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Alantra Solar Energy AdvisorsBoston, Massachusetts
ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia. With over 500 professionals, the firm is publicly listed since 2015 with a €500Mn market capitalizations as of October 2022. Its Investment Banking division employs over 300 professionals, providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions. In Asset Management, Alantra offers its clients unique access to a wide range of investment strategies (direct investments, fund of funds, co-investments and secondaries) in six highly specialized asset management classes (private equity, active funds, private debt, infrastructure, real estate and venture capital) as well as private wealth management services. Alantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. For more information, visit www.alantra.com Job Description: Overview: Alantra is seeking to hire an Investment Banking Vice President to help support its M&A and capital raising advisory business. The position is located in Boston, MA or New York, NY . The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra’s U.S. Managing Directors and Partners. The Vice President will have the opportunity to work directly with Managing Directors and over time high performers will have long-term opportunities to rotate through our other U.S. and overseas offices, if desired. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm’s success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting. Role / Responsibilities: Vice Presidents represent our firm as both a business developer and executor. They must demonstrate professional judgement and are expected to become capable of handling any assignment on their own. Vice Presidents determine project tactics, develop strategy, and conduct negotiations. They must demonstrate credibility, high level interpersonal skills, and facility in verbal and written communications. Main responsibilities include: Manage mandates, direct project teams, and build M&A process expertise Perform execution activities such as drafting buy-side and sell-side documentation, analyzing industries and companies, and developing client presentations Interact comfortably and build relationships with the full range of third-party professional advisors (legal, tax, accounting) and senior management teams at client companies Interpret and effectively present financial analysis, company valuation and modeling, and M&A-related documentation Communicate frequently with each project team and be continually aware of each mandate's progress Maintain an appropriate balance among delegation, performing the work itself, and supervision Supervise Associates and Analysts, and facilitate their learning of the M&A process Work with our recruiting team to identify, interview, and select junior candidates Why Alantra Alantra offers a unique experience for Vice Presidents to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Vice Presidents will be presented with significant career growth opportunities across numerous sectors and offices. Team-oriented and collaborative culture Unique career development opportunities with focus on long-term growth and success Global training programs 100% Healthcare coverage options, HRA and FSA options, dental, vision insurance Fitness reimbursement 401k with match Employee assistance program Competitive salary and bonus plans Competitive vacation and holiday plans Pre-tax commuter benefits Company events and international offsites Team-wide community service initiatives Access to global network Requirements: Qualifications / Requirements ​ Bachelor's degree required, MBA preferred 2 to 3 years of investment banking experience at the Associate level required Established and strong professional track records in M&A Expertise in all phases of project management Results-oriented and focused on producing high-quality product Objective and constructive problem solver Able to provide direction and leadership to build a strong team environment Effective oral and written communication skills Strong client management skills Excellent analytical and modeling skills Advanced Microsoft Office skills; Expert in Excel and PowerPoint FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment Location: Boston, MA or New York, NY Start Date: Immediately Alantra is an equal opportunity employer.

Posted 6 days ago

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Convergint CareerSan Antonio, Texas
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Specialist. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Must be able to pass high level security clearance Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankWinter Park, Florida
About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 2525 Aloma Ave Winter Park, FL 32792 Posting End Date: 25 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. 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.

Posted 3 days ago

UMB Bank logo
UMB BankRockford, Illinois

$63,830 - $136,580 / year

Business Banking Relationship Officer II-Rockford, Illinois As the Business Banking Relationship Officer, you will be selling bank products and services to companies with revenues between $1mm-$20mm. These products and services are Commercial & Industrial, Practice Finance and Payment Technology solutions that will entice prospective companies to award new business to UMB. You will engage and build relationships in the community with Business Owners, CFO’s, CEO’s, and Controllers. You will also manage existing business, maintaining relationship profitability & portfolio risk, and the profitable growth of the portfolio, including loans, deposits, & fee income. You have the ability to help clients achieve their financial dreams, streamline business processes and help them better understand their working cash flow needs. Working at UMB is about our internal collaborative spirit, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and being valued not only for the work that you do, but also for the person you are. You are encouraged to bring your thoughts to the table, no matter the role that you are in. How you’ll spend your time: You will utilize your networking abilities in the community by participating in community and professional activities to enhance UMB’s image and brand and build new business. You will utilize your credit skills to qualify companies eligible for loan business while managing the overall credit quality of the assigned portfolio to ensure the loan quality. You will utilize your negotiation skills to negotiate loan proposals, analyze and evaluate credit requests, and write loan commitments for presentation to an underwriter or loan committee for loan approval. Utilizing your communications skills, you will serve as the primary contact for all financial services to individual Business Banking clients with the bank to ensure business retention. We’re excited to talk with you if: You have a bachelor’s degree or equivalent work experience of up to 5 years in a commercial lending role. You have demonstrated experience in sales to small businesses, credit knowledge, and credit underwriting knowledge. Bonus points if you have strategic industry sales knowledge and marketing abilities in those industries. Compensation Range: $63,830.00 - $136,580.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates , such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Posted 30+ days ago

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OpusClipSan Francisco, California
🎨 OpusClip is the world's No.1 AI video agent, built for authenticity on social media. We envision a world where everyone can authentically share their story through video, with no expertise needed. Within just 18 months of our launch, over 10 million creators and businesses have used OpusClip to enhance their social presence. We have raised $50 million in total funding and are fortunate to have some of the most supportive investors, including SoftBank Vision Fund, DCM Ventures, Millennium New Horizons, Fellows Fund, AI Grant, Jason Lemkin (SaaStr), Samsung Next, GTMfund, Alumni Ventures, and many more. Check out our latest coverage by Business Insider featuring our product and funding milestones, and our recognition as one of The Information's 50 Most Promising Startups in 2024. Headquartered in Palo Alto, we are a team of 100 passionate and experienced AI enthusiasts and video experts, driven by our core values: Be a Champion Team Prioritize Ruthlessly Ship fast, Quality Follows Obsess over customers Be a part of this exciting journey with us! We are looking for a Chief of Staff with top tier investment banking experience who wants a front-row seat inside a high velocity AI company and is ready to operate at founder level. This role puts you directly beside the leadership team, shaping how OpusClip tells its story, builds trust with investors and discovers the next big opportunities in the market. What You'll Own: You are the strategic operator and narrative driver behind OpusClip, shaping how the company presents itself to investors, media and the broader market. You take full ownership of investor relations, public relations and high stakes communication beside the founders, stepping in as their operational assistant when needed to keep execution tight and priorities moving. You lead the creation of fundraising materials, investor updates and long horizon company narratives that reflect OpusClip’s ambition. You run market and business research to uncover new opportunities, size markets and give founders and product clear insight into where to expand next. Our Ideal CoS Fit: You’re a high velocity operator with sharp analytical and communication instincts: You come from technology investment banking with 2-4 years of intense, high pressure experience that sharpened your speed, clarity and execution discipline. Additional experience in fast growing startups or as a founder is a strong plus. You’ve operated in chaotic, ambiguous environments where you create your own structure, define your own projects and drive outcomes by moving seamlessly between strategic work and the hands on, detailed tasks that keep execution tight. You bring strong E_TJ energy with presence, influence and the confidence to navigate critical conversations while keeping decisions grounded in logic and discipline. You excel at research, modeling and synthesizing insights into clear, actionable recommendations that help founders and product teams see opportunities early. You have a real interest in video creation , with bonus points if you’ve been a hands on creator who understands what resonates on social platforms. Onsite Location: San Francisco and Palo Alto. EEO OpusClip is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristics. OpusClip considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Opus Clip is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures.

Posted 1 week ago

Guidehouse logo
GuidehouseAtlanta, Georgia

$102,000 - $170,000 / year

Job Family : SAAS/PAAS/Cloud Consulting Travel Required : Up to 50% Clearance Required : None What You Will Do : As part of our Workday Practice, you’ll be part of an energized team of advisory professionals who deliver more than just technology. From initial assessments to entire transformations, you’ll deliver Workday Financial solutions equipping organizations with the information they need to make better business decisions. You'll be a hands-on Financial Accounting, Budget and Banking Lead on assigned projects helping to streamline client process. You'll facilitate design sessions, capture client requirements, configure creative solutions, and collaborate with other consultants. Your responsibilities include documentation, configuration, testing support, go-live support, post-production (hypercare) support, and participating in an innovative, teaming culture for the team to enable constant innovation. You'll have a strong ability to team with project leadership to communicate challenges, make improvements to project processes, and demonstrate consultative skills. What You Will Need : Bachelor's degree with a MINIMUM of 3 (THREE) of prior relevant experience within Workday FIN Record to Report (FDM, Accounting, Budget, Banking, etc) Experience with the execution of ERP projects within a structured methodology Workday Record to Report certification Up to 50% non-local and localtravel balanced with work from home and/or Guidehouse office What Would Be Nice To Have : Strong written and oral communication skills (RFP responses, white papers, etc.) and presentation skills such as Workday demonstrations and client presentations Solid knowledge of Microsoft Office Suite, focused on Microsoft Excel, Microsoft Word and PowerPoint Knowledge of GASB accounting principles Workday Implementations involving deploying within a state or local government or public agency is preferred Experience in an ERP Software Sales cycle (RFx responses, orals presentations, etc) The annual salary range for this position is $102,000.00-$170,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer : Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Posted 4 days ago

Raymond James logo
Raymond JamesChicago, Illinois

$100,000 - $200,000 / year

Job Description Summary Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock. Job Description Responsibilities: Develop and/or deliver a plan for significant aspects of the financial management and/or control process.Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy.Recommend changes to policies, processes, standards, and practices that would improve operational support.Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.Skills: Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations.Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise.Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients.Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to work independently on costing, budgeting and finance tasks while providing guidance and training to others.Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.Works at an advanced level to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works independently and provides guidance.Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing and managing project-related risks.Works at an advanced level to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective.Typically works independently and provides guidance.Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on reviewing and creating relevant, lucid and effective reports.Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks.Works at an advanced level to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works independently and provides guidance.Applies comprehensive knowledge and/or skills to independently engage in strategic planning. 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 $100,000.00-$200,000.00 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 2 weeks ago

First Bank & Trust logo
First Bank & TrustBrookings, South Dakota
Job Description: This person shall be responsible for providing a superior service experience to all guests of FBT. This person must meet and resolve the transactional needs of guests in a timely and efficient manner, remaining ever aware of the guest. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first. Qualifications: This person should have a n associate’s degree and a minimum of two year s of related experience, or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solution driven problem solver. Principal Responsibilities: Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities we serve. Enthusiastically develop, maintain , and grow new and existing relationships that are profitable to the bank while minimizing risk. While not , a general understanding and aptitude for sales aids in this responsibility. Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s). Anticipate needs and advise clients on solutions that personally benefit them. Assist in the opening of new accounts and establishing new relationships. Be an expert and educate clients in the bank’s suite of products, services and processes that meet both client and community needs. Proactively seek direction from the Retail Bankin g Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs. Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines. 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 and all meetings deemed appropriate by supervisor. Compensation Grade Hourly Grade 4 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 2 weeks ago

U.S. Bank logo
U.S. BankLincoln, Nebraska

$108,375 - $127,500 / 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: $108,375.00 - $127,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

Texas Capital Bank logo
Texas Capital BankFort Worth, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position : Reporting to the market Team Leader, the Relationship Manager I I role 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 r esults – 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 - Ensure s 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 – Active ly 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 fiel d preferred. Minimum 7 years of commercial banking experience preferred , with a focus on business banking clients. Strong k nowledge 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 c ertification or from another bank) or commensurate underwriting experience preferred. 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 4 days ago

Wells Fargo Bank logo
Wells Fargo BankNew York, New York

$173,300 - $359,900 / year

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Wells Fargo is seeking an Investment Banking Vice President within our Mergers & Acquisitions group in New York City or Charlotte. In this role you will support transaction execution across a variety of industry verticals including Consumer/Retail, Healthcare, Industrials, Power & Energy, Technology/Media/Telecom and Real Estate & Gaming. In this role, you will: Be responsible for independently working with clients and handling complex transactions. Demonstrate well-developed knowledge of the entire suite of M&A products and services including buysides, sellsides, carve-outs, spin offs, fairness opinions and activism & defense; this position is directly involved in the origination and execution for existing clients and prospects. Assist or drive the delivery of full range of M&A products and services to clients at the executive management level, managing client relationships, and executing mandated assignments. Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the M&A product suite Develop and train Investment Banking Analysts and Associates in M&A valuation and processes Demonstrate high level of initiative and the ability to work within a fast-paced team environment. You must bring strong organizational skills and the ability to manage multiple projects simultaneously. Precise attention to detail is essential. You must demonstrate a habit of learning and mastering complex material and a practiced ability to communicate the same. Required Qualifications: 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: M&A execution including experience in large cap public M&A transactions Excellent verbal, written, and interpersonal communication skills Strong track record of originating and executing M&A transactions Ability to lead junior staff and manage several simultaneous transactions and projects at once Highly developed writing skills Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Knowledge and understanding of business development: business vision, strategies, and goals application to the technology client universe Ability to train and mentor junior talent Job Expectations: Ability to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results FINRA SIE, Series 63, and Series 79 exams must all be successfully completed within 90 days of employment if not available for transfer Ability to travel up to 50% of the time Posting Location: New York City (preferred) Charlotte Base Pay: Base pay range for this position is 250,000.00 USD 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. $173,300.00 - $359,900.00 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: 11 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 3 days ago

Banc of California logo
Banc of CaliforniaBrea, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for supervising and providing leadership, coaching and guidance to a team of Client Banking Officers to ensure our clients and business partners receive exceptional service. Performs a variety of other management related functions and assists with the servicing of our consumer and business clients. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Coordinates daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules, providing necessary training & guidance. At times may act as Team Manager during his/her absence. Manages a team focused on contractual based accounts such as DACA, Escrow, Bancontrol, Pledged, Promontory, and Reich & Tang. Team will be focused on onboarding and servicing of these accounts. Utilizes workforce management system to monitor calls and completes quality forms. Provides coaching and training on improving the overall service experience. Tracking and measuring results. Assists with escalated issues from Community Banking, Business Banking, and Specialty Banking, CRE/Loan Servicing and other internal lines of businesses. Ensures all issues are resolved and supports the company’s goals and values. Processes, reconciles and/or approves routine and complex transactions of varying risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and may resolve escalated items. Partners internally with service partners to route calls, documents or other action items to complete transactions. Reviews transactions and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures. May review reports to identify exceptions, monitor quality and ensure compliance. May participate in risk mitigation activities. Leads by example, assumes responsibilities where a gap needs to be filled. Sets high standards & follows established bank policies and procedures, meets and adheres to audit requirements. Consistently evaluates processes and looks for ways to improve overall productivity and accuracy. Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment, and supervises the daily activities of the team. Continually develops and maintains a working knowledge of internal policies and procedures. Follows established bank policies & procedures, meets and adheres to audit standards. Supports the company’s goals and values. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING ESSENTIAL KNOWLEDGE, SKILLS, AND ABILITIES: Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Demonstrate knowledge of, adherence to ECCHO Rules, NACHA Rules. Ability to work in a collaborative, team-oriented environment. Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint andOutlook. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Effective organizational and time management skills. Exceptional oral, written and interpersonal communication skills. Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. Ability to organize and prioritize work schedules on a short and long-term basis. Ability to provide consultation and expert advice to management. Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed. Ability to deal with complex difficult problems involving multiple facets and variables in non- standardized situations. Ability to work with little to no supervision while performingduties. EDUCATION, EXPERIENCE AND/OR LICENSES: High School diploma required. Bachelor’s degree from an accredited college or university preferred. Minimum 3 years of supervisory/management experienced preferred. 3 years of prior banking or financial services industry experience required. 1-3 years of related work experience and/or training. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry. HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 30+ days ago

Royal Bank of Canada logo
Royal Bank of CanadaHouston, Texas
Job Description 2027 Global Investment Banking Summer Analyst - Houston 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’ Houston office recruits for the Energy industry group. 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 Summer 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: 609 MAIN STREET:HOUSTON City: Houston 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 1 day ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersAtlanta, New York

$124,000 - $280,000 / year

Industry/Sector FS X-Sector Specialism Operations Management Level Senior Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce 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 Operations Consulting team you drive client implementation efforts involving payment systems and transaction processing. As a Senior Manager, you serve as a strategic advisor, utilizing your specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies. You manage consulting resources, lead project management workstreams, and employ creative problem-solving abilities to thrive in intensive delivery settings. Responsibilities - Direct client implementation efforts focusing on payment systems and transaction processing - Apply creative problem-solving skills in demanding delivery environments - Leverage specialized knowledge and technical proficiency to achieve quality results - Facilitate strategic input into the firm's business strategies - Cultivate teams through impactful leadership - Maintain adherence to the firm’s code of ethics and professional standards What You Must Have - Bachelor's Degree - 7 years of experience What Sets You Apart - Master's Degree preferred - Proficiency in product and software delivery lifecycle - Driving client implementation efforts in payment systems - In-depth understanding of the Payments ecosystem - Specialized knowledge in consumer or commercial payments - Experience managing consulting resources in financial services - Leading project management workstreams and teams - Exceptional writing and communication skills - Entrepreneurial ambition to enhance client contexts Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.The salary range for this position is: $124,000 - $280,000. 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 3 days ago

Wells Fargo Bank logo
Wells Fargo BankOrlando, Florida
Why Wells Fargo: Boots to Banking Program 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 Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Military experience including experience in having customer service focus and handling complex transactions across multiple systems Military experience including supporting customers and employees in resolving or escalating concerns or complaints Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customers to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): Greater Orlando, Florida Pay Range: This job profile is eligible for a 10% pay differential. # BootstoBankingProgram Posting End Date: 23 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. 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.

Posted 3 days ago

Webster Bank logo
Webster BankFinancial District, New York

$120,000 - $160,000 / year

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Manager, Business Banking, is responsible for cultivating and growing a portfolio of business clients within our target segment. They will manage a portfolio of existing business relationships, with an extensive focus on new business development/client acquisition, expansion of existing relationships, and client retention. They will work with their team to execute against our segment strategy, and contribute to net deposit growth, loan production, and expansion of revenue generating products and services. They will also collaborate with bank partners within their assigned markets, in delivering an excellent client experience, looking for growth opportunities throughout the entire consumer segment. ​The Relationship Manager, Business Banking, is responsible for cultivating and growing a portfolio of business clients within our target segment. They will manage a portfolio of existing business relationships, with an extensive focus on new business development/client acquisition, expansion of existing relationships, and client retention. They will work with their team to execute against our segment strategy, and contribute to net deposit growth, loan production, and expansion of revenue generating products and services. They will also collaborate with bank partners within their assigned markets, in delivering an excellent client experience, looking for growth opportunities throughout the entire consumer segment. Contribute to growth of segment by executing against our segment strategy. Responsible for execution against targeted growth goals of our core KPIs, in New to bank Business Relationships, Deposit Growth, Loan Production & Treasury Management & Overall Fee Income. Develop & maintain network of business contacts, COIs, community leaders and other referral sources to develop new business relationships and generate revenue. Effectively manage and grow the pipeline consistent with production expectations. Work closely with Team Leader, Sr. Relationship Managers, Banking Centers, and cross line of business colleagues to deliver an excellent client experience and drive value to the clients that we serve. Encourage peers and colleagues to skillfully listen to client needs and identify business banking growth opportunities. Source opportunities and present effective credit proposals/memos for consideration. Work with senior leadership and credit to negotiate quality loans within our established policy & guidelines. Effectively identify & cross sell value added treasury management solutions to clients. Ensure & uphold operational integrity amongst team by complying with all regulations, policies, and procedures. Key skills/experience qualifications for the role: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Candidates must have an understanding of different treasury management products & services, with the ability to identify TM needs, and offer solutions. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure. Proven track record of business development success, commercial loan origination, and Relationship Management skills. Candidates with advanced degrees (Associates, Bachelor’s, and/or Master’s) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Commercial lending experience, with ability to analyze, package and present prospective financing opportunities to senior leadership & credit. Strong knowledge of business banking, bank profitability, commercial lending & treasury management products; possess a general understanding of operations. (Audit, compliance, fraud, loss, risk). Exceptional business development skills & Entrepreneurial business management orientation. #LI-RS1 The estimated salary range for this position is $120,000 to $160,000. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

Posted 1 week ago

MidFirst Bank logo
MidFirst BankScottsdale, Arizona
This position will support the Private Banking business unit by assisting with responsibilities related to lending, deposits and office operations compliance, and various projects to support objectives. The individual will work closely with members of management, department personnel, and various compliance and operational groups to accomplish the goals. The responsibilities of this position include but are not limited to Compliance 1 st Line of Defense representative Assist with regulatory directive reviews and implementation Compliance projects related to policies and procedures Work with the various compliance, legal, and operations groups Support business unit efforts to comply with new and existing requirements related to deposits, and lending to ensure there are appropriate controls, communications, and documentation Assistance with various compliance requests such as control verifications, testing and audit questions, policies, and information gathering Create, review, and update policies, procedures, and job aids to mitigate potential gaps and compliance risks Communication of policy and procedure related changes and updates Work on various projects to assist the business unit with growth and process improvement Attend various compliance and project related meetings Conduct compliance and project related trainings Resource to offices who manage teller related work and office operations Conduct mock audits on offices with cash handling Conduct quality control on various processes Other duties as assigned Position Requirements: Banking or compliance related experience required Compliance experience with working knowledge of banking, mortgage, or lending laws and/or regulations preferred Thorough understanding of PC based systems in the Windows environment Extensive knowledge of Microsoft Word, Excel, Outlook, and OneNote software Extensive knowledge of Adobe Acrobat Self-directed; able to work with limited to no supervision Self-motivated, results-oriented, and adaptable individual that responds well to change Ability to work well with people of varying technical abilities and varying communication styles Excellent verbal and written communications skills Strong analytical and problem-solving skills, very detail oriented Excellent time management skills Excellent organizational skills with the ability to manage multiple on-going projects Ability to adjust priorities to changing circumstances and maintain quality in fast paced atmosphere Maintaining confidentiality and exercising discretion in performing daily duties are required in a professional manner in a deadline-driven environment Position requires the ability to sit for long periods Bachelor's degree preferred Travel required

Posted 1 week ago

MarshBerry logo
MarshBerryWoodmere, Ohio
MarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office . The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such. This role will be focused on clients and prospects in the Specialty Insurance Distribution market. This includes Program Managers, Wholesale Brokerage, InsurTech, Managing General Agents (MGAs), Managing General Underwriters (MGUs), and Risk Retention Groups. Responsibilities: Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution. Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction. Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner. Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution. Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions. Research, write, and structure client ready work. Conduct quality review of project components, developing timelines and ensuring that they are met. Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients. Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports. Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system. Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus. Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA. 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services. Proven experience in leading work teams to achieve and exceed division goals and objectives. Demonstrated industry business acumen; ability to grasp new business concepts and issues. Proficient with technology; Microsoft Word, Excel and Power Point. This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire. Other: Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully. Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Ability to travel up to 40% of the time; includes overnight and limited weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places – The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com . We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyWashington DC, VA

$110,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Industrials Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Aerospace, Defense & Government Services Houlihan Lokey's Aerospace, Defense, and Government (ADG) team is consistently ranked the No. 1 M&A advisor for companies in the middle-market. With over 30 investment bankers, split between LA and DC, our ADG team is among the largest focused groups on Wall Street. Our senior leadership team has a multi-decade track record of executing the highest quality and impact transactions in the sector and has tremendous continuity together. The team focused primarily on sell-side M&A for a variety of high-quality privately held, private equity held, and public companies. We are widely recognized as a trusted advisor in the sector and regularly involved in industry-defining transactions across the highest-impact sub-verticals in the market. Job Description Analysts are an integral part of Houlihan Lokey's business activities and play a key role in the delivery of exceptional service to our clients around the globe. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions. This position will be based in Houlihan Lokey's Washington, D.C. office, working with their established team of ADG Group bankers. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm's success, creativity and new ideas are encouraged. At least one year of investment banking experience is required Coursework in accounting and finance required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 30+ days ago

Quantexa logo
QuantexaCharlotte, NC

$155,000 - $188,000 / year

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 Requirements What you’ll bring. An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude. Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector. Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes. An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential. Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred. Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. The ability to represent the best of Quantexa to clients and prospects from end users to CEOs. Exceptional organizational and pipeline management skills. Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc. Specific BSA/AML Experience Specific East coast and/or midwest regional expertise in banking Enterprise AND SaaS experience Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays 🌴 · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off 🧘‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

Posted 30+ days ago

A logo

Vice President -Investment Banking - M&A

Alantra Solar Energy AdvisorsBoston, Massachusetts

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Job Description

ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia. With over 500 professionals, the firm is publicly listed since 2015 with a €500Mn market capitalizations as of October 2022.

Its Investment Banking division employs over 300 professionals, providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions. In Asset Management, Alantra offers its clients unique access to a wide range of investment strategies (direct investments, fund of funds, co-investments and secondaries) in six highly specialized asset management classes (private equity, active funds, private debt, infrastructure, real estate and venture capital) as well as private wealth management services. Alantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. 

For more information, visit www.alantra.com

Job Description:

Overview:

Alantra is seeking to hire an Investment Banking Vice President to help support its M&A and capital raising advisory business.  The position is located in Boston, MA or New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra’s U.S. Managing Directors and Partners. The Vice President will have the opportunity to work directly with Managing Directors and over time high performers will have long-term opportunities to rotate through our other U.S. and overseas offices, if desired. 

The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm’s success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.

Role / Responsibilities:

Vice Presidents represent our firm as both a business developer and executor. They must demonstrate professional judgement and are expected to become capable of handling any assignment on their own. Vice Presidents determine project tactics, develop strategy, and conduct negotiations. They must demonstrate credibility, high level interpersonal skills, and facility in verbal and written communications. Main responsibilities include:

  • Manage mandates, direct project teams, and build M&A process expertise

  • Perform execution activities such as drafting buy-side and sell-side documentation, analyzing industries and companies, and developing client presentations

  • Interact comfortably and build relationships with the full range of third-party professional advisors (legal, tax, accounting) and senior management teams at client companies

  • Interpret and effectively present financial analysis, company valuation and modeling, and M&A-related documentation

  • Communicate frequently with each project team and be continually aware of each mandate's progress

  • Maintain an appropriate balance among delegation, performing the work itself, and supervision

  • Supervise Associates and Analysts, and facilitate their learning of the M&A process

  • Work with our recruiting team to identify, interview, and select junior candidates

Why Alantra

Alantra offers a unique experience for Vice Presidents to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Vice Presidents will be presented with significant career growth opportunities across numerous sectors and offices.

  • Team-oriented and collaborative culture

  • Unique career development opportunities with focus on long-term growth and success

  • Global training programs

  • 100% Healthcare coverage options, HRA and FSA options, dental, vision insurance

  • Fitness reimbursement

  • 401k with match

  • Employee assistance program

  • Competitive salary and bonus plans

  • Competitive vacation and holiday plans

  • Pre-tax commuter benefits

  • Company events and international offsites

  • Team-wide community service initiatives

  • Access to global network

Requirements:

Qualifications / Requirements

  • Bachelor's degree required, MBA preferred

  • 2 to 3 years of investment banking experience at the Associate level required

  • Established and strong professional track records in M&A

  • Expertise in all phases of project management

  • Results-oriented and focused on producing high-quality product

  • Objective and constructive problem solver

  • Able to provide direction and leadership to build a strong team environment

  • Effective oral and written communication skills

  • Strong client management skills

  • Excellent analytical and modeling skills

  • Advanced Microsoft Office skills; Expert in Excel and PowerPoint

  • FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment

Location: Boston, MA or New York, NY

Start Date: Immediately

Alantra is an equal opportunity employer.

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