Senior Vice President
1 day ago
Job Title:
Senior Vice President - Corporate Finance Relationship Manager
Location:
Pacific Time Zone (Los Angeles, San Francisco, Seattle, Portland)
Overview:
A leading investment bank is seeking an experienced
Senior Vice President
to join its expanding
Corporate Finance team
, with a focus on client coverage across the
West Coast
. This is a relationship-driven role centered on managing and deepening strategic partnerships with
Fortune 500 corporations
across a generalist industry coverage. The ideal candidate will bring a strong background in investment banking relationship management, with exposure to capital markets, asset management, commercial banking, and liability management.
Key Responsibilities:
- Serve as a generalist relationship manager for a defined portfolio of corporate clients headquartered or operating in the Pacific Time Zone.
- Lead corporate calling efforts to engage new and existing clients across Treasury Services, Capital Markets, and Credit.
- Maintain and grow relationships with Fortune 500 companies across the U.S., with additional exposure to APAC-based corporations, particularly in China.
- Partner with internal teams to support credit requests, capital raising, and strategic financial initiatives.
- Collaborate across product groups to deliver a seamless "One Bank" experience to clients.
Qualifications:
- Licensing:
Active Series 63, SIE, and Series 53 required. - Experience:
- Minimum 7 years in corporate finance, investment banking, or related fields.
- Proven success as a generalist relationship manager within an investment banking or broker-dealer environment.
- Industry Coverage:
Generalist across multiple sectors, with a focus on large corporate clients. - Broker-Dealer Experience:
Must have worked within or closely with a broker-dealer platform.
Why This Opportunity?
- Join a dynamic and expanding team with strong leadership and strategic vision.
- Take ownership of a defined portfolio of corporate relationships in a high-growth region.
- Competitive compensation package with performance-based incentives.
- Flexible, opportunistic hiring environment that values long-term fit and strategic growth.
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