulatory compliance, and appropriate levels of internal controls associated with increasing the Bank’s digital products, services, and processes to protect customer data, internal business systems, and market-facing customer solutions. Maintaining a well-balanced approach between digital growth and innovation and increases in risk to the Bank associated with fraud. Staying abreast of emerging digital trends related to technology that employ innovative solutions that improve the delivery and expansion of banking and overall financial services to meet/exceed the expectations of our customers. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Advanced degree in Business, Technology, or Management. Five or more years of digital banking management experience. Five or more years of strategic leadership experience and people management experience (preferably in operations, sales, customer relationships, and digital marketing). Proven record of leading successful digital transformation projects and digital team(s) for financial institutions. Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy, and Fair Lending. The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Thorough understanding of the financial services industry particularly on evolving trends and the opportunities for growth afforded by digital technology. Ability to function as a strategic leader who passionately articulates the digital future of the banking system and expands digital capability throughout the financial services system. Demonstrated cross-functional communication and relationship-building skills to generate trust, teamwork, and collaboration. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Posted 30+ days ago

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Infopro Digital Services LimitedNew York, NY
Infopro Digital’s Central Banking is seeking a staff reporter to work from its New York or Nashville bureaus to cover central banks, economic policy and fintech developments across the Americas. Infopro Digital is a B2B group specialising in information and technology. With a presence in 20 countries, the group has 4,000 employees of 79 nationalities. This is a great job either for a journalist looking to cover an exciting new beat or a graduate looking for a challenge. We will equip you with the skills and access to write about some of the most important economic developments in the world today. The successful candidate will not necessarily have prior journalistic experience. They will, however, need intelligence, enthusiasm, energy and writing ability. They must also demonstrate an interest in finance, economic policy and/or digital transformation; a willingness to learn; and the ability to master complex topics. The successful candidate will be a self-starter and be able to work independently to cover the most important issues in the US and across the region, while developing a network of excellent contacts within the central banking community. Spanish language skills and a knowledge of economics, supervision, finance and/or data science would be an advantage, but would not be essential. You will, however, need to rapidly learn about economics, finance and transformative technology. The successful candidate is expected to begin the role in early 2026, working full time with some flexible working. Our experienced team of editors will give the right candidate on-the-job training and support. You will be writing news articles from early on in this role. Once established, you should expect to be writing in-depth features and interviewing top policy-makers. Central Banking is a leading publication covering public policy and financial markets, with an emphasis on central banks, financial supervisors, multilateral institutions and financial market infrastructure. It is part of Infopro Digital, which was founded in 2001 and has since grown to become a leading player in the business-to-business information services industry, offering clients a range of multimedia products and solutions. Infopro Digital has an established presence in 15 countries. KEY TASKS AND RESPONSIBILITIES: · Writing news, analysis pieces and features · Conducting research and cultivating contacts to uncover significant stories · Regularly interviewing key senior officials from the central banking community · Working with editors to maintain a high quality of research and reporting · Maintaining a high standard of journalistic ethics and accuracy · Contributing to the Central Banking Benchmarking service and Awards · Traveling to conferences and conducting interviews in the Americas region Requirements Ability to write accurately, clearly and interestingly Capacity to rapidly learn about complex subjects Willingness to research subjects in depth Interest in central banks, finance, economics and future tech Networking skills and ability to develop contact book Team player Benefits We know great people make great companies. Infopro Digital is defined by people and passion, and powered by knowledge and innovation. Everything we do is centred on trust, integrity and respect. Our collaborative approach drives creativity across our markets; and our focus on giving teams ownership allows us to build an entrepreneurial culture where our people and brands can thrive and grow. In addition to a competitive salary we offer the following benefits: 20 days holiday per annum 5 sick days per annum Medical, Dental and Vision Benefits 401k plan plus match Short-Term Disability Benefits, Long-Term Disability Benefits, and Life Insurance Qualified Parking and Transit Program (QPTP) Flexible Spending Accounts (FSA) Employee Assistance Programs (EAP) Who are we? Infopro Digital is a B2B group specialising in information and technology. With a presence in 20 countries, the group has 4,000 employees of 79 nationalities. Infopro Digital connects professional communities. Our brands are leaders in five key economic sectors: construction and public sector, automotive, industry, risk & insurance, and retail. With our solutions, our customers make informed decisions and companies develop their business and sustainable performance. Great Place To Work Certification™ Infopro Digital US is proud to be Certified™ by Great Place To Work®. The prestigious award is based entirely on what current employees say about their experience working at Infopro Digital. Great Place To Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. "Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," says Sarah Lewis-Kulin, the Vice President of Global Recognition at Great Place To Work. She emphasizes that Certification is the sole official recognition earned by the real-time feedback of employees regarding their company culture. “By successfully earning this recognition, it is evident that Infopro Digital stands out as one of the top companies to work for, providing a great workplace environment for its employees." Equal Opportunities We provide equal opportunities to employees and job applicants and do not discriminate either directly or indirectly, because of any protected characteristic or any other characteristic or activity protected by law. To fully comply with all laws prohibiting discrimination in all phases of employment, we have set up a system of monitoring all job applications, we therefore ask you to complete the equal opportunities questions on this form. This information will be collected anonymously, in confidence and will not be seen by anyone directly involved in the hiring process, it will be stored separately and used only to provide statistics for monitoring purposes. There is no obligation on you to provide information. All applicants will be treated the same, whether or not they provide this information. #INDPREM

Posted 3 weeks ago

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Two95 International Inc.San Francisco, CA
Hi, Title – Vice President, Investment Banking – Technology Position – Fulltime Location – SFO, CA Salary- $Open(Best Possible) 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 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 Experience in the technology industry is preferred, but not required 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 Note: If interested please send your updated resume and include your rate requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest!

Posted 30+ days ago

AQ Technology Partners logo
AQ Technology PartnersRedwood City, CA
AQ Technology Partners is a software-focused investment bank headquartered in Silicon Valley. We are seeking a Director to join our investment banking team focusing on M&A, growth equity, and strategic advisory for high growth and mature software companies in our Redwood City, CA office. Our Directors assume significant leadership responsibility by leading sector coverage, sourcing initiatives and transaction execution. Directors partner with our senior partners to source new business, service our clients, and oversee day-to-day deal execution. Key responsibilities include the following: Partner with senior partners to provide clients with M&A, growth equity, and strategic advisory services Build and maintain relationships with client senior executives and assume role of day-to-day client contact for questions, comments, inputs and transaction related matters Manage the transaction team and their development of qualitative and quantitative analyses in support of transaction execution Participate in selling/pitching AQ’s services/products to clients and prospects, leveraging the understanding of key sector trends and strategic direction of our clients to win business Develop and deliver presentations in support of new business development Manage industry sector coverage initiatives for key software sub-segments Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients Act as lead “on the job” trainer for VPs, associates and analysts A successful candidate will possess the following characteristics: Minimum of 6 years M&A experience and/or multiple years of relevant experience in Investment Banking, with strong preference for technology sector coverage and experience MBA or undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts from a top tier school(s) Demonstrated capability to lead, manage, and mentor teams Excellent organizational, execution and time management skills Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success Strong communication and presentation skills in both large and small group settings Exceptional critical thinking and problem solving ability Proven quantitative and technical skills Strong knowledge of Excel and PowerPoint U.S. work authorization FINRA Series 63 and 79 registration

Posted 30+ days ago

AQ Technology Partners logo
AQ Technology PartnersRedwood City, CA
AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Analyst to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking experience required. Preference for technology and/or software industry experience. Our Analysts benefit from our small teams, working closely with experienced senior technology bankers, and getting hands-on experience on live deals in a multitude of technology and software-centric subsectors. On a day-to-day basis our analysts: Create financial models including forecast models, retention analyses, and other key analytical models to support transactions Conduct financial valuations, including comparable company analysis, discounted cash flow analysis, and comparable transaction analysis Create and maintain industry-specific business development presentations Conduct industry- and company-specific research Create buyer lists, and support deal execution processes Interact with clients and senior bankers A successful candidate will possess the following characteristics: Minimum one year of investment banking or related financial experience Bachelor’s degree from a top tier school Demonstrated history of strong academic performance Demonstrated passion for finance and technology Commitment to hard work and enthusiasm for creative thinking Candidates must be able to handle multiple projects at once and learn quickly Team player who is able to effectively interact with a variety of internal groups and clients Previous experience with financial modeling or formal training Analyst Career Path: Top performers will have the opportunity for a direct promotion to Associate #LI-AQT

Posted 30+ days ago

NVIDIA logo
NVIDIAUs, New York

$224,000 - $356,500 / year

The Financial Services Solutions Architect team is looking for an extraordinary person to join an experienced team of Quants and Data Scientists, engaging the finance industry with compelling examples of full-stack accelerated computing. Solutions Architects work with top minds in Financial Services - Banking, Consumer Finance - to accelerate High-Performance Computing and AI workloads across various use cases. We’re seeking an inquisitive, hard-working, and creative individual passionate about helping tackle challenges. Join us in this endeavor! What You’ll Be Doing: Partner with NVIDIA Engineering, Product, and Sales teams to secure design wins at customers. Enable development and growth of NVIDIA product features through customer feedback and proof-of-concept evaluations. Perform proof-of-concepts working side by side with clients, engineers, and other architects on in-depth analysis, profiling and optimization of machine learning/deep learning models to ensure the best performance on current- and next-generation GPU architectures. Work directly with client ML researchers and developers/engineers on business-impacting workflows, projects, and issues to drive success using NVIDIA technology. Facilitate rapid resolution of customer issues and promote the highest levels of customer satisfaction. Build collateral (notebooks/ blogs) applied to Finance industry use-cases such as ML/DL, recommender systems, GNN, monte-carlo simulations, Quantitative Finance, etc. by working closely with customers. What We Need To See: BS/MS/PhD in Computer Science, Electrical/Computer Engineering, Physics, Mathematics, or other Engineering fields (or equivalent experience) 12+ years experience as an ML/Software Engineer with a proven track record in writing code in Python, C++ Experience with ML/DL algorithms with frameworks such as TensorFlow, Jax, PyTorch, Spark, Dask Ability to communicate ideas and share code clearly through blog posts, GitHub Enjoy working with multiple levels and teams across organizations (engineering/research, product, sales, and marketing teams) Effective verbal/written communication and technical presentation skills Self-starter with a passion for growth, a real enthusiasm for continuous learning, and sharing findings across the team Ways To Stand Out From The Crowd: Experience building and deploying Banking and Payments modeling techniques, such as: Time-series, Transformers, GraphNNs, XGBoost, Recommender Systems, etc Familiarity with NLP Generative and Agentic AI models, frameworks, and applications Skilled in deploying ML/DL models at scale on on-prem or public cloud computing clusters in production Development experience with NVIDIA software libraries and GPUs Knowledge of MLOps technologies such as Docker/containers, Kubernetes, data center deployments etc. Experience working with enterprise developers building AI, HPC, or data analytics applications NVIDIA is widely considered to be one of the technology world’s most desirable employers. We have some of the most forward-thinking and hardworking people in the world working for us. If you're creative and autonomous, we want to hear from you! Your base salary will be determined based on your location, experience, and the pay of employees in similar positions. The base salary range is 224,000 USD - 356,500 USD. You will also be eligible for equity and benefits . Applications for this job will be accepted at least until December 13, 2025.NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.

Posted 3 days ago

Baird logo
BairdMilwaukee, Wisconsin
Global Investment Banking is pleased to offer the Baird Banking Bootcamp, a comprehensive multi-day virtual program designed to introduce undergraduate students to the field of investment banking. In collaboration with Wall Street Prep, Baird will conduct four 2½-hour workshop sessions, covering fundamental investment banking concepts and essential skills for early career success. The topics covered include: Introduction to Investment Banking and Baird Introduction to Accounting and Excel Investment Banking Soft Skills Introduction to Valuation Participants will also have the opportunity to network with Baird Global Investment Banking professionals and gain insights into Baird's platform. Ideal candidates are current freshmen and sophomores who have an interest in exploring investment banking. Key Dates: October 31 November 7 November 14 November 21 Each session will be held virtually from 1:00 PM to 3:00 PM CT, followed by a Q&A with bankers from 3:00 PM to 3:30 PM CT. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 1 week ago

Stout logo
StoutChicago, New York

$145,000 - $175,000 / year

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You’ll Make: The Stout ESOP Investment Banking Team is looking for an Associate to handle the day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. Associates will work under the guidance of product bankers for various transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling. Under the mentorship of seasoned Stout professionals, Associates at Stout will have the opportunity to develop a well-rounded investment banking skill set while gaining significant client exposure. The ESOP Investment Banking team partners with successful family- and founder-owned businesses to evaluate the advantages of ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate successful ESOP transactions, typically supported by capital raises led by Stout. We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, often working with owners pursuing a dual-track approach of both ESOP and traditional transactions. Additionally, we assist large, successful companies with established ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity. What You’ll Do: Create dynamic three-statement financial models, valuation models, and pro forma financial statements incorporating detailed transaction adjustments Prepare and deliver pitch materials for ESOP formations and recapitalizations, working in partnership with practice leaders throughout the firm and sector leaders within the investment bank to win and execute new mandates Attend client meetings and present complex deal aspects directly to company shareholders and Board members Perform extensive financial modeling, structuring, and negotiating of live ESOP transactionsLaunch transaction plan and manage day-to-day transaction execution activities, including up-to-date transaction timeline, information requests, data room oversight, financial model upkeep, CIM and Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc. Conduct due diligence sessions with clients Conduct quantitative, economic, and industry research Communicate with key stakeholders not limited to owners, shareholders, financial institutions, and market competitors Become SME of ESOP transaction ecosystem and feasibility Play key leadership role in all aspects of the transaction process What You Bring: At least 2 years of experience in an investment banking environment with advanced technical skills ESOP experience and familiarity preferred but not required Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts required Ability to build diverse financial models from scratch required Experience working the end-to-end deal execution lifecycle Prior debt structuring and underwriting experience preferred but not required Bachelor’s degree required (Finance, Math, or Economics preferred but not required) Advanced proficiency in Excel, PowerPoint, and Word Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment How You’ll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success. Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations. Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work. Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes. Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders. Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making. Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies. Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

Posted 2 weeks ago

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

Posted 4 weeks ago

I logo
ItauMiami, Florida
The Banking Products Specialist supports the design, development, and lifecycle management of core banking products, including deposits, payments, credit, and digital banking services. This role involves conducting market research, supporting product launches, and collaborating with cross-functional teams to ensure the delivery of compliant, client-centric, and operationally sound banking solutions. Key Responsibilities Product Development & Support • Assist in the development and enhancement of banking products such as checking and savings accounts, time deposits, credit lines, and payment solutions. • Conduct market and competitor analysis to identify trends, gaps, and opportunities. • Support the preparation of business cases, product documentation, and approval materials. Operational & Digital Enablement • Collaborate with operations, technology, and digital teams to ensure smooth product implementation and ongoing support. • Contribute to the digital transformation of banking products across mobile and online platforms. • Monitor product performance and client feedback to recommend improvements. Compliance & Risk Management • Ensure adherence to internal policies and external regulatory requirements (e.g., AML, KYC, BSA). • Maintain accurate documentation and support audit and compliance reviews. • Track and report on risk indicators and operational metrics. Stakeholder Collaboration • Work closely with relationship managers, legal, compliance, and finance teams to support product delivery and client engagement. • Participate in cross-functional working groups and project teams. Qualifications • Bachelor’s degree in Business, Finance, Economics, or related field. • 3–5 years of experience in banking product management, operations, or digital banking. • Familiarity with banking regulations, operational processes, and digital platforms. • Strong analytical, communication, and organizational skills. • Fluency in English; Portuguese and/or Spanish preferred

Posted 30+ days ago

Huntington National Bank logo
Huntington National BankColumbus, Ohio
Description Summary: The Business Banking Business Risk Manager provides advanced support and front-line oversight for the Business Banking segment. This position involves working with colleagues across the segment and other lines of business to create a proactive and collaborative approach to managing business practices within the segment. Duties & Responsibilities: Responsible for leading the development and management of complex business risk programs supporting segment processes in addition to risk and compliance strategies ensuring implementation and maintenance of proper controls while ensuring collaboration with Segment Risk, Compliance, and Corporate Risk expectations. Collaborate regularly with Business Banking Segment Risk on pertinent risk issues and projects. Act as a liaison with Segment Risk and Compliance and serves as a central point for receipt and distribution of important information. Maintain two-way communication with applicable partners to ensure an effective flow of information regarding Business Banking matters. Responsible for coordinating with business unit leadership and pertinent business partners on changes to business banking programs resulting from changes in the risk environment, segment processes or new product implementation. Provide coaching and technical support to Business Banking colleagues responsible for day-to-day execution of the business risk programs. Spearhead critical and essential, highly visible projects that impact the business segment related to risk / compliance strategies, regulatory changes or business unit needs. Develop, maintain and generate scheduled and ad hoc reporting and other technology solutions. Accountability for Complete, Accurate and Timely Action Plan closure. Accountability for identifying and escalating risk to key constituents (i.e. Leadership, Segment Risk, Compliance, Audit, Legal, Fraud, etc.) Perform other duties as assigned. Basic Qualifications: Bachelor’s Degree 7 years of experience in business or commercial banking or bank risk or compliance Preferred Qualifications: Knowledge and experience in commercial/business credit, products and service preferred Ability to work in a fast-paced environment with attention to detail Demonstrated ability to convey ideas verbally and/or in writing with a clear, concise and organized method appropriate for the intended audience Proficient in managing multiple priorities and tight deadlines Knowledge of current federal and state banking laws and regulations Experience with Business Banking used applications including Velocity, HAWC and AFS is a plus Extensive experience working with Microsoft products and knowledge of SQL (Structured Query Language), SAS and Crystal Reports is a plus Ability to manage complex projects with multiple stakeholders Strong analytical problem-solving skills 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 3 weeks ago

U.S. Bank logo
U.S. BankPortland, Oregon

$81,515 - $95,900 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future.Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience- Three to four years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities- Well-developed analytical and problem-solving skills- Basic knowledge of credit administration, analysis, and credit policy/procedure- Knowledge of cash flow management and business credit underwriting with commercial credit training preferred- Demonstrated understanding of basic financial accounting and analysis- Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products- Ability to work effectively with individuals and groups across the company to manage customer relationships- Excellent presentation, verbal and written communication skills- Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts 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: $81,515.00 - $95,900.00 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 3 days ago

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

Posted 2 weeks ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Key Responsibilities: Lead with ultimate responsibility for the overall, holistic business performance, growth, and profitability of the Diversified Industries group at Texas Capital, at appropriate levels of risk. Develop and execute a long-term strategy for the business and build engagement and buy-in around the vision and strategy for the Diversified Industries Corporate Banking group at all levels of the business. Drive business performance, growth and profitability on an ongoing business, meeting quarterly and annual performance targets while executing the business strategy and managing risk and compliance. Attract, retain, inspire and develop a diverse, high-performing group of Corporate Relationship Managers and juniors. Structure the organization to achieve its business objectives in an efficient and effective manner. Drive client relationships across Texas Capital – working closely with the Investment Bank and other businesses with a focus on the top tier names, ensuring that a high degree of client contact is consistently maintained. Help to manage some key relationships with existing and potential clients with a view to leveraging further business and widening the portfolio. Focus on the spectrum of needs for Corporate customers and across a national remit. Actively partner with the credit team and provide guidance in order to help maintain strong credit quality and effective deal processing. Partner with Product Executives to ensure a holistic client coverage approach. Ensure that all activities and duties are carried out in full compliance with regulatory requirements, enterprise-wide risk management framework, and internal Texas Capital policies and policy standards. Key Competences: Solving large, challenging cross-enterprise problems and implementing innovative and creative solutions to address them. As a member of the CIB Leadership Team, support the development of the group’s strategy and business plans that align with Texas Capital’s purpose, values, risk appetite, and policies. Establish and maintain effective, collaborative relationships with independent risk, business risk, compliance and other relevant groups within Texas Capital Work Experience: Significant experience at 15+ years senior leadership level in corporate banking or equivalent with experience on a national scale. Detailed knowledge of the financial services industry (including history, trends, and future development). Ability to maintain and enhance the standing of Texas Capital’s Diversified Corporate Banking team within financial markets. Experience in a strategy, product, consulting, or business development role, multiple areas preferred. Demonstrated ability to lead and influence internal and external partners in varied disciplines (business, technical, customer experience, risk, controls). Established and evidenced leadership credentials, including leading through change. Education: Bachelor degree in accounting, finance or related area The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

Rutter logo
RutterNew York City, New York

$150,000 - $175,000 / year

Partnerships Lead (Fintech & banking ecosystem) About Rutter Rutter is the leading B2B2B unified API company that helps fintechs and banks integrate with SMB financial data. Our platform powers the next generation of embedded finance by connecting to accounting, commerce, banking, and payments systems so fintechs can build products that save SMBs time and money. We are backed by a16z , and our customers include industry leaders such as PayPal, Capital One, Mercury, Parafin, Airwallex, and Payoneer . We also have a growing partner ecosystem that includes Intuit, Sage, Walmart, Taktile, Oscilar, and many others. Our infrastructure supports some of the most innovative fintech and banking products in the market today and is used by millions of SMBs. We are hiring a Partnerships Lead to be based in person in our Flatiron, Manhattan office . Reporting to the VP of Revenue, this is our first dedicated partnerships hire. You’ll be responsible for building and expanding Rutter’s partner ecosystem across fintechs, banks, ERPs, and digital platforms. This is a high-impact IC role where you’ll own deals from sourcing to launch, and your work will directly shape how fintechs and banks deliver lending, payments, and financial automation to millions of SMBs. What You’ll Do Build GTM and distribution partnerships Develop referral, reseller, and co-sell motions with ERPs, digital banking platforms, cores, BaaS providers, fintechs, and payment processors Work with sales and marketing on co-marketing campaigns and enablement programs that drive partner-led adoption Establish product partnerships Secure integrations and developer access with ERPs, digital banking platforms, cores, BaaS providers, fintechs, and payment processors Collaborate with product and engineering to scope and deliver integrations that enable distribution opportunities and strengthen Rutter’s core product by providing access and competitive advantage Drive adoption and revenue Manage relationships with partners to ensure they deliver measurable outcomes for Rutter and our customers, including adoption, distribution, and revenue growth Lay the foundation Create the systems and playbooks for how Rutter tracks, reports, and scales partnerships What We’re Looking For 3–5 years in partnerships, business development, or related roles in fintech, SaaS, or financial infrastructure Hands-on experience running partnerships end to end, from sourcing to negotiation to ongoing management Knowledge of the fintech and banking ecosystem, including ERPs, payments, digital banking, and embedded finance Strong communication and relationship-building skills with executives and product leaders Builder mindset, comfortable in a fast-moving startup environment Must be based in NYC and work in person at our Flatiron, Manhattan office Compensation On-target earnings of $150K–$175K, including equity Benefits 401(k) Medical, dental, and vision insurance (premiums covered by Rutter for individual plans) Unlimited PTO Laptop and charger provided Annual wellness stipend

Posted 30+ days ago

Origin Bank logo
Origin BankFort Worth, Texas
Summary: Plans, directs and organizes the sales and daily operational activities of assigned Banking Center to include lending, new accounts, cashiering and customer needs by following established procedures; maintains communication between Banking Center and Regional Management; accountable for all activities and performance of Banking Center; and exemplifies and encourages Core Values by performing the following duties personally or through subordinate supervisors. Duties and Responsibilities include the following. Manages a single banking center with deposits of less than $25 million. Primary focus of role is on day-to-day operational execution and sales strategy within a small sales force Occasional contribution to broader planning within area of expertise: 20% strategic, 40% tactical, and 40% transactional. Manages all functions and has ultimate responsibility for achievement of sales goals, operational activities and staff of Banking Center. Develops new outside business; oversees and ensures sales of new and existing business inside the Banking Center and promotes new sales generation outside the Banking Center. Ensures quality levels of customer service. Ensures and oversees development and training of staff, providing effective and motivating coaching and training to the team in areas such as career development, sales skills and service experience. Oversees administration of all personnel issues. Ensures the protection of all bank assets through compliance with operational audit procedures. Formulates annual budget in conjunction with Regional Management; operates within established budget. Develops and manages banking center business plan. Responsible for consultative sales systems, product education, promotions, and merchandising. Focuses on sales activities both inside and outside of the bank. Maintains and develops relationships with existing small business customers. Refers to other lines of business within the bank (ex: insurance, investments, commercial). Provides leadership, coaching and mentoring to Banking Center staff. Evaluates staff members’ work performance by preparing monthly reviews, daily celebration of successes and coaching on less than extraordinary performance. Serves as liaison between the Banking Center and Management by preparing and reporting on operations, sales, and productivity. Collaborates with Human Resources in decision making process regarding hiring, promotions, suspensions and/or terminations. Assists in the implementation of new products or programs to help provide better service to customers and stimulate new growth. May perform duties of Loan Officer, Personal Banker, Relationship Banker or other operational positions. Supervisory Responsibilities Manages one to two subordinate supervisors who supervise a total of one to five employees in the Retail Staff. Is responsible for the overall direction, coordination, and evaluation of these units. Also directly supervises one to ten non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Collects and researches data; Designs work flows and procedures; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions. Interpersonal Skills/Customer Service - Maintains a high level of confidentiality; Remains open to others' ideas and tries new things; Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments. Oral and Written Communication - Listens and gets clarification; Responds well to questions; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Supports everyone's efforts to succeed. Change Management and Delegation - Communicates changes effectively; Prepares and supports those affected by change; Delegates work assignments. Leadership and Managing People - Inspires and motivates others to perform well; Accepts feedback from others; Gives appropriate recognition to others; Takes responsibility for subordinates' activities; Develops subordinates' skills and encourages growth; Continually works to improve supervisory skills. Business Acumen and Cost Consciousness - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals; Works within approved budget; Develops and implements cost saving measures. Diversity and Ethics - Promotes a harassment-free environment; Works with integrity and ethically. Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity. Judgment and Motivation - Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process. Planning/Organizing - Prioritizes and plans work activities; Sets goals and objectives. Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Adheres to Security Policy and Procedures. Adaptability and Initiative - Manages competing demands; Able to deal with frequent change; Asks for and offers help when needed. Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction; Commits to long hours of work when necessary. 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 Bachelor's degree (B. A.) from four-year college or university preferred, high school diploma or general education degree (GED) required; minimum of 3 years banking, 2 years management and 3 years sales experience; or equivalent combination of education and experience. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Bank Culture/Customer Service Skills Promotes the Bank’s culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment: The noise level in the work environment is usually moderate. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.

Posted 30+ days ago

T logo

Senior Banking and Financial Business Analyst (with Cards Experience)

Tek SpikesBuffalo, NY

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Job Description

Job Summary:

We are seeking a highly skilled and experienced Senior Banking and Financial Business Analyst with a deep understanding of the banking industry, financial services, and payment card systems. This position requires a professional who can bridge the gap between business stakeholders and technical teams, ensuring the successful implementation of projects related to banking operations, financial products, and card services. The ideal candidate will have a strong background in card payments, financial regulations, risk management, and customer experience optimization within the banking sector.

Key Responsibilities:

Business Analysis & Requirements Gathering

Card Payment Systems Expertise

Assist Project Managers and Scrum Masters for daily Project Execution.

Risk & Compliance Management

Stakeholder Management & Communication

Data Analysis & Reporting

Education:

Bachelor's degree in Finance, Business Administration, Computer Science, or related field. MBA or related advanced degree is a plus.

Experience:

At least 8-10 years of experience in banking and financial services, with a focus on payment cards (credit, debit, prepaid).

Lead/drive, with appropriate stakeholders, identification of necessary business requirements as well as technical requirements arising from those business requirements.

Strong documentation skills – ability to create requirements documents as well as other artifacts – traceability matrix, ERD, process flows, data mapping, etc.

Understanding of banking domain and card technology (credit/debit - Commercial and retail banking).

Strong analytical skills – ability to unwind complex integrations / process flows by asking appropriate questions and identifying necessary details to garner understanding as well as meet the overall goal within scope of the project.

Ability to lead data mapping, and participate in subsequent testing of requirements – keeping track of overall progress and participating in analysis / identification of business impacts for defects and driving resolution with appropriate parties.

Technical Skills:

Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and project management software.

Familiarity with card payment technologies, systems, and frameworks (e.g., Visa/Mastercard networks, SWIFT, payment gateways).

Knowledge of data analytics tools (e.g., Excel, Tableau, SQL) to analyze transaction data and generate insights.

Soft Skills:

Excellent communication and interpersonal skills, with the ability to manage stakeholder relationships and facilitate discussions across technical and non-technical teams.

Strong problem-solving abilities and attention to detail.

Ability to work on multiple projects simultaneously and effectively in a fast-paced environment.

Strong business acumen with an ability to understand and align technical solutions with strategic business objectives.

Desirable Skills:

Experience with digital payment platforms, mobile banking apps, and online banking services.

Familiarity with agile methodologies and tools (e.g., Scrum, Kanban).

Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Scrum Master) is a plus.

Experience in managing vendor relationships and outsourcing partnerships.

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