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

About this role: Wells Fargo is seeking a Senior 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: Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion Manage a moderately complex book of business Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed Present credit recommendations and financial strategies to clients and internal stakeholders Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools Tailor solutions to client operating cycles, cash flow needs, and strategic goals Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes Engage financial decision-makers with proactive communication and responsive service Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care 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 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: 1030 Montgomery Rd ALTAMONTE SPRINGS, FL 32714 Posting End Date: 23 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At OakNorth, we’re on a mission to empower the UK’s most ambitious businesses. Since 2015, we’ve lent over $18 billion across the UK and US, helped create more than 58,000 new homes and 36,000 new jobs, and supported hundreds of thousands of personal savers — all while fuelling the UK economy. The Director, Fraud and Financial Crime Operations will provide strategic leadership of OakNorth Bank’s first line of defense for business current accounts, covering fraud prevention, AML transaction monitoring, and sanctions screening. This role will set the vision, lead cross-functional execution, and ensure that financial crime risk management not only meets regulatory standards but enables OakNorth’s ambitious growth plans which is designed and executed for scale. The Director will: Own and continuously evolve the Bank’s financial crime and claims management framework. Lead, mentor, and scale teams across Manchester and India, embedding innovation and resilience. Provide oversight of core platforms and optimise them for effectiveness, efficiency, and compliance. Partner with senior stakeholders across Compliance, Operational Risk, Product, Engineering, and Operations to build a scalable and compliant operating model. Represent OakNorth with regulators, auditors, and industry bodies, ensuring credibility and thought leadership. Key Responsibilities: Strategic Leadership & Risk Ownership Define and lead the first line strategy for fraud, AML, sanctions, and claims management. Anticipate emerging financial crime threats and regulatory changes (FCA, POCA, MLRs, JMLSG, OFSI, PSD2, VISA scheme rules). Serve as executive escalation point for all major fraud, AML, sanctions, or dispute claims issues. Own risk appetite calibration, KRIs, and thresholds in partnership with Compliance and Operational Risk. Provide OpCo with thematic insights, residual risk reporting, and forward-looking risk strategies. Systems & Technology Ownership Act as business owner for the fraud and transaction monitoring and screening platforms. Own continuous optimisation of rules across fraud, AML, and sanctions — ensuring balance between detection, efficiency, and customer friction. Lead structured monthly reviews of system performance, exercising decision-making authority to tighten, loosen, or reconfigure rules as appropriate, subject to relevant socialisation and governance reviews. Implement synthetic testing, A/B experimentation, and challenger/champion models to validate rule effectiveness even when genuine cases are absent. Partner with Engineering to embed machine learning, automation, and advanced analytics. Ensure monitoring and screening systems are future-proofed to support scaling from 100s → 10,000s of accounts. UK Business Current Account & Card Payments Risk Management Oversee financial crime and risk controls across all features of UK business current accounts (payments, overdrafts, lending, direct debits, standing orders, international transfers, faster payments, CHAPS, card payments). Lead the claims management function for card payments, including Section 75 claims, VISA chargebacks, consumer disputes, fraud reimbursements, and adherence to VISA scheme requirements. Ensure compliance with PSD2, Strong Customer Authentication (SCA), and APP scam reimbursement rules. Partner with Product and Engineering to build seamless customer journeys with fraud/claims controls embedded at design stage. Serve as OakNorth’s subject matter expert on payments regulation, card scheme requirements, and dispute processes. Cross-Functional Partnership & Product Enablement Act as SME for new product launches, features, and expansions — defining “what good looks like” for fraud, AML, sanctions, and claims risk. Collaborate with Compliance (2LOD) and Operational Risk to ensure risk appetite, policies, and assurance frameworks are aligned. Drive activity with Product and Engineering to design new functionality with embedded controls (e.g., card issuance, international payments). Partner with Operations to delegate low-risk processes in a controlled way, optimising cost and efficiency. Influence senior stakeholders at HQ on strategy, investment, and risk management priorities. People Leadership & Team Development Lead, mentor, and scale high-performing teams across London, Manchester and India. Build functional expertise in fraud analytics, transaction monitoring, sanctions screening, and dispute claims. Provide visible leadership to adjacent teams in client onboarding, ongoing monitoring, and quality control. Establish succession planning, career pathways, and a leadership bench for sustainable growth. Foster a culture of accountability, innovation, and continuous improvement. Governance, Reporting & Assurance Own and present MI, KRI, and risk dashboards to senior management Chair financial crime and claims governance forums, ensuring all rule changes, system upgrades, and product launches are risk-reviewed. Lead internal and external audit engagements, evidencing robust control design and operation. Ensure casework, investigations, and dispute handling are documented to the highest standard, compliant with internal policies and regulatory expectations. Oversee bank-wide QA and QC frameworks, including error taxonomies and remediation tracking. External Engagement & Representation Represent OakNorth with regulators (FCA, OFSI), card schemes (VISA), auditors, and industry forums (e.g., UK Finance fraud panels). Maintain active awareness of industry-wide fraud and claims trends, bringing insights back into OakNorth’s strategy. Negotiate with vendors to secure technology enhancements, service level improvements, and value for money. Position OakNorth as a leader in safe, scalable, technology-enabled financial crime and claims management. Experience & Skills: Essential Experience Deep familiarity with UK business current account features and associated financial crime risks across sanctions, money laundering and fraud. 10+ years of senior leadership in financial crime risk management, covering fraud, AML, sanctions, and card payments claims. Proven experience managing VISA debit disputes, chargebacks, and consumer claims. Track record of designing, implementing, and optimising transaction monitoring systems. Proven experience leading teams across multiple geographies. Strong knowledge of fraud typologies (APP scams, impersonation, CNP fraud, mule activity, synthetic ID, etc). Experience leading technology transformation in financial crime (transaction monitoring, screening, machine learning, fraud authentication). Significant experience influencing and advising at Executive level Leadership & Stakeholder Skills Exceptional ability to partner across Compliance, Operational Risk, Product, Engineering, and Operations Proven record of influencing executives, regulators, and auditors with clarity and authority. Skilled in balancing regulatory expectations, operational efficiency, and customer experience. Strong mentor and people leader, with experience developing future leaders. Personal Attributes Strategic thinker with a hands-on curiosity for systems, data, and analytics. Pragmatic and decisive, with the resilience to operate in a scaling, fast-paced environment. Collaborative and credible with internal and external stakeholders. Passionate about customer protection, product enablement, and building best-in-class controls. Benefits & Perks: Equity. We want people to have a stake in the business so that all our interests are aligned. 25 days holiday Personalized benefits – opt-in to what matters to you Subsidised Private Medical Insurance with Bupa Enhanced maternity and paternity leave Wellbeing and social events In-house Barista Bar in London office Support causes that matter to you – Volunteering time off Salary sacrifice schemes (Cycle to work, nursery, gym, electric car scheme)