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Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking . Find out why we’re the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual reading, speaking, and listening proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period​ This position is not eligible for Visa sponsorship​ Ability to work additional hours as needed ​ Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted ​ Must complete and pass required language assessment Training Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. – 5:00 p.m. Monday- Friday. You are required to attend the full duration of this paid 7 weeks of training. We’re open from Sunday- Saturday, 6:00 a.m. – 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Compensation: Starting rate $20.00 per hour Posting Location: 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 Posting End Date: 10 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

As a Product Consultant (Commercial Banking) , you are a subject matter expert and a trusted advisor in the US Commercial Banking domain. You provide expert consultation and guidance to clients and internal teams during implementation projects, ensuring our digital banking solutions are effectively adapted to each bank’s business and operational context. Your role combines deep domain expertise with a hands-on implementation focus , supporting clients with product configuration, process design, testing, and readiness for production. You work closely with project team members to align product capabilities with client needs, support feature mapping and data migration from legacy systems, and ensure a smooth end-to-end implementation journey. You are a collaborative consultant who builds strong relationships, helps clients maximize platform value, and drives successful outcomes throughout the project lifecycle. Qualifications 5+ years of experience in commercial or treasury management implementations, banking operations, or platform consulting role in Banking & Financial Services. Deep domain expertise in commercial banking (e.g., cash management, payments, deposits, loans, or treasury). Strong experience supporting product configuration, testing, and process/workflow design in digital transformation projects. Proven ability to collaborate with cross-functional and client teams, influencing without authority. Ability to understand customer business needs and link them with deep platform expertise, contextualizing platform decisions for C-suite goals. Bachelor's degree or higher (Business, Finance, IT,). Professional working proficiency in English and the local language. Competencies / skills Result Driven Ensures implementation success by driving product configuration, workflow alignment, and end-to-end delivery according to plan. Supports client test planning and execution, ensuring coverage and quality throughout the testing cycle. Proactively identifies gaps or risks during implementation and drives resolution to ensure project success. Maintains accountability for deliverables, timelines, and client satisfaction metrics. Hygiene Demonstrates strong attention to detail and adherence to project governance, documentation, and internal reporting standards. Maintains accurate timesheets, follows delivery processes, and ensures compliance with internal policies and mandatory training. Applies structured delivery methodologies (Agile, Scrum, etc.) and promotes best practices within the team. Stakeholder Management Builds trusted relationships with key client stakeholders, serving as a main point of contact for functional and domain-related discussions. Communicates clearly and proactively with clients and internal teams to maintain transparency and alignment. Balances client expectations and internal feasibility, effectively managing dependencies and potential conflicts. Commercial Understands how implementation decisions impact the client’s commercial outcomes and Backbase’s value realization. Supports internal teams by identifying opportunities for additional product adoption or optimization during delivery. Ensures activities are delivered within the agreed scope, time, and budget, maintaining financial hygiene. Team Collaborates closely with Business Analysts, Project Managers, Product Owners, and R&D to ensure a smooth implementation. Contributes to team learning by sharing best practices, lessons learned, and domain knowledge. Promotes a culture of teamwork, inclusion, and mutual accountability. Product Acts as a domain and product expert for the Commercial Banking solution, providing guidance on configuration, workflows, and data mapping. Supports the creation and management of Requests for Feature (RFFs) and maintenance tickets, collaborating with R&D to ensure alignment. Ensures the solution delivered meets both client business needs and product best practices. Provides structured product knowledge sessions for internal and client stakeholders. Way of Working (WoW) Adheres to and champions Backbase delivery methodologies, ensuring consistent collaboration across teams. Participates actively in project ceremonies and governance meetings, documenting key decisions and next steps. Supports change management activities and production readiness, ensuring smooth handover and client adoption. Continuously seeks improvement in processes, communication, and delivery effectiveness.

Job Description 2027 Investment Banking Summer Analyst Program Location: New York, Boston, San Francisco, Charlotte, Los Angeles Leerink Partners offers a ten-week Summer Analyst Program to students in their penultimate year of undergraduate studies. This is an opportunity to be part of an experienced full-service investment bank focused on growth and innovative companies in the healthcare and life science industries. The program allows individuals the unique opportunity to assist our full-time banking professionals in their day-to-day responsibilities. This would include supporting a variety of M&A and Public Equity transactions. As a Participant you Will: Learn about the firm and our culture Gain the skills and knowledge necessary to support our business Receive training and guidance to help you succeed Primary Duties and Responsibilities: Assist in the preparation of client presentations and other transaction-related materials Prepare valuation and financial model analyses Review business plans, conduct research and analyze financial statements Direct exposure to live deals and major transactions Perform due diligence processes Interact with the senior banking team Experience and Qualifications Required: Exemplary academic record on track to complete an undergraduate degree in May 2028 Experience/concentration in Finance, Accounting and/or Life Sciences preferred Strong analytical skills, including financial accounting & modeling and market research Ability to work independently and collaboratively across all levels to manage multiple projects with exceptional attention to detail Intellectually curious, motivated, energetic individual who thrives working in a dynamic, entrepreneurial environment Superior communication, interpersonal, and presentation skills (verbal and written) About Leerink Partners, LLC Leerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The firm’s strategic focus on the healthcare industry empowers it to provide unique advice and insights to its clients. The firm is a broker-dealer registered with the United States Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority. Equal Employment Opportunity Leerink Partners is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovative ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices. Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.

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

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

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

Baird is a leading global investment bank with more than 500 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2019, Baird has completed nearly 740 advisory transactions, representing $337 billion in transaction value, and 382 financings, raising nearly $180 billion. Committed to being a great workplace, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For® list – its 21st consecutive year on the list. We’re seeking an experienced Investment Banking Vice President to join our Real Estate Team in Tysons Corner, VA. What You'll Do: Assist senior bankers in the business development effort. Lead transaction execution teams. Work primarily on debt and equity capital market mandates (IPOs, follow-on equity offerings, bond offerings, etc.), institutional private placements, mergers and acquisitions, and other financial advisory services for clients across the Real Estate sector. What You'll Gain: Work closely with client management and C-Suite executive teams. Work closely with senior bankers to have direct impact on the deal process. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. What It Takes: Candidate attributes the Baird values that include superior intellect, demonstrated leadership ability, attention to detail, ability to work in teams and a commitment to excellence. Candidates must have at least 5 years of prior real estate investment banking experience and the proven ability to lead the execution effort on a variety of complex capital markets and M&A transactions. Candidates must also display excellent client relationship skills and an ability to learn in a fast-paced, challenging environment. Prior real estate investment banking experience is required. An MBA or JD degree is preferred. In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Morgan Stanley’s Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking 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, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. 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: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor’s degree is required; an MBA and/or CFA designation would be an asset Series licensed 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 $275,000 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).

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

High-profile deals, major growth, the right people behind you. Grow far at Baird.​ Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. ​ Here, you’ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success.​​ Our global team ranks as one of the leading Industrial M&A advisors among all investment banks. With significant resources committed in the United States and Europe, our Industrial team’s global investment banking and financial sponsor coverage platform provides an extensive network of relationships among active Industrial strategic buyers and investors around the world. Baird’s Global Industrial platform includes over 100 investment bankers, who have completed over 280 M&A and financing transactions since 2020. We are looking for an experienced Investment Banking Analyst to join our team in Milwaukee, WI or Chicago, IL. ​What You’ll Do:​ Learn by doing and be trusted with meaningful work from the jump​ Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services​ Work with your team to prepare company valuations, build financial models, and create marketing materials​ Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches​ Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal ​ What You’ll Gain:​ The kind of environment that turns early talent into lasting careers​ Contribute to every stage of a transaction, from conducting research to facilitating due diligence​ Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives​ Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world​ Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity​ What It Takes:​ We’re looking for people who want to go far, and go together​ A candidate energized by learning, teamwork, and real responsibility​ 12–24 months of full-time work experience (investment banking preferred)​ A proven academic record and a passion for finance (a finance degree is helpful, but not required)​ Drive, resilience, and a strong work ethic​ Ability to work independently and thrive in a collaborative setting​ Strong mathematical, writing, and verbal skills; relevant software proficiency​ SIE and Series 79 licensing preferred (or the ability to obtain them quickly)​ Compensation and Benefits: $110,000 - $125,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

We are seeking a highly motivated and strategically-minded professional to serve as a key liaison between business and technology teams. This individual will play a critical role in driving cross-functional initiatives, translating business needs into actionable plans, and engaging with stakeholders across all levels of the organization. The ideal candidate thrives in navigating change, can adapt in dynamic or evolving environments, brings a strong mix of business acumen and technical fluency, and is comfortable working independently while building strong relationships and fostering collaboration across functions. Key Responsibilities: Effectively communicate complex ideas and business requirements both verbally and in writing. Present confidently to senior and executive leadership, especially in high-pressure or skeptical settings. Maintain strong working relationships across internal teams, including IT personnel, business leaders, and technology vendors. Collaborate and lead cross-functional teams, aligning technical, business, and creative stakeholders toward common goals. Translate strategic objectives into clear, actionable plans and product roadmaps. Develop and manage product backlogs, prioritize initiatives, and monitor progress to completion. Proactively identify and address challenges with minimal oversight, applying critical thinking and strategic foresight. Build productive relationships across departments to drive alignment and achieve shared business goals. Operate effectively in dynamic, fast-changing environments with a high degree of ambiguity. Demonstrate initiative, ownership, and a willingness to learn in every aspect of the role. This position is on-site at our Nichols Hills Tower in north Oklahoma City; therefore, you must to reside in this area/neighboring states in order to be considered for this opening. Required Qualifications: Bachelor’s degree in business, computer science, or related discipline 5 years’ relevant experience including one or more of the following: Strategic thinking and relationship-building applied in complex or fast-paced business environments Collaboration with cross-functional teams such as developers, business units, and executives Engagement directly with senior executives and management of high stakes communications Successful navigation through periods of organizational change, delivering results in ambiguous scenarios Design and implementation of solutions to address complex, cross-functional business challenges Business acumen with the ability to align initiatives to organizational goals Familiarity with financial services industry standards and terminology is preferred Foundational knowledge of software development principles, tools, and lifecycle Strong verbal, written, and presentation skills, with the ability to tailor messages to various audiences Ability to work independently, set priorities, and manage multiple projects simultaneously Strong analytical, critical thinking, and strategic problem-solving skills Solid interpersonal skills to engage with internal stakeholders and external partners alike Strong technical aptitude and the ability to understand complex IT environments Understanding of financial concepts and how they apply to business strategy is preferred

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Position location is open to office locations within Truist's footprint.If located in a Truist hub city location, the work style will be: In Office (5 days/week).This role blends administrative professional duties with business analyst skillsets and will support the Enterprise Resilience Office leadership team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements.2. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. 3. Prepare detailed procedural manuals for area of responsibility. 4. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. 5. Provide application support, which includes problem research, analysis, resolution, and on-call support.6. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis.7. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. 8. Help ensure regulatory compliance as applicable. 9. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. 10. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor’s degree in business or equivalent education and related experience 2. Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst 3. Excellent negotiation and presentation skills. 4. Thorough analytical, planning and quality control, problem-solving and organizational skills 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 6. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. 7. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment 8. Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment 9. Thorough understanding of process and production management principles. 10. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: 1. Advanced degree in Business, or equivalent education and related experience 2. Manage executive’s schedule (including appointments, meetings, and arrangement of travel requirements and itineraries) and correspondence by gathering information, preparing and editing communications and designing and preparing graphic presentations 3. Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings and appointments General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms. Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by: Fostering a deep and trusting relationship with each client. Providing continuous senior level involvement throughout the process. Developing supported positioning points aligned with value drivers and growth opportunities. Identifying potential impact risk factors and creating mitigating strategies. Leveraging the deep industry experience. Providing on-the-ground global coverage through our international colleagues through Corporate Finance International. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. Your role. You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions. Your work will include, but not be limited to: Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities Developing various analytical and data-driven components for the development of M&A transactions Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients Participation in strategic discussions surrounding the transaction. The qualifications. Bachelor's degree in accounting or finance, MBS preferred but not required At least 3 years work experience in investment banking or transactional related field is required. Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel. The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement PMCF is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. PMCF is an Equal Opportunity Employer. PMCF maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. 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 documentation. The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00 #LI-KN1 #LI-Onsite

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities . Are you up for the challenge? About the Team: The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team! We’re looking for Audit Senior Managers with experience in the Banking industry vertical. As an Audit Senior Manager , you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes: Responsibility of client relationships with a variety of clients to build positive relationships. Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable. Anticipating and addressing client concerns and resolving problems as they arise. Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm. Continue learning the latest developments and the firm's standards and policies. Staying on top of industry developments and their effects on client's competitive position. Qualifications: 8+ years of recent and relevant public accounting external audit experience. Your background should have experience in external audit working with Banking clients. Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams. It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion. You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently. We require experience supervising engagement team members and instructing them on completing assigned task. This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state. Ability to work additional hours as needed and travel to various client sites. ​#LI-Hybrid #LI-Onsite We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97,000.00 - $244,000.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

First Western is seeking a Senior Banking Specialist to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Senior Banking Specialist at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Denver Tech Center team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Source, acquire, and grow deposit relationships with First Western Trust’s target client base, including high net worth individuals, privately held businesses, professionals, and family offices. Achieve a minimum of $30-50 million in new deposit production per year across personal, business, trusts, and other accounts. Use First Western’s selection of deposit and treasury management products to structure and propose customized deposit and cash management solutions aligned with the clients’ liquidity and operational needs. Acquire deep understanding of First Western Trust’s value proposition, expertise and products/services. Maintain expert knowledge of the competitive landscape, rate environment, and market products and pricing. Collaborate with internal teams in the Profit Centers, including relationship bankers and private bankers, treasury and wealth management product groups, to deliver comprehensive solutions and help deepen client relationships. This is a production position, not a service position, so in-depth onboarding and ongoing service would be handled within the offices by private banking associates. Represent the bank at networking events and industry gatherings to generate leads and enhance brand visibility. This includes active community involvement with boards and other organizations. Education Level Education Details Required/Preferred Bachelor's Degree Required Experience Level Experience Details Required/Preferred 7-10 years 7-10 years minimum deposit business development experience Required License/Certification Details Time Frame Required/Preferred Certified Treasury Professional License Preferred What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: $125,000/YR + Commission Job Classification: Full-Time Exempt *Actual offer will be based on experience, location, education, and/or skills* - Strong Bonus Potential- 401(k) Plan with Match- Paid Parking/Transportation Benefits- Access to Training & Professional Development Programs- Sponsorship for Obtaining Professional Certifications- Flex Spending Accounts- Health Savings Account- Health & Wellness Benefits- Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/Questions? Contact us at Talent.Management@myfw.comFirst Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com . Region A Pay Range Pay Range $125,000 — $125,000 USD

First Western is seeking a Senior Banking Specialist to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Senior Banking Specialist at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Cherry Creek team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Source, acquire, and grow deposit relationships with First Western Trust’s target client base, including high net worth individuals, privately held businesses, professionals, and family offices. Achieve a minimum of $30-50 million in new deposit production per year across personal, business, trusts, and other accounts. Use First Western’s selection of deposit and treasury management products to structure and propose customized deposit and cash management solutions aligned with the clients’ liquidity and operational needs. Acquire deep understanding of First Western Trust’s value proposition, expertise and products/services. Maintain expert knowledge of the competitive landscape, rate environment, and market products and pricing. Collaborate with internal teams in the Profit Centers, including relationship bankers and private bankers, treasury and wealth management product groups, to deliver comprehensive solutions and help deepen client relationships. This is a production position, not a service position, so in-depth onboarding and ongoing service would be handled within the offices by private banking associates. Represent the bank at networking events and industry gatherings to generate leads and enhance brand visibility. This includes active community involvement with boards and other organizations. Education Level Education Details Required/Preferred Bachelor's Degree Required Experience Level Experience Details Required/Preferred 7-10 years 7-10 years minimum deposit business development experience Required License/Certification Details Time Frame Required/Preferred Certified Treasury Professional License Preferred What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: $125,000/YR + Commission Job Classification: Full-Time Exempt *Actual offer will be based on experience, location, education, and/or skills* - Strong Bonus Potential- 401(k) Plan with Match- Paid Parking/Transportation Benefits- Access to Training & Professional Development Programs- Sponsorship for Obtaining Professional Certifications- Flex Spending Accounts- Health Savings Account- Health & Wellness Benefits- Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/Questions? Contact us at Talent.Management@myfw.comFirst Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com . Region A Pay Range Pay Range $125,000 — $125,000 USD

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the overall performance for Hospital, Higher Education, and Government (HHG) Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and revenue growth, and Risk Management. Drive a consistent client experience that positions Truist as the Premier Advisory Bank in the HHG segment. Lead and integrate all banking functions in the region across numerous relationship managers by collaborating with various partners including Public Finance, Industry Consultants, Wholesale Payments, Credit Delivery, Wealth, and Risk partners to execute on HHG growth strategies. Coach and develop relationship managers to optimize their talent, advisory skills, and leadership ability. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as primary sales leader for team of Hospitals, Higher Education & Government Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Middle Market and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team. 2. Manage consistent weekly sales calls inspecting calling and referral activity, managing pipeline, and holding RMs accountable for commitments through weekly debriefs. 3. Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. 4. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Collaborate with various Line of Business partners including Public Finance, Industry Consultants, Wholesale Payments, Wealth and Risk partners to execute on Hospitals, Higher Education & Government growth strategies. 5. Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned Hospitals, Higher Education & Government loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. 6. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Hospitals, Higher Education & Government team. 7. Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and related training 2. Ten years of experience in financial services 3. Ability to grasp large complex Hospitals, Higher Education & Government credits clearly 4. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions 5. Strong interpersonal communications, capable of leading and developing Hospitals, Higher Education & Government Bankers using the Truist leadership philosophy Preferred Qualifications:1. Master's degree in business administration (MBA) The annual base salary for this position is approximately $300,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

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

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