Investment Banking Associate executing public equity offerings and mergers & acquisitions at Baird. Collaborating with senior bankers and clients to drive financial advisory services across sectors.
About the role
- Financial Center Manager overseeing daily operations of a financial center and leading a team towards client goals. Instilling a client-centric culture and ensuring operational excellence while managing financial services.
Responsibilities
- Managing a financial center and its employees on a day-to-day basis
- Operating as a business owner and fostering a team environment
- Instilling an effective client-centric and risk culture in the center
- Helping clients achieve their financial goals
- Ensuring operational excellence and cohesive effectiveness
Requirements
- 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
- Can interpret performance results, find opportunities to drive success and hold others accountable to results
- Must be able to work weekends and/or extended hours
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Researcher for Executive Search at Egon Zehnder, a leadership advisory firm. Guiding teams in market research and candidate solutions with a focus on quality and strategy.
Researcher specializing in Executive Search for finance executives in Chicago. Collaborating with consultants to deliver strategic human capital solutions for multiple clients.
Compliance Director at Wells Fargo managing compliance for Credit Sales & Trading activities. Leading a team to ensure compliance with U.S. regulations and enterprise policies.
Gas Strategic Planning Engineer at Xcel Energy leading moderate to large engineering projects and providing technical expertise in energy solutions. Responsible for project coordination, documentation, and mentoring engineers.
CIB Intern supporting Syndicated Leveraged Finance at Fifth Third Bank. Performing analytical and financial modeling tasks and collaborating with deal teams in Chicago and Charlotte.
Operations Financial Analyst responsible for shack performance reporting and financial analysis at Shake Shack. Collaborating with Ops leadership to improve visibility and decision - making on financial performance.
Retail Investment Associate supporting sales and client retention at Key Investment Services. Assisting Private Client Advisors with customer service and daily operations.
Director of Enterprise Investment Analysis and Reporting leading financial strategy and reporting frameworks. Engaging with key colleagues to enhance corporate investment analysis and decision - making processes.
Senior Director leading strategic transformation of workforce operations for enGen. Establishing frameworks for financial oversight and workforce planning with significant enterprise - level value.