Investment Banking Jobs in USA

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Senior Small Business Banking Relationship Manager (LO) at Wells Fargo
Lynnwood, Washington, USA - Full Time
Skills Needed
Communication Skills, Training
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Manager- Strategic Planning, Banking and Trust Services at Charles Schwab
Westlake, Texas, USA - Full Time
Skills Needed
Decision Making, New Opportunities, Operational Efficiency
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Banking Recruiter (REMOTE, EST) - RPO Consultant - 0033655 at ManpowerGroup
United States, , USA - Full Time
Skills Needed
Travel
Qualification
Diploma
Experience Required
Minimum 20 year(s)
Senior Small Business Banking Relationship Manager (LO) at Wells Fargo
White Plains, New York, USA - Full Time
Skills Needed
Training, Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Assistant Vice President Investment Relationship Officer SAFE Act at Citi
Chicago, Illinois, USA - Full Time
Skills Needed
Wealth Management
Qualification
Graduate
Experience Required
Minimum 3 year(s)
AVP-Technology (Global Head of Investment Management Technology) at Principal Financial Group
Des Moines, IA 50392, USA - Full Time
Skills Needed
Financial Services, International Travel
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Manager, Investment Operations (Charlotte, NC (Hybrid) or Remote) at Brighthouse Financial
Charlotte, NC 28277, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Account Executive – Municipal Investment Advisory Services at Optimized Investment Partners LLC
United States, , USA - Full Time
Skills Needed
Municipalities, Negotiation, Direct Access, Presentation Skills, Public Sector, Investment Advisory, Leadership
Qualification
Graduate
Experience Required
Minimum 1 year(s)
ASSISTANT DIRECTOR - INVESTMENT OPERATIONS (ADMINISTRATOR II ) at Maryland State Retirement and Pension Systems
Baltimore, MD 21201, USA - Full Time
Skills Needed
Notes, Mathematics, Management System, Microsoft Excel, Statistics, Blackrock Aladdin, Access, Information Systems, Python, Fixed Income, Bloomberg, Academic Background, It
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Investment Officer - Private Equity (Hybrid Work Schedule) at Virginia Retirement System
Richmond, Virginia, USA - Full Time
Skills Needed
Communication Skills, Collaborative Environment, Support Groups, Excel, Powerpoint
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Vice President, Global Asset Servicing (Investment Operations) at Ares Management
New York, New York, USA - Full Time
Skills Needed
Interpersonal Skills, Uncertainty, Savings Accounts, Coaching, Finance, Capital Markets, Documentation, Psychiatry, Leadership Skills, Life Insurance, Access, Middle Office, Business Operations, Collaboration, Closed End Funds, Credit, Separate Accounts, Facts
Specialization
Finance or other business related discipline
Qualification
Graduate
Compliance Specialist, Investment Management, New York (NY, US) at Swiss Re
New York, New York, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Vice President | Private Credit, Infrastructure Debt Investment at Macquarie Group Limited
New York, NY 10103, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Risk Analytics Consultant - Wealth & Investment Management Risk at Wells Fargo
Minneapolis, Minnesota, USA - Full Time
Skills Needed
Decision Making, Access, Python, Reporting, Communication Skills, Regulatory Requirements, Training, Financial Services, Research, Professional Development, Thinking Skills, Sas
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Institutional Investment Operations Specialist - Client Service at Wells Fargo
Charlotte, NC 28202, USA - Full Time
Skills Needed
Finance, Training, Time Management, Business Initiatives, Outlook, Communication Skills, Excel
Specialization
The financial service industry
Qualification
Graduate
Experience Required
Minimum 3 year(s)
VP of Investor Relations at Creation Investments
Remote, Oregon, USA - Full Time
Skills Needed
Interpersonal Skills, Deliverables, Alternative Investments, Investments, Communication Skills
Qualification
Graduate
Experience Required
Minimum 8 year(s)
VP IT Cloud and DevOps Manager/AWS/AI/Capital Markets/Banking at MVK TECH
Midtown New York, New York, USA - Full Time
Skills Needed
Aws, Cloud Security, Vulnerability, Code, Computer Science, Devops, It Infrastructure, Scripting, Systems Engineering, Ec2, Management Skills, Infrastructure, Python
Specialization
Computer science or related field required
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Frontend Developer (Banking Team, Vue3 + React Native) at Quadcode
Georgia, Georgia, USA - Full Time
Skills Needed
Vue, React Native, Web, Jenkins
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Small Business Banking Relationship Management Manager (LO) at Wells Fargo
Denver, Colorado, USA - Full Time
Skills Needed
Teams, Training, Operational Risk, Communication Skills, Credit, Time Management
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Small Business Banking Relationship Management Manager (LO) at Wells Fargo
Irving, Texas, USA - Full Time
Skills Needed
Training, Credit, Teams, Time Management, Communication Skills, Operational Risk
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Senior Small Business Banking Relationship Manager (LO) at Wells Fargo
Lynnwood, Washington, USA -
Full Time


Start Date

Immediate

Expiry Date

04 Dec, 25

Salary

82000.0

Posted On

06 Sep, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Training

Industry

Financial Services

Description

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.
$82,000.00 - $125,000.00

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
  • Strong knowledge of deposit and cash management products and services
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
  • Ability to balances needs of clients with associated risks and interests of Wells Fargo
  • 3+ years of experience in business-to-business sales
  • Established network in the local market
  • Knowledge and understanding of financial services industry
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • A BS/BA degree or highe
Responsibilities

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

  • Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
  • Assess, through review and analysis of moderately complex data, the customer’s financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
  • Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
  • Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
  • Engage in prospect activities and employ contact strategies focused on generating new small business relationships
  • Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
  • Strong knowledge of deposit and cash management products and services
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
  • Ability to balances needs of clients with associated risks and interests of Wells Fargo
  • 3+ years of experience in business-to-business sales
  • Established network in the local market
  • Knowledge and understanding of financial services industry
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • A BS/BA degree or higher

Job Expectations:

  • Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
Senior Small Business Banking Relationship Manager (LO) at Wells Fargo
Lynnwood, Washington, USA - Full Time
Skills Needed
Communication Skills, Training
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Manager- Strategic Planning, Banking and Trust Services at Charles Schwab
Westlake, Texas, USA - Full Time
Skills Needed
Decision Making, New Opportunities, Operational Efficiency
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Banking Recruiter (REMOTE, EST) - RPO Consultant - 0033655 at ManpowerGroup
United States, , USA - Full Time
Skills Needed
Travel
Qualification
Diploma
Experience Required
Minimum 20 year(s)
Senior Small Business Banking Relationship Manager (LO) at Wells Fargo
White Plains, New York, USA - Full Time
Skills Needed
Training, Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Assistant Vice President Investment Relationship Officer SAFE Act at Citi
Chicago, Illinois, USA - Full Time
Skills Needed
Wealth Management
Qualification
Graduate
Experience Required
Minimum 3 year(s)
AVP-Technology (Global Head of Investment Management Technology) at Principal Financial Group
Des Moines, IA 50392, USA - Full Time
Skills Needed
Financial Services, International Travel
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Manager, Investment Operations (Charlotte, NC (Hybrid) or Remote) at Brighthouse Financial
Charlotte, NC 28277, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Account Executive – Municipal Investment Advisory Services at Optimized Investment Partners LLC
United States, , USA - Full Time
Skills Needed
Municipalities, Negotiation, Direct Access, Presentation Skills, Public Sector, Investment Advisory, Leadership
Qualification
Graduate
Experience Required
Minimum 1 year(s)
ASSISTANT DIRECTOR - INVESTMENT OPERATIONS (ADMINISTRATOR II ) at Maryland State Retirement and Pension Systems
Baltimore, MD 21201, USA - Full Time
Skills Needed
Notes, Mathematics, Management System, Microsoft Excel, Statistics, Blackrock Aladdin, Access, Information Systems, Python, Fixed Income, Bloomberg, Academic Background, It
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Investment Officer - Private Equity (Hybrid Work Schedule) at Virginia Retirement System
Richmond, Virginia, USA - Full Time
Skills Needed
Communication Skills, Collaborative Environment, Support Groups, Excel, Powerpoint
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Vice President, Global Asset Servicing (Investment Operations) at Ares Management
New York, New York, USA - Full Time
Skills Needed
Interpersonal Skills, Uncertainty, Savings Accounts, Coaching, Finance, Capital Markets, Documentation, Psychiatry, Leadership Skills, Life Insurance, Access, Middle Office, Business Operations, Collaboration, Closed End Funds, Credit, Separate Accounts, Facts
Specialization
Finance or other business related discipline
Qualification
Graduate
Compliance Specialist, Investment Management, New York (NY, US) at Swiss Re
New York, New York, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Vice President | Private Credit, Infrastructure Debt Investment at Macquarie Group Limited
New York, NY 10103, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Risk Analytics Consultant - Wealth & Investment Management Risk at Wells Fargo
Minneapolis, Minnesota, USA - Full Time
Skills Needed
Decision Making, Access, Python, Reporting, Communication Skills, Regulatory Requirements, Training, Financial Services, Research, Professional Development, Thinking Skills, Sas
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Institutional Investment Operations Specialist - Client Service at Wells Fargo
Charlotte, NC 28202, USA - Full Time
Skills Needed
Finance, Training, Time Management, Business Initiatives, Outlook, Communication Skills, Excel
Specialization
The financial service industry
Qualification
Graduate
Experience Required
Minimum 3 year(s)
VP of Investor Relations at Creation Investments
Remote, Oregon, USA - Full Time
Skills Needed
Interpersonal Skills, Deliverables, Alternative Investments, Investments, Communication Skills
Qualification
Graduate
Experience Required
Minimum 8 year(s)
VP IT Cloud and DevOps Manager/AWS/AI/Capital Markets/Banking at MVK TECH
Midtown New York, New York, USA - Full Time
Skills Needed
Aws, Cloud Security, Vulnerability, Code, Computer Science, Devops, It Infrastructure, Scripting, Systems Engineering, Ec2, Management Skills, Infrastructure, Python
Specialization
Computer science or related field required
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Frontend Developer (Banking Team, Vue3 + React Native) at Quadcode
Georgia, Georgia, USA - Full Time
Skills Needed
Vue, React Native, Web, Jenkins
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Small Business Banking Relationship Management Manager (LO) at Wells Fargo
Denver, Colorado, USA - Full Time
Skills Needed
Teams, Training, Operational Risk, Communication Skills, Credit, Time Management
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Small Business Banking Relationship Management Manager (LO) at Wells Fargo
Irving, Texas, USA - Full Time
Skills Needed
Training, Credit, Teams, Time Management, Communication Skills, Operational Risk
Qualification
Graduate
Experience Required
Minimum 2 year(s)
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