1. Home
  2. »All Job Categories
  3. »Banking Jobs

Auto-apply to these banking jobs

We've scanned millions of jobs. Simply select your favorites, and we can fill out the applications for you.

Royal Bank of Canada logo
Royal Bank of CanadaHouston, Texas
Job Description What is the Opportunity? You will be an Investment Banking Associate supporting the Energy Coverage Team based out of our Houston, TX office. What will you do? Assist in the execution of M&A and financing transactions, develop new business presentations, and conduct detailed financial analysis Work with Analysts in development of pitch books and related client materials Coordinate with Industry, Product and other groups to evaluate and execute business opportunities Proactively identify operational risks/ control deficiencies in the business Review and comply with Firm Policies applicable to your business activities Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis What do you need to succeed? Bachelor’s degree, MBA, MA or MS or equivalent with emphasis in finance/accounting/ engineering Minimum of three years of Investment Banking experience and previous experience in the Energy space Experience executing M&A deals specifically in relation to financial institutions and ability to lead transaction execution on multiple deals at a time Solid understanding of capital markets Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting and advanced financial modeling skills Highly motivated with demonstrated ability to manage conflicting priorities and requests Ability to take initiative and function independently, balanced with strong teaming skills Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization Must maintain high standards of professional and ethical conduct. Series 79 & 63 licensed Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-27 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted today

Aeris Partners logo
Aeris PartnersBoston, MA
About Aeris Partners Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our Boston office with a 2026 start date. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in an investment banking internship, corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Specific responsibilities include: Participate meaningfully in all aspects of transaction development and execution Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends Desired skills and experience: MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references Exceptional work ethic – self-starter, driven and hard working with a passion for excellence Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies Creative and entrepreneurial mindset; ability to multitask and manage time effectively Unwavering commitment to conducting business with the highest degree of integrity and professionalism High level of attention to detail Outstanding leadership skills with an ability to manage and mentor junior professionals Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment Must be eligible to work permanently in the United States

Posted 30+ days ago

First Bank & Trust logo
First Bank & TrustSan Francisco, South Dakota
Job Description: This person is responsible for providing critical administrative support to the Business /Commercial Bankers throughout the loan process . The Business Banking Specialist II will work closely with Bankers and internal departments on large and complex relationships to meet the team’s business development and client management goals. Qualifications: This person should have a n associate degree and 4 years of relevant experience, or the equivalent . Experience with complex lending administration and documentation is preferred . This person should exhibit knowledge of banking concepts, practices, and procedures, including a strong understanding of loan policy and guidelines. The ability to interact at a high level with customers, bankers, and other professionals is . Exceptional customer service, communication, attention to detail, and collaboration skills are necessary. Principal Responsibilities: A ssist Business/Commercial B ankers with loan and credit underwriting documentation including, but not limited to title work, appraisals, etc. Initiate and build complex loan documentation utilizing loan operating software and verify all details (orders, collateral, disclosures, etc.) of initial loan files are complete and accurate according to policies and procedures. Work closely with title company and insurance companies as needed. Act as a liaison between bankers and internal departments to coordinate client requests and resolve inquiries. Collaborate closely with internal related departments as loan progresses. Serve as a resource for any funding/post funding questions. Maintain knowledge around the complexity of transactions and related risks (credit, market, operational, legal, compliance, etc.). Follow established procedures and practices for processing business banking products from application to origination. Seek out opportunities to create efficiencies and share recommendations with manager . Perform additional banking services, including completing advances, initiating wire requests, lien releases, making advances/payments, and transfers as needed. Monitor in-process loan files for receipt of complete and accurate documentation for underwriting . Assist in p repar ing credit packages for submission to underwriting . Monitor all current business loan files and paid loan files to ensure proper maintenance according to established procedures. Monitor reports, provide loan payoffs, and release collateral. Assist in preparing annual reviews and work multiple discrepancy lists. Remain up to date on system, process, product, and regulatory changes. Attend all team meetings and training opportunities as deemed appropriate by the supervisor. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training. Compensation Grade Hourly Grade 5 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 30+ days ago

Raymond James logo
Raymond JamesNew York, New York

$130,000 - $250,000 / year

Job Description Summary Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or prospective clients of the firm, evaluating risk in that context, and coordinating and executing the banking function, in a manner consistent with all applicable legal and regulatory requirements. Job Description Responsibilities: Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit. Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy. Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the organization. Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures. Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework. Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences. Act as subject matter expert in an area of technology, policy, regulation, or operational management for the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements. Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making. Applies expertise to act as an authority to acknowledge and ask questions to understand the circumstances surrounding client indifference. Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Applies expertise to act as the organizational authority on managing client accounts in a way that provides benefits both for the organization and its clients. Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives. Applies expertise to act as an authority to quickly and effectively establish trust within the buying centers in the client’s organization. Applies expertise to act as an authority to orient the seller's organization around delivering to the key needs of their customers. Applies expertise to act as an authority to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Applies expertise to act as an authority to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Applies expertise to act as an authority to accurately identify and understand the key buying influences pertaining to an opportunity. Applies expertise to act as an authority to continuously provide effective solutions and value to the client's organization. Operates as a recognized expert to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically known as a subject matter authority. Operates as a recognized expert to identify potential stakeholders, analyze their expectations, and develop strategies for managing stakeholders and their expectations. Typically known as a subject matter authority. Operates as a recognized expert to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically known as a subject matter authority. Applies expertise to act as an authority to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges. Applies expertise to act as an authority to align the client's sales process with their organization's sales process, including the key influencers/sales team members when appropriate. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Salary Range $130,000.00-$250,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted today

Wells Fargo Bank logo
Wells Fargo BankChicago, Illinois

$126,400 - $262,600 / year

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today’s dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Chicago. Pay Range: IL (Chicago): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $126,400.00 - $262,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 31 Jan 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted today

CrossCountry Consulting logo
CrossCountry ConsultingNew York, NY

$107,000 - $236,000 / year

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement Participate in process improvement, process automation, and operating model design, as well as data management and model optimization Manage expansive transformation programs impacting front-to-back with multiple workstreams, identifying risks, managing clients’ expectations, and ensuring program execution within deadlines and budget Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies Create system test plans and conduct testing leveraging testing tools such as JIRA Conduct current state/future state gap analysis for individual business areas Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations Drive project management activities including status reporting or maintain RAID logs, and conduct scrum meetings for defect/development management Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and assisting project teams in resolving multi-faceted issues What You'll Bring: 5+ years of relevant experience in professional services management consulting Familiarity with a range of financial products, including lending, finance, derivatives, equities, and fixed income, foreign exchange, and commodities Strong knowledge of various industries, encompassing investment banking, commercial banking, broker-dealers, custody, fund administration, and investment management Demonstrated expertise in banking and capital markets, covering the trade and client lifecycle, and familiarity with typical systems and downstream processes (Risk, Finance, Compliance, etc.) Background in one or more of the following areas: operations improvement, business process improvement, data management, business analysis, change management, program/project management, and/or regulatory compliance Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues Qualifications: Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline #LI-JF1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $107,000 - $236,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/ . Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 30+ days ago

Deutsche Bank logo
Deutsche BankSan Francisco, California
Job Description: Job Title: Investment Banking & Capital Markets - Equities Sales Trader Corporate Title: VP Location: San Francisco Overview The US Equity Research Department at Deutsche Bank is a top provider of sell-side equity research and offers coverage of ~700 companies across 30+ sectors. We seek applicants with the relevant experience, deep industry relationships and to deliver Deutsche Bank’s Research product and facilitate the issuance of equity securities through ECM activities. The role will be based in New York and focused on driving business across our Equity complex franchise. Generalist Advisory Sales: responsible for driving client engagement and revenue growth with firm clients. This role involves developing and managing client relationships with institutional clients, delivering tailored solutions, and providing strategic insights into to support their investment decisions. The candidate will collaborate closely with internal teams, including research, trading, ECM, to offer comprehensive coverage and capitalize on market opportunities. Strong expertise in markets, exceptional communication skills, and a proven track record of sales performance are essential for success in this role. What You’ll Do Adhering to all internal policies and external/regulatory frameworks Recording transactions and at times preparing related statistical reports Developing and maintaining relationships with clients May have responsibility for meeting set P/L targets, Partner with relevant internal functions (e.g. Origination, Portfolio Management) and manage key internal and external relationships. May also represent the Bank/Function at relevant industry forums How You’ll Lead Develop and cultivate strong client relationships. Work collaboratively with other parts of the bank to offer multiple products and solutions to clients. Identify issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks. Ensure that bank policies and guidelines applicable to the division are complied with to ensure that risk is appropriately mitigated. Skills You’ll Need Significant network and experience within the arena with extensive, in-depth product and market knowledge. Proven track record of independently and proactively servicing multiple clients and effectively managing multiple priorities, while generating significant revenue. Strong commercial acumen: understanding client/market problems, proactively tackling challenges and seizing opportunities as they arise. Proven ability to coach and encourage a diverse team of talented individuals to achieve outstanding results. Skills That Will Help You Excel Excellent communication skills, both written and spoken A strategic thinker with the ability to understand broad business issues, their potential implications and to make sound business recommendations. Dynamic, agile, highly motivated. Able to navigate, adapt and thrive in a constantly changing/evolving global bank. Expectations It is the Bank’s expectation that employees hired into this role will work in office at least four days a week in the San Francisco branch office. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary for this position in San Francisco is $275,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration. Deutsche Bank Values & Diversity We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision Learn more about your life at DB through the eyes of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email HR.Direct@DB.com . Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .

Posted 1 day ago

Royal Bank of Canada logo
Royal Bank of CanadaSan Francisco, California
Job Description 2027 Global Investment Banking Summer Analyst – San Francisco What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets’ San Francisco office recruits for the following industry and product groups: Industry Group: Technology Product Group: Mergers and Acquisitions (M&A) As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Sumer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What’s in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC’s products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted today

U.S. Bank logo
U.S. BankGresham, Oregon

$105,400 - $124,000 / 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 Analysts partner with assigned Relationship Manager(s) to successfully manage Business Banking relationships and the loan portfolio. Contributes to the profitability and growth of Business Banking by retaining and expanding relationships with existing clients. Responsibilities may include analyzing financial data and preparing comprehensive written analysis, managing credit quality within the team’s credit portfolio, providing guidance to customers, identifying and successfully capitalizing on opportunities to deepen and expand existing relationships, managing credit risk, and responding to prospect or customer credit questions. Basic Qualifications- Bachelor's degree, or equivalent work experience- Five to eight years of Business Banking experience Preferred Skills/Experience- Well-developed analytical and problem-solving skills- Basic knowledge of bank products and services that results in successfully capitalizing on all opportunities to deepen the relationship- Basic knowledge of credit administration, analysis, and credit policy/procedure- Demonstrated understanding of complex financial accounting and analysis- Ability to work effectively with individuals and groups across the company to manage customer relationships- Effective verbal and written communication skills 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: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted today

U.S. Bank logo
U.S. BankTempe, Arizona

$111,605 - $131,300 / 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- Seven or more 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- Broad 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: $111,605.00 - $131,300.00 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 1 day ago

FirstBank logo
FirstBankWestminster, CO

$20+ / hour

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Bilingual in Spanish and English Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on December 8th, 2025*

Posted 1 week ago

PwC logo
PwCStamford, CT

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, NY

$150,000 - $225,000 / year

Our New York City office is looking for an Investment Banking Associate to join the Global Industrials Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors Experience in the industrials industry is strongly preferred, but not required Commercial instinct and ability to perform under pressure and tight deadlines Comfortable reading and interpreting financial statements Extraordinarily high level of motivation and commitment to working hard Strong written and verbal communication skills Bachelor's degree is required; an MBA, CA and/or CFA designation would be an asset Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 3 weeks ago

Morgan Stanley logo
Morgan StanleyNew York, NY

$200,000 - $300,000 / year

Role Summary: We are seeking a senior Product Lead to create, manage, and drive adoption of technology tools within the Investment Banking Division. The ideal candidate will have extensive experience in managing products through their full life cycle, a deep understanding of financial services, strong technology and project management skills, a passion for innovation and problem solving, and the ability to internally market products effectively. Specific focus will be on client engagement and intelligence tools that enable senior bankers to more effectively cover their clients. Key Responsibilities: Product management: Oversee the entire product life cycle including collection of requirements, feasibility studies, design, development, validation, pilot, and production. Ability to handle multiple project priorities simultaneously. Product development: Gain a deep understanding of business stakeholder requirements and collaborate with IT to translate into best-in-class products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work. Collaborate with IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. Adoption: Market products to bankers to maximize ROI of development efforts. Train bankers on how to extract the most value from these tools. Success is measured by tool adoption and the benefits they bring to the organization. Collaboration: Work closely with IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division. Build and maintain relationships with delivery partners across functions. Vendor engagement: Look for opportunities to integrate external technology and data into products for faster time to market and enhanced capabilities. Innovation: Stay up to date with latest technology advancements to continuously improve existing systems and incorporate new innovations such as AI. Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Extract insights from bankers to deliver fine-tuned products. Qualifications: Bachelor's degree in Finance/Economics, Computer Science/Engineering, or similar field. Experience as an Executive Director or Vice President in investment banking required. Strong knowledge of investment banking client coverage required. Experience with software development or software product/project management a plus. Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities. Autonomous, self-starter with ability to think strategically and also roll up sleeves to execute. Strong communication skills with collaborative mindset. Strong work ethic and a positive attitude. Highly responsive and communicative. Inquisitive, feedback-oriented, adaptive, hungry, and results-oriented. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $200,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National BankNaples, FL
Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

Posted 30+ days ago

T logo
Texas Capital Bancshares, Inc.San Antonio, 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. Brief Overview of Position: Reporting to the market Team Leader, the Relationship Manager will have experience within the Commercial Banking line of business and enable the company's financial results by driving new relationships, new loan fundings, new deposits, PxV, Commercial Card spend, and SBA deals for companies with revenue between $5 million and $25 million. This role carries a portfolio of clients and sales production goals and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries. Responsibilities: Drives financial results- Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank's presence in the market. Requires strong business development and networking in the market to cultivate a robust prospect list and drive increased market share/revenue for the firm. Focuses on the client- Ensures appropriate client coverage through disciplined calling efforts, understanding of client strategic and financial objectives, identification and execution of optimal client solutions, and ensuring best in class client experiences. Partners across the firm- Delivers the whole bank through effective partner engagement to identify client opportunities and oversee/manage deals from inception to close. Knows the business- Actively pursues the latest information and builds knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise. Manages Risk- Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Manages performance- Utilizes reports, data, and systems to actively self-manage pipeline and sales production. Qualifications: Bachelor's degree in Business Administration/finance, accounting, or related field preferred. Minimum 10 years of commercial banking experience preferred, with a focus on business banking clients. Advanced knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need. Formal Credit Training (Commercial Credit certification or from another bank) or commensurate underwriting experience. Self-starter and persistent. Possesses a natural disposition to strive to exceed calling metrics and production goals. Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment. Operates with a sense of urgency balanced with adherence to the firm's risk appetite. Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients. Strong organizational and time management skills with ability to manage multiple priorities. Ability to identify and solve problems/issues and timely escalation of known risks and issues. High interest in, outreach to, and involvement in the communities where we live and work. Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 3 weeks ago

Atlantic Union Bank logo
Atlantic Union BankForest, VA
This role will cover the following 14 branches: Forest, Bedford, Moneta, West Lake, Danville (3), Martinsville (2), South Boson, Gretna, Chatham, Rocky Mount and Graves Mill. This position provides strategic leadership for multiple branches located within a designated market to ensure profitability, growth and sound operations. Market Leaders motivate, coach and are responsible for developing teammates to provide best in class customer experience while assisting new and existing customers through needs-based conversation and providing appropriate solutions to meet immediate, short term and long-term financial needs of our customers. This position is responsible for strategizing with branch managers to create a vision and focus to drive top tier performance within the designated market. The Market Leader works closely with other lines of business in order to develop specific market strategies in order to go to market as "One Team" to deepen customer relationships and grow market share. Position Accountabilities Design, development and implementation of key strategic initiatives to drive market performance Conduct in-depth analysis of performance in order to identify market trends, issues, risks and opportunities Promote the market's overall growth through the development and retention of customer relationships Responsible for talent development and implementation of talent management objectives Responsible for execution and coaching of branch managers on: Improve teammate performance through coaching, training and mentoring Conduct effective performance evaluation conversations Utilization and implementation of proper corrective action plans Coach, train and develop top talent leaders through formal and informal observations and coaching Effective execution of the Sales and Service model by facilitating weekly sales calls, debriefs, pipeline management, sales coaching and overseeing markets outbound sales calling activities Business Development through joint calls with the Branch Manager's and other lines of business partners Sourcing and recruitment of top talent Create collaborative relationships with other lines of business in order to enhance referral opportunities and develop a "One Team" approach Promote and represent the bank by being involved in the community during and after business hours, including serving on boards Ensure that market adheres to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Partner with Regional Operations Manager's (ROM) to identify operational gaps, risks, and execute development/improvement plans Develop and maintain deep knowledge of banking industry and strong financial acumen Other duties as assigned Organizational Relationship This position reports to the Consumer Regional President Position Qualifications Education & Experience Bachelor's Degree or equivalent work experience required Seven plus years Consumer Banking management experience Five plus years of leadership experience in a sales environment Knowledge, Competencies & Skills Decision Quality: Consistently drives workable decisions to ensure steady progress while also ensuring that multiple alternatives are considered for critical issues. Customer Focus: Creates an environment in which team members feel a strong sense of ownership and accountability toward creating the best possible customer experience. Ensure Accountability: Fosters an environment in which the team holds each other accountable for always delivering on workgroup goals as well as adhering to all policies and procedures. Collaborate: Takes clear steps to simplify enhance and improve collaboration among coworkers and external partners. Instill Trust: Builds a team with an exemplary reputation for reliability and meeting even difficult commitments; puts in extra work when needed. Financial Acumen: Determines and leverages the most relevant financial and quantitative indicators to gain an in-depth understanding of organizational performance. Action Oriented: Fosters an environment where everyone takes on a can-do attitude. Plan and Align: Determines and secures the resources required for team priorities; ensures that these are used efficiently and effectively. Build Effective Team: Conveys team members' roles and goals in a compelling way that builds excitement. Manage Ambiguity: Steers others skillfully trough ambiguity and change maintaining strong productivity and motivation. Additional Core Requirements Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Ability to travel based on business need Evening and weekend hours required based on business need Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Posted 30+ days ago

Park National Bank logo
Park National BankCanal Winchester, OH
Floating requirement is temporary until permanent placement* Role not eligible for sponsorship* RESPONSIBILITIES Demonstrate understanding of retail banking initiatives and strategies through consultative relationship management with leadership, with some supervision; lead all aspects of retail sales and service for the banking center and market area. Interview and select candidates for openings, set goals for associates, assign tasks/duties, conduct on-the-job training, develop associates' skills and encourage growth, prepare disciplinary write-ups as appropriate, prepare and conduct performance reviews and make recommendations for salary adjustments, approve timecards for FTEs and other duties associated with managing a staff Develop and promote a work environment that actively encourages Park's Promises and Serving More bank philosophy; including ensuring customer issues are resolved professionally and timely; supporting associates to take ownership of customer issues and work with them in providing care; manage difficult situations. Provide leadership through effective, monthly goals communication and mentoring; share retail goals and objectives and link banking center efforts to support the retail line of business during branch meetings and individual coaching sessions with direct reports. Develop associates skills and abilities by actively providing direction and support; utilize Retail Training courses and other opportunities through Learning and Development. Utilize Contact Management and the Bank's Customer Relationship Management (CRM) module to establish and retain key customer relationships through active portfolio management. Develop relationship through various channels and facilitate referrals to other Lines of Business and subject matter experts. Be an active member in a team of associates serving the customer. Serves as a communication link between all departments and Leadership to ensure the Banking Center Team is informed and understands directives, bank financial performance, initiatives and other pertinent information. Responsible for Deposit Account origination (acquisition and retention), including, but not limited to Retail Deposit Accounts, Digital Products and Services, small business deposit accounts. Originate or refer Consumer Loans. Expectation to frequently attend market area community events and volunteer time and talents while representing the bank. Expectation to travel to regional and corporate headquarters (Newark) or out of State (minimal and preplanned) for retail meetings and training opportunities. Additional travel may be necessary between branches in market for various reasons. Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned COMPETENCIES Interpersonal/Customer Service Skills Written and verbal communication Ability to understand and follow directions Adaptable to change Basic computer skills Leadership/Management Skills Ability to influence others Ability to build collaborative relationships Ability to develop or mentor others Able to Multi-Task or Juggle Priorities Problem/Situation Analysis Strategic planning and decision making EDUCATION - CERTIFICATIONS - WORK EXPERIENCE High School Diploma or Equivalent Required 2-3 years of Supervisory Experience preferred 1-2 years of Retail Banking Experience preferred SCHEDULE The expectation is to travel between the Columbus Region Offices for coverage as needed. Operating hours may vary by location. The branches expected to cover are: Morse Rd, Gender Rd, Worthington and Columbus. The temporary home office for this position will be Morse Rd. Working hours expected to be flexible in are Monday through Friday 9:00am- 5:00pm and Saturday 9:00am- 12:00pm. Expected number of Saturday shifts per month is 2. Some community and other events may require evening working hours on occasion. This position is salary exempt and full-time. The expected hours for full-time salary exempt positions is 44-48 per week. A minimum of 40 hours is required. Please note that the floating expectation of this position is temporary until a permanent BCM position comes open at a set office.

Posted 1 week ago

Capco logo
CapcoDallas, TX
About the Team: Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative and efficient approach helps clients reduce costs and manage risk and regulatory change while increasing revenues. We are thinkers, innovators, and disruptors. We are small enough to care but large enough to matter. We work in a fast-paced environment where we challenge and support one another. Individuality and ideation are encouraged. Our team strives for to be the trusted financial advisors to the firm. About the Job: As a Senior Consultant on the Banking and Payments team, you will work in a fast-paced team setting, alongside industry experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by managers and executives, both proactively and in real-time problem-solving situations, within broad scale programs. What You'll Get to Do: Lead and support client discussions that center around sales, servicing and transacting processes across banking products and segments Develop frameworks, approaches, solutions and recommendations that effectively and efficiently address the most impactful opportunities and challenges related to business process or technology systems, including their implementation, administration or optimization Assist project teams in measuring current business or operational performance and forecasting improvements based on Capco's recommendations Facilitate the collaboration and coordination between business and technology to deliver on client end-to-end objectives Work as part of team leveraging agile and modern software delivery techniques Produce insights, analyses, and recommendations to improve client business or operational performance, drive understanding of client issues and provide strategic guidance related to various financial products Build new solutions, toolkits, documents, and consulting approaches that can be applied across Capco's Banking & Payments practice What You'll Bring with You: 5+ years of professional experience working in the financial services and/or management consulting industry required Broad financial services knowledge including, but not limited to: consumer banking, business banking, lending (mortgage and non-mortgage), risk/fraud/compliance, digital channels, payments (cards and non-cards), transactions processing, and operational management Strong analytical skill with respect to business management and problem solving Ability to effectively lead team members to ensure the completion of project deliverables with requisite quality and in a timely manner Ability to communicate in both written and verbal forms with confidence and clarity Ability to work well in cross-functional teams and understand large programs Advanced MS Excel and MS PowerPoint skills Agile experience is a plus Bachelor's degree required Why Capco? A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation. We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering. Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW. We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees. Ready to take the Next Step ? If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory. We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.

Posted 30+ days ago

Quantexa logo
Quantexasaddle river, NJ
What we're all about. Do you ever have the urge to do things better than the last time? We do. And it's this urge that drives us every day. Our environment of discovery and innovation means we're able to create deep and valuable relationships with our clients to create real change for them and their industries. It's what got us here - and it's what will make our future. At Quantexa, you'll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We'd love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales "hunter" role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa's unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you'll be doing. Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts. Identify how Quantexa's solutions map to the client's needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa. Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship. Understand Quantexa's corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home

Posted 30+ days ago

Royal Bank of Canada logo

Acquisitions & Divestitures Finance/BD Associate, Global Investment Banking, Energy

Royal Bank of CanadaHouston, Texas

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Job Description

Job Description

  • What is the Opportunity?

    You will be an Investment Banking Associate supporting the Energy Coverage Team based out of our Houston, TX office.

    What will you do?

  • Assist in the execution of M&A and financing transactions, develop new business presentations, and conduct detailed financial analysis

  • Work with Analysts in development of pitch books and related client materials

  • Coordinate with Industry, Product and other groups to evaluate and execute business opportunities

  • Proactively identify operational risks/ control deficiencies in the business

  • Review and comply with Firm Policies applicable to your business activities

  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis

  • What do you need to succeed?

  • Bachelor’s degree, MBA, MA or MS or equivalent with emphasis in finance/accounting/ engineering

  • Minimum of three years of Investment Banking experience and previous experience in the Energy space

  • Experience executing M&A deals specifically in relation to financial institutions and ability to lead transaction execution on multiple deals at a time

  • Solid understanding of capital markets Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting and advanced financial modeling skills

  • Highly motivated with demonstrated ability to manage conflicting priorities and requests

  • Ability to take initiative and function independently, balanced with strong teaming skills

  • Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization

  • Must maintain high standards of professional and ethical conduct.

  • Series 79 & 63 licensed

  • Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset

  • What’s in it for you?

  • We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

  • Leaders who support your development through coaching and managing opportunities

  • Ability to make a difference and lasting impact

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to do challenging work

  • Opportunities to building close relationships with clients

  • RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

    ·       Drives RBC’s high performance culture

    ·       Enables collective achievement of our strategic goals

    ·       Generates sustainable shareholder returns and above market shareholder value

Job Skills

Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork

Additional Job Details

Address:

609 MAIN STREET:HOUSTON

City:

Houston

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-10-27

Application Deadline:

Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

pay-wall