Banking and Financial Services Jobs in Franklin, WI
13 positions found
Manager, Systemic Well-Being
Location:
1901 Chestnut Ave
Glenview, Illinois, 60025
United States
Category:
Benefit Plans
Date Needed by:
5/4/2026
Recognized nine times as a Chicago's Best and Brightest Companies to Work For and eight times as a National Best and Brightest Companies to Work For, Wespath Benefits and Investments (Wespath) is seeking an individual who is passionate about clergy well-being to join our organization in a new partially grant funded role of Manager, Systemic Well-Being.
Serving The United Methodist Church (UMC) for over a century; Wespath cares for those who serve by providing benefits to clergy and lay employees. This also includes more than a decade of work and research examining the physical, emotional, financial, social and spiritual dimensions of the clergy who serve the UMC. Wespath recently committed to partnering with Garrett Evangelical-Theological Seminary's Faith Leadership Collaborative to lead the development of a Holistic Clergy Well-Being Hub. This work is funded by a Lilly Endowment grant recently awarded to Garrett.
In this role, you will work across the UMC to develop and implement denomination-wide strategies that promote holistic well-being within the UMC. Responsibilities include building relationships with stakeholders, gathering and sharing data, identifying and overseeing comprehensive initiatives, and fostering a culture of well-being across all levels of the Church.
Reporting to the Director of Health and Well-Being, you'll be responsible for:
- Developing and executing a multi-year strategy for enhancing the well-being of those who serve the Church, using various types, sources, and levels of data to identify gaps, strengths, and opportunities.
- Establishing and cultivating relationships with key church leaders and subject matter experts on well-being within the UMC and other denominations; determining how Wespath can best interact with these leaders to achieve mutual objectives around well-being and support creation of a culture within the UMC that actively supports and values the health and well-being of clergy and lay workers, aligning touchpoints at the local church, conference, agency, and denominational level.
- Suggesting and monitoring relevant analytics to understand individual behavior and systemic factors that influence behavior and identify trends in well-being over time; leveraging data to identify gaps and needs within the denomination.
- Overseeing development of communication campaigns across the denomination to bolster individual and systemic well-being efforts and initiatives, including delivery of presentations regarding data, strategies, and impact to a variety of audiences, including senior management and church leaders.
- Collaborating with Wespath and UMC stakeholders to identify gaps between educational training and actual work environment and to help align expectations across multiple levels, which may include work with peer organizations via the Church Benefits Association.
- Leading Wespath's effort in creation and execution of the Holistic Clergy Well-Being Hub for the Faith and Leadership Collaborative with Garrett-Evangelical Theological Seminary; collaborate with all stakeholders to ensure mutual benefit and achievement of key grant objectives.
- Supporting the Manager, Health and Well-Being in promoting available Wespath well-being programming across the church and identifying opportunities for additional programming to meet unmet needs and align with the desires of constituencies; contributing to Wespath's ongoing clergy financial well-being efforts and strategy, including supporting upgrade and promotion of the Saving Grace program.
- Training and supporting leaders within the UMC to effectively promote well-being, recognizing the impact of leaders at various levels (church, conference, agency) on the mental health and work-life balance of those who serve the church.
- Working with other Wespath departments including Church Relations, Plan Sponsor Relations, and Benefits Education to resource meetings and events where clergy well-being is on the agenda or should be addressed and to identify and make connections with Church leaders or other individuals of interest to Wespath.
Manager, Systemic Well-Being - Compensation and Benefits:
The compensation range for this position is $120,000-$130,000 with a bonus opportunity and customary benefits. Final compensation will be based on the hired applicant's qualifications (education, training and/or experience related to this role), and as such, may fall outside the range shown.
- Medical, dental, vision and well-being benefits from HealthFlex on day one!
- 8% employer contribution to retirement plan with an additional match up to 2% on day one!
- 22 days of PTO + 12 paid holidays
- Hybrid work environment. The office is located in Glenview, IL; will need to be in office on Tuesdays and as otherwise needed. Open to considering fully remote for a non-local candidate with strong skills and past experience.
- Free financial planning assistance from EY
- Paid parental leave
- Tuition reimbursement and other development opportunities
Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.
#LI-JR1 #LI-Hybrid
Minimum Requirements/Qualifications:
- Bachelor's degree in related field; or equivalent work experience.
- Ability and willingness to travel (primarily within the U.S.) an average of 30%, but up to 40% in certain months.
- Intermediate Microsoft Office Suite skills, especially in Power Point (presentations) and Excel (data analysis).
- 5+ years of work or volunteer experience in the United Methodist Church, including collaborating with annual conferences and agencies, beyond the local church.
- Demonstrated knowledge and understanding of clergy and U.S. population well-being trends.
- Demonstrated knowledge and understanding of behavioral and systemic factors that influence well-being and health and wellness promotion principles.
- Experience leading or guiding teams of colleagues or volunteers in the successful accomplishments of projects and initiatives.
- Experience interacting with external customers and senior leaders via written communications, presentation to varied size groups, and interpersonal conversations and relationship development.
- Self-managing-able to work a variety of projects and initiatives with minimal day-to-day management and oversight.
Preferred Requirements/Qualifications:
- MPH, MHA or Masters Degree in health-related field
- Work, volunteer, or life experience with diverse communities and cultures.
Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.
Communications Content Manager
Location:
1901 Chestnut Ave
Glenview, Illinois, 60025
United States
Category:
Communications
Date Needed by:
4/6/2026
Primary Duties and Responsibilities:
You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Communications, and if you like, teams such as our DEI Council or our Green Team on environmental sustainability - and make an impact through your work!
Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.
Wespath, recognized as a 2017-2025 Chicago's Best and Brightest Companies to Work For and a 2018-2025 National Best and Brightest Companies to Work For, has an opportunity for a Communications Content Manager that develops and implements communication strategies and tactical work plans for their internal business partners (clients). In this work, the Content Manager establishes and manages project schedules, the internal review process through final approvals, and partners with design and production staff to deliver communication projects from concept through execution.
More specifically, as a Communications Content Manager you will have the following key responsibilities:
Communication Strategy: Plan, develop, coordinate, and maintain communication strategies and work timelines for client departments. Serve as the lead content manager for Human Resources (HR) and Information Technology (IT), partnering closely with department leadership and business owners to understand priorities, gather input, and deliver effective communications for employees. Provide communication support for other internal business partners-including Legal, Accounting & Finance, Customer Service, and Plan Sponsor Relations. Drive employee awareness, understanding and enthusiasm around organizational priorities, changes, and corporate culture as an inclusive and learning-forward employer. Internal Communication Production and Channel Management: Provide broad support for internal communication channels and recurring organizational workflows. This includes developing and distributing employee-facing content on a twice-weekly, bimonthly and as-needed basis, supporting regular communication cycles and project-based initiatives, and ensuring timely, accurate, and consistent execution of internal communication deliverables. facing content-based initiatives, and ensuring timely, accurate, and consistent execution of internal communication deliverables. Storytelling and Content Creation: With a mindset of curiosity, and with guidance from Communication Managers and clients, develop stories that help advance the client's business objectives, support the organization and promote our culture as an employer. Write, edit and proofread digital and print content for client department projects and organizational projects; work closely with the Multimedia team on design and overall execution of materials including videos. Partner with DEI Council to champion Wespath's diversity-focused programming. Project Management: Manage and support projects as delegated and directed by the Communications Manager and/or Managing Director. Leverage the department's project/production management platform ( ) to manage all communication aspects of projects. Manage client communication process and project elements, including the internal review process. Meeting and Event Content: Provide tactical support as assigned for external organization events (educational forums, training, webinars, etc.), whether in person, virtual or hybrid. Includes development of relevant content and materials. Support photography of internal events (with Multimedia team and social media manager). Web and Social Content Support: Partner with the Website Manager and Social Media Manager to leverage these vehicles as an audience engagement tactic supporting Wespath's brand as an employer of choice. Use data-driven insights to optimize content. General Communication Department Support: Provide peer review (editing and proofreading) for Communication department project materials. Central Repository (CR) Coordination and Document Management: Serve as a CR coordinator by maintaining the central document management system-checking documents in and out, assisting with edits, ensuring adherence to review and update requirements, coordinating the monthly CR document review cycle with IT and business partners, and producing and distributing monthly CR document status reports by department.Communications Content Manager Benefits and Compensation:
Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one.8% employer contribution to retirement plan with an additional match up to 2% on day one.22 days of PTO + 12 paid holidays.Hybrid working arrangement.The compensation range for this position is $93,000 - $115,000 with a bonus opportunity and customary benefits. Final compensation will be set based on the hired applicant's qualifications (education, training, and/or experience related to this role), and as such, may fall outside the range shownMinimum Requirements/Qualifications:
- Bachelor's degree in communications,
Journalism, English or equivalent work experience. - 7 years as a communication professional in a corporate or
similar environment. - Ability to articulate the communications process from concept
through production. - Proven experience producing high-quality, integrated
communications from concept through production, including experience
writing for print, video, podcasting, the web, social media and
other electronic media. - Excellent project management skills,
including ability to create and maintain ongoing
project schedules and deliver to established deadlines. - Skilled
in adapting to changing requirements as needed.
Preferred Qualifications
- Strong written and verbal communications skills, with demonstrated portfolio of communication materials.
- Demonstrated knowledge of PowerPoint, graphic design (Canva and/or InDesign) and production processes.
- Experience
within the financial services industry; banking; investments; benefits firms
preferred.
Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.PDN-a12b5fa1-53 ae-b6ee86817fbf
Human Resources Manager
Location:
1901 Chestnut Ave
Glenview, Illinois, 60025
United States
Category:
Human Resources
Date Needed by:
4/6/2026
Primary Duties and Responsibilities:
You bring the motivation, teamwork, and integrity and we will
provide the collaborative culture, professional development, and respect you
deserve. And if you are good at what you do, you will have a career at Wespath. Join our team in Human Resources - and, if you like,
teams such as our DEI Council and Green Team on environmental sustainability - and make an impact through your work!
Wespath,
recognized as a 2017-2025 Chicago's Best and Brightest Companies to Work For
and a 2018-2025 National Best and Brightest Companies to Work For, has an
opportunity for a Human Resources Manager (HRM) to work in close collaboration with the Managing Director of Human Resources to
develop HR strategies for the organization and with hiring managers in assigned
business units to fulfill a wide scope of HR-related needs. The HRM provides advice, assistance and
follow-up on the development and revision of the organization's policies and
procedures. Although the HRM does not have direct reports, the role manages employee
relations issues with people-managers, coordinates the resolution of specific policy-related and
procedural problems and inquiries, and provides consultative services to and
advises managers and employees in the daily management of human resources
issues. The HRM keeps abreast of HR
legislation and trends and ensures best practices and compliance with local,
state and federal employment laws and regulations.
Specifically, the HRM:
Manages recruitment process at alllevels of the organization, leveraging the organization's applicant tracking
system. Writes/places ads; screens
resumes; schedules interviews; conducts phone interviews; leads panel
interviews; advises candidates and managers about recruitment and selection
practices and requirements; maintains accurate records.Assists
in the implementation of the performance management process, including but not
limited to providing feedback to managers about the quality of their
performance reviews, advising managers about goal setting and measurements,
tracking compliance to deliverables, reporting and making recommendations for
improvements.Provides
leadership and coaching support to managers regarding HR initiatives, policies,
processes and practices including employee relations/engagement, performance
management, compensation and benefits, compliance, etc. Identifies
opportunities, takes initiative and formulates and maintains metrics, develops
policies and services to improve the effectiveness of current HR processes and
practices and makes recommendations to manager.Provides
guidance to employees within scope of position; assists in the investigation
and resolution of employee relations issues; acts as a liaison to managers and
advises them on how to reach proper resolution.Leads managers through an annual talent assessment and succession planning process; subsequently coaches employees through succession development planning to help ensure continuous learning toward targeted successor position(s).Supports
and brings value to HR team by leading or participating in projects.Ensures
compliance with State and Federal laws and regulations. Reviews and keeps informed about recent and
changing employment related laws, guidelines and trends and recommends changes
in policy/procedures or new initiatives that support Wespath's business
practices.Conducts
new employee orientation and new manager training. Works with hiring managers
and Learning and Development to ensure 90-day on-boarding goals are identified.Develops
and maintains relationships with vendors, especially recruiting vendors and
talent management vendors.Conducts
exit interviews to identify issues, trends, and areas for improvement.
Benefits and Compensation
Choose the medical, dental, vision, and well-being benefits that best fit your needs from day one.8% employer contribution to retirement plan with an additional match up to 2% on day one.22 days of PTO + 12 paid holidays.Hybrid working arrangement.The compensation range for this position is $112,000 - $132,000 with a bonus opportunity and customary benefits. Final compensation will be set based on the hired applicant's qualifications (education, training, and/or experience related to this role), and as such, may fall outside the range shown.Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.
#LI-CW1 #LI-hybridMinimum Requirements/Qualifications:
MINIMUM QUALIFICATIONS
- Bachelors'
degree in human resources management, business, or related discipline; or
equivalent work experience - 10
years of progressive experience in human resources - Strong
HR generalist knowledge with exposure to all areas of HR functions, with
specialist experience in recruiting, performance management or employee
relations - Proven
ability to discern issues, develop solutions and implement appropriate plans - Knowledge of state and federal employment laws and legal compliance requirements
- Ability
to handle sensitive and confidential information
PREFERRED REQUIREMENTS/QUALIFICATIONS - Masters'
degree in related discipline - PHR
or SPHR certification - Benefit administration or financial services industry experience
Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.PDN-a10b2ebd-4966-463a-ba08-a07fac311339
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
- Paid sick leave as determined by state or local ordinance, prorated based on start date
- Paid holidays (7 days per year, based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Position Overview
Quest CE is seeking a motivated Sales Executive to drive net-new revenue through outbound prospecting and full-cycle SaaS sales. This role is focused on building pipeline, managing opportunities thoughtfully, and consistently executing the sales process in a structured, goal-oriented environment.
You will oversee the sales cycle from initial outreach through signed agreement, working directly with C-suite decision-makers at regulated financial services firms. In this role, you will position Quest CE’s compliance technology platform as a practical, scalable solution that helps firms manage regulatory requirements more efficiently and gain better visibility into their training, risk and reporting processes.
Key Responsibilities
Outbound Pipeline Generation
- Generate new business opportunities through proactive outbound prospecting (40–60 calls per day, strategic email outreach, and industry engagement)
- Identify and engage C-level and senior decision-makers within broker-dealers and investment advisory firms
- Qualify prospects and advance opportunities through the sales pipeline
Full-Cycle Sales Ownership
- Conduct discovery conversations and web-based product demonstrations
- Develop proposals, negotiate agreements, and close new business
- Meet or exceed defined revenue, pipeline, and activity targets
Pipeline Management & Forecasting
- Maintain accurate CRM records and sales forecasts
- Monitor pipeline health and conversion metrics, adjusting strategy as needed
- Ensure consistent follow-up and progression of opportunities
Cross-Functional Collaboration
- Partner with Account Management to ensure seamless client transition post-close
- Provide market insights and client feedback to support product development and positioning
- Stay current on regulatory changes, competitor activity, and industry trends
Earnings
On-target earnings (OTE) range from $70,000–$130,000 during the first 12–24 months, consisting of base salary plus uncapped commission. Top performers have earning potential beyond this range.
Why Quest CE?
Quest CE is a leader in regulatory technology, providing compliance solutions to financial services firms regulated by FINRA and the SEC. Our solutions help organizations simplify complex compliance requirements and operate more efficiently in a highly regulated environment.
We offer a hybrid work model, with initial training conducted onsite and ongoing flexibility to work remotely, along with scheduled in-office collaboration days.
In addition to competitive compensation, we provide comprehensive benefits including medical, dental, and vision coverage, HSA options, 401(k), professional development opportunities, tuition reimbursement, and a supportive, growth-oriented culture.
Quest CE is an Equal Opportunity Employer. We make employment decisions without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status in accordance with applicable federal, state, and local laws.
Requirements
- Bachelor’s degree in Business, Marketing, Finance, or equivalent experience
- 3–5+ years of SaaS or software sales experience
- Demonstrated success in outbound prospecting and full-cycle sales
- Proven ability to generate pipeline through cold calling and strategic outreach
- Experience conducting web-based sales presentations and demos
- Strong organizational skills and CRM discipline
- Willingness to travel 1–2 times annually for industry conferences
Experience selling into financial services or regulated industries is preferred but not required.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
The Managing Director, IB // Business Services M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Business Services M&A will report directly to the IB Practice Line Leader and will develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Work with the Portage Point team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
- Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
- Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
- Create and present client deliverables
- Negotiate, document and assist in transaction execution
- Provide coaching and mentorship to junior team members
- Lead or support internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Lead talent acquisition and firm-building initiatives
- Contribute to creating a high-performing and inclusive culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 15 plus years of middle market investment banking experience
- Established book of business in the Business Services sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
- Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
- Experience with privately held and sponsor-backed businesses
- Commanding knowledge of current market terms and trends
- Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Compensation
$1,200,000 - $3,000,000 a year
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA, SIPC.
#J-18808-Ljbffr
This role offers a unique opportunity to lead complex M&A transactions and manage client relationships.
The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment.
The position offers a competitive compensation package of $1.2M to $3M annually.
#J-18808-Ljbffr
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue‑chip talent committed to delivering best‑in‑class outcomes. Our cross‑functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
The Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm’s rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high‑quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high‑performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
- Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
- Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
- Create and present client deliverables
- Negotiate, document and assist in transaction execution
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Support talent acquisition and firm‑building initiatives
- Contribute to a high‑performing, inclusive and values‑driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team‑based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 15 plus years of middle market investment banking experience
- Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
- Experience with privately held and sponsor‑backed businesses
- Commanding knowledge of current market terms and trends
- Expertise in project management and client‑facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
- Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
- Superior written and verbal communication skills, including executive‑ready presentation and reporting skills
- Proven ability to thrive in lean, fast‑moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high‑pressure, client‑facing environments
$1,200,000 - $3,000,000 a year
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC
#J-18808-Ljbffr
The role involves managing transactions, developing client relationships, and mentoring junior staff.
Candidates must have a top undergraduate degree and FINRA licenses, with a demonstrated ability to thrive in high-pressure environments.
The compensation ranges from $1,200,000 to $3,000,000 annually, dependent on qualifications.
#J-18808-Ljbffr
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
Responsibilities- Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
- Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
- Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
- Create and present client deliverables
- Negotiate, document and assist in transaction execution
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 15 plus years of middle market investment banking experience
- Established book of business in the Healthcare sector with a demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and/or lenders
- Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
- Experience with privately held and sponsor-backed businesses
- Commanding knowledge of current market terms and trends
- Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
$1,200,000 - $3,000,000 a year
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC. FINRA and SIPC.
#J-18808-Ljbffr
Ideal candidates will have over 15 years in investment banking, a strong business network, and a collaborative spirit.
This role includes substantial compensation potential and significant responsibilities in a high-performance culture.
#J-18808-Ljbffr
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
Managing Director, IB // M&A
The Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm\'s rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
- Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
- Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
- Create and present client deliverables
- Negotiate, document and assist in transaction execution
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 15 plus years of middle market investment banking experience
- Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
- Experience with privately held and sponsor-backed businesses
- Commanding knowledge of current market terms and trends
- Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
- Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
The compensation: $1,200,000 - $3,000,000 a year.
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA/SIPC.
#J-18808-Ljbffr
