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Managing Director, Head OF Banking & Lending Cresset Capital

Managing Director, Head OF Banking & Lending
Chicago, IL

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. This role is responsible for building and managing a best-in-class network of banking and lending partners to serve the complex personal needs of ultra-high-net-worth (UHNW) clients.

5 days ago
Wintrust Financial Corp. logo

Relationship Manager - Community Banking - Lake Geneva, WI Wintrust Financial Corp.

Relationship Manager - Community Banking - Lake Geneva, WI
Lake Geneva, WI
  • $71,000–$92,000 / year

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses.

30+ days ago

Investment Banking VP - Industrials / Business Services Truist Financial Corporation

Investment Banking VP - Industrials / Business Services
Chicago, IL

Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.

30+ days ago
New

Vice President RM Government And Institutional Banking Group BMO (Bank of Montreal)

Vice President RM Government And Institutional Banking Group
Chicago, IL
  • $122,400–$228,000 / year

Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.

6 days ago

Director, Correspondent Banking BMO (Bank of Montreal)

Director, Correspondent Banking
Chicago, IL
  • $122,400–$228,000 / year

Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.

30+ days ago

Business Banking Relationship Manager BMO (Bank of Montreal)

Business Banking Relationship Manager
Chicago, IL
  • $57,500–$106,500 / year

Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.

12 days ago

Investment Banking Associate II - Environmental Services Fifth Third Bank

Investment Banking Associate II - Environmental Services
Chicago, IL
  • $82,100–$172,500 / year

A Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.

30+ days ago

Investment Banking Career Coach (part-time) Greenwood Project

Investment Banking Career Coach (part-time)
Chicago, IL
Remote
  • $45 / hour

Reporting to the Director of Programs, the Investment Banking Career Coach plays a central role in supporting Greenwood Project scholars as they pursue career pathways in investment banking, private credit, venture capital, private equity, and equity research. You are not only supporting students individually, but also shaping the systems, curriculum, and feedback loops that ensure scholars consistently perform at a high level in the demanding fields of investment banking, private credit, private equity, venture capital, and equity research environments.

30+ days ago

Information Security Officer – Global Banking & Markets (GBAM) Bank of America

Information Security Officer – Global Banking & Markets (GBAM)
Chicago, Washington

The Information Security Officer (ISO) will serve as a key member of the Business Information Security Officer (BISO) organization, partnering closely with Global Banking & Markets (GBAM) Chief Information Officers (CIOs), Chief Technology Officers (CTOs), and business stakeholders to develop a deep understanding of business objectives, technology strategy, and associated cybersecurity risks. • Experience with Artificial Intelligence (AI) governance, AI risk management, and responsible AI practices, including familiarity with emerging regulatory requirements, AI security controls, model risk considerations, and governance frameworks supporting the secure adoption of AI technologies.

30+ days ago
New

Business Banking Relationship Manager- Chicago Metro Bank of America

Business Banking Relationship Manager- Chicago Metro
Chicago, Illinois

Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients.

5 days ago

Analyst, Global Markets Corporate Banking BMO (Bank of Montreal)

Analyst, Global Markets Corporate Banking
Chicago, IL
  • $95,000–$110,000 / year

Review and monitor primary facility and asset level financial statements for potential changes which may affect the Borrower's performance through detailed review of quarterly financial statements, participation in lender calls, and ongoing dialogue with sponsor/management teams. Primary Responsibilities Include: In conjunction with Account Management, complete due diligence, credit analysis, transaction underwriting, credit approval, legal document negotiation, and ongoing portfolio management in support of the Private Credit Financing Team.

30+ days ago

Associate, Global Markets Corporate Banking BMO (Bank of Montreal)

Associate, Global Markets Corporate Banking
Chicago, IL
  • $135,000–$165,000 / year

Review and monitor primary facility and asset level financial statements for potential changes which may affect the Borrower's performance through detailed review of quarterly financial statements, participation in lender calls, and ongoing dialogue with sponsor/management teams. Primary Responsibilities Include: In conjunction with Account Management, complete due diligence, credit analysis, transaction underwriting, credit approval, legal document negotiation, and ongoing portfolio management in support of the Private Credit Financing Team.

30+ days ago

Investment Banking Associate - Supply Chain & Commercial Services (SCCS) William Blair

Investment Banking Associate - Supply Chain & Commercial Services (SCCS)
Chicago, North Carolina

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics.

30+ days ago

Investment Banking Associate - Tech Enabled Services William Blair

Investment Banking Associate - Tech Enabled Services
Chicago, Georgia

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics.

30+ days ago

Investment Banking Associate - Consumer Products & Services William Blair

Investment Banking Associate - Consumer Products & Services
Chicago, North Carolina

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics.

30+ days ago

Investment Banking Associate - Consumer Products & Services (CPS) William Blair

Investment Banking Associate - Consumer Products & Services (CPS)
Chicago, Illinois

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics.

30+ days ago

Investment Banking Senior Analyst - Industrial Growth Products William Blair

Investment Banking Senior Analyst - Industrial Growth Products
Chicago, Illinois

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.

30+ days ago
New

Associate, Services - Investment Banking Stout

Associate, Services - Investment Banking
Chicago, Illinois

The team advises founder-owned businesses, private equity firms, and corporate clients across the Services sectors, drawing on decades of transaction experience and deep relationships with financial sponsors and strategic buyers. You will also play an important role in developing junior professionals and contributing to a team that combines sector knowledge, senior-level relationships, and hands-on execution to advise clients through complex strategic and financial decisions.

4 days ago

Relationship Manager Development Program - Global Commercial Banking – Healthcare, Education, Not-for-Profit (Chicago) Bank of America

Relationship Manager Development Program - Global Commercial Banking – Healthcare, Education, Not-for-Profit (Chicago)
Chicago, Illinois

Job expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance. • Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed.

30+ days ago

Tax Partner - Banking & Financial Institutions RSM

Tax Partner - Banking & Financial Institutions
Chicago, New York

As a Tax Partner for RSM, you will lead the efforts of multiple teams on client engagements and drive growth and profitability by generating new revenue on existing clients, cross selling into other lines of business, and developing new clients for the practice. Basic Qualifications: 12+ years of experience in business taxation working for a Big 4 or a large national or regional accounting firm; or equivalent in law firms or industry with a focus on Banking & Financial Institution clients.

30+ days ago
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