Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive D
Aumni
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. Prepare and present financing feasibility and debt capacity studies. Review legal documents on existing ESOP deals to ensure compliance. Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. Conduct periodic reviews of ESOP’s to support credit exposure extensions. Required qualifications, capabilities, and skills: Bachelor’s degree. Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. Strong business development acumen and strategic vision to identify marketplace opportunities. Ability to assess credit transaction risks and knowledge of credit policies. Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: Experience working with Client Executives and Senior Bankers. Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. Knowledge of credit underwriting and structuring. 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. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise. Drive revenue and provide Employee Stock Ownership Plan (ESOP) expertise in our Commercial Banking business. #J-18808-Ljbffr Aumni
$150k - $185k
...development and employee-focused... ...Global Capital Solutions (“GCS”) team... ...Associate or Senior Associate to... ..., execution and distribution... ...management skills, commercial judgment... ...increasing ownership of... ...and Vision plans; 401(k) program... ...class medical advisory team, a mental...SeniorCommercialFull timeTemporary workWork experience placementFlexible hours- ...American Private Capital Advisory team within... ...Advisory & Solutions team. The... ..., and execute tailored transactions... ...with senior bankers and... ...clients and take ownership of key... ...structural, and commercial trade-... ...programs to meet employee needs,... ...retirement savings plan, backup...Commercial
- JPMorgan Chase & Co. in New York seeks an Executive Director in Capital & Advisory Solutions to lead ESOP transactions, drive revenue and support client... ...in collaboration with Relationship Executives, Commercial Bankers and underwriters. You will review referrals, educate...SeniorCommercial
$175k - $215k
...development and employee-focused... ...join its Global Capital Solutions team. This individual... ...structuring, execution, and... ...closely with senior stakeholders across... ...curiosity and strong commercial judgment.... ...Dental and Vision plans; 401(k)... ...class medical advisory team, a mental...CommercialFull timeTemporary workWork experience placementFlexible hours$150k - $225k
...services. The Firm's employees serve clients... ...Stanley’s Private Capital Advisory (“PCA”) group, is... ...liquidity solutions across the private... ...and best-in-class execution to clients.As a member... ...that includes senior professionals who... ...quantitative skills- Commercial instinct and...CommercialTemporary workWork at officeWorldwide$227k - $283k
...and grow long-term middle-market client relationships, offering a full range of loan, deposit, capital markets, treasury and advisory services. With 10+ years in commercial banking, you will lead complex credits, coordinate with IRM and Industry & Advisory teams, and drive...SeniorCommercial$350k
...Managing Director, Capital Solutions Capital... ...Capital One’s Commercial Bank. Capital... ...-markets advisory services to private... ...Advisory and execution for... ...and maintain senior-level relationships... ...the lead senior banker overseeing the... ...depending on the plan. Capital...CommercialFull timePart timeWork at officeLocal area$110k - $130k
...CIB’s financial advisory unit has set up a... ...into mandates Execution Direct role... ...transactions, including ownership of certain... ...advisory firms, commercial banks (including... ...finance, valuation, capital stack including tax... ...and a generous employee benefits package,...CommercialFull timeWork at officeLocal area$175k - $200k
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$184.9k - $217.5k
...seeking a Senior Manager to... ...of the CFO Advisory team... ...decisions into executable roadmaps with... ...planning, and value... ...selection, commercial evaluation... ...of work, solution design, pricing... ...including direct ownership of... ...internal equity.Employees (and their... ...employee stock ownership...StockSeniorCommercialWork at officeLocal areaImmediate startFlexible hours$275k
...Alternative Capital SolutionsLocation... ...Capital Solutions provides... ...insight, and execution expertise. Sitting... ...industry bankers, equity... ...precedents to inform senior client... ...initiatives.Take ownership of financial... ...sound commercial judgment.Advanced... ...than 80,000 employees in 1,200...CommercialTemporary workWork at office$32.5 - $36 per hour
...and provide future tax planning advice. \n Utilize... ...deliver accurate tax solutions in personalized... ...matching, paid sick time, Employee Stock Purchase Plan, E&O... ...Experience in holistic tax advisory services beyond tax... ...with a business ownership mindset to grow your...StockSeniorLocal area$190k - $220k
...CIB's financial advisory unit has set up a... ...into mandates Execution Key role in... ..., including full ownership of certain deliverables... ...advisory firms, commercial banks (including... ..., valuation, capital stack including tax... ...salary and a generous employee benefits package,...CommercialWork at officeLocal area$150k - $175k
...Strategic Equity Solutions (“SES”) Advisory business... ...to develop and execute strategic capital and liquidity... ...closely with senior bankers and clients throughout... ...financial, commercial and structural... ...for eligible employees, discretionary... ...packages, including planned time off (...CommercialFull time- ...innovative solutions and driving... ...judgment and execution capability—translating... ...where capital, financing,... ...for commercial viability, scalability... ...and advisory solutions.... ...partner to senior client and stakeholder... ...to meet employee needs, based... ...retirement savings plan, backup...CommercialLocal area
$100k - $265k
...reporting of taxes, tax planning, business advisory and management of... ...issues clearly to senior stakeholders.Ability... ...tax requirements with commercial objectives and... ...commit our people, capital and ideas to help our... ...if you are an active employee as of fiscal year-end...CommercialFull timeTemporary workPart timeWorldwide- ..., ideas and capital that nurture... ...this position.Senior Sales... ...Global Payments Solutions (GPS)Ready to... ...with Coverage Bankers/RMs,... ...sector-informed advisory conversations... ...testimonials, client planning and wallet... ...a clear commercial impact.As an HSBC employee, you will...SeniorCommercialLocal areaFlexible hours
$135.2k - $225.4k
...integrity among its employees and expects... ...integrated advisory, assurance,... ...serve as a solution architect... ...advising executive stakeholders... ...pursuits, account planning, alliance... ..., including ownership of scope,... ...services teams. Commercial mindset and... ...trust in capital markets.Enabled...CommercialSummer holidayImmediate startFlexible hours$200k - $300k
...Institutional Sales, Executive,... ...our talented employees, and whenever... ...seeking a Services Solution Sales Senior Manager to... ...and working capital solutions.ResponsibilitiesLead... ...from both a commercial and product... ...meaningful ownership, the ability... ..., including planned time off (...SeniorCommercialFull timeWork at officeRemote work$110k - $190k
...a Vice President in Capital Planning to work across a variety... ...review, analysis and advisory services of the Firm’... ...for Firm senior management and steering... ...environment • Strong sense of ownership and accountability... ...and more than 80,000 employees in 1,200 offices across...Temporary workWork at officeWork visa$185k - $205k
...collaborative Senior Director of... ...and Supply Planning to lead the... ...optimize working capital, and... ...serve as the executive planning partner... ..., aging, in-stock rates,... ..., including ownership of a planning... ...inventory, and commercial decisions.... ...Hybrid Work - Employees are required...StockSeniorCommercialSeasonal workWork at officeLocal areaOverseas$250k - $325k
...coverage to employees and dependents; a 401(k) plan with a generous... ...an employee stock purchase plan... ...Corporate Disputes Advisory practice... ...a Commercial Disputes Advisory Senior Director, you... ...teams, corporate executives, and regulatory... ...implementing innovative solutions to complex...StockSeniorCommercialFull timeImmediate start$229.8k - $270.3k
...seeking a Senior Manager to... ...designing and executing complex... ...pre-close planning, Day 1... ...functional solutions.Lead pursuits... ...capital based on evolving... ...transaction advisory, technology... ...and commercial acumen, including... ...equity.Employees (and their... ...employee stock ownership program and...StockSeniorCommercialLocal areaImmediate startFlexible hours$225k - $250k
...Subfunction: Media Planning and BuyingJob... ...Mass is hiring a Senior Vice President (SVP... ...meet the agency's commercial margin targets.... ...mix of performance capital across Search,... ...policy requires employees to work in the office... ...bring the best solutions to everything we...SeniorCommercialFull timeWork at officeLocal areaShift work3 days per week$275k
Solutions for Today’s Challenges. Vision... ...Led Secondary Advisory team provides... ...liquidity and capital solutions... ...the day-to-day execution lead on live transactions... ...partner with senior bankers to originate... ....Sound commercial judgment, composure... ...to the employee's ability to perform...CommercialTemporary work- ...AI-native private-capital platform... ...relationships, and advisory and operating opportunities... ..., storytelling, commercial relationships and... ...needs and execution. Identify and introduce... ..., compensation, ownership and disclosures... ...appointment or a full-time employee position....CommercialHourly payFull timeWork at officeLocal areaRemote work10 hours per week
- ...200 private capital and investment... ...Dealmaking Solutions.You'll work... ...feedback loop. Plan and run... ...-functional execution with coaching... ...management, and M&A advisory), or a... ...usage-based commercial model into a... ...story for a senior buyer and a... ...lunches and fully stocked kitchens...StockSeniorCommercialFull timeLocal areaRemote workFlexible hoursShift work
$110k - $160k
...development and employee-focused programming... ...Global Capital Solutions team focuses on liabilities... ...and analytical Senior Associate to join... ...financing terms and execution across the firm.... ...and Vision plans; 401(k) program with... ...world-class medical advisory team, a mental...SeniorFull timeTemporary workWork experience placementFlexible hours$77k - $202k
...SummaryThe OpportunityAs a Finance Solutions - Treasury and Working Capital Consultant, Senior Associate, you will specialize in providing financial advisory services related to corporate... ...forecasting to support strategic planning- Monitoring and analyzing financial...SeniorFull timeH1b
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