Mechanics bank jobs in Jersey City, New JerseyCreate job alerts

Summary Crédit Agricole Corporate and Investment Bank stands as one of the world's premier financial institutions, ranking as the 9th largest global bank by balance sheet size and serving as the corporate and investment banking arm of Crédit Agricole Group. With operations spanning 46 countries and over 10,400 employees, Crédit Agricole CIB delivers comprehensive capital markets, investment banking, structured financing, and commercial banking solutions to large corporates and financial institutions worldwide. We are seeking an experienced private-side foreign exchange salesperson with proven expertise covering Americas Corporate and Sponsor clients based in New York. This role requires a seasoned professional who can deliver comprehensive hedging solutions across the full spectrum of FX products, while strategically aligning with the bank's U.S. expansion objectives and existing institutional footprint. The ideal candidate brings established client relationships, deep product knowledge, and the ability to integrate FX solutions into broader financing structures that elevate Crédit Agricole CIB's strategic positioning with key accounts. The successful candidate demonstrates mastery across vanilla and exotic foreign exchange products, including spot transactions, swaps, options, non-deliverable forwards (NDFs), historical rate rollovers (HRRs), and trade restructures. This expertise extends beyond execution to encompass sophisticated understanding of pricing mechanics, including risk-weighted asset (RWA) considerations, credit valuation adjustments (CVA), and funding valuation adjustments (FVA). The role demands close collaboration with senior coverage bankers to develop integrated financing solutions that incorporate hedging requirements, positioning the bank as a comprehensive strategic partner rather than a transactional provider. By working across the Global Markets Division and partnering with complementary product teams, the FX salesperson drives cross-divisional revenue opportunities while deepening wallet share with key institutional relationships. Candidate must hold Series 7 and Series 63 licenses. Key Responsibilities • Lead end-to-end origination and execution of foreign exchange, interest rate, and other hedging transactions, • Demonstrate ability to identify G10/EM opportunities and structure complex derivative solutions that align with corporate treasury objectives and relevant risk tolerance parameters, • Deploy advanced knowledge of FX derivatives markets, trade structures, and pre/post-trade workflows to design hedging strategies across spot, forward, swap, NDFs and options, while maintaining compliance with ISDA documentation standards and regulatory environment, • Navigate the legal, regulatory, accounting and tax environment affecting hedging corporate programs, • Collaborate cross-functionally with coverage bankers, credit teams and product specialist to build integrated client solutions, expand wallet share, and identify revenue opportunities across the banking platform, • Manage client onboarding workflows including KYC, credit approvals, and legal negotiations, ensuring seamless execution timelines

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $22 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We're looking for a self-motivated and curious Analyst to support our Treasury and Financial Operations across a complex, multi-entity environment. In this role, you will play a key part in ensuring accurate daily cash and digital asset visibility while managing the operational mechanics behind our liquidity, loan sale, and reporting processes. Additionally, you will be responsible for executing critical funding activities and supporting operational payment workflows that keep Figure running smoothly. You will work closely with Finance, Capital Markets, Product, and Legal teams to maintain strong treasury controls and help scale our proprietary financial infrastructure. This is a great opportunity for someone who thrives in fast-moving environments and wants to work at the intersection of traditional finance and blockchain technology. What You'll Do • Prepare cash and inventory reporting across entities to ensure total liquidity visibility, in support of short term actions and longer range forecasting, • Monitor and reconcile daily bank balances and transaction activity across all operating accounts, • Perform daily cash positioning to ensure compliance with liquidity requirements for funding, vendor payments, and operational processes, • Execute cash movements, including wires, ACH transfers, and internal account allocations, adhering to approval protocols and SOX controls, • Manage funding operations for loan sales while ensuring strict compliance with legal agreements, • Support vendor payment processing, including wire initiation, callback confirmations, and oversight of wire templates, • Collaborate with the Accounting department on month-end close processes related to funding and sale activities, • Own and communicate weekly, monthly, and quarterly reports as required by legal agreements, • Partner with Product, Data, Engineering and Legal teams to streamline cross-functional data collection and resolve outstanding financial queries, • Reconcile loan and collateral data to ensure accuracy across internal systems and blockchain records, • Continuously improve existing workflows to increase the scalability and efficiency of our financial operations, • Contribute to the company's capital raising initiatives, including debt financings What We Look For • 3+ years in the financial services industry with specific experience in funding, treasury, or financial operations, • Ability and willingness to work Eastern Standard Time (EST) business hours, • Experience maintaining treasury management software (TMS) or complex enterprise resource planning (ERP) systems highly preferred (especially experience with Kyriba), • Experience with cash forecasting highly preferred, • Bachelor's degree in Business, Economics, Accounting, Finance, or a related field, • Intermediate to advanced Excel skills with the ability to pick up new platforms such as Tableau, • Transparent communication and strong relationship-building skills to effectively work with cross-functional partners, • Proven organization skills and the ability to prioritize and adhere to deadlines in a fast-paced environment, • Strong attention to detail and the analytical skills needed to work with limited direction, • Ability to perform and thrive in a startup environment where you are often building processes from scratch, • Curiosity and drive to learn about blockchain and help out where needed Salary • Base Compensation Range: $76,500-$103,500yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs This is the compensation range for the role in the United States. Actual compensation may vary based on a candidate's experience, skills, location, internal equity, and evolving business needs. While most offers are generally made within the middle of the range, final compensation is determined based on the factors above. Benefits • Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits Employer-paid life and disability insurance 11 observed holidays and PTO plan Up to 12 weeks of paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-SB1 #LI-Hybrid

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build governance and intelligence infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a highly regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and shaping infrastructure that improves financial outcomes, you'll feel at home here. About the Role While our Strategic Accounts team pursues Monstro's largest transformational engagements with Tier-1 global banks, the Enterprise Accounts motion drives broad platform adoption across US middle-market and regional financial institutions — community and regional banks, super-regionals, credit unions, mid-sized wealth and asset managers, and trust companies — through enterprise platform contracts in the $5M–$15M ACV range. We are hiring a Director, Enterprise Accounts to be the first dedicated platform seller on this motion. This is a senior individual contributor role — a quota-carrying operator-seller who personally closes platform deals and helps define the enterprise GTM motion as it scales. It is not a sales management role. Hiring under this role is a downstream outcome, not the job. As Monstro grows, this seller may have the opportunity to scale into a player-coach or organizational leadership role. The bar to get there is closed revenue. We are not hiring a manager who will hire sellers; we are hiring a seller who can manage sellers later — once they have personally proven the motion. Why This Role Matters This is Monstro's first dedicated Enterprise Accounts hire. US middle-market and regional financial institutions represent thousands of addressable buyers — banks, credit unions, wealth managers, and trust companies — that need governed financial intelligence but cannot wait for, or justify, a Tier-1-scale transformation program. The first wave of $5M–$15M ACV platform agreements is what converts Monstro from a capable solution into a trusted enterprise standard across this segment. The seller who lands those deals defines the playbook for everyone who follows. Beyond near-term bookings, this hire surfaces enterprise requirements back to Product, simplifies large-deal complexity, and writes the first version of the repeatable platform motion — qualification, pricing, security posture, deployment shape, expansion patterns. Done well, the artifacts produced in the first 12 months become the foundation of the enterprise organization that grows from here. What You'll Do Personally close platform deals • Own a quota. Personally lead pursuit and close of $5M–$15M ACV platform agreements with US middle-market and regional financial institutions — community and regional banks, super-regionals, credit unions, mid-sized wealth and asset managers, and trust companies., • Run the full cycle: prospecting and pipeline development, discovery, technical evaluation, security and procurement review, commercial negotiation, and close., • Maintain a clean, honest forecast. Inspect your own pipeline before anyone else has to. Build pipeline through a repeatable motion • Generate qualified pipeline through deliberate outbound, executive briefings, partner channels, events, and targeted content — not solely through your personal network., • Use existing relationships as accelerants; build new ones from cold where they don't exist. Demonstrate that you can produce pipeline in accounts where you start with zero warmth., • Maintain disciplined account plans with named economic buyers, identified internal champions, documented compelling events, and mutual close plans. Help define the enterprise GTM motion • Translate every deal into reusable assets: ICP and account segmentation, qualification criteria, discovery frameworks, objection libraries, ROI models, security and compliance response templates, and competitive playbooks., • Partner with the CEO, CRO, and Product on pricing, packaging, and positioning. Bring the institutional buyer's voice into the building., • Help establish the forecasting cadence, pipeline review rhythm, and deal-stage definitions that the enterprise organization will run on. Drive expansion inside closed accounts • Convert initial platform deployments into broader adoption — additional divisions, additional use cases, deeper integration — through coordinated expansion plans with Customer Success and Product., • Build the early reference base. Your first wins create the proof points for the next ten. Navigate regulated procurement at scale • Drive InfoSec, regulatory, legal, and procurement processes in parallel with commercial negotiation. Anticipate the gates; don't get caught by them., • Coordinate Legal, Security, and Compliance internally to clear approvals on first submission wherever possible. Represent Monstro externally • Be a credible voice with enterprise buyers — executive briefings, industry forums, selective public speaking, and customer references that compound pipeline. Scale the team, when the deals justify it • As closed revenue and pipeline justify it, help recruit additional enterprise AEs and supporting roles — initially as a player-coach, and over time, potentially as a sales leader. Team-building is earned by sold pipeline, not the other way around.What Success Looks Like, • Within 6 months: a qualified, advancing pipeline covering 20–30 named middle-market and regional accounts, each with an identified economic buyer, executive sponsor, and documented next steps., • Within 12 months: 8–12 closed platform agreements in the $5M–$15M ACV range, generated through a balanced mix of existing relationships and new pipeline you built from cold., • Forecast accuracy within ±10% on a rolling 90-day basis from month 9 onward., • ≥60% first-cycle clearance on InfoSec, regulatory, and procurement reviews through early alignment with Legal, Security, and Compliance., • Reference-grade outcomes: ≥50% of closed customers willing to take peer reference calls within 6 months of go-live., • Measurable expansion: meaningful upsell or cross-sell from at least one closed account within 12 months of initial signature., • First version of the enterprise playbook shipped: ICP, qualification framework, discovery model, objection library, pricing posture, and security response templates — adopted by the broader team., • At least two product enhancements influenced by your deal cycles, prioritized into the roadmap within 12–18 months.What We're Looking For, • Senior individual contributor, not a sales manager. You have personally carried a number and personally closed $3M–$15M+ ACV platform deals into Tier-1 or large regional financial institutions. References will validate that you, specifically, drove those wins., • Demonstrated repeatable sales motion. You can walk through how you build pipeline from cold, how you qualify, how you advance, and how you close — with specifics, not slogans. You have closed deals in accounts where you had no pre-existing relationship at the start of the cycle., • Operator mindset. You are energized by ambiguity. You have sold at an early-stage or new-category company before — ideally where the deck, the case studies, and the pricing model didn't fully exist yet — and you helped build them. You write your own follow-ups, run your own discovery, and don't wait for enablement to ship., • Financial services depth. Real working knowledge of bank infrastructure, operational realities, security posture, and regulatory regimes. You have personally walked deals through bank procurement, InfoSec, and risk review and lived to tell about it., • Executive credibility. You hold your own in C-suite engagements with CEOs, Presidents, CIOs, CTOs, Chief Digital Officers, Chief Risk Officers, and Heads of Wealth or Trust at US middle-market and regional financial institutions. You translate technical and regulatory value into commercial outcomes the executive cares about., • Technical literacy. Comfortable engaging substantively on cloud, data architecture, APIs, AI governance, and security frameworks. You can hold a technical conversation without a sales engineer in the room., • Data-driven self-management. You run your own pipeline like an operator runs a P&L: clean stages, honest forecasts, weekly inspection, and ruthless prioritization of where your time goes., • Comfortable building the playbook, not just executing one. You are excited about helping shape narrative, pricing, segmentation, and motion alongside leadership — and producing the artifacts that the next ten sellers will use., • Background. Likely an early or top-performing enterprise seller at a company that sells platform, core banking, or data infrastructure software into US middle-market and regional financial institutions (e.g., nCino, Q2, Alkami, Jack Henry, FIS, Fiserv, Finastra, Hyland, MeridianLink, Backbase, Snowflake/Databricks FS verticals, Palantir Foundry, Oracle FSGBU, or a comparable financial-services-focused enterprise software business). The pattern we care about is what you closed and how, not the logo on your resume., • US travel readiness. Willing to travel substantially across the US to lead executive engagements and deal orchestration as the pipeline demands. New York-based with regular travel to major US financial hubs (Charlotte, Atlanta, Dallas, Chicago, Minneapolis, San Francisco, and regional markets where target banks and credit unions are headquartered).How We Will Evaluate You Because we have seen the failure mode before, the process is calibrated specifically to distinguish operator-sellers from relationship-only hires. Expect to: • Walk us through 2–3 specific deals end-to-end, including how pipeline was built, who the economic buyer was, what nearly killed the deal, and what your specific role was in saving it., • Show how you would build a 90-day plan for a named bank where you have no pre-existing relationships., • Pressure-test our current narrative, pricing posture, and qualification criteria — and tell us what you would change., • Talk through which artifacts (qualification model, ROI calculator, objection library, security response, pricing framework) you would build in your first 6 months.What This Role Is Not, • It is not a head-of-sales role. Team-building authority is earned through closed revenue., • It is not a role for a seller whose pipeline plan is entirely a Rolodex. Relationships are an accelerant; they are not the strategy., • It is not a role for someone who needs a finished deck, polished case studies, and a brand that opens every door before they can perform.Compensation This is a senior individual contributor role with executive-level total compensation, structured as a true closer's seat — 50/50 base/variable split, with uncapped accelerators designed so that top performers materially out-earn OTE on the strength of closed deals. New York • Base Salary: $225,000 – $275,000, • On-Target Variable: $225,000 – $275,000 (50% of OTE), • On-Target Earnings (OTE): $450,000 – $550,000, • Realistic Top-Performer Earnings: $1,000,000 – $1,500,000+ annually at sustained over-attainment against the 8–12 closed-deal year-one plan, • Equity: 0.10% – 0.20% (pre-Series-A; subject to Board approval and standard four-year vesting with a one-year cliff) Plan Mechanics • Commission accelerates above 100% of plan and accelerates again above 150%, with no cap on annual earnings., • Additional milestone kickers apply on marquee logos, multi-year platform commitments, and named reference accounts that unlock the next wave of pursuits., • The plan is built to reward closed ACV, not activity. At the targeted 8–12 closed deals per year in the $5M–$15M ACV range, a top performer is on a clear path to seven-figure total cash earnings. Benefits include paid health, vision, dental, and disability coverage. Why Monstro • Ownership & Impact: Shape the future of AI-powered finance — and the enterprise GTM motion that takes it to market — building a category-defining product used by institutions around the world., • Experienced Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Speed, ownership, and impact. What most companies achieve in 90 days, we do in 45. *The posted ranges reflect base salary and on-target earnings for this role in New York. Final compensation will depend on a variety of factors including experience, skills, internal leveling, and market conditions, and will be offered within the stated ranges in accordance with applicable pay transparency laws. Ready to Build With Us? If you're a senior enterprise seller who would rather close the next bank than manage the people who do — and who is energized by building the motion alongside leadership in the US middle-market and regional segment — we'd like to meet you.

Job DescriptionWHY WE EXIST Money should move as easily as data. It doesn't today — but technology is finally catching up to what customers expect: instant, global, programmable money. HIFI exists to fix that. Our mission is to make money programmable by default, and to give developers and businesses the tools to move value at software speed. THE ROLE As Program Manager, you'll own the design, launch, and scaling of our debit card and banking programs end-to-end. You'll sit at the intersection of card networks, sponsor banks, and stablecoin settlement — turning that complexity into a seamless payment experience, and owning the partnerships and unit economics of every program we run. If you touch it, you own it. That's how we work. WHAT YOU'LL BUILD Launch and scale stablecoin-powered debit card and banking programs end-to-end — BIN setup, network certification, launch, and ongoing operations. Own day-to-day relationships with sponsor banks, issuer processors, and card networks — operating cadences, SLA accountability, and contract and commercial negotiations. Operationalize the transaction flow from authorization to on-chain stablecoin settlement, including monitoring, incident response, and reconciliation. Run risk and compliance operations for card programs — fraud, disputes, and chargebacks alongside Reg E, network rules, and audit readiness — in coordination with banks, processors, and our Compliance Engineer. Own card program unit economics in production — interchange, FX spread, reserve yield, cost-per-transaction — and partner with Product on improvements. WHAT WE'RE LOOKING FOR 4+ years of program or operations management in card issuing, payments infrastructure, or an adjacent fintech domain. Deep operational understanding of card network mechanics — authorization, settlement, BIN management, chargebacks, and Visa/Mastercard compliance. Hands-on experience managing sponsor banks, processors, or networks directly — you've run the QBRs and pushed back when the contract wasn't right. Familiarity with stablecoins, crypto wallets, or on-chain payments — you understand how settlement works on-chain and off, and why the timing matters operationally. High agency under ambiguity — you move fast, raise problems early, and build the playbook where none exists yet. NICE TO HAVE Launched a card program from zero — network certification, bank negotiation, operational ramp — not just inherited one. Familiarity with Visa Direct or Mastercard Send, including AFT (Account Funding Transaction) and OCT (Original Credit Transaction) flows. Hands-on with on-chain stablecoin settlement in production — you've operated or debugged the flow, not just used it. Early-stage startup experience — scoped the program, found the vendor, negotiated the contract, and launched in the same quarter. THE HIFI CODE This is how we operate. Not aspirational — actual. Ownership — If you touch it, you own it. Speed — We bias toward motion. Clarity — Confusion is a signal to act. Standards — Quality matters, always. Truth — We value directness without drama. COMPENSATION & BENEFITS Base salary range: $130,000–$150,000 USD, with the starting figure depending on location, skills, experience, and internal pay parity. As one of our first hires at an early stage, you'll also receive meaningful equity — real ownership in what you're helping build, which is central to how we think about total compensation here. We offer full health coverage (medical, dental, and vision) and unlimited PTO. We're changing how modern business moves value. If that's the problem you want to spend the next chapter of your career on, we'd love to meet you. EQUAL OPPORTUNITY STATEMENT HIFI is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. We provide reasonable accommodations during the hiring process. Compensation Range: $135K - $160K

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description Our client, a Tier 1 global bank, is planning for the establishment of a Prime Brokerage business to serve institutional hedge fund clients. The initial focus covers equities, ETFs, and US Treasuries, with a client base of long/short equity, equity market neutral, and macro funds. The business will have to be built from the ground up within an existing bank infrastructure, which means the technology program involves both the deployment of new platforms and the extension of systems already in place. The Solutions Architect hired into this role will work for the client head of the prime brokerage program as one of the senior technical authorities for the program. This person will help to set the architecture for new platforms, determine how existing systems need to be modified or extended, participate in the vendor selection and integration, and ensure that the overall technology design is operationally sound from day one. The role carries real accountability and requires someone who has done this kind of work before in a comparable environment. Responsibilities: Architecture and Platform Design • Support the definition of the target technology architecture for the prime brokerage platform, covering order management, securities finance, margin and collateral management, client reporting, and risk, • Produce solution design documentation, data flow diagrams, integration specifications, and API contracts, • Help to establish architecture standards and design patterns for use across all technology workstreams within the program, • Drive cloud-native, AI-native, and API-first design principles across new platform components, • Support the build vs. buy analysis for each platform layer and present vendor recommendations with supporting rationale, where appropriate Legacy System Modernization • Assess the bank's existing infrastructure, including OMS, clearing, custody, and risk systems, for suitability within a prime brokerage operating model, • Design integration and migration strategies that extend existing platforms where appropriate rather than replacing them unnecessarily, • Identify technical debt and control gaps that would create operational or regulatory exposure in a live PB environment, • Lead the API enablement of legacy systems to support real-time data consumption by new PB components, • Ensure that existing business lines are not disrupted during the transition period Vendor Evaluation and Integration • Support the evaluation and selection of third-party platforms across the PB technology stack, including:, • Securities finance: EquiLend, Pirum, • Margin and collateral: CloudMargin, Imagine Software, Cassini, • Client reporting: Arcesium, Enfusion, • Order management and execution: Broadridge, ION, FIX connectivity, • Data infrastructure: Snowflake, Databricks, Bloomberg B-PIPE, • Hold vendors accountable to integration and technical commitments throughout deliver Program and Delivery Leadership • Work alongside program management to sequence delivery across parallel workstreams with dependencies, • Lead a mixed team of internal engineers, bank architects, and external implementation partners, • Provide technical oversight across delivery teams to ensure consistency with the agreed architecture, • Serve as the primary escalation point for technical blockers, integration issues, and design conflicts, • Contribute to program-level risk management by surfacing technology risks early and proposing mitigations Stakeholder Management • Communicate architecture decisions and program status clearly to senior business and technology leadership, including CTO, COO, and Head of Prime Brokerage, • Work closely with the Prime Brokerage business team to ensure the technology roadmap reflects commercial priorities and client requirements, • Engage with Risk, Compliance, and Internal Audit to ensure the architecture satisfies regulatory and control expectations, • Represent the technology program in discussions with prospective clients where architecture credibility is requiredQualifications Domain Knowledge • 10+ years in Capital Markets technology with direct experience in Prime Brokerage, Securities Finance, or Clearing operations, • Solid understanding of how a prime brokerage business operates, including margin mechanics under Reg T and portfolio margin, securities lending, financing, client onboarding, and reporting, • Hands-on experience with at least two major PB vendor platforms such as EquiLend, Broadridge BPS, Imagine Software, CloudMargin, Arcesium, Enfusion, Murex, or Calypso, • Familiarity with DTCC and NSCC clearing workflows, FIX protocol, and securities settlement processes Technical Skills • Proven experience designing and delivering complex, multi-system financial technology platforms at an enterprise scale, • Strong API and integration architecture skills covering REST, FIX, SWIFT, and event-driven messaging patterns such as Kafka, • Cloud platform experience across AWS, Azure, or GCP with a working knowledge of cloud-native design approaches, • Data architecture capability including real-time and batch pipeline design and data warehouse implementation, with Snowflake experience preferred, • Understanding of security, entitlements, and data governance requirements in a regulated financial services environment Leadership and Communication • Track record of leading architecture across large technology programs with multiple delivery teams and competing priorities, • Ability to communicate technical decisions clearly and convincingly to senior business and technology executives, • Experience navigating the governance processes of a large financial institution, including architecture review boards, risk committees, and audit engagement, • Demonstrated ability to manage vendor relationships and hold third parties to technical and commercial commitments Additional Qualifications • Prior experience at a major prime broker in a technology architecture or senior engineering capacity, • Involvement in a prime brokerage launch, significant expansion, or platform overhaul program, • Exposure to the operational side of prime brokerage, such as margin management, securities lending, or client service, • Familiarity with portfolio margin stress-testing methodology and the systems that support it, • Experience implementing AI or machine learning capabilities in a Capital Markets context, • Understanding of how hedge fund clients interact with their prime brokers operationally, including OMS connectivity, reporting expectations, and margin call workflows, • Architecture certification such as TOGAF, or cloud certification at a professional or solutions level This role requires someone who understands the prime brokerage business, not just the technology. The candidates who perform best in this kind of program are those who have spent time on the operational or business side of a PB before moving into architecture. That background allows them to anticipate problems that a pure technologist would miss, and to design systems that hold up in production rather than just on paper. If you have built or significantly upgraded a prime brokerage platform at a major institution and are looking for a role with genuine scope and accountability, we would like to speak with you. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Community: Global internal tech communities, hobby clubs and interest groups, inclusion and diversity programmes, events and celebrations. Additional Employee Requirements • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary., • For positions that require business travel and/or event attendance, a valid driver’s license and acceptable driving record are required, as driving is an essential job function. *If requested, reasonable accommodations will be made to enable employees requiring accommodations to perform the essential functions of their jobs, absent undue hardship. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan, • 401(k) Safe Harbor Retirement plan with employer match with immediately vest At Endava, we’re committed to creating an open, inclusive, and respectful environment where everyone feels safe, valued, and empowered to be their best. We welcome applications from people of all backgrounds, experiences, and perspectives—because we know that inclusive teams help us deliver smarter, more innovative solutions for our customers. Hiring decisions are based on merit, skills, qualifications, and potential. If you need adjustments or support during the recruitment process, please let us know.

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny. Role Overview The Large Enterprise Account Executive is a strategic, high-growth role designed for proven closers ready to own the Large Enterprise segment. You will own a portfolio of high-potential accounts and untapped non-retail verticals, with the full support of Klaviyo's Large Enterprise organization behind you. This is a unique role: you will close your own deals across emerging verticals and higher-velocity Large Enterprise accounts, while bringing the drive and instincts of a proven closer to the sophisticated multi-threading, executive alignment, and strategic deal-making that defines the segment. You will act as a key partner to the Large Enterprise (LENT) team, collaborating on complex opportunities and sharpening the enterprise instincts that define the most successful sellers in the industry. Key Responsibilities • Strategic Territory Ownership: Develop and execute a "land and expand" strategy for Velocity accounts and high-potential non-retail organizations. You will be the primary driver of new business within this strategic whitespace., • Collaborative Selling: Partner with Large Enterprise (LENT) AEs on complex, high-value opportunities. You will have the ability to request LENT support for larger deals in exchange for an agreed-upon split, providing you with a front-row seat to enterprise deal mechanics., • Enterprise Pipeline Acceleration: Take ownership of pre-qualified, high-potential opportunities that come with enterprise deal context already established — including stakeholder mapping, business objectives, and organizational dynamics. You inherit a running start and a built-in collaborative rep on the other side of every co-sell, turning each deal into both a revenue opportunity and a demonstration of enterprise sales excellence., • Vertical-Specific Prospecting: Conduct personalized, multi-threaded outreach into non-retail verticals, tailoring our value proposition to specific industry pain points and digital transformation goals., • ROI-Driven Discovery: Lead deep-dive discovery sessions to move beyond features. You will build ROI-backed business cases and bespoke demos that speak directly to the KPIs of C-suite stakeholders., • Pipeline Rigor & Forecasting: Maintain impeccable Salesforce hygiene. You are expected to manage a diverse pipeline with clear stages, "why/why not" documentation, and accurate forecasting that provides clear visibility to Sales Ops., • Cross-Functional Leadership: Act as the "quarterback" for your deals, coordinating BDRs, Solutions Architects, and Marketing teams to ensure a unified and professional sales motion.Qualifications, • Proven Track Record: 3-6 years of experience as a closing Account Executive in a SaaS or high-growth tech environment, with a strong performance record at the Large Enterprise level., • Communication Mastery: Exceptional ability to present to large groups, with the "tonal intelligence" to pivot between technical users and executive buyers., • Consultative Hunter: Strong discovery skills with the ability to translate complex business objectives into tangible, ROI-justified use cases., • Enterprise Expertise: A proactive approach to multi-threading and a demonstrated track record navigating complex buying committees (IT, Finance, Marketing, and Procurement)., • Tools & Hygiene: Proficiency in Salesforce, Outreach, LinkedIn Sales Navigator, and Gong. We value data-driven sellers who treat their CRM as a strategic asset., • Analytical Mindset: Comfortable interpreting funnel signals and applying core business metrics (ROI, TCO, etc.) to build a compelling case for the platform., • Growth Mindset: An active desire to learn, an openness to coaching, and a collaborative spirit. #LI-CR1 We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$128,000—$192,000 USD This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance. Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Location: Remote (US-Based) or NYC Hybrid Type: Full-Time The Reality Company Overview: Who We Are & The Role: Aligned Ventures is a fast-growing, privately held multifamily investment firm built on extreme alignment. We operate with the grit and agility of a startup, but we are backed by the financial horsepower of previous business successes. We are investors first, scaling as sponsors second. To date, we have built a $50M AUM portfolio encompassing 440 doors. We acquired every single one of those doors using exclusively our own capital—deploying over $17M in cash and sponsoring the firm entirely on our personal balance sheet to de-risk the assets and prove the model. Currently, we are just two founding partners. To reach this point, we have worn every hat, sitting across seven different departments from finance to asset management. Now, we are preparing for a massive institutional capital raise, and we need an Integrator to take over the internal machinery. The Reality: You will be walking into a fast-moving, entrepreneurial environment with a massive mandate. You are not stepping into a mature corporation with a finished playbook—you are being hired to write, execute, and scale it. We have established the foundations, but we need an architect to finish the build. You will be expected to immediately take over our partially built systems and frameworks and see them through to 100% completion. You will design and implement scaling infrastructure from scratch, map and track KPIs across every department, and hold both internal team members and third-party vendors relentlessly accountable to the fire. If you need a predefined corporate handbook, predictable days, or red-tape structure to operate, you will not survive here. If you are a builder who thrives on taking raw operational concepts and engineering them into high-output machinery, this is your sandbox. FUNCTIONS: 1. Accountability, Cadence & Gatekeeping: • Performance review meetings: Run our weekly leadership and operational check-in meetings. You will control the agenda, document action items, and ensure meetings start and end exactly on time., • Master Scorecard Ownership: Hunt down missing KPIs from the VP, Property Managers, and external vendors before meetings start. You ensure the executive team never looks at a blank cell on a dashboard., • Performance Gap Enforcement: When a weekly KPI is missed, you conduct the initial inquiry to uncover the bottleneck and force an explanation before the data ever reaches the founders., • Time & Priority Gatekeeping: Act as the operational firewall for the CEO. You will solve Tier-1 and Tier-2 bottlenecks independently, escalating only critical strategic decisions. 1. Financial Operations & Vendor Oversight: • Accounts Payable (AP) Execution: Run the complete AP workflow for the holding company. You will receive invoices, route timesheets to the VP of Asset Management for approval, and stage approved bills for final CEO sign-off., • Holding Company Budgeting: Maintain and track the monthly budget-versus-actuals scorecard to ruthlessly eliminate corporate overhead waste., • Fund Administrator Management: Serve as the primary point of contact for our fractional real estate accounting firm. You will enforce their SLAs, ensuring monthly property management reconciliations, capital calls, and investor distributions are executed flawlessly and on schedule., • Property Management (PM) Audits: Hunt down monthly financial and operational packets from third-party PMs, conducting spot audits to match reported occupancy and collections against bank statements and rent rolls. 1. Systems Architecture & Tech Stack: • SOP Engineering: Extract raw strategic concepts from the founders and translate them into step-by-step written and visual Standard Operating Procedures (SOPs). You will continually audit these documents to delete unnecessary steps., • Project Management Administration: Build, maintain, and enforce the daily use of the company’s internal task-tracking software, • Marketing Operations Management: Manage our specialized external GoHighLevel (GHL) freelancer. You will write their scopes of work, enforce delivery deadlines, and verify that automated sequences and data routing function correctly., • Investor Portal Oversight: Manage the backend data flow into our investor portal (InvestNext/Juniper Square) to ensure reporting environments are pristine. 1. Human Capital & Remote Team Management: • Remote Assistant Oversight: Act as the direct manager for all offshore/remote Virtual Assistants, running their daily huddles and enforcing strict communication SLAs., • Investor Ticketing System: Oversee the remote assistants executing the investor support workflow, ensuring routine inquiries (password resets, document retrieval) are resolved within 24 hours., • Onboarding Execution: Own the 90-day onboarding checklist for all new hires—handling IT setup, software access, SOP assignment, and conducting formal 30-, 60-, and 90-day performance reviews. Required Technical Experience: To survive in this role, you must possess hard technical skills that we will test during the interview process. Do not apply if you cannot demonstrate and prove the following: • AI & Workflow Automation: You must have intermediate-level experience building functional AI automations and workflows. utilize AI to create operational leverage (e.g., automating post-meeting action items, using OCR for invoice processing, streamlining data extraction), • Financial Operations & P&L Mechanics: You must have a deep, functional understanding of full-cycle Accounts Payable (AP) workflows, P&L navigation, and budget-versus-variance reporting. You must know the exact mathematical and accounting differences between CapEx and OpEx, and possess the ability to instantly spot a variance on a property rent roll., • Project Management Architecture: You must possess expert-level proficiency in configuring, structuring, and managing enterprise task-tracking software, • Data Aggregation & Process Mapping: You must have advanced spreadsheet proficiency to consolidate disparate, messy data sets from external property managers and accountants into clean, executive-facing dashboards. You must know how to utilize tools like Lucidchart, Miro, or Tango to visually and textually document complex operational workflows., • CRM & Systems Architecture: You must have a conceptual, working understanding of CRM architecture (tags, triggers, pipelines). You must also possess the technical aptitude to oversee backend data flow into investor portals (e.g., InvestNext, Juniper Square) to keep reporting environments pristine. Compensation & Upside: • Base Salary: $130,000 – $160,000 (Commensurate with experience and location)., • Performance Bonus: 15% – 20% annual target, paid out quarterly. This is not a discretionary "effort" bonus; it is tied strictly to KPI’s and outcomes, • The C-Suite Unlock (Equity & Promote): This role is on an explicit trajectory to Chief Operating Officer (COO). Upon successfully hitting the scaling milestones and officially earning the COO title, you will unlock exclusive participation in the firm's General Partnership (GP) promote pool and long-term profit share.

Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview The Structured Finance/Specialty Finance Assistant Vice President will drive portfolio performance by actively monitoring loan performance where repayment relies primarily on asset-based cash flows. They will be responsible for assessing complex collateral structures, covenant compliance, borrowing base management, funding transactions and overseeing monthly cash flow waterfalls to ensure transactional integrity. As a client-facing role, they will also be required to service and escalate loan and banking related issues/queries as needed. Responsibilities Provide senior oversight of collateral risk management for Structured Finance customers Serve as subject‑matter expert on complex collateral structures, borrowing base mechanics, eligibility criteria, and concentration limits Review borrowing base methodologies, exceptions, and structural changes in accordance with credit policy and loan documentation Partner with Relationship managers, Portfolio team, Third party vendors and Credit on new originations, amendments, renewals, and complex transactions Assist and identify portfolio‑level risk assessments, trend analysis, and early warning identification for collateral performance issues Oversee escalations related to collateral discrepancies, audit findings and custodian matters Ensure accuracy and compliance of advances, paydowns, distributions, and monthly settlement activity Monitor and maintain Senior collateral supervision KPI metrics Serve as primary contact for internal, external audits, and regulatory examinations related to collateral Lead collateral process improvement and automation initiatives to enhance efficiency and control Prepare executive‑level portfolio and risk reporting for senior management Manage, mentor, and develop team, including training, performance management, and coverage Perform ad‑hoc analysis and special projects as requested by senior management May perform other duties as needed. Qualifications 5-7+ years of Collateral Analysis experience with preference in Structured Finance Industry or Asset back Lending (Commercial Lending) Bachelor's degree in economics, finance, accounting, or equivalent work experience Strong Excel and MS Office suite skills mandatory (Aptitude Assessment may be required) Excellent verbal and written skills Must be able to work independently and within a team environment. Must be detailed oriented, quick study and proactive Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $100,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Job Title: Senior Associate or Junior Vice President, ECM Syndicate Operations Reports to: Senior Managing Director, Head of Equity Capital Markets Department: Investment Banking, Equity Capital Markets Location: New York Salary Range: $175,000-$225,000 Position Overview Leerink Partners is seeking an experienced ECM Syndicate Operations professional at the Senior Associate or Vice President level to support the end-to-end execution of the firm's equity and equity-linked capital markets transactions. Sitting at the center of the deal process, this role serves as the connective tissue across ECM, Syndicate, Investment Banking, Sales & Trading, Operations / Middle Office, Legal & Compliance, and Finance - ensuring that offerings move from launch through pricing to settlement and closeout with precision, accuracy, and full regulatory compliance. The successful candidate will be a detail-oriented, process-driven operator who thrives in a fast-paced, time-sensitive deal environment and is comfortable owning critical workflow, reconciliation, and coordination responsibilities across multiple live transactions. Key Responsibilities I. Deal Setup & Syndicate Coordination • Transaction Setup: Own key elements of deal setup and workflow management across internal systems, including transaction onboarding, deal calendar maintenance, and coordination of execution mechanics from launch through closing., • Syndicate Coordination: Serve as a day-to-day point of contact with co-managers and joint-bookrunner syndicate partners to ensure alignment throughout the transaction lifecycle and consistent flow of deal information., • Book / Allocation Support: Support senior syndicate managers with order book maintenance, allocation logistics, and tracking of institutional designations and economics across the underwriting group. II. Syndicate & Deal Execution Support • Expense & Wire Coordination: Manage the syndicate expense reconciliation process, including coordinating with joint-bookrunners to facilitate deal-related wires and final financial closing checklists., • Settlement Liaison: Work closely with Operations, Middle Office, and Settlement teams to monitor the deal workflow from launch through pricing to ensure accurate processing of ECM trades., • Syndicate Workflow Support: Support the day-to-day workflow of senior syndicate managers by maintaining the document repository for offering materials and tracking institutional "pot-split" designations., • Syndicate Communication: Serve as a point of contact for joint-bookrunner counterparts to reconcile roadshow-related expenses and ensure compliance with deal-closing timelines. III. Settlement, Trade Processing & Closeout • Trade Bookings & Settlement: Partner with Operations and Middle Office to manage trade bookings, settlement, and transaction mechanics, owning deal-related processes from pre-pricing through DTC settlement and final closeout with syndicate members., • Revenue & Economics Tracking: Track, reconcile, and report deal-related fees, expenses, payables, and receivables; maintain analytics around ECM transaction economics, underwriting splits, and pipeline visibility., • Closing Documentation: Coordinate financial closing checklists, closing memoranda, and final deal documentation in partnership with internal teams and external counsel. IV. Regulatory, Compliance & Controls • Compliance Partnership: Engage with Legal and Compliance partners to ensure transactions are executed within applicable regulatory and firm frameworks throughout the deal lifecycle., • Regulatory Reporting: Support adherence to FINRA and other applicable regulatory requirements, including deal-related reporting, recordkeeping, and controls from pre-pricing through settlement., • Controls & Risk Mitigation: Maintain strong deal-related controls to mitigate operational, regulatory, and economic risk across live transactions. V. Process, Systems & Continuous Improvement • Process Enhancement: Lead and support technology and process-improvement initiatives to increase automation, controls, and scalability across Syndicate and the broader ECM franchise., • Analytics & Reporting: Build and maintain reporting on deal activity, syndicate economics, and execution metrics for senior management., • Mentorship: Over time, provide guidance and oversight to junior support resources as the syndicate operations function scales. Qualifications & Experience • 4-8 years of relevant experience in capital markets, syndicate operations, ECM execution, sales & trading support, or new-issue / deal operations at an investment bank or broker-dealer., • Direct experience supporting equity and equity-linked new issuance (IPOs, follow-ons, block trades, converts) strongly preferred; familiarity with the full deal lifecycle from launch through DTC settlement., • Working knowledge of syndicate economics - underwriting splits, "pot" accounting, designations, expense reconciliation, and wire / closing mechanics., • Demonstrated ability to perform under pressure, manage competing priorities across multiple live deals, and deliver accurate results in time-sensitive environments., • Strong analytical and problem-solving skills, with meticulous attention to detail and a controls-oriented mindset., • Collaborative, solutions-oriented team player with proven cross-functional partnership skills and clear, confident written and verbal communication., • Bachelor's degree required. Key Skills & Attributes • Exceptional attention to detail and accuracy under deadline pressure, • Strong organizational and workflow / project-management discipline, • Advanced Microsoft Excel; proficiency with deal and settlement systems (e.g., DTCC / underwriting platforms a plus), • Sound judgment and discretion handling confidential deal information, • Comfort operating as a cross-functional connector across front-, middle-, and back-office teams, • Self-starter who can own processes independently with a strong sense of urgency About Leerink Partners, LLC Leerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The firm's strategic focus on the healthcare industry empowers it to provide unique advice and insights to its clients. The firm is a broker-dealer registered with the United States Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority. Equal Employment Opportunity Leerink Partners is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices. Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.

As Marqeta’s FP&A Manager, GTM Finance — Credit Products, you will focus on Marqeta's credit business by partnering with Sales, Legal, Product, Credit Risk, and Capital Markets to model pricing, evaluate profitability, and structure deals that win business while protecting unit economics. You'll flex in on debit and prepaid as needed, but credit is where you'll spend the majority of your time. Credit deals are not debit deals. They come with different revenue mechanics, cost structures, and stakeholders — and modeling them well means understanding life-of-loan economics, vintage performance, capital efficiency, and revenue share splits across multiple parties. A meaningful part of this role is partnering with Marqeta's credit function to build financial models that help secure new bank partnerships and capital providers, crafting the projections, scenario analyses, and economic narratives that go in front of prospective partners. You won't be on the sidelines forecasting — you'll be in the room helping Sales shape deals in real time, pressure-testing assumptions on interchange splits, loss curves, and program economics. You'll be joining a tight-knit deal desk team that shares context, shares wins, and shares the load. The work moves fast, and the team is how we keep up. We work _. This role can be performed remotely anywhere within the U.S. or from our local Oakland office. We'd love for you to join us! The Impact You'll Have • Serve as the financial partner to Sales on live credit deals — modeling the full economic stack: interchange, finance charges, fees, rewards costs, cost of funds, expected losses, network fees, and sponsor bank revenue share, • Build deal-level models that capture the full life-of-portfolio economics — not just first-year interchange, but how the deal performs as the portfolio matures, revolve rates stabilize, and losses curve in, • Partner with Credit Risk and Capital Markets teams to make sure every deal model reflects realistic loss assumptions, funding costs, and capital efficiency considerations, • Partner with the credit function to build the foundational models for credit product including monthly projections of volumes, receivables, payment rates and loss curves with clearly defined assumptions for each metric and tied to actual industry and internal data, including scenario analyses that support acquiring both new bank partnerships (sponsor banks) and capital providers (warehouse facilities, return-on-capital projections, portfolio performance scenarios), • Model multi-party revenue share structures across program manager, sponsor bank, processor, and network — and stress-test how the splits behave at different volume and performance tiers, • Lead deal review meetings on credit deals with sales leadership, translating complex credit economics into clear, actionable recommendations that help close business without compromising margin, • Build and continuously sharpen the credit-specific deal desk toolkit — pricing benchmarks, loss-curve templates, capital-cost calculators, vintage performance models, and the dashboards that bring them together, • Help Sales speak credibly about credit economics with prospects — from sophisticated fintech buyers building their second card program, to commercial customers thinking about a credit product for the first time, • Stay close to credit product evolution, regulatory developments (Reg Z, CFPB, state usury), and competitive dynamics in the credit issuing space — and bring that intelligence into every deal, • Collaborate closely with the rest of the deal desk team across debit, prepaid, and other product lines — flexing in on those deals when the team needs the bandwidth, sharing knowledge, covering each other on big deals, and raising the bar together, • Experiment with AI to make credit deal modeling faster and better — whether that's automating portfolio projection models, accelerating scenario analysis, or building internal tools that scale your judgment across more deals Who You Are • Bachelor's degree in a quantitative field — Finance, Accounting, Economics, Engineering, Math, or any discipline that built your numerical fluency, • 6-8 years of experience in financial planning and analysis, deal desk, pricing, credit product finance, or a related GTM finance function — with meaningful exposure to credit card or lending economics, • Comfortable across the credit economics stack. You understand how interchange, finance charges, rewards funding, loss provisioning, and cost of funds combine into deal-level economics. Vintage curves, charge-off rates, and revolve behavior aren't foreign concepts, • An exceptional partner and team player. You build trust quickly with Sales, push back without friction, jump in when teammates are slammed, and treat wins as collective rather than individual. You're the person other teams want in the room when a credit deal gets complicated, • A genuinely strong financial mind. You're fluent in modeling, comfortable with ambiguity in the numbers, and you know enough about credit risk modeling and capital markets concepts to be a credible partner to those teams, • Thrive under pressure. Credit deals don't wait, and they don't simplify. You're energized by a fast pace, multiple priorities, and the occasional fire drill — and you deliver accurate work even when the clock is loud, • AI-curious and hungry to experiment. You already use AI tools in your day-to-day work, you have opinions about what's overhyped and what's actually useful, and you see AI as leverage to do more — not a threat or a checkbox, • Excellent written and verbal communicator — you can take a messy credit deal structure with five moving parts and turn it into a one-slide answer for an executive, • Proactive, with a bias toward improving processes rather than tolerating them, • Advanced Excel; comfortable across Google Workspace Nice-To-Haves • Direct experience pricing or modeling credit card programs — issuer side strongly preferred, • Background at a credit card issuer, fintech with a credit product, BIN sponsor bank, or program manager, • Familiarity with BIN sponsorship economics and direct bank partnership structures, • Experience building financial models used to pitch sponsor banks, capital providers, or warehouse lenders — including portfolio projections, return-on-capital analyses, and scenario modeling, • Working knowledge of credit risk modeling concepts: expected loss, vintage analysis, behavioral scoring, • Working knowledge of capital markets concepts relevant to credit card receivables: warehouse facilities, securitization, cost of funds, • Familiarity with credit card regulatory framework (Reg Z, CFPB requirements, state usury considerations), • SQL / data analytics experience, especially Snowflake, • Hands-on experience building workflows or tools with AI (custom GPTs, agents, automations, prompt engineering for finance use cases) Typical Process • Application Submission, • Recruiter video call, • Hiring manager video call, • Virtual “Onsite” consisting of 4-5, 45 min calls, • Offer! Compensation and Benefits Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States: • National: A baseline tier that applies to most of the geographic territory of the United States., • Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA, • Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City. Visit _ or consult with a Recruiter to determine which tier would be applicable to you. When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is: • National: $128,000 - $160,000, • Premium: $137,900 - $172,400, • Premium Plus: $147,800 - $184,700 We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company. Along with monetary compensation, Marqeta offers • Multiple health insurance options, • Flexible time off – take what you need, • Retirement savings program with company contribution and after tax contributions, • Equity in a publicly-traded company and an Employee Stock Purchase Program, • Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave, • Free therapy sessions, financial and professional coaching, and legal advice, • Monthly stipend to support our remote work model, • Annual “development dollars” to support our people growth and development, • Through Flex First, the freedom to live and work wherever you and your family thrive

Overview Lead the origination and structuring of innovative, asset-backed working capital solutions for corporate and fintech clients, driving disciplined growth and delivering scalable, risk-managed outcomes across the firm. As an Executive Director within Structured Working Capital Sales & Origination, you will lead client engagements to originate and structure bespoke working capital and asset-backed solutions. You'll partner with Corporate Banking clients, fintechs, and fintech-adjacent platforms to deliver tailored financing solutions across products including inventory finance, receivables finance, contract monetization, pre-payments, borrowing base facilities, and warehouse lending. You will own the end-to-end origination process, from opportunity identification through structuring and execution, while driving disciplined growth and deepening client relationships. Your strategic vision will support market expansion through innovative structuring and collaboration across the firm. Additionally, you'll ensure transactions are executed with strong risk management and controls to deliver sustainable business outcomes. Job Responsibilities • Lead origination of Structured Working Capital opportunities across Corporate Banking clients, fintechs, and platform partners, driving new business development and relationship expansion., • Serve as "Deal Team Captain" for complex asset-backed and working capital facilities, coordinating across clients, credit, risk, legal, and product teams., • Own coverage strategy and pipeline development, aligning client engagement with product priorities, risk appetite, and growth objectives., • Lead transaction structuring, underwriting coordination, and end-to-end execution from opportunity identification through closing., • Act as a trusted advisor to senior client stakeholders, delivering tailored, consultative solutions and maintaining strong market presence., • Partner across Coverage, Investment Banking, Payments, Markets, and other product groups to deliver holistic client solutions., • Collaborate closely with credit and risk teams to ensure transactions meet firm standards and risk frameworks., • Drive disciplined execution with a strong focus on risk, controls, governance, and regulatory compliance. Required qualifications, skills and capabilities • 8+ years of experience and Bachelor's degree required (or equivalent experience)., • Proven experience originating and executing structured working capital, asset-based, or specialty finance transactions, including warehouse and borrowing base structures., • Strong understanding of receivables and inventory collateral, including eligibility criteria, reporting, reserves, and advance rate mechanics., • Demonstrated ability to independently build a pipeline, drive deal momentum, and close transactions., • Strong commercial judgment, negotiation skills, and ability to communicate effectively with senior internal and external stakeholders., • Experience partnering with credit, risk, legal, operations, and other control functions to deliver transactions., • Ability to collaborate across Coverage, Investment Banking, Payments, Markets, and other product partners to deliver holistic client solutions., • Client-centric mindset with the ability to build relationships with CFOs, treasury teams, fintech executives, and financing decision makers., • Strong risk and control orientation, with the ability to ensure compliance with policies, procedures, and regulatory requirements., • Strategic thinking, attention to detail, and ability to navigate complex organizations to drive execution and accountability., • Flexibility to travel as needed based on client and business priorities. Preferred qualifications, skills and capabilities • Experience covering fintech lenders, marketplaces, payment/merchant platforms, or embedded finance models, including warehouse lending facilities supporting loan or receivable origination., • Familiarity with securitization-adjacent structures and collateral performance analytics., • Strong understanding of fintech business models, including unit economics and portfolio performance drivers., • Established network of relevant client and sponsor relationships., • Advanced degree (MBA or equivalent) preferred. Company information and commitments 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. We are an Equal Opportunity Employer, including Disability/Veterans. J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Drive originations of innovative working capital solutions for corporate and fintech clients. #J-18808-Ljbffr

Work location: New York, New York, United States of America Hours: 40 Line of business: TD Securities Pay detail: $225,000 - $225,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job description: The Structured Derivatives team at TD Securities is seeking an experienced cross-asset derivatives professional to join its sales platform and support the continued growth of the structured products franchise. The role focuses on the origination, structuring, and execution of customized investment and hedging solutions for wealth, institutional, and distribution clients across the Americas. The Vice President of Structured Derivatives Sales will develop and maintain client relationships across the U.S. and Latin America, supporting the Bank's strategic growth and distribution initiatives. The candidate will partner closely with trading, structuring, legal, compliance, treasury, and operations teams across North America to deliver tailored derivatives and structured investment solutions while helping expand the firm's cross-asset platform and client footprint. Preferred qualifications: • Experience working with structured products, derivatives, options-based strategies, and cross-asset investment solutions, • Strong understanding of derivatives markets, volatility, options, issuer risk, and structured products mechanics, • Established relationships with institutional investors, broker dealers, private banks, RIAs, insurance companies, or asset managers, • Contribute to the continued growth and expansion within the QIS platform, • Demonstrated ability to communicate complex investment strategies and derivative structures in a clear, client-focused manner, • Ability to operate effectively in a fast-paced environment with a high degree of accountability, adaptability, and autonomy, • Strong interpersonal, written, and verbal communication skills with the ability to build relationships across internal and external stakeholders, • Detail-oriented individual with strong organizational, analytical, and problem-solving capabilities Additional job expectations: • Active participation in client meetings, industry conferences, and broader business development initiatives, • Foster strong cross-functional collaboration and maintain a high standard of responsiveness and professionalism across the platform, • Contribute to team culture, mentorship, and knowledge sharing initiatives across the broader sales and trading organization Depth & scope: • Position liaises closely with the Banks other operations in Canada, Europe and the U.S. to assist in meeting the Banks objectives, • Strict adherence personally and at a desk level to the firm's procedures, • Understands and complies with TD Policies, regulatory and compliance requirements, • Ensures that transactions are fully documented and processed accurately and in a timely manner, • Communicates bank policy information and strategy between the product head and relevant trading personnel, • Fully informed on market data, economic information and key industry developments as well as regulatory standards at all times, • Develops and maintains contacts, • Understands the approved Business Strategies (Strategic Business Reviews SBRs), applicable to the business, and ensures that all of your business dealings are in alignment with these strategies, • Follows Credit Risk Policies and procedures, as they apply to the business and is responsible for being aware of and understanding such policies and procedures and ensuring that applicable sales and trading activity is in line with those policies, • Demonstrates governance, control and risk management behaviors in alignment with TD policies and practices Education & experience: • Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics., • Series 7 and 63, • 5-7 years of related experience, • Must be detail oriented and possess problem-solving skills, • Must be able to work independently with minimal supervision and establish priorities, • Proficient in interpersonal communication (both oral and written), and have the ability to communicate effectively with all levels of staff and management Physical requirements: • Domestic travel occasional, • International travel never, • Performing sedentary work continuous, • Performing multiple tasks continuous, • Operating standard office equipment - continuous, • Responding quickly to sounds occasional, • Sitting continuous, • Standing occasional, • Walking occasional, • Moving safely in confined spaces occasional, • Lifting/carrying (under 25 lbs.) occasional, • Lifting/carrying (over 25 lbs.) never, • Squatting occasional, • Bending occasional, • Kneeling never, • Crawling never, • Climbing never, • Reaching overhead never, • Reaching forward occasional, • Pushing never, • Pulling never, • Twisting never, • Concentrating for long periods of time continuous, • Applying common sense to deal with problems involving standardized situations continuous, • Reading, writing and comprehending instructions continuous, • Adding, subtracting, multiplying and dividing continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who we are: TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our total rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & onboarding We will provide training and onboarding sessions to

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Loan Operations Locations: Union, NJ | NYC | Boston, MA | Dallas, TX | Hybrid About The Role SS&C is looking for a Senior Associate to join our Loan Operations team. The candidate is responsible for monitoring and resolving cash and position discrepancies between the bank and agent banks for some of our largest loan clients. This includes performing root cause analysis, KPI reporting and coordinating break resolution with all parties. The ideal candidate will have experience in the Loan asset class as well as oversight and implementation of best reconciliation practices. Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. How You Will Make an Impact • Support the settlement process of primary loan syndications and secondary loan trades, including funding and documentation matters, • Significant interaction with senior management, SS&C GlobeOp clients, their trading counterparties, agent banks, custodians, trustees and other SS&C GlobeOp departments (i.e.: fund accounting, operations, OTC operations and OTC Pricing) relative to loan settlements, • Investigate and resolve closing and transactional issues in a timely manner, • Participate in the daily/weekly preparation and review of reports, metrics provided to our clients, senior managers to highlight status of trades and risks, • Train and mentor junior staff Required Experience • Bachelor's degree in finance or related discipline, • 2+ years financial services/securities industry managerial experience in operations and or loan operations. Working for either a prime broker, administrator or hedge fund, • Understanding of syndicated loans; including trade closings - LSTA market settlement conventions. Credit Agreements and their operational mechanics, i.e. funds flows, ticking fees, paydown, drawdowns as well as their interrelationship with agent bank, trading counterparties, custodians and trustee What Sets You Apart • Knowledge of ClearPar, WSO, and Advent Geneva experience a plus, • Strong written and verbal communication skills, • Proven ability to work under pressure and make deadlines, • Solid client relationship management skills Join SS&C, where innovation meets global opportunities. Click here to apply. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. New Jersey: The expected base salary for the position is between 59000 USD to 110000 USD. New York: The expected base salary for the position is between 60,000 USD to 110,000 USD. Massachusetts: The expected base salary for the position is between 55000 USD to 110000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion. Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Client-facing deal execution role, part of deal team working on asset securitization transactions focusing on Transportation (aviation, rail, container and large ticket equipment). Responsible for working with Relationship Managers to originate and execute securitization opportunities, structuring, and execution of asset financings including lending, securitization and private placement (144a or 4a2), portfolio purchase, and advisory. Work with Portfolio Managers to support existing management of the current portfolio and clients. Perform all underwriting and work with Credit on all execution opportunities, either loan or other format. Key role in origination of ABS and private placement and 144a and 4a2; responsible for all components of execution: including pitching, creating analysis and pitch content, all elements of deal execution, idea generation, rating agency dialogue along with modeler/structurer. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensure that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties And Responsibilities: • Work as a part of a team with the Relationship Managers to deliver and execute solutions that generate capital markets revenue from a targeted list of clients and prospects., • Manage and prioritize a pipeline of securitization opportunities., • Provide leadership in the evaluation, structuring, and execution of securitization transactions., • Provide leadership in the monitoring and reporting of the securitization portfolio., • Create and deliver high value-added financial analysis and market advice to current and prospective securitization clients., • Lead and participate in pitching, driving, leading, managing and closing all aspects of ABS and loan/note asset securitization transactions in public or private markets., • Pitch, structure, negotiate, market, and execute/close all client transactions, • Management of ABS/private placement transaction processes from origination to closing including any rating agency agreement/analysis/dialogue/3rd party coordination and organization/coordination with Syndicate/discussion with investors and operational aspects for these transactions Minimum Knowledge & Skills Required: • 7-10+ years of experience in Banking, Investment Banking or Capital Markets. Strong ABS 144a, 4a2, and loan-format deal execution performance history and credit underwriting skills, • Proven track record of success in originating, structuring, and closing asset securitization transactions- lending, ABS (144a), private placement (4a2), • Excellent presentation skills, both oral and written, • Strong working experience with credit rating agencies and legal teams used in ABS sector financings, • Experience in working with rating agencies, • Strong understanding of structural mechanics for ABS transactions, • Solid experience of financing facilities (Warehouse, term loan, portfolio) Location -- New York, New York 10020

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. This role provides analytical and execution support across Asset-Backed Securities (ABS) transactions, assisting with structuring and cash flow modeling across multiple asset classes, including transportation (aircraft, container, rail), auto, consumer assets, equipment, music/TV/film royalties, and digital infrastructure. The position supports both public market issuances and private placement transactions and works closely with senior structurers, originators, and distribution teams across the ABS platform. This role supports the development of bond structures and cash flow models for pitches and marketing materials, assists in reviewing transaction documentation, and contributes to interactions with rating agencies and accounting firms. The role also helps respond to investor questions related to deal structure and cash flow analytics in coordination with senior team members. Responsibilities include supporting bond analysis, assisting with modeling rating agency stresses, performing breakeven analysis, and conducting detailed cash flow analytics. This role serves as a core analytical resource supporting the ABS structuring, origination, and distribution process. The position also supports the ABF team's lending activities by maintaining and running loan facility models and assisting with transaction stress testing in accordance with internal policies and rating agency methodologies. The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. • Develop, maintain, and update cash flow models for ABS transactions using Intex, DealVector, and Excel/VBA, incorporating waterfall mechanics, triggers, and amortization features., • Design and optimize transaction structure, including tranche sizing, credit enhancement levels, and payment priorities, informed by rating agency criteria, investor considerations, and internal discussions., • Assist in the preparation of pitch books, transaction summaries and marketing materials by integrating cash flow analytics for both internal and external presentations., • Collaborate with various constituents of ABS transactions including the internal risk team, relationship managers, distribution desk, issuers, legal counsel, rating agencies, and investors., • Participate in roadshows and investor meetings as needed, provide technical explanations of cash flow mechanics, structural features, and risk mitigants., • 4+ years of experience in structured finance, preferably at an investment bank, accounting or advisory firm, or rating agency., • Degree in Math, Computer Science, Engineering, Finance or other quantitative discipline., • Track record of structuring ABS warehouse and securitization transaction modeling., • Proficiency in Excel (complex formula), Intex, Bloomberg. Basic programming skills (e.g. SQL, Python, VBA) a plus., • Strong understanding of cash flow waterfall mechanics, credit enhancement features, rating agency stress scenarios., • Prior experience with transportation (aircraft, container, and rail) and consumer assets (subprime auto) preferred along with exposure to digital infrastructure assets., • Experience with collateral analytics, including generating stratification tables, replines, and other analytical outputs from data tapes., • Familiarity with rating agency methodologies, including stress-case modeling and sensitivity analysis., • Understanding of macro market, rates, and hedging., • Knowledge of financing facilities (warehouse, term loan, portfolio)., • FINRA Series 7, 63, and 79 licenses preferred; candidates without active licenses must be willing to obtain them within a reasonable timeframe. Successful candidates will demonstrate a higher degree of proficiency (typically 4+ years of practical experience or advanced academic exposure) across the following areas: • Financial Modeling & Analytical Skills Builds and maintains complex cash flow models, optimizes structures, and responds to investor and rating agency feedback., • Structured Finance & ABS Expertise Structures deals, understands rating agency frameworks, and navigates financing facilities., • Stakeholder Collaboration & Communication Skills Builds relationships, negotiates documentation, and responds to investor queries., • Leadership & Strategic Thinking Provides structural insights and influences transaction outcomes through strategic input. 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. Location -- New York, New York 10020

Jefferies Finance - Fast-growth private credit manager (~$30B AUM) with affiliated/managed BDCs, private credit funds, and a Leverage Finance business New York (Hybrid/On-site) Reports to: CFO The Head of Financing will lead the firm's capital markets function across Corporate, private funds, and an affiliated/managed BDCs. Sitting with the CFO organization. Manage the Financing and Credit Facilities Management Team. This role will lead negotiation and execution of financing transactions while partnering closely with CIOs, CFO, and internal legal on portfolio construction, leverage levels, key terms, and document review. The platform maintains a diversified financing stack including Corporate facilities (corporate revolver, fronting lines, ABL line, warehouses, secured and unsecured notes, repos) and Fund/Vehicle facilities (subscription lines, asset/secured lines, direct lending CLOs, and a BDC corporate revolver). The Head of Financing will also assist with ratings agency engagement for Corporate ratings, specific financings and direct lending CLOs, and will build the infrastructure and team needed to operate a scaled borrowing base and financing program. The Head of Financing will also coordinate funding and capital management with JFIN's equity investors (Jefferies Financial Group (JFG) and Mass Mutual (MM)). Key Responsibilities Funding & Leverage Strategy (Corporate + Funds + BDC + Leverage Finance) Develop and execute funding and leverage strategy aligned with portfolio construction, asset eligibility, liquidity buffers, and risk tolerances. Coordinate closely with investment leadership, CFO, and internal legal on target leverage levels, structural considerations, and key commercial/legal terms. Oversee ongoing management of a diversified set of facilities, including: • Corporate: corporate revolver, fronting lines, ABL line, warehouses, repos, secured and unsecured notes, • Funds/Vehicles: subscription lines, asset/secured facilities, direct lending CLOs, and BDC corporate revolver Manage global banking relationships to maximize credit capacity versus JFIN's fee wallet. Maintain a maturity ladder and diversification plan; proactively identify refinancing and capacity needs. Borrowing Base Operations & Infrastructure (Systems + Team Ownership) Oversee the assessment, selection, and implementation of a borrowing base system (or enhancements to existing tools/processes), including requirements gathering, vendor evaluation, controls design, integration with portfolio data sources, UAT, and go-live. Establish operating procedures and controls for borrowing base and warehouse mechanics: eligibility rules, haircuts, advance rates, concentration limits, triggers, exclusion events, dispute management, and audit trails. Manage and develop a team responsible for day-to-day borrowing base operations, including: • Preparing and monitoring borrowing base calculations across applicable facilities, • Coordinating and executing funding mechanics (drawdowns/borrowings, repayments, rollovers, interest and fee payments) with agents, banks, and internal stakeholders, • Producing and delivering monthly and quarterly lender reports, waterfalls and payment, compliance certificates, and responding to lender/agent inquiries Partner with investment teams, Fund Accounting, and Operations to ensure accurate data sourcing, reconciliations, and timely close/reporting. Financing strategy & transaction pipeline • Own the forward financing plan (1236 months) across Corporate, funds, and BDC, translating portfolio and origination plans into actionable facility sizing, timing, and structure., • Identify optimal financing tools by strategy (e.g., BSL/fronting-related facilities, warehouses, repos, ABL, secured/unsecured notes, subscription lines, asset/secured fund lines, direct lending CLOs). Deal execution / structuring • Partner with investment team leaders, CFO, and internal legal on portfolio construction impacts, leverage levels, and review/negotiation of definitive documentation., • Lead end-to-end execution of new facilities, refinancing, upsizes, extensions, and amendmentsfrom initial structuring through closing., • Drive term sheet negotiation and optimize economics and flexibility: pricing grids, OID/fees, unused fees, call protection, MFN, accordion/incremental capacity, covenants and triggers, collateral packages, eligibility criteria, and concentration limits. Agents, trustees, lenders, and syndication coordination • Serve as primary point of contact for administrative agents, collateral agents, trustees, arrangers, and counsel; set and manage the execution timetable and workstreams., • Manage lender groups/syndication processes, including diligence coordination, data rooms, lender Q&A, and closing deliverables., • Oversee selection and performance management of external parties (agents, trustees, counsel, valuation/analytics support as needed). Covenants, borrowing base & ongoing compliance • Own covenant frameworks and monitoring across Corporate, Funds, and BDC (leverage/asset coverage, interest coverage, liquidity minimums, concentration limits, eligible asset tests, restricted payments, and triggers)., • Ensure borrowing base governance aligns with facility documentation and internal controls; lead amendments/waivers as required and proactively manage headroom. Ratings agency engagement (Corporate + Direct Lending CLOs) • Assist with ratings strategy and engagement for Corporate facilities/notes and direct lending CLOs, including initial ratings, surveillance, and methodology updates., • Own materials, data rooms, portfolio analytics inputs, management presentations, and responses to agency Q&A integrate ratings sensitivities into financing and hedging decisions. Interest rate risk management & hedging execution • Develop and execute interest rate risk strategy aligned to the platform's asset/liability profile (swaps, caps, floors); set governance and hedge ratios., • Oversee ISDA/CSA negotiation, counterparty limits, collateral and margining readiness, and operational execution; coordinate documentation/accounting considerations with Controllers/Audit as applicable. Investor-facing disclosures & communications support • Provide treasury/capital markets inputs for BDC and fund disclosures and investor communications: maturities, weighted-average cost of debt, secured vs. unsecured mix, covenant headroom, liquidity position, and hedging posture., • Support board decks, earnings materials, and lender/investor diligence; ensure consistency across financial statements, MD&A, and IR materials (as applicable) in coordination with Legal/Compliance. Documentation oversight & controls • Coordinate review and execution of financing documentation (credit agreements, indentures, security documents, intercreditor agreements, notices/certificates)., • Ensure robust approval processes, signatory controls, and change management; maintain "key terms" summaries for active facilities and notes. BDC-Specific Support • Support BDC liquidity and financing strategy consistent with regulatory requirements and board expectations., • Ensure accurate and timely treasury inputs to BDC reporting and lender communications (leverage, maturities, liquidity, covenant posture). Liquidity Management • Develop and monitor liquidity stress to size a stress liquidity buffer to cover failed syndications, revolver draws, etc., • Coordinate stress liquidity needs with Treasury teams with JFG and MM Reporting Line Reports to CFO Partners closely with: CIOs, CFO, COO, Internal Legal, and Operations and Finance team leaders. Qualifications • Experience: 1015+ years in treasury/capital markets/leverage finance roles at a bank, alternative asset manager, BDC/credit fund, investment bank, or specialty finance platform; proven experience leading negotiations and closing complex financings., • Product expertise: Experience with revolvers, ABL/asset-based structures, warehouses/borrowing bases, repos, secured/unsecured notes, subscription lines, asset/secured fund facilities, and direct lending CLOs; familiarity with BSL/fronting structures a plus., • Borrowing base ops: Demonstrated experience building/overseeing borrowing base processes and teams; experience assessing or implementing borrowing base systems strongly preferred., • Ratings: Experience managing ratings agency processes and surveillance (Corporate and/or CLO contexts)., • Technical depth: Liquidity forecasting, covenant/borrowing base mechanics, counterparty/collateral management, interest rate hedging execution, and documentation discipline.

Salary: Confidential Location: New York, New York Minimum Degree: Bachelors degree in business administration, banking and finance, risk management or related discipline. Relocation Assistance: Available One of Singapore's largest commercial banking institutions (corporate banking) seeks a VICE PRESIDENT, CREDIT ADMINISTRATION! This role is in my client's midtown Manhattan (NYC) office. Summary: VICE PRESIDENT, CREDIT ADMINISTRATION AND CONTROL Credit Administration and Control (CAC) provide back-office credit and security documentation checking for corporate & financial institutional customers, credit risk monitoring support to credit and business units of the Bank, and loan agency function. Reporting to the Operations Manager, you will assist in overseeing the smooth operation of CAC, credit risk monitoring, monthly reporting, key risk and control self-assessments, update and maintain the Standard Operating Procedure ensuring compliance with the Banks policies and regulatory provisions, manage the safe custody of original credit and security documentation. You will be expected to be involved in the teams talent development, champion the operations service model and projects initiatives to constantly seek out process improvements to achieve operational excellence, other operational risk matters and leave cover for other Operations related. RESPONSIBILITIES: A) Bilateral Loans Lead, coach and manage the CAC team for handling bilateral loans. Responsible for issuance of facility letters and reviewing non-standard facility agreements and security documentation for complex deals drafted by external lawyers. Ensuring all the terms enumerated in the credit and security documentation are compliance with approved credit terms, related Group policies, guidelines and procedures, and regulatory requirements. Ensure executed documentation is perfected and in good order, aligned with approved credit terms prior to implementation of credit facilities. Active risk management. Highlight and resolve any discrepancies identified, ensure proper approval is obtained from the authorized approver prior to the implementation of credit facilities. Demonstrates strong product knowledge across real estate, construction, project financing, and trade. Manages the safe keeping of the legal and security documentation in the vault and update in the collateral management system. B) Syndication Loans Lead, coach and manage the CAC team in performing Loan Agency function. Perform all administrative tasks to support both the borrower and lenders. Ensure documentation is perfected and in good order, aligned with approved credit terms. Acting as an agent is a varied and highly visible role requiring accuracy and sound understanding of complex deal mechanics. Strong communication skills are required in managing the borrower, lenders and internal stakeholders. Active risk management to minimize commercial impact to the bank, borrower and lenders. C) Credit Risk Monitoring, Reporting and Operational Risk Perform credit risk monitoring and escalation of exceptions for covenants, security documentation with expiry date, property revaluation, insurance renewal, annual credit review and related early alert indicators required by Credit. Prepare monthly limit and exposure report, various internal and regulatory reporting related to loans. Assist the Operations Manager in handling all the operational risk matters of UOB New York Agency. Conduct independent key risk and control self-assessments. Leave cover for the Operations Manager. Qualifications: 1. Minimum of 10-15 years of solid experience in credit administration and/or loan agency functions within a wholesale or corporate banking environment. 2. Proven leadership capability with a strong track record in managing sizable teams, preferably supporting wholesale credit lending portfolios. 3. Highly meticulous with strong risk awareness, capable of working independently, adaptable to fast-changing environments, and equipped with strong communication, interpersonal, and organizational skills. 4. Demonstrated strong quantitative, analytical, and problem-solving abilities, particularly in credit control, documentation, and portfolio monitoring. 5. Ability to manage multiple initiatives simultaneously and to perform effectively under demanding conditions and tight deadlines. Why is This a Great Opportunity: One of Asia's largest commercial banking institutions offering tremendous growth potential!!

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Trade Floor Risk Management role will be to monitor the risks generated by the new Metals Trading initiative in the U.S as well as the FICC Index Business. The risk manager will be part of a team co-located on the trading floor, working closely with other product specialists. In addition, the role will be responsible for the backup coverage for the Global Equity Derivative Business out of the U.S., as well as the IEST (Cash Equity), and Convertible Bond Trading desk. What You'll Do Be the primary market risk management lead for the Metals Trading business (Base and Precious metals) as well as the related FICC Index Business. The role will also be the backup for the GED Business, IEST, and Convertible Bond Trading business operating within the U.S as stated above. Be responsible for the establishment of risk limits related to all the Metals and Commodity based businesses operating out of the U.S., risk reporting, capital calculations under FRTB, breach discussions and remediation, as well as be instrumental in the business review process. Have significant interaction with the front office to solidify a strong cooperative relationship between risk and the front office. This aspect also involves participation in the setting of Volcker metrics for these desks, opining on the language in the desk operating procedure (DOP) along with advising the desk about the relevant rules. Participate within a much larger risk management team in the U.S., as well as within a global Trade Floor Risk Management effort. For the equity-related risks, the role will work closely with the Risk Champion for the products out of Toronto. Produce significant market risk material and analysis to be used in local and global risk committees, including business risk metrics, top and emerging market risks, as well as risk support and challenge to the various businesses. Interface with the various regulators that oversee the bank including the Fed, OSFI, the DFS, and others. This will involve working closely with the bank's Regulatory Relations team. Require significant interaction with the COO team, Financial Engineering/Modeling team, the Market Risk Model Development team, the Model Risk team, the Data Governance team, as well as the Risk Technology team. Require an understanding of the modeling effort's design and capture of the various risk factors generated by all facets of the business. This may require frequent interaction with the Model Risk team to discuss the sufficiency of the risk models used for each business. Work closely with other risk partners within the bank including Operational Risk, Compliance, Business Risk Management, and others within Financial and Non-Financial Risk Produce Metals Trading/FICC Index as well as GED, IEST, Convertible Bond risk reports with utilizations against limits, and perform breach remediation discussions and resolutions Working with the front office, help in establishing and revising the desk limit structures including total notional, VaR, Stress Testing Limits, and other risk sensitivities Respond on a daily basis to front office risk needs, questions, and provide effective challenge to confirm justification for any limit change requests Participate in the end of month IPV (Independent Price Valuation) process working closely with the Product Control team Driving a customer focused culture that deepens client relationships and leverages broader Bank relationships, systems and knowledge. Building a high-performance environment and implementing a people strategy that attracts, retains, develops, and motivates the team by (1) fostering an inclusive work environment and using a coaching mindset and behaviors, (2) communicating vison/values/business strategy, and (3) managing succession and development planning for the team; Creating an environment in which the team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and other policies. Assist in the training and development of junior members of the team, which includes putting direct reports in situations where they can present transactions and gain visibility within the organization. Effectively communicate with senior management, head office and the relevant Risk Committees to ensure proper risk management and sound corporate governance across the SBUS operations. Represent TFRM at the global Market Risk Management Policy Committee. Participate in, and assist with, internal audits, regulatory reviews, and projects. What You'll Bring Undergraduate degree required, preferably in Finance/Accounting, Economics, Engineering, Math, or the hard sciences. Graduate degrees are welcome, especially if in the disciplines listed 5+ years of experience in risk management or related activities specifically focused on Metals and Equity products listed above. Knowledge and understanding of options in metals will be a plus. Additional experience in rates risk, credit risk, as well as the financing of all forms of collateral through CMF/Repo or Prime Services will be helpful. Trading risk experience is not required but may be a plus. Expert knowledge and understanding of US regulatory considerations and issues A practioner's approach to solving risk issues with a keen understanding of front office mechanics, how metal products are traded and valued, and a very strong commercial instinct including a risk/reward mindset. A working knowledge of risk and front office vendors within the Metals space; Advanced knowledge of Bloomberg. Familiarity with Riskwatch is a plus. Advanced Excel skills required. Working knowledge of Tableau, PowerBI, SQL and Python would be helpful. Excellent communication skills to be used in intra-risk, committee, regulatory, and front office business discussion formats representing market risk Understands how to bring the best out of his / her teams by complementing their existing skills Can balance competing or conflicting goals of various departments / countries / stakeholders via adopting a mature, diplomatic approach and using highly developed negotiation and influencing skills; Effectively liaises with key internal stakeholders, industry participants, and regulatory bodies.

Corporate Title: Associate to Vice President Location: Santa Ana, CA or New York, NY (All Roles To Be Considered) Overview CLO & Private Credit Services was started back in 2000. Our staff of professionals provides trustee, calculation agent, collateral administration, and custodian services on over 400 SPVs both domestically and throughout Europe. The Account Manager is the primary point of contact for our clients, which are the collateral managers of Collateralized Loan Obligations. You must have a deep understanding CLOs, ABLs, compliance test calculations, bank loans and other complex fixed income structures. You will provide oversight of day to day operational/client service activities while monitoring controls such as overdraft reports, annual reviews, and outstanding deal compliance. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days, • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement, • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits, • Educational resources, matching gift, and volunteer programs What You'll Do • Primary point of contact for a portfolio of CLO Special Purpose Vehicles, • Produce monthly and quarterly investor reporting packages. Must have knowledge of all test calculations in the issued reports, • Review and release wires for trade settlements, • Communicate with arrangers, collateral managers, rating agencies, accountants and bondholders, • Close interaction with DB Operations and Account Administrators., • Maintain each SPV's annual compliance requirements (Accountant's Reports, Issuer's Certifications, etc.) How You'll Lead • Senior Management Must be able to succinctly communicate with high level leaders within the organization, • Clients Must understand the CLO transaction and be able to interact with Collateral Managers and Investors on the internal mechanics of a deal, • Analytics/IT Must be able to identify operational bottleneck and work together with IT/Analytics to develop and implement a solution Skills You'll Need • BA/BS, preferably in Accounting, Finance, Business or Economics, MBA is a plus, • Proven prior experience with CLOs, • Understanding of bank loans - BSL, middle market and private credit loans., • Understanding of general accounting and financial reporting principles, • General understanding of structured credit products; ABLs and borrowing base calculations, a plus., • Competent in all MS Office products; Advanced MS Excel abilities, familiarity with complex formulas and modelling techniques, a plus., • Familiarity with wiring instructions, SWIFT payments a plus., • Experience reviewing indentures, credit agreements and other governing documents Skills That Will Help You Excel • Strong written/verbal communication skills., • Strong organizational skills., • Experience with Solvas-CDOSuite, a plus, • Fluent in English Expectations It is the Bank's expectation that employees hired into this role will work in the New York, NY or Santa Ana, CA office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City or California is $120,000- $172,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build governance and intelligence infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a highly regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and shaping infrastructure that improves financial outcomes, you'll feel at home here. About the Role We are hiring a Managing Director, Strategic Accounts to personally lead the pursuit and closing of Monstro's largest, most strategic engagements with Tier-1 global banks. This is a senior individual contributor role — a quota-carrying operator-seller who runs the room and closes the deal. It is not a sales management role. Target deals are multi-year transformation programs and enterprise platform deployments in the $25M–$100M+ ACV range. You will work shoulder-to-shoulder with the CEO and CRO to win Monstro's earliest transformational partnerships with the world's most influential financial institutions. This is an early enterprise hire at Monstro. The narrative, the GTM motion, the discovery framework, the pricing posture, and the deal playbook are still being shaped. You will help shape them — not inherit them. We are looking for a seller who is energized by that, not slowed down by it. Why This Role Matters The global banking industry is undergoing a once-in-a-generation infrastructure shift. A handful of strategic, long-term partnerships will determine market leadership in governed financial intelligence — and the seller who lands them will be the person who defines how Monstro shows up to a Tier-1 bank for the next decade. Each Tier-1 win compounds: it defines the product roadmap, validates the category, and creates reference accounts that unlock the next wave of global opportunities. The output of this role is not a forecast; it is the first set of marquee logos that make Monstro inevitable in the institutional market. What You'll Do Own the deal, end-to-end • Personally lead pursuit, qualification, and close of multi-year transformation programs and enterprise platform deployments ($25M–$100M+ ACV)., • Run discovery, build the business case, drive the technical evaluation alongside Product and Engineering, negotiate commercial terms, and bring the deal across the line., • Own the forecast on your accounts with discipline. No surprises, no padding, no hopium. Build pipeline, don't just inherit it • Develop pipeline through a deliberate, repeatable process — account mapping, cold and warm outreach, executive briefings, partner channels, events, and content — not solely through your personal network., • Use existing relationships as accelerants where they exist; build new ones where they don't. Comfort with cold development is required, not optional., • Maintain a working pipeline of strategic pursuits with clear next steps, identified economic buyers, and documented mutual close plans. Engage at the executive level • Build and sustain C-suite relationships (CEO, CRO, CIO, CTO, Head of Data, Head of Wealth, Head of Risk) and convert them into active executive sponsorship inside the bank., • Run the room in executive sessions — frame the problem, defend the architecture, handle objections from procurement, risk, and InfoSec on the spot. Help shape the GTM motion • Translate every deal cycle into reusable artifacts: ICP refinement, qualification criteria, objection libraries, competitive positioning, ROI models, and proposal templates., • Partner with the CEO, CRO, and Product on messaging, pricing structure, and packaging — bring the voice of the institutional buyer back into the building., • Help define what the enterprise sales motion looks like as Monstro scales. Your deals are the source material. Navigate procurement, risk, and compliance • Drive complex procurement, InfoSec, regulatory, and legal review cycles in parallel with commercial negotiation. Anticipate the gates; don't get caught by them., • Coordinate Legal, Security, and Compliance internally to clear approvals on first submission wherever possible. Hand off cleanly to delivery • Orchestrate the transition from signature to deployment with Product, Engineering, and Customer Success so the bank's first 90 days are a credit to the deal, not a complaint about it. Represent Monstro externally • Be a credible voice in the market — executive briefings, industry forums, private dinners, and selective public speaking that elevates Monstro's positioning with Tier-1 institutions.What Success Looks Like, • Within 6 months: a qualified, advancing pipeline of 6–10 named Tier-1 pursuits, each with an identified economic buyer, executive sponsor, and documented mutual close plan., • Within 12 months: active executive sponsorship at 6–10 priority Tier-1 banks, generated through a mix of existing relationships and new ones you built from scratch., • Within 18 months: 2–4 closed transformational partnerships in the $25M–$100M+ ACV range, contributing $50M–$200M in total contract value., • Forecast accuracy within ±10% on a rolling 90-day basis from month 9 onward., • ≥60% first-cycle clearance on InfoSec, regulatory, and procurement reviews through early alignment with internal Legal, Security, and Compliance., • Reference-grade outcomes on closed accounts: ≥50% of customers willing to take peer reference calls within 6 months of go-live., • Tangible contribution to the GTM motion: at least one durable artifact (pricing framework, qualification model, objection library, ROI calculator, or competitive playbook) shipped from your deal experience and adopted by the broader team., • At least two product enhancements influenced by Tier-1 deal cycles you ran, prioritized into the roadmap within 12–18 months.What We're Looking For, • Senior individual contributor, not a sales manager. You have personally carried a number and personally closed $25M+ ACV enterprise technology deals into Tier-1 or large regional banks. References will validate that you, specifically, drove those wins., • Demonstrated repeatable sales motion. You can walk through how you build pipeline from cold, how you qualify, how you advance, and how you close — with specifics, not slogans. You have closed meaningful deals into accounts where you had no pre-existing relationship at the start of the cycle., • End-to-end ownership through delivery. You have sold technical products into Tier-1 banks and stayed engaged through implementation. You understand what gets a deal signed and what gets it deployed — and that those are different problems., • Executive credibility in financial services. You have active, working relationships with senior decision-makers at Tier-1 banks (CIO, CTO, CRO, CDO, Heads of Data / Wealth / Risk / Transformation). You treat your network as an accelerant, not the whole strategy., • Technical literacy. Comfortable engaging substantively on core banking infrastructure, cloud, data architecture, APIs, AI governance, and security/compliance frameworks. You can hold a technical conversation without a sales engineer in the room., • Domain depth. Real working knowledge of banking infrastructure, regulatory regimes, InfoSec processes, and how procurement and risk actually work inside a Tier-1 institution., • Operator mindset. You are energized by ambiguity. You have sold at an early stage before — ideally where the deck, the pricing, and the case studies didn't fully exist yet — and you helped build them. You write your own follow-ups, run your own discovery, and don't wait for enablement to ship., • Background. Likely an early or top-performing enterprise seller at a company that sold infrastructure into banks (e.g., Palantir, Snowflake, Databricks, Bloomberg, Oracle Financial Services, FIS/Fiserv, Finastra, Temenos, MongoDB, Confluent, or a comparable financial-services-focused enterprise software business). The pattern we care about is what you closed and how, not the logo on your resume., • Global fluency. Comfortable operating across major financial hubs (US, UK, Europe, Middle East). Willing and able to heavily travel internationally., • Voice in the market. Willing and able to represent Monstro externally — executive briefings, industry events, selective public speaking — in a way that compounds pipeline.How We Will Evaluate You Our process is calibrated specifically to distinguish operator-sellers from relationship-only hires. You can expect to: • Walk us through 2–3 specific deals end-to-end, including how you built pipeline, who the economic buyer was, what nearly killed the deal, and what your specific role was in saving it., • Show how you would build a 90-day plan for a named Tier-1 bank where you have no pre-existing relationships., • Pressure-test our current narrative and pricing posture and tell us what you would change., • Talk through how you would build the repeatable motion alongside leadership — not just execute on a pre-existing one.Compensation This is a senior individual contributor role with executive-level total compensation, structured as a true closer's seat — 50/50 base/variable split, with uncapped accelerators designed so that top performers materially out-earn OTE on the strength of closed deals. New York • Base Salary: $275,000 – $325,000, • On-Target Variable: $275,000 – $325,000 (50% of OTE), • On-Target Earnings (OTE): $550,000 – $650,000, • Realistic Top-Performer Earnings: $1,500,000 – $2,500,000+ annually at sustained over-attainment with one or more Tier-1 transformational wins, • Equity: 0.25% – 0.50% (pre-Series-A; subject to Board approval and standard four-year vesting with a one-year cliff) Plan Mechanics • Commission accelerates above 100% of plan and accelerates again above 150%, with no cap on annual earnings., • Additional milestone kickers apply on first-of-kind Tier-1 wins, multi-year contract structures, and named marquee logos that establish reference accounts for the next wave of pursuits., • The plan is built to reward closed ACV, not activity. A single transformational $50M–$100M+ ACV win, structured and closed, can drive earnings well into seven figures on its own.Why Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Experienced Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

Job Description WE ARE HIRING A CUSTOMER SERVICE AGENT Ever opened a new bank account and got a weekend away? Spent on fashion and received a personal styling session? Picked up groceries and walked away with cinema tickets? If so, you’ve probably experienced a TLC Worldwide campaign - without even knowing it. At TLC, we help the world’s biggest brands drive customer acquisition, loyalty and engagement with emotionally engaging, experience-led rewards. From global banks to high street retailers, our programs are designed shift behaviour, boost ROI and build genuine brand love – at the fraction of the cost of discounting and cash offers. Backed by COSMOS, our all-in-one program platform, we deliver personalised campaigns at scale with live data, smart insights, and seamless customer journeys. We’ve spent 30 years mastering what moves customers; combining deep consumer insight, a global network of 100,000+ rewards, and a unique ability to drive measurable ROI for brands. We’re 400+ people strong, across 15 global hubs. A collective of marketers, creatives and strategists who care about doing great work - and having fun while we do it. We celebrate bold thinking, empower growth, and champion the kind of culture that helps people thrive. Here are a few things that we've got to offer: Dynamic & collaborative team in a creative environment with exposure to global clients & colleagues - Check out our clients Weekly webinars to support your development through our People Academy Annual TLC Wellness Week and programmes throughout the year TLC Culture Club - including seasonal social events, tasty lunches & more TLC Gives Back - volunteering opportunities, including off site visits and volunteering leave TLC Rise - supporting and empowering women into leadership roles 'Frankies' - Our very own awards ceremony where we walk down the TLC red carpet in our best outfits TLC Owner's Club - Everyone that is part of the TLC experience contributes to our success, which is why we all own a piece of TLC as part of our share holder scheme What you'll be doing: Delivering Outstanding Customer Service Answer incoming calls promptly and professionally, resolving customer queries with confidence Guide customers through offers, availability, and bookings Keep customers informed every step of the way, delivering a seamless experience Managing Bookings & Campaigns Make outbound calls to suppliers to secure and confirm bookings Understand campaign mechanics in detail and communicate them clearly to customers Ensure all bookings and interactions align with campaign terms and SLAs Data & Process Excellence Accurately capture and maintain customer data within systems Keep records up to date and compliant with data protection regulations Maintain campaign reports, logs, and documentation with precision Collaboration Across Teams Work closely with Product, Client Services, Sales, and external partners Share feedback and escalate issues when needed Support campaign delivery by keeping communication flowing across teams Operational Support Estimate campaign-related costs where required Ensure all communications are accurate, well-presented, and professional Support multiple campaigns simultaneously, staying organised and proactive Who we're looking for: Exceptional communication and interpersonal skills Experience in a customer service or call centre environment (ideally sales-led) A natural problem-solver who can think on their feet Highly organised with strong attention to detail Ability to multitask and manage competing priorities A proactive mindset with strong ownership and accountability Being a people-led business, we hire upon values and believe that our people are what make the beloved TLC culture so unique. At TLC we aim to create a ‘world within the world’ that is free from prejudice, bias and inequity. A world where diversity is valued and celebrated, and where we work hard to ensure all our wonderful people are given equal opportunity to succeed. If you're excited by everything we've told you, then it's time to apply!