Managing Partner jobs at Regions Bank - 958 jobs

A leading financial advisory firm is seeking a Managing Director to oversee mergers & acquisitions transactions. The role involves driving business development, managing execution teams, and mentoring staff. Candidates must have a strong background in corporate finance, with a Bachelor's in Accounting or Finance and an MBA. The firm offers a competitive salary range of $225,000 - $300,000, commensurate with experience, and looks for strong analytical and problem-solving skills. #J-18808-Ljbffr

The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset. Job Duties Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors. Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies. Network with prospects to build revenue‑producing relationships. Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers. Review transaction documents and provide negotiation insights. Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies. Commit to satisfying internal and external customers. Perform 100% of job duties in the office. Other duties as assigned. Supervisory Responsibilities Manage the team's efforts with an apprenticeship approach. Direct due diligence meetings, draft and review tailored reports for key issues. Coordinate client approach throughout the transaction process. Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers. Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation. Qualifications, Knowledge, Skills and Abilities Education Bachelor's Degree in Accounting or Finance, required. MBA, required. Experience Ten (10) or more years at an investment bank or similar corporate finance vertical, required. Experience at a middle‑market investment bank, preferred. Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required. License/Certifications FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required. Software Proficient in Microsoft Office Suite, required. Language N/A Other Knowledge, Skills, & Abilities Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance. Comfort with ambiguity and fluid client situations. Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines. Advanced analytical and modeling skills with attention to detail. Excellent written and verbal communication with a polished/professional demeanor. Team player capable of working cohesively with colleagues and clients. Self‑motivated and capable of working under pressure with proactive follow‑up skills. Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends. Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 #J-18808-Ljbffr

In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Information Technology

In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Information Technology

In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Information Technology

IDB Invest - Managing Director of Environmental, Social and Governance Job Description IDB Invest - Managing Director of Environmental, Social and Governance City matematica: Washington DC Company: IDB Invest Posting End Date: 1/28/2026 11:59 PM EST We improve lives IDB Invest crossed the private sector arm of the IDB Group and an international financial institution committed to Almond development needs of Latin America and the Caribbean. Our mission is to support sustainable enterprises and projects that deliver financial results while maximizing social and environmental impact in region. IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals: Infrastructure and Energy, Financial Intermediaries, and Corporates. In support of a new transformative business model “Originate to Share” our shareholders recently approved a $3.5 billion capitalization. This will allow IDB Invest to significantly scale up its investments, more than doubling annual financing from approximately $8 billion to $19 billion and unlocking greater private sector participation to drive development and climate impact across the region. As part of the Risk Management Department (RSM), The Environmental, Social & Governance Division (SEG) is responsible for ensuring that IDB Invest financed projects and technical assistance are environmentally and socially sustainable with sound corporate governance. SEG specialists provide IDB Invest and its clients with guidance and participate in project teams and deliver technical input on social, environmental and corporate governanceший aspects during project due diligence and supervision. SEG is also responsible for the Access to Information platform (ATI), the engagement with civil society, and the Management Led Grievance Mechanism (MGM). Additionally, SEG provides support on environmental and social issues to the IDB Lab. About this position We are seeking a strategic, inspiring, and highly effective people leader to serve as Managing Director of the Environmental, Social, and Governance (ESG) Division. This leader will direct a high‑performing ESG '', and de rolistic and los perd para impost gl for the bo and sp etc. The Managing Director of ESG will ensure that IDB Invest delivers high-impact ESG oversight, havas friend shows to develop the sustainability and impact agenda, and demonstrate thought leadership. This role is central to positioning IDB Invest as a trusted knowledge partner and capacity builder, helping clients integrate best ESG practices into their operations, and supporting critical stakeholder engagement. To safeguard institutional integrity, the Managing Director will operate with full independence from operational areas-upholding a robust framework of organizational checks and balances. Reporting #J-18808-Ljbffr

A leading international financial institution is seeking a Managing Director of Environmental, Social, and Governance (ESG). This role involves strategic leadership to enhance sustainability efforts across the organization. The managing director will ensure impactful oversight and help integrate best practices into client operations. This position is crucial for establishing IDB Invest as a trusted partner in the region, promoting solid ESG practices. The ideal candidate will demonstrate effective people management and a commitment to social and environmental effectiveness. #J-18808-Ljbffr

A financial institution is seeking a Communications Partner to join its Private Banking team in San Francisco, CA. This role involves developing strategic communication initiatives to enhance the bank's brand and reputation. The ideal candidate will have over 3 years of experience in internal or external communications, excellent writing skills, and a passion for storytelling. This position requires being in the office 4 days a week, with a competitive salary range of $68,500-$100,000 plus bonus opportunities. #J-18808-Ljbffr

In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Information Technology

In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Information Technology

A leading financial institution is seeking a Managing Director for the Venture Capital Relationship Team in San Francisco. The role requires extensive experience in relationship management within the life sciences and venture capital sectors. Responsibilities include deepening relationships with technology venture firms and managing the client experience for portfolio companies. The ideal candidate will have a proven track record of influencing senior stakeholders and knowledge across banking products. #J-18808-Ljbffr

Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director Job Information Job Identification 210689470 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 11/25/2025, 09:34 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Shift Day Job Description Innovation Economy Venture Capital Relationship Team, Technology Coverage - Managing Director The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies. As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. Job Responsibilities Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies. Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners. Required Qualifications, Capabilities and Skills Extensive Life Sciences industry and product knowledge across the Innovation Economy Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners Knowledge of credit, corporate finance, treasury, commercial, and investment banking products Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills Preferred Qualifications, Capabilities and Skills Completion of a recognized bank credit training or investment banking training program MBA preferred Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources Strong knowledge of regulatory and control framework FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr

Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director Job Information Job Identification 210600697 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/24/2025, 03:11 PM Job Schedule Full time Job Shift Day Job Description Market Executive, Managing Director - Innovation Economy Technology, Middle Market Banking You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Technology team in our Innovation Economy business is for you. As a Market Executive on the Technology Middle Market Banking team,you will be responsible for growing and retaining profitable relationshipswithin the dynamic Software Technology sector.You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Software Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software. TheTechnology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Minimum of 15 years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Creative solution and problem solving abilities and excellent business judgment with the ability to multitask FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Excellent organizational, influencing and interpersonal skills Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr

Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director Job Information Job Identification 210599684 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/20/2025, 07:31 PM Job Schedule Full time Job Shift Day Job Description The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. A typical team includes direct management of 3-5 Bankers. In addition, the Market Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Deliver the entire firm across lines of business Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Lead specially assigned projects for the benefit of region and national team Hire, manage, coach, mentor and retain a high performing and diverse team Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills Typically a minimum of ten years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team Sales management and business development skills with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Flexible to changing business priorities and ability to multitask FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable timeframe About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations. #J-18808-Ljbffr

Job Information Job Identification 210700344 Business Unit Asset & Wealth Management Posting Date 01/09/2026, 08:59 PM Job Schedule Full time Job Shift Day Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

A leading accounting firm is seeking a Tax Managing Director for their Alternative Investments practice in Atlanta, GA. This position involves leading tax compliance and consulting for clients in venture capital, private equity, hedge funds, and real estate. With a focus on client relationships and team leadership, the successful candidate will have over 10 years of relevant experience and a strong background in tax strategy development. This role offers an opportunity to make a significant impact while working in a dynamic environment. #J-18808-Ljbffr

Do you want to work on a high-energy, award-winning communications team? Citizens is seeking an enthusiastic and responsible communications professional to join our team as a Communications Partner, Private Banking Specialist. This role offers an exciting opportunity to develop integrated internal and external communication initiatives for Citizens' growing Private Banking division. This position will develop and execute strategic communications programming that promotes Citizens Private Bank's business priorities - both nationally and in key regional markets - while also helping advance Citizens' overall corporate brand and reputation. The role will involve helping drive integrated communications strategy and content, spanning executive communications, internal, and external communications, to amplify the company narrative, engage colleagues and drive earned media coverage. The ideal candidate will possess excellent written and verbal communication skills, a strong understanding of communication strategies, and a passion for storytelling. If you are a creative, results-driven professional with background in internal communications, corporate communications or public relations, we would love to hear from you! Primary responsibilities will include: Communications planning: Manage integrated and internal and external strategic communications plans and programming that align with the Private Bank's business priorities. Shape and guide the communications narrative through engaging, integrated communications tactics. Stakeholder relationship management: Collaborate with cross-functional teams to gather information and develop key messaging for communications initiatives. Develop a rapport with business leadership and partners, providing guidance as needed. Tactical execution: Create and deliver engaging and compelling writing and verbal communication for internal and external audiences. Write talking points, briefing documents, leader messages, intranet articles, press releases, key messages, media statements, social media and award submissions. Support senior-level executive communications and town halls, including event planning, logistics, talking points and decks. Media Relations: Build relationships with media outlets, industry influencers, and other stakeholders to promote and grow Citizens Private Bank's brand reputation. Represent Citizens at media interviews/meetings, industry events, conferences, and speaking engagements. Manage and maintain earned media coverage tracker. Monitoring and measurement: Identify key metrics and manage measurement plan to ensure communication activities are efficient, effective, and scalable. Measure the effectiveness of communication efforts and make recommendations for improvement. Trendspotting: Monitor industry trends and proactively identify storytelling opportunities to enhance Citizens' brand and reputation. Conduct market research and gather data and insights to enhance storytelling. Experience and Skills 3+ years of experience in external communications and/or internal, ideally within a dynamic, fast-paced environment or PR agency. Experience in financial services and/or corporate communications is highly desirable. A passionate, confident writer. Strong written and verbal communications skills, as well as editing, proofreading, and presentation design skills. Strong storytelling skills, with the ability to craft messages that connect and resonate across a diverse audience. Experience working at an established brand is a plus, and eagerness to learn more about the banking industry. Extremely organized with the ability to manage multiple projects and meet deadlines. Adaptable, proactive, creative, and forward-thinking. Education Bachelor's degree, preferably in communications, marketing, journalism, or related field required. To thrive as a colleague at Citizens, candidates must demonstrate a strong customer‑centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment. Hours and Work Schedule (4 days in office, 1 day remote) Hours per Week: 40 Work Schedule: Monday-Friday This position will be based at our corporate office in San Francisco, CA and is required to be in the office 4 days each week. Pay Transparency The salary range for this position is $68,500-$100,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position. #LI-Citizens2 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr

Department: Product Management Reports To: SVP of Product and Engineering About the Role: The Principal Product Manager - Risk & Compliance will own the roadmap for compliance and risk‑related products and capabilities across the organization. You will collaborate cross‑functionally with Engineering, Operations, Legal, and Risk teams to design scalable systems that ensure regulatory adherence, fraud prevention, and operational excellence across global markets. This strategic role is balancing regulatory rigor with product innovation to enable compliant, efficient, and customer‑friendly payment experiences. Key Responsibilities: Thought Leadership: Stay ahead of global regulatory trends and bring innovative compliance solutions to the product roadmap Product Leadership: Define and drive the vision, strategy, and roadmap for risk and compliance products and tools (e.g., transaction monitoring, KYC/KYB, AML, sanctions screening, and fraud prevention) Regulatory Enablement: Translate complex regulatory requirements (FinCEN, Fintrac, OFAC, PSD2, AUSTRAC, etc.) into scalable product features and processes Risk Management: Partner with Risk and Compliance teams to identify key risks and implement systems to detect and mitigate them in real time Cross‑Functional Collaboration: Work closely with Engineering, Data, Legal, and Operations to deliver compliance‑by‑design solutions Vendor & Partner Management: Evaluate and manage third‑party vendors providing compliance tools or data integrations (e.g., KYC providers, transaction screening APIs) Metrics & Reporting: Establish KPIs and dashboards to monitor compliance performance, operational risk, and fraud trends Customer Experience: Ensure that compliance processes remain frictionless, balancing user experience with regulatory obligations Qualifications: Bachelor's degree in Business, Computer Science, Finance, or related field (MBA preferred) 8+ years of experience in Product Management, with at least 3+ years in risk, compliance, or fraud within payments, fintech, or financial services Deep understanding of AML/CFT, sanctions, fraud, and data privacy regulations Proven ability to deliver compliant solutions that scale across multiple markets and jurisdictions Strong technical acumen - able to work closely with engineering teams and data pipelines Excellent communication, leadership, and stakeholder management skills Experience with compliance technology (KYC, transaction monitoring, sanctions APIs, etc.) is highly desirable What We Offer: Competitive salary and equity packages Flexible working hours and a remote‑friendly culture Health, dental, and vision insurance Learning and development budget A collaborative, growth‑oriented engineering culture Why Join Us: We are committed to driving innovation in FinTech: We have disruptive technology and will continue to build new products with this in mind. We are in a growth industry: The global financial services world is booming and projections are that the boom will grow. We reward hard work and initiative: Everyone at Veem is eligible for a bonus to reward you for your effort and contributions. We are growing and will continue to grow: If you want your career to grow, this is the place to be. You want to explore new ways of doing things: You want to build on your use of AI on the job? Bring it on! So do we! 3 words…Initial Public Offering Our goal is to go public and we are offering our valued employees options packages when they join Veem. This is your opportunity to potentially hit it big! #J-18808-Ljbffr

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Capital Markets Agency Originator works within the Real Estate Capital Markets Project Finance Group (RECMPF) to originate Multifamily/Agency Multifamily loans, in broad geographic areas, across numerous property types using the programs of Fannie Mae, Freddie Mac and FHA/HUD. The RECMPF Group is housed within the Capital Markets Group of Regions Bank and provides client-specific off-balance sheet financing solutions through its various Agency Products - Fannie Mae, Freddie Mac, and HUD. **Primary Responsibilities** + Develops and implements a marketing strategy to achieve origination goals based upon budgeted volume targets + Prioritizes prospects and allocates time and resources to leverage sustainable business relationships that provide diversified, high-quality loan production opportunities + Demonstrates knowledge of all Agency Products by discussing Regions Bank's Agency and financing products and capabilities when working with existing clients and bankers and identifying prospective customers + Maintains updated knowledge of market, including prospective clients, competitive landscape and economic trends; provides regular regional and industry market intelligence reporting to ensure a strong competitive position regionally and nationally + Work collaboratively with assigned Analysts and/or Deal Managers who are tasked with loan sizing functions, loan process management and transaction or program-related communications + Maintains existing relationships and expands current base of clients + Synthesizes information, identifies risks and determines suitability of loan opportunities + Evaluates loan requests utilizing proprietary models and industry analytics + Maintains knowledge of specific regional markets and general familiarity of national markets + Collaborates and interacts with underwriting, legal, and securitization professionals + Interacts with Agency professionals + Cross-sells other bank products and services and receives referrals + Manages vendor relationships and expectations + Manages and reports on loan pipeline This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + Bachelor's degree in accounting, finance or related field + Ten (10) years of experience with an institutional real estate lender with responsibility for commercial real estate origination and transaction management + Demonstrated origination track record **Preferences** + Master of Business Administration **Skills and Competencies** + Ability to analyze real estate markets and sub-markets and the positioning of the subject property within them + Ability to offer concise analysis of relationships, identifying key risks + Ability to work collaboratively with multiple stakeholders + Dedication to providing excellent service to clients + Demonstrated strong analytical and problem-solving skills + Extensive knowledge of fundamental real estate cash flow and valuation analysis for office, industrial, retail, self-storage, manufactured housing communities, hotel and multifamily sectors + Highly organized, diligent and detail oriented + Proficient in Microsoft Office Products + Strong project management skills + Strong verbal and written communication skills + Well organized, detail-oriented, and ability to multi-task _This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._ **This role can work remote within a reasonable driving distance to:** + **Charlotte, NC** + **Dallas, TX** + **Tampa, FL** + **Atlanta, GA** + **Birmingham, AL** + **Los Angeles, CA** + **Washington, D.C.** + **Additional locations within Regions footprint may be considered.** **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $197,321.93 USD **_Median:_** $253,249.50 USD **Incentive Pay Plans:** This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* **Location Details** Charlotte Uptown **Location:** Charlotte, North Carolina Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.