Investment Representative jobs at Fidelity Investments - 11470 jobs

Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr

Investment Professional, Golub Growth page is loaded## Investment Professional, Golub Growthlocations: San Franciscotime type: Full timeposted on: Posted 6 Days Agojob requisition id: R-11883## **Position Information****Hiring Manager:**Managing Director**Department:**DL - Direct Lending**Department Overview**Golub Growth provides flexible debt and equity capital to growth-stage B2B SaaS companies. Our custom solutions are designed to help SaaS businesses accelerate sales growth, drive new product development, pursue strategic acquisitions and provide shareholder liquidity. Since 2013, we have partnered with CEOs, founders and CFOs at more than 110 software companies and committed over $11 billion to enable long-term growth. The team has an outstanding track record of closing deals on time and at the agreed-upon terms, utilizing deep industry knowledge to identify, advise on and implement value creation strategies. The team works closely with all areas of the Firm to ensure seamless execution. Learn more about Golub Growth on our website,**Position Responsibilities**This individual will evaluate and lead the execution and management of debt and equity investments across the capital structure, with a focus on structured equity investments in growth-stage software companies.*New Deals (>70% of time on an annual basis):** Develop new deals, product ideas and opportunities within Golub Growth* Identify and evaluate investment opportunities in high growth software companies across the capital structure including credit, structured equity and minority equity co-investments* Structure and negotiate investment terms ensuring alignment with the Firm's investment thesis and risk-return profile* Lead deal team (including oversight of junior investment professionals) responsible for conducting detailed business diligence such as analysis of business, industry, competitive landscape, financial / KPI trends, liquidity and exit strategy* Lead the preparation and presentation of investment memorandums to Golub's Investment Committee* Lead the negotiation of legal documentation in conjunction with internal and external Lending Counsel* Develop and maintain relationships with industry executives, venture capital investors, advisors and other stakeholders to enhance deal flow and market insights* Mentor junior investment professionals* Other duties as assigned*Portfolio Management (investments with support from junior investment professionals and the portfolio monitoring group* Support portfolio company growth strategies including add-on acquisitions and market expansion via incremental financings* Monitor financial performance and liquidity through reviewing monthly / quarterly / annual financial results, reviewing quarterly covenant compliance certificates, attending board meetings and attending industry events* Perform quarterly portfolio reviews that include analyzing historical and projected financial performance, liquidity trends and quarterly financial covenant compliance calculations* Work with deal team to manage amendment requests, as necessary* Other duties as assigned**Candidate Requirements***Qualifications & Experience:** Bachelor's degree is required, preferably with a major in Finance, Accounting, Economics or related financial discipline with an outstanding record of academic achievement* 8+ years of related investment experience including 5+ years of experience investing in high growth software companies* Experience sourcing, structuring and evaluating investments across the capital structure including structured equity investments* Strong existing network of investment professionals within venture capital and growth equity ecosystem* Ability to effectively communicate with external clients* Enthusiastic about working in office and creating a Gold Standard hybrid work culture**Critical Competencies for Success****Our Gold Standards** Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.* **Leadership:** Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.* **Achieving Results:** Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.* **Personal Effectiveness:** Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.* **Thinking Critically:** Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.The **department-specific competencies** define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.* **Deal Execution:** Evaluates, structures and executes investment opportunities and transactions.* **Relationship Management:** Establishes, develops and manages internal and external relationships.* **Portfolio Management:** Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance.* **Risk Management:** Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards.* **Financial Analysis:** Uses financial analyses to generate insights and support fact-based decision making.* **Competitive Positioning:** Demonstrates knowledge of the Firm's capabilities, the Firm's position in the industry, competitors' capabilities and end markets. Recognizes implications of knowledge on Firm's positioning.* **Legal Documentation:** Demonstrates knowledge of legal documentation, processes and procedures.**Compensation & Benefits**Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).Golub Capital is an Equal Opportunity Employer.*Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.*Please review Golub Capital's and, for California residents, the for information on how your personal data is collected, processed and stored.San Francisco Applicants: In accordance with the San Francisco Fair Chance Act, Golub Capital will consider qualified applicants with criminal histories.**Firm Overview**Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors. As of July 1, 2025, Golub Capital had over 1,000 employees and over $80 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the #J-18808-Ljbffr

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 10+ years of related experience Expertise in providing investment advice and solutions. CFA, MBA degree or other advanced degree a plus. Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions. US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education Bachelor's/University degree, Master's degree preferred Primary Location: San Francisco, California, United States Full time Base Salary: $200,000.00 - $300,000.00 Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading financial services firm in San Francisco is seeking an experienced Investment Counselor to serve high net worth clients. The ideal candidate will have over 10 years of experience providing investment advice and managing client relationships. A Bachelor's degree is required; advanced degrees like CFA or MBA are preferred. This full-time role offers a base salary of $200,000 to $300,000, along with competitive employee benefits. #J-18808-Ljbffr

A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California. The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to build strong relationships with clients. Candidates should ideally hold a CFA or MBA. The position offers a full-time salary ranging from $200,000 to $300,000, along with competitive benefits including medical and retirement plans. #J-18808-Ljbffr

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities Investment counselors joining Citi Wealth are distinguished and highly accomplished at establishing, growing, and managing investment relationships. They are experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates possess credibility to cultivate trusting relationships with established clients and prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 10+ years of related experience. Expertise in providing investment advice and solutions. CFA, MBA degree or other advanced degree a plus. Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions. US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education Bachelor's/University degree, Master's degree preferred. Location & Compensation Primary Location: San Francisco, California, United States. Full time salary range: $200,000.00 - $300,000.00. In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Benefits Citi offers a range of benefits and incentives. For additional information regarding benefits, refer to company benefits page. EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading financial institution seeks an Investment Professional to provide essential support in managing client relationships within their U.S. Private Bank. The role demands proficiency in executing brokerage trades, overseeing client accounts, and analyzing financial scenarios. Candidates must possess a Bachelor's degree, relevant licenses, and strong skills in PowerPoint and Excel. Ideal for motivated individuals looking to thrive in a team-oriented, detail-focused environment. #J-18808-Ljbffr

remote type: US Remote LocationAt T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. * The position is part of the US Intermediaries (USI) business unit and will report to the Head of RIA Alternative Investment Specialists* This role is directly responsible for distribution of alternatives products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.* This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through RIAs.* The role has location flexibility* Drive sales of Alternative Investment strategies with targeted clients* Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels* Present TRP's Alternative capabilities to Financial Advisors, RIAs and/or Investors* Educate TRPs generalist sales team(s) on available alternative strategies* Manage an alternative sales pipeline* Develop relationships with prospect firms* Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors.* Prospect new relationships with the goal of directly driving sales across alternative products* Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments* Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment* Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system.* Provide insight and proactive ideas for improvement to optimize team's time and improve client experience* Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM.* Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making.* Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights.* Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment structures.* Prior experience in private credit* Proven direct new business generation experience* Proven ability to drive sales directly with clients / intermediaries* In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc.* Minimum of 5+ years of Alts experience* College degree required* Exceptional communication skills including written, verbal, and delivering presentations* Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms* Strong organizational, time management, and relationship management skills* Significant travel required* 10+ years of Alts experience* Series 7 & 63 preferred, must obtain within 3 months of hire* Advanced degree or designation (e.g. CFA, CAIA, CIMA).* Previous experience and proven success with fundraising through intermediary relationships Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Health and wellness benefits, including online therapy Family care resources, including fertility and adoption benefits remote type: US Remote Locationremote type: US Remote Location #J-18808-Ljbffr

A leading financial institution is seeking an Investment Professional to provide daily support to clients in managing their relationships. You will advise on trades, monitor risks, and handle client documents. The ideal candidate should have a Bachelor's degree, relevant licenses, and expertise in PowerPoint and Excel. This role emphasizes exceptional interpersonal skills and a self-starter attitude. Join us to enhance your career within a collaborative team environment. #J-18808-Ljbffr

A leading financial institution in Washington is seeking an Investment Professional to support client relationships and execution of brokerage trades. The successful candidate will possess a Bachelor's Degree and 1-2 years of related industry experience. Responsibilities include managing brokerage trades, coordinating with team members, and ensuring accurate risk management. Candidates must have Series 7, 66, and Insurance licenses or be willing to obtain them. This is a full-time, on-site position offering the opportunity to work in a dynamic environment. #J-18808-Ljbffr

A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication Build excellent working relationships with internal clients Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Provide guidance to junior staff Required Qualifications, Capabilities, Skills Bachelor's degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Seven plus years' experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, Skills Ideal candidate has prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals #J-18808-Ljbffr

* Supports the management of accounts in accordance with investment objectives that have been developed with the client.* Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.* May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.* Supports the execution of risk management practices through the adherence to PNC's policies and procedures.PNC's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our . #J-18808-Ljbffr

Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements. Job Requirements New Client and Business Development Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects Profile, qualify, and convert prospects into CPB clients. Identify and execute on new business opportunities with existing clients Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients Manage client expectations regarding what can and cannot be executed on their behalf Ensure financial strategies are kept current and appropriately aligned with client objectives Understand and communicate the risk involved with financial and investment strategies Ensure all client inquiries and problems are handled effectively and resolved Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls Comply with all regulatory policies and control procedures regarding client transactions and suitability Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Skills and Knowledge Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products Strong knowledge of financial industry and current market conditions Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing Ability to understand, utilise and learn computer and web based applications Qualifications and Education 15+ years of experience Licensing: Series 7 & 66 (or 63 & 65) & 31 Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Job Family Group Private Client Coverage Job Family Private Banker Time Type Full time Primary Location Atlanta Georgia United States Primary Location Full Time Salary Range $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date Jul 15, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

A major financial institution in Boston is seeking a Private Equity Lending Associate. The role involves underwriting and managing a commercial loan portfolio, primarily focusing on fund finance transactions while also handling C&I and CRE transactions. Candidates should possess over three years of experience in credit analysis and strong communication skills. A bachelor's degree is required. The position provides a competitive salary and benefits package including bonus opportunities and comprehensive insurance coverage. #J-18808-Ljbffr

A leading financial institution is seeking a Private Client Banker to serve affluent clients in San Francisco. The role involves managing client banking relationships, actively acquiring new clients, and ensuring regulatory compliance. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and excellent communication abilities. This position requires adherence to various regulatory requirements, including Dodd Frank. Join us to help make a difference in our clients' financial journeys. #J-18808-Ljbffr

A leading financial institution is seeking a Private Client Office Banker in San Francisco, CA. The role involves managing the client experience through personalized, white-glove service across all delivery channels. Responsibilities include resolving issues for clients, performing banking transactions, and providing tailored financial solutions. Ideal candidates have over 5 years of experience with affluent clients and possess strong analytical skills. This position offers competitive salary and comprehensive benefits. #J-18808-Ljbffr

Private Client Office Banker page is loaded## Private Client Office Bankerlocations: San Francisco, CA 300 California Streettime type: Full timeposted on: Posted Todayjob requisition id: 19079**Position Title**Private Client Office Banker**Location**San Francisco, CA 94104**Job Summary**The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Pay Range: $98,778 - $106,050 - $116,150**Job Responsibilities:*** Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office.* Possess a deep understanding of Flagstar Private Bank's consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Anticipate opportunities and challenges pro-actively in all situations.* Analyze and resolve issues for clients, leveraging internal subject matter experts when appropriate, and escalating any sensitive matters as needed.* Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions.**ADDITIONAL ACCOUNTABILITIES*** Use independent judgement, experience and discretion to make decisions.* Perform special projects, and additional duties and responsibilities as required.* Adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.* Front line private banker who handles routine banking transaction and customer interactions. Main responsibilities include: cash handing: depositing and withdrawing cash, cashing checks and handlings other customer requests.* Acts as the point of contact for the Private Bank office and facilities. Ensures that security and compliance through following protocols to detect fraudulent transactions and maintain bank's security.**JOB REQUIREMENTS****Required Qualifications:*** Education level required: Undergraduate Degree (4 years or equivalent).* Minimum experience required : 5+ Years experience working with affluent clients, preferred in Private Banking.**Job Competencies:*** Ability to analyze and provide financial service solutions to individual and business private banking clients.* Provide elite service level, complete with follow-up after initial interactions.* Multi-tasking required.* Exceptional calendar and time management required.Flagstar is an Equal Opportunity EmployerFlagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:## **Who We Are**## Flagstar Bank is a diversified consumer and commercial bank grounded in building relationships to meet clients where they are on their financial journeys.## ## **Our History**## Our parent company, New York Community Bancorp, Inc., is based in Hicksville, NY, and has $116.3 billion in assets, $85.6 billion in loans, $81.4 billion in deposits, and $10.8 billion in total stockholder equity. We are a leading regional bank with 420 banking branches, 134 private client banking teams, wholesale lending via approximately 3,000 third-party originators, retail mortgage lending, multifamily lending, mortgage servicing, and subservicing. We're also the second largest mortgage warehouse lender nationally based on total commitments. Flagstar has strong footholds in the Northeast and Midwest and exposure to high-growth markets in the Southeast and West Coast.## ## **What We Do**## We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive.## ## Equal Opportunity Employer## For more information:## **Member FDIC/Equal Housing Lender** #J-18808-Ljbffr