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Senior Commercial Banker, Employee Stock Ownership Plan
3 weeks ago
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
- Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
- Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
- Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
- Prepare and present financing feasibility and debt capacity studies.
- Review legal documents on existing ESOP deals to ensure compliance.
- Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
- Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
- Bachelor's degree.
- Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
- Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
- Strong business development acumen and strategic vision to identify marketplace opportunities.
- Ability to assess credit transaction risks and knowledge of credit policies.
- Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
- Experience working with Client Executives and Senior Bankers.
- Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
- Knowledge of credit underwriting and structuring.
