Vice President jobs at First Citizens Bank - 66 jobs
IRD FX Capital Markets Director - Hybrid Sales Leader
First Citizens 4.8
Vice president job at First Citizens Bank
A prominent financial institution in Charlotte is seeking a Director of Interest Rate Derivatives Sales. This hybrid role emphasizes client relationship management while driving revenue in the middle market segment. Candidates should possess a Bachelor's degree and substantial experience in Interest Rate Derivatives, along with strong negotiation and communication skills. The position offers a competitive benefits program as part of the total rewards.
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$109k-147k yearly est. 5d ago
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Director Derivatives FX Capital Markets
First Citizens 4.8
Vice president job at First Citizens Bank
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
The Director, Interest Rate Derivatives (IRD) Sales works on the derivative sales team within Global Banking and Markets Solutions. This position will be expected to drive IRD revenue with a heavy emphasis on the middle market client segment. Success in this role will be a function of leveraging internal and external relationships while providing high-level client service and risk management solutioning.
Responsibilities
New Business Development and Relationship Management
Searching for IRD opportunities within both existing client portfolios as well as target prospect pipelines
Pro-activelydevelop and maintain strong relationships with key clients and prospects
Drive culture of proactive business development, setting ambitious targets for client outreach and new business acquisition
Develop and implement strategic account plans to grow existing client relationships and increase wallet share
Collaborate with other business units to create and deliver comprehensive, innovative solutions that address clients' evolving needs
Partner with other segment leaders to relentlessly pursue cross-sell channels and opportunities to enhance overall business performance
Constantly seek out and pursue new business opportunities, leveraging market intelligence and industry trends to identify potential clients and opportunities
Market Knowledge and Deal Execution
Demonstrate mastery of interest rate derivative products (swaps, caps, collars, options and cross-currency swaps)
Advanced knowledge of corporate financial risk management as it pertains to IRD, especially around the ability to successfully pitch and close hedging structures with clients and prospects
Intense interest in and knowledge of market trends, monetary policy, geopolitical events, and other factors that influence directionality of the broader financial markets
Demonstrated understanding of pricing and quoting dynamics around sophisticated corporate IRD hedging products
Work alongside trading, middle, and back-office functions to support client trading activity
Product Strategy and Implementation
Contribute to the development of sales strategies and go-to-market plans
Understanding of IRD product needs for middle market and small corporate clients and the ability to partner with product partners to fill identified gaps
Conduct effective on-boardingincluding documentation, credit lines, and platform setups
Knowledge, Skills and Competencies
Highly proactive
Expert understanding of financial markets, products, and risk management strategies
Familiarity with hedge accounting and relevant corporate accounting rules and standards that most impact our clients
Excellent communication and presentation skills with both internal and external audiences
Experience covering middle market and small corporate relationships
Ability to work effectively in a fast-paced, dynamic environment
Strong ethical standards and commitment to a risk management and compliance culture
Demonstrated self-starter with the ability to organically form internal and external relationships autonomously
Strategic thinking and problem-solving capabilities
Proficiency in financial analysis and client portfolio management
Advanced negotiation and relationship-building skills
Qualifications
Bachelor's Degree and 6 years of experience in Interest Rate Derivatitves (IRD) OR High School Diploma or GED and 10 years of experience in Interest Rate Derivatitves ( IRD)
Preferred Education: Bachelor 0s Degree Preferred
Area of Study: Business, Finance, Economics
Preferred Area of Experience: Derivatives, FX, Commodities
Skills: Strong financial markets acumen, Advanced knowledge of IRD products, Ability to price and quote derivatives, Communication skills (CFO level), Sound internal operations understanding, Understand hedging needs of clients, Internal and external deal sourcing, Partner to bank RMs
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
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$109k-147k yearly est. 3d ago
Audit Manager- CFO Data Quality
Bank of America Corporation 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for overseeing assigned areas of audit work acting as an Auditor-in-Charge (AIC), and executing on the audit strategy for Lines of Business (LOBs). Key responsibilities include driving risk-based auditing by defining scope and test procedures to evaluate the control environment in conformance with audit policies, assessing issues for business impact and recommending severity ratings, drafting audit reports, and managing business partner relationships. Job expectations include fostering an inclusive work environment, and mentoring team members.
The role involves independently validating the completeness and accuracy of data across the Company's Chief Financial Officer (CFO), Chief People Organization (CPO), and Legal functions. Candidates will lead audit projects of moderate to high complexity, requiring adaptability and a willingness to learn. Success in this role depends on the ability to work with diverse data sets and subject matter areas.
Responsibilities:
* Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and drafting audit reports leveraging automation and innovative methods in a timely and high quality manner
* Acts as Auditor-in-Charge (AIC) by overseeing audit testing and ensuring it is executed in a timely manner and conforms with quality standards, audit policies, and procedures
* Leads audit testing to independently validate completeness and accuracy of diverse data sets across lines of business
* Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings and escalate broad themes or trends accordingly based on existing business knowledge
* Exercises intellectual curiosity and judgment to effectively influence and challenge management to improve the control environment and drive continuous improvements on audit
* Oversees a team of associates and provides day-to-day mentoring and guidance and fosters an inclusive work environment
* Maintains business partner relationships, primarily with line management, to develop business knowledge
* Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Skills:
* Analytical Thinking
* Audit Planning
* Internal Audit Review
* Issue Management
* Risk Management
* Business Acumen
* Coaching
* Project Management
* Relationship Building
* Written Communications
* Attention to Detail
* Automation
* Critical Thinking
* Technical Documentation
Required Qualifications:
5+ years of experience in a role in financial services, technology, or other relevant technical field
Prior experience working with data (i.e. analytics; data mining; automation)
Prior experience leading projects, managing against deadlines, and reporting results to management
Analytical / Automation Skills (SQL, SAS, Python. Alteryx, Advanced Excel)
Strong communication and presentation skills
Desired Qualifications:
Big 4 background a plus, including external audit or advisory/consulting
Experience working with Artificial Intelligence (AI) tools in a professional environment
Knowledge of Bank of America business processes and applications
Advanced degree or certifications (CIA, CISA etc. - CPA Preferred)
Audit or risk/controls background in financial services
Shift:
1st shift (United States of America)
Hours Per Week:
40
$74k-109k yearly est. 2d ago
Vice President; Investment Banker
Bank of America 4.7
New York jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
Oversee analysts and associates on client coverage, origination, and transaction execution teams.
Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
Handling global bank/bulge bracket investment banking transactions.
Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
Conduct due diligence in connection with investment banking transactions.
Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
3 years of experience in the job offered or a related Finance occupation.
Must include 3 years of experience in each of the following:
Global bank/bulge bracket investment banking transactions;
Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
Conducting due diligence in connection with investment banking transactions;
Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$275,000.00 - $285,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$275k-285k yearly Auto-Apply 28d ago
Vice President; Investment Banker
Bank of America Corporation 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
* Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
* Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
* Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
* Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
* Oversee analysts and associates on client coverage, origination, and transaction execution teams.
* Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
* Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
* Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
* Handling global bank/bulge bracket investment banking transactions.
* Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
* Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
* Conduct due diligence in connection with investment banking transactions.
* Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
* Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
* Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
* Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
* 3 years of experience in the job offered or a related Finance occupation.
* Must include 3 years of experience in each of the following:
* Global bank/bulge bracket investment banking transactions;
* Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
* Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
* Conducting due diligence in connection with investment banking transactions;
* Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
* Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
* In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
* 10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$129k-186k yearly est. Easy Apply 21d ago
Vice President; Investment Banker
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities**
+ Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
+ Oversee analysts and associates on client coverage, origination, and transaction execution teams.
+ Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
+ Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
+ Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
+ Handling global bank/bulge bracket investment banking transactions.
+ Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
+ Conduct due diligence in connection with investment banking transactions.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience**
+ Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
+ 3 years of experience in the job offered or a related Finance occupation.
+ Must include 3 years of experience in each of the following:
+ Global bank/bulge bracket investment banking transactions;
+ Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
+ Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
+ Conducting due diligence in connection with investment banking transactions;
+ Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
+ Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
+ 10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** BofA Securities, Inc.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$129k-186k yearly est. Easy Apply 58d ago
AI Agile Delivery Lead- Vice President
Wells Fargo 4.6
Charlotte, NC jobs
About this role: The 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.
The CIB AI & Innovation team, aligned within the CIB Chief Operating Office, is seeking an experienced individual to join its AI Delivery team. This role will be responsible for AI initiatives by managing all activities in a project lifecycle, including initiation, planning, execution, and closing. This role will involve managing cross-functional project teams, integrating AI technologies into Agile processes, and continuously improving project delivery.
In this role, you will:
* Collaborate with stakeholders to define project scope, objectives, and deliverables
* Act as a hands-on subject matter expert, architecting scalable solutions and promoting data excellence.
* Conduct strategic reviews and performance assessments, providing creative solutions to complex challenges.
* Develop and implement program and project-level processes, procedures, and performance metrics
* Demonstrate an understanding of policy, methodology, and artifact creation that influence and lead agile delivery to meet deliverables and drive new initiatives
* Work to identify, strategize and execute highly complex Artificial Intelligence initiatives that span a line of business
* Recommend business strategy and deliver Artificial Intelligence enabling solutions to solve business challenges
* Define and prioritize cases, obtain the required resources and ensure the solutions deliver the intended benefits
* Leverage Artificial Intelligence expertise to evaluate technological readiness and resources required to execute the proposed solutions
* Make decisions to drive the implementation of Artificial Intelligence initiatives and programs while serving multiple stakeholders
* Resolve issues which may arise during development or implementation
Required Qualifications:
* 5+ years of Artificial Intelligence Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Industry experience in AI/GenAI and Document Intelligence AI from idea generation to implementation
* Experience implementing AI/GenAI Document Intelligence AI solutions in Corporate Investment Banking, understanding of business use cases and applicable solutions
* Knowledge of AI/ML technologies, libraries, and tools.
* Strong problem solving and decision-making skills with attention to detail and accuracy
* Ability to work effectively across large, complex organizational levels, where flexibility, collaboration, and adaptability and partnership building are critical
* Excellent verbal, written, and interpersonal communication skills
* Ability to define and lead large-scale projects with multiple stakeholders.
Work Location:
Charlotte, NC: 550 S. Tyron
Salary:
$159,000-$254,000
Job Expectations:
* This role is not eligible for VISA sponsorship
* Ability to travel as needed
* Willingness to work on-site in accordance with current office requirements
* Ability to work additional hours as needed
* This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
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.
$159,000.00 - $254,000.00
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:
24 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.
$159k-254k yearly 2d ago
Vice President, Lead Business Accountability Specialist - Electronic Trading Risk Management
Wells Fargo 4.6
Charlotte, NC jobs
**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.
**Markets** provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
**The Electronic Trading Risk Management** (ETRM) team plays a pivotal role in safeguarding the integrity of electronic trading systems and protecting the firm from associated risks. This team partners with trading and support functions to guide automated trading strategies, implement robust control solutions, and ensure compliance with regulatory and venue rules.
**About this role:**
Wells Fargo is seeking a Lead Business Accountability Specialist (VicePresident) for our ETRM team. We are seeking a self-starting individual with a strong control focus and the ability to apply technical and market knowledge to a specialized risk domain in a commercial way. The ideal candidate will demonstrate composure under pressure and a proactive approach to risk decision-making.
**In this role, you will:**
+ Evaluate risks related to electronic trading, including market impact and disorderly trading prevention
+ Oversee front-office execution controls, including thresholds, processes, and procedures
+ Lead enhancements to the electronic trading control framework and associated governance programs
+ Monitor real-time alerts and alarms tied to execution controls and respond to incidents
+ Coordinate and present at supervisory and governance forums
+ Support regulatory inquiries, internal reviews, and remediation efforts
+ Provide risk guidance and approval for new automated trading strategies and initiatives
+ Partner with Technology to oversee change management and mitigate technology-related risks
+ Contribute to operational risk activities such as RCSA, scenario analysis, and event QA
+ Perform periodic reviews of algo testing, kill switches, stress testing, and capacity controls
**Required Qualifications:**
+ 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Skills:**
+ Experience in Electronic Trading, IT, or Quantitative roles within investment banking or asset management
+ Familiarity with equities and fixed income market structure, regulation, and electronic trading risks
+ Proven ability to work with complex datasets and deliver technical solutions
+ Experience with regulatory-driven remediation programs and governance frameworks
+ Strong communication skills and ability to influence across senior stakeholders
+ Python, Tableau, KDB (beneficial but not required)
+ Strong understanding of risk and control frameworks (e.g., RCSA, RMF)
+ Experience managing regulatory audits or inquiries
+ Ability to work independently and escalate issues appropriately
+ Experience navigating change in a complex, matrixed organization
+ FINRA licensure experience is helpful, but not required
**Job Expectations:**
+ Ability to travel as needed
+ Willingness to work on-site in accordance with current office requirements
+ Ability to work additional hours as needed
+ This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
**Posting Location:**
+ 500 West 33rd St. - New York, New York 10001
+ 550 S Tryon St. - Charlotte, North Carolina 28202
**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.
$100,000.00 - $196,000.00
**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:**
29 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.
**Req Number:** R-504515
$100k-196k yearly 60d+ ago
Vice President, Lead Business Accountability Specialist - Electronic Trading Risk Management
Wells Fargo 4.6
Charlotte, NC jobs
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.
Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
The Electronic Trading Risk Management (ETRM) team plays a pivotal role in safeguarding the integrity of electronic trading systems and protecting the firm from associated risks. This team partners with trading and support functions to guide automated trading strategies, implement robust control solutions, and ensure compliance with regulatory and venue rules.
About this role:
Wells Fargo is seeking a Lead Business Accountability Specialist (VicePresident) for our ETRM team. We are seeking a self-starting individual with a strong control focus and the ability to apply technical and market knowledge to a specialized risk domain in a commercial way. The ideal candidate will demonstrate composure under pressure and a proactive approach to risk decision-making.
In this role, you will:
* Evaluate risks related to electronic trading, including market impact and disorderly trading prevention
* Oversee front-office execution controls, including thresholds, processes, and procedures
* Lead enhancements to the electronic trading control framework and associated governance programs
* Monitor real-time alerts and alarms tied to execution controls and respond to incidents
* Coordinate and present at supervisory and governance forums
* Support regulatory inquiries, internal reviews, and remediation efforts
* Provide risk guidance and approval for new automated trading strategies and initiatives
* Partner with Technology to oversee change management and mitigate technology-related risks
* Contribute to operational risk activities such as RCSA, scenario analysis, and event QA
* Perform periodic reviews of algo testing, kill switches, stress testing, and capacity controls
Required Qualifications:
* 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Skills:
* Experience in Electronic Trading, IT, or Quantitative roles within investment banking or asset management
* Familiarity with equities and fixed income market structure, regulation, and electronic trading risks
* Proven ability to work with complex datasets and deliver technical solutions
* Experience with regulatory-driven remediation programs and governance frameworks
* Strong communication skills and ability to influence across senior stakeholders
* Python, Tableau, KDB (beneficial but not required)
* Strong understanding of risk and control frameworks (e.g., RCSA, RMF)
* Experience managing regulatory audits or inquiries
* Ability to work independently and escalate issues appropriately
* Experience navigating change in a complex, matrixed organization
* FINRA licensure experience is helpful, but not required
Job Expectations:
* Ability to travel as needed
* Willingness to work on-site in accordance with current office requirements
* Ability to work additional hours as needed
* This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Location:
* 500 West 33rd St. - New York, New York 10001
* 550 S Tryon St. - Charlotte, North Carolina 28202
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.
$100,000.00 - $196,000.00
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:
29 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.
$100k-196k yearly 16d ago
BofA Global Strategic & Sustainable Investments, Vice President
Bank of America 4.7
Charlotte, NC jobs
Global Strategic & Sustainable Investments (“GSSI”) is Bank of America's central equity investment platform and is responsible for deploying and managing capital in equity investments that align with the bank's strategic priorities and sustainability commitments. GSSI is comprised of over 30 investment professionals managing a global portfolio of 300+ investments (primarily direct stakes in companies and limited partner interests in private funds).
The VicePresident role offers a unique opportunity to work across lines of business and enterprise functions, executing and supporting investments that accelerate Bank of America's strategic initiatives.
The candidate can be based in either NYC or Charlotte.
Responsibilities:
Investment Execution & Portfolio Management: Lead due diligence, financial analysis, and legal documentation for new investments. Actively review and manage existing portfolio positions to maximize value.
Industry Research: Conduct deep dives into companies, sectors, and emerging trends to inform investment theses and portfolio strategy.
Stakeholder Engagement: Build and maintain relationships with internal partners across lines of business and support functions, as well as external stakeholders including management teams, co-investors, and fund managers.
Presentation & Communication: Develop and deliver high-impact presentations for senior leadership, including investment memos, portfolio reviews, and strategic updates.
Portfolio Development & Ecosystem Activation: Lead development initiatives for the portfolio, bringing the entire ecosystem of Bank of America to our portfolio and our private funds' portfolio companies.
Team Leadership & Talent Development: Mentor GSSI analysts and associates to contribute to a collaborative, high-performance culture.
Requirements / Qualifications:
Minimum of 6 years industry experience in investment banking, capital markets, principal investments, equity research, strategic development, or management consulting; significant transaction experience is a plus
Strong analytical and strategic thinking skills, with a structured approach to problem-solving
Financial modeling and valuation skills, with ability to deconstruct a company's financials and analyze / forecast a company's operations
High level of initiative and accountability with strong ability to multi-task / prioritize multiple projects
Strong integrity, work ethic, and a team player
Excellent communication and presentation skills with executive presence
Knowledge of accounting principles and corporate finance a plus
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$97,000.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$97k-185k yearly Auto-Apply 9d ago
VP, Lead ABS Banker
Wells Fargo 4.6
Charlotte, NC jobs
The Asset-Backed Securitization (ABS) group within the Structured Products Group provides financing (warehouse, permanent, term) and capital markets execution to companies that originate or invest in non-mortgage consumer assets including credit cards, auto loans/leases/floorplan, timeshare, unsecured consumer and commercial assets including equipment, transportation (e.g., aircraft, container, railcar), whole business, fiber and cell tower.
The candidate will assist in the marketing, origination, execution and portfolio management of lending facilities and capital markets transactions with a focus on consumer assets. The role involves working as part of a client coverage team in creating pitch books, marketing materials for securitizations, developing rating agency presentations, term sheets, underwriting memos, as well as negotiating legal documentation. The candidate will play a critical role in all aspects of the deal origination and execution process. Additionally, the candidate will closely partner with various constituencies across Wells Fargo, including Credit Risk, Sales and Trading, Syndicate, Coverage Banking, DCM, Leverage Finance, Compliance, and Legal.
Required Requirements
* 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Experience in structured finance or capital markets
Desired Qualifications
* 5+ years of experience in commercial and consumer structured products
* 5 years capital markets industry experience. Experience in originating/underwriting ABS capital markets transactions and/or credit facilities or similar CLO, CMBS, RMBS, products is preferred
* Strong analytical and quantitative skills
* Excellent verbal, written, and interpersonal communication skills
* Effective organizational, multi-tasking, and prioritizing skills with attention to detail
* Ability to work effectively, as well as independently, in a team environment
* Ability to work in a fast-paced deadline driven environment
Job Expectations
* Registration for FINRA Series SIE, 63 and 79 must be completed within 180 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
* This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
30 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.
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 VicePresident 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
* This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
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:
5 Feb 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.
$96k-142k yearly est. 2d ago
Vice President, Head of Global Payments & Liquidity FP&A
Wells Fargo 4.6
Charlotte, NC jobs
**About this role:** Wells Fargo is a leading financial services company providing banking, investment, and lending solutions to individuals, businesses, and institutions globally. Within its broad portfolio, Wells Fargo serves wholesale banking clients through specialized teams that deliver innovative financial products and services.
**Global Payments & Liquidity (GPL) within Finance**
The Global Payments & Liquidity (GPL) team is a key component of Wells Fargo's Finance organization, operating primarily across **Commercial Banking** and **Corporate & Investment Banking (CIB)** . GPL is one of the largest providers of treasury management services, combining **treasury management** and **digital business solutions** to deliver comprehensive offerings such as:
+ **Payment Solutions**
+ **Cash and Liquidity Management**
+ **Digital Treasury Tools**
These services enable Wells Fargo's wholesale banking clients to manage payments, optimize liquidity, and streamline financial operations globally. GPL plays a critical role in supporting clients' complex financial needs while driving innovation in the treasury and payments space.
**In this role you will:**
The VicePresident/Head of GPL FP&A and Advisory will work closely with the GPL Leaders, supporting management reporting, business analytics and financial guidance to ensure accurate and timely reporting and to help drive growth in the GPL business. Role will focus on enhancing reporting, budget/forecast analysis, variance analysis and commentary, reporting and reviews, and executive presentation and project preparation (primarily across Commercial Banking and Corporate and Investment Banking).
**Key Responsibilities:**
+ Collaborate with GPL business and other finance team members to deliver seamless integration of financial reporting and analytics to support business strategies and facilitate business decisions
+ Lead complex initiatives on matters related to financial research, analysis, and reporting
+ Help lead budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation
+ Prepare executive-level materials for monthly business reviews as well as strategic planning and budget reviews
+ Support adhoc analyses and requests from across the CB and CIB line of business Finance teams, GPL Strategy, GPL Data and Analytics, and other stakeholders
**Required Qualifications:**
+ 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Bachelor's degree in Finance, Accounting, Economics or related field
+ Advanced expertise in forecasting, running actuals and reporting
+ High level of proficiency in Excel, PowerPoint, and Essbase
+ Experience creating and presenting executive level presentations
+ Familiarity with Investment Bank and/or consulting
+ Ability to operate effectively in a highly matrixed and fast paced environment
+ Strong analytical and problem-solving skills and ability to analyze large amounts of data to develop strategic recommendations
+ Advanced communication skills, both verbal and written
+ Attention to detail and ability to manage multiple deliverables
+ Experience with PowerBI and/or client profitability systems
**Job Expectations:**
+ This position is not eligible for visa sponsorship
+ This position offers a hybrid work schedule from our uptown Charlotte location
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
**Posting End Date:**
22 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.
**Req Number:** R-513937
**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 VicePresident 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
+ This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
**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:**
5 Feb 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.
**Req Number:** R-465332
$96k-142k yearly est. 60d+ ago
Vice President, Head of Global Payments & Liquidity FP&A
Wells Fargo 4.6
Charlotte, NC jobs
About this role: Wells Fargo is a leading financial services company providing banking, investment, and lending solutions to individuals, businesses, and institutions globally. Within its broad portfolio, Wells Fargo serves wholesale banking clients through specialized teams that deliver innovative financial products and services.
Global Payments & Liquidity (GPL) within Finance
The Global Payments & Liquidity (GPL) team is a key component of Wells Fargo's Finance organization, operating primarily across Commercial Banking and Corporate & Investment Banking (CIB). GPL is one of the largest providers of treasury management services, combining treasury management and digital business solutions to deliver comprehensive offerings such as:
* Payment Solutions
* Cash and Liquidity Management
* Digital Treasury Tools
These services enable Wells Fargo's wholesale banking clients to manage payments, optimize liquidity, and streamline financial operations globally. GPL plays a critical role in supporting clients' complex financial needs while driving innovation in the treasury and payments space.
In this role you will:
The VicePresident/Head of GPL FP&A and Advisory will work closely with the GPL Leaders, supporting management reporting, business analytics and financial guidance to ensure accurate and timely reporting and to help drive growth in the GPL business. Role will focus on enhancing reporting, budget/forecast analysis, variance analysis and commentary, reporting and reviews, and executive presentation and project preparation (primarily across Commercial Banking and Corporate and Investment Banking).
Key Responsibilities:
* Collaborate with GPL business and other finance team members to deliver seamless integration of financial reporting and analytics to support business strategies and facilitate business decisions
* Lead complex initiatives on matters related to financial research, analysis, and reporting
* Help lead budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation
* Prepare executive-level materials for monthly business reviews as well as strategic planning and budget reviews
* Support adhoc analyses and requests from across the CB and CIB line of business Finance teams, GPL Strategy, GPL Data and Analytics, and other stakeholders
Required Qualifications:
* 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Bachelor's degree in Finance, Accounting, Economics or related field
* Advanced expertise in forecasting, running actuals and reporting
* High level of proficiency in Excel, PowerPoint, and Essbase
* Experience creating and presenting executive level presentations
* Familiarity with Investment Bank and/or consulting
* Ability to operate effectively in a highly matrixed and fast paced environment
* Strong analytical and problem-solving skills and ability to analyze large amounts of data to develop strategic recommendations
* Advanced communication skills, both verbal and written
* Attention to detail and ability to manage multiple deliverables
* Experience with PowerBI and/or client profitability systems
Job Expectations:
* This position is not eligible for visa sponsorship
* This position offers a hybrid work schedule from our uptown Charlotte location
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
22 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.
$96k-142k yearly est. 3d ago
Vice President, Investment Banking
Fifth Third Bank, N.A 4.6
Charlotte, NC jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while providing support to IB's Sr. Managing Director in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention. The Principal, Investment Banking, will play a leadership role in the evolution and development of the groups modeling and analytical capabilities with limited supervision will be responsible for ensuring that the team is creating and delivering high-quality analysis and materials. For IB M&A and Strategic Advisory engagements, the Principal , Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:. Understand and evaluate complex financial models.. Perform complex financial analysis.. Create high-impact presentation materials using PowerPoint, Excel, Word, and other relevant software programs.. Work well as part of a team in a high stress environment.. Develop good working relationships with peers and seniors in Capital Markets and the rest of the organization.. Manage priorities while working on a number of high-priority opportunities simultaneously.. A strong background in credit and corporate finance and the ability to apply that knowledge to IB projects.. Serve as support to the Managing Directors and be capable of making internal and external IB presentations to support the efforts of the Managing Directors on the team.. Interact independently with all important constituencies in the course of the execution of an M&A or Strategic Advisory assignment
SUPERVISORY RESPONSIBILITIES: Direct day to day supervision of the IB Associates and Analysts. Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:. 7 - 10 years of experience in Investment Banking.
. Strong corporate finance and credit skills.. Proven track record of success in working as a part of a team to originate, and close complex financial transactions.. Proven ability to pitch, win and execute M&A engagements.. Excellent presentation skills, both oral and written.. Strong relationship building skills.. The ability to interact effectively with senior executives inside and outside our organization.. Expertise in one or more industries.. BA/BS in Finance/Accounting/Economics (MBA strongly preferred). Securities Industry Essentials (SIE), Series 79 license, and Series 63 license required.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
Compensation:
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
VicePresident, Investment Banking
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cleveland, Ohio 44114
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$115k-158k yearly est. 16d ago
Vice President, Investment Banking
Fifth Third Bank 4.6
Charlotte, NC jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while providing support to IB's Sr. Managing Director in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention. The Principal, Investment Banking, will play a leadership role in the evolution and development of the groups modeling and analytical capabilities with limited supervision will be responsible for ensuring that the team is creating and delivering high-quality analysis and materials. For IB M&A and Strategic Advisory engagements, the Principal , Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
. Understand and evaluate complex financial models.
. Perform complex financial analysis.
. Create high-impact presentation materials using PowerPoint, Excel, Word, and other relevant software programs.
. Work well as part of a team in a high stress environment.
. Develop good working relationships with peers and seniors in Capital Markets and the rest of the organization.
. Manage priorities while working on a number of high-priority opportunities simultaneously.
. A strong background in credit and corporate finance and the ability to apply that knowledge to IB projects.
. Serve as support to the Managing Directors and be capable of making internal and external IB presentations to support the efforts of the Managing Directors on the team.
. Interact independently with all important constituencies in the course of the execution of an M&A or Strategic Advisory assignment
SUPERVISORY RESPONSIBILITIES: Direct day to day supervision of the IB Associates and Analysts. Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
. 7 - 10 years of experience in Investment Banking.
. Strong corporate finance and credit skills.
. Proven track record of success in working as a part of a team to originate, and close complex financial transactions.
. Proven ability to pitch, win and execute M&A engagements.
. Excellent presentation skills, both oral and written.
. Strong relationship building skills.
. The ability to interact effectively with senior executives inside and outside our organization.
. Expertise in one or more industries.
. BA/BS in Finance/Accounting/Economics (MBA strongly preferred)
. Securities Industry Essentials (SIE), Series 79 license, and Series 63 license required.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
Compensation:
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
VicePresident, Investment Banking
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cleveland, Ohio 44114
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$115k-158k yearly est. Auto-Apply 12d ago
GCIB - COO Organization Global Corporate Banking COO Business Support Manager, VP
Bank of America 4.7
Charlotte, NC jobs
Our Global Corporate & Investment Banking (GCIB) business focuses on building long-term relationships with large U.S. and multinational corporations, financial institutions and financial sponsors. GCIB provides strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions.
The Global Corporate Banking (CBK) business, which is part of GCIB, delivers credit, financing, cash management, payments and risk management solutions to more than 2,200 multi-national corporations around the world. Our global team of bankers, in partnership with the other lines of business, provide top-ranked product solutions, regional and cross-border expertise, and best-in-class service quality to corporate, financial institution and multinational clients.
Job Overview
The Business Support Manager partners closely with and works directly for the CBK COO. Together, they serve as strategic advisors to the Business Head and leadership team, focused on driving productivity and initiatives to help lead and manage their global business. Some key areas of focus include business strategy and planning, senior management presentations, client franchise analyses, business and banker performance measurement, competitor benchmarking, client information systems development/enhancements, internal and external communications, and business initiatives. Business Support Managers are called upon to:
Develop and generate performance reports focused on raising business and team performance using Excel, PowerPoint and other business intelligence reporting tools to help the group leaders more effectively manage their businesses
Assist in creating business presentations on strategy, business performance, planning initiatives and other materials for internal and external audiences
Support process improvement, technology enhancements, and required governance for roll-out and sustainability
Communicate and interact with team members across business manager functions, finance, enterprise credit, operations and technology
Assists in execution of business governance activities including identification and management of issues and monitoring and testing of controls for the business
Assist with a variety of ad hoc assignments, typically with time constraints and quick turnarounds
Administrative duties related to ensuring accurate data in our internal systems that drive many of the underlying business processes
Qualifications
Seeking an ambitious, independent, and hardworking candidate with an interest in Corporate Banking.
An ideal candidate would have 5+ years of financial
Operations, and general business support experience in the corporate & investment banking business, though lack of experience is not a barrier to a candidate who proves willing to put in the effort to learn quickly.
Bachelor's degree is required and some financial background is helpful.
Intermediate to advanced excel and powerpoint experience is essential in the role.
Candidates must demonstrate a combination of business aptitude, quantitative skills and strong written and verbal communication skills. Business Support Managers are required to manage several projects at once and work effectively as an individual and as part of a team.
Key characteristics
Attention to detail, ability to grasp concepts quickly,
Ability to multi-task
Experience in managing critical projects and achieving successful results
Initiative, leadership, strong work ethic, positive attitude, and the ability to work effectively under pressure and tight deadlines
Absolute professional integrity and team focus are essential.
The job is demanding and challenging and offers tremendous opportunity for growth, access to senior leadership, and the potential for taking a dynamic role in shaping your career.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$100,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$100k-175k yearly Auto-Apply 60d+ ago
Data Management Director - Global Commercial Banking (Charlotte)
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Bank of America's Global Commercial Bank (GCB) is one of the largest in the world, serving companies with revenues of $50 million to $2 billion across all major industries. GCB provides Treasury, Lending, Leasing, Investment Banking, Risk Management, and International subsidiary banking services, and is a critical growth engine for Bank of America.
The GCB Strategy team supports business and firmwide leadership to deliver GCB's agenda of responsible growth and world-class client experience. The team is responsible for driving critical strategic and transformation efforts commissioned and sponsored by GCB's President, and developed in close collaboration with business, product, and functional partners. GCB Data Strategy and Management capability sits in the GCB Strategy team, overseen by GCB's Data Strategy and Management Executive. This function has two primary goals - demonstrate formal compliance to the Enterprise Data Management policy and applicable standards, and to lead the development and execution of a modern Integrated Business Data and Client Insights platform for multiple LOBs.
The Platform and Data Governance Manager will lead the implementation and oversight of governance controls, operational routines, and stakeholder engagement for the newly established data platform initially supporting Global Commercial Banking and Business Banking. This role ensures the platform is secure, compliant, and effectively managed to support data sharing, intake, prioritization, and ongoing maintenance. Additional functions may include business support and assisting the GCB Data Strategy & Management Executive (DSME) and Data Steward Executive (DSE) with demonstrating formal compliance to the Enterprise Data Management policy and applicable standards.
Job Description
The candidates' responsibilities will include the following:
Define and implement governance controls to ensure secure, compliant, and auditable platform operations
Establish access protocols, data classification standards, and usage policies
Monitor platform activity to detect and remediate policy violations or operational risks
Develop and manage routines for data intake, prioritization, and maintenance
Facilitate intake forums with business and tech stakeholders to assess new requests and enhancements
Maintain a transparent intake and prioritization framework aligned to strategic goals
Lead review and approval of data sharing agreements with internal and external parties
Conduct semi-annual reviews with upstream providers to ensure transparency on access and usage
Maintain a centralized repository of data sharing agreements and metadata
Facilitate cross-functional working groups to align on platform strategy and governance
Identify automation opportunities to streamline governance and improve efficiency
Support compliance with Enterprise Data Management requirements for GCB
Required Skills
IT degree preferred; minimum 10 years of relevant experience
7+ years in data governance, data management, or platform operations in financial services or regulated industries
Proven track record implementing governance frameworks and operational routines for enterprise data platforms
Strong grasp of data privacy, compliance, and risk management principles
Excellent written communication and documentation skills
Comfortable managing multiple priorities in a dynamic environment
Effective communicator across technology, business, and senior leadership
High attention to detail and commitment to quality
Strong intellectual curiosity and analytical mindset
Self-starter with proactive problem-solving and follow-through
Skilled at managing competing deadlines under pressure
Collaborative team player with strong presence and ability to build trust
What we offer
Help improve clients' financial lives while shaping the future of commercial banking
Gain high visibility through direct exposure to senior leadership
Build a long-term career platform within Bank of America and beyond
Expand your business acumen under seasoned executive leadership
Access robust resources for continuous learning and development
Thrive in a diverse, collaborative, and supportive team environment
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$115,000.00 - $168,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$115k-168k yearly Auto-Apply 16d ago
Senior Director - Finance & Regulatory Reporting Data Products
First Citizens Bank 4.8
Vice president job at First Citizens Bank
The Senior Director of Finance & Regulatory Reporting Data Products is responsible for leading the strategy, governance, and delivery of data products that support mission-critical regulatory and financial reporting across the enterprise. The role is accountable for ensuring transparency, completeness, and accuracy of data used in reports including FR Y-14M/Q/A, FR Y-9C, Call Reports, FDIC 370, and liquidity reporting.
This leader will partner closely with Finance, Regulatory Reporting, Risk, Data Governance, and Technology to design and maintain high-quality data assets, drive modernization of financial data platforms, and strengthen regulatory confidence. The role requires strong relationship-building skills, clear and transparent communication, and the ability to align and collaborate with diverse stakeholders across functions and levels.
Responsibilities
Data Product & Regulatory Leadership
* Lead the data product strategy supporting all major Finance and Regulatory Reporting needs.
* Ensure end-to-end data lineage, traceability, control, and reconciliation across critical regulatory filings.
* Maintain strong domain expertise across balance sheet assets and liabilities.
Data Transformation & Modernization
* Drive migration of finance and regulatory data to modern data stack (Snowflake) in cloud (AWS) leveraging modern technologies.
* Apply AI, automation, and advanced analytics to improve data quality and reporting efficiency. Also help drive AI adoption in Finance.
* Partner with Data Governance to implement frameworks such as BCBS 239 and support enterprise data management standards.
Communication & Relationship Management
* Provide clear, transparent, and timely communication to stakeholders at all levels, including senior leadership.
* Build and maintain deep, trusted relationships with Finance, Regulatory Reporting, Risk, and Technology partners.
* Translate complex data concepts into actionable business insights.
Leadership & People Management
* Lead and develop a global team across multiple time zones.
* Promote a culture of collaboration, accountability, and continuous improvement.
* Establish expectations, ensure role clarity, and support team growth and capability development.
Qualifications
Bachelor's Degree and 10 years of experience in Risk Management including Enterprise Data Warehouse OR High School Diploma or GED and 14 years of experience in Risk Management including Enterprise Data Warehouse
* Solid experience in financial data management, regulatory reporting, or data transformation within banking.
* Strong understanding of regulatory reporting e.g. FR Y-14, Y-9C, Call Reports, FDIC 370, and liquidity reporting requirements.
* Deep knowledge of various finance processes across FP&A, Controllers, corporate finance, and Treasury.
* Experience with cloud platforms (AWS, Snowflake preferred) and modern data architectures.
* Proven ability to manage teams in distributed locations.
* Demonstrated ability to communicate effectively with executive stakeholders and cross-functional partners.
Preferred Qualifications:
* Advanced degree in Finance, Data, Economics, or related field.
* CFA and/or FRM strongly preferred.
* Familiarity with data governance frameworks (BCBS 239, DCAM, DAMA).
* Experience integrating AI/ML into data operations.