Engineering Structures Journal Jobs in Chicago Remote
822 positions found — Page 85
Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands!
In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector.
As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects.
A minimum of 7 years of extensive U.S taxation work experience, with a focus on investment funds or international corporate structures is required.
Responsibilities
- Lead a team of tax professionals in delivering comprehensive tax services to clients.
- Drive business development initiatives and contribute to the growth of the firm.
- Provide expert guidance and mentorship to team members.
- Ensure compliance with tax laws and regulations.
- Develop and maintain strong client relationships.
Capabilities and Skills Required:
- Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures.
- Bachelor’s degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent).
- Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results.
- Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential.
- Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders.
- Essential background in Financial Services, with expertise in private equity and/or hedge funds is required
Education and Experience Level:
- Bachelor’s degree in accounting/taxation or a related field.
- Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures.
Qualifications Required:
- Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required)
Benefits
- Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.
- Relocation support, including accommodation, transportation, and flights for the candidate and their family.
- Pension contribution and generous vacation allowance, including additional closure periods.
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**Overview
**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Visit or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
*Baker Tilly is an equal opportunity/affirmative action employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees.
In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
*#
**Job Description:
****Responsibilities
**Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a
**Director
** to join our growing State & Local Tax (SALT) practice in Chicago with a more indirect tax focus.Our SALT practice is made up of 100 + professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs.
As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
**You will enjoy this role if:
*** You like working directly with CFO’s & owners of middle market clients and SALT leaders of Fortune 500 clients to help them solve their most complex state & local tax challenges.
* You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales tax nexus, research projects, ruling requests, process review, reverse audit, credits & incentives and property tax.
Most of your work will be consulting focused!
* You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice where your hard work and creativity will be rewarded.
* You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration, gives you visibility to leadership and truly enjoys working together.
* You want to be part of firm that values specialty tax practices and is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career
***now, for tomorrow
***.
**What you’ll do:
*** Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes.
This includes: + Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's tax burden + Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities + Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits + Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects + Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships and LLCs + Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value
* Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
**Qualifications:
*** Bachelor’s degree in Accounting required.
Masters in Taxation, LLM
* CPA and/or JD certification required
* 10+ year(s) experience in state and local tax
* 5+ year(s) of supervisory experience, mentoring and counseling associates desired
* Experience as a client serving professional for a consulting firm desired
* Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
*For California, Colorado, New York and Washington: The compensation range for this role is $210,380 to $398,850.
Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
*Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to
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CMK Resources is partnering with a global enterprise storage leader to identify a Senior Partner Services Manager to lead post-sale operational alignment across the Americas channel ecosystem.
This role sits squarely within the post-sales partner services function. It supports MSPs and VARs delivering enterprise storage, cloud, virtualization, and backup solutions. The focus is execution, certification alignment, escalation ownership, and structured partner lifecycle management — not pre-sales or quota-carrying activities.
Work Model: Remote or Hybrid (US-Based)
Preferred Location: Raleigh, NC (strong preference); Chicago, IL or Lehi, UT considered
Responsibilities
- Act as senior operational lead for strategic MSP and VAR partners
- Drive partner services readiness, certification compliance, and implementation quality
- Own complex escalations tied to service delivery and customer experience
- Develop structured partner performance scorecards and operational accountability frameworks
- Influence partner enablement strategy and regional execution plans
- Align Sales, Support, and Professional Services teams around structured post-sale workflows
- Identify systemic gaps and implement operational improvements across the partner ecosystem
- Provide executive-level partner performance visibility and reporting
Qualifications
- 6+ years of experience in partner services, channel operations, technical account management, or post-sale service delivery
- Demonstrated experience working with MSPs/VARs delivering enterprise infrastructure solutions
- Strong background in implementation oversight, certification enablement, and escalation management
- Ability to operate strategically while remaining hands-on
- Proven experience driving cross-functional alignment in a global environment
- Advanced CRM/reporting proficiency (Salesforce, ServiceNow, Tableau, etc.)
- Comfortable stepping into ownership with minimal direction after onboarding
Capital One, Chicago, IL
Job Description
Director, FIG Investment Banking, Consumer Finance. This role is for a senior banker on the Consumer Finance team within Capital One's Financial Institutions Group ("FIG"). The individual will be responsible for relationship management, including new business development, investment banking coverage, pitching to issuers and investors, and deal execution. This position requires an entrepreneurial mindset, with the ability to autonomously manage external relationships and internal deal teams, as well as senior business leaders. Individuals welcome the challenge of joining a growing and dynamic industry-focused banking group with phenomenal growth potential. In addition, the candidate may play a leadership role across deal teams by guiding and shaping more junior associates. Directors are trusted with the most complex transactions and are expected to solve unique problems based on demonstrated experience and job specific skills. The candidate will work closely with members of the FIG organization as well as with a broad group of cross‑functional teams that support the business in various ways.
Responsibilities
- New business development and ongoing relationship management in the broader consumer finance industry
- Work with leadership team to assist in the development of opportunity set and potential growth areas
- Nurture and expand strong internal/external relationships, both new and existing
- Work both independently and with a small team to advise companies on best options for their needs, including lending, capital markets and other services
- Autonomously manage deal execution with limited oversight: origination, structuring, cash flow modeling, diligence, negotiation of terms, approval, and legal documentation
- Lead due diligence processes; evaluate industry research to draw relevant conclusions on material strengths, risks, and mitigants
- Assist less experienced team members in financial statement analysis, cash flow analysis, and overall deal structuring
- Prepare and review financial models independently
- Assist partners in Underwriting to review credit approval documents; may review work of less experienced members of the team
- Autonomously prepare term sheets in consultation with broader deal team, including partners in Underwriting, Legal and Credit
- Lead the review and negotiation of legal documents subject matter expertise to provide rationale and drive outcomes, both internally and externally
- Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process
- Prepare and review pricing models independently; understand drivers for pricing model outputs and consider areas for increasing returns
- Build relationships to foster collaboration between partner groups
- Interact directly with customers to cultivate strong relationships while balancing risk and return
- Mentor and train rotational analysts and new hires
- Participate in internal initiatives to ensure the business is well‑managed and operates efficiently
Basic Qualifications
- Bachelor's Degree or Military Experience
- At least 5 years of experience in Relationship Management
- At least 7 years of experience working with Lender Finance
- At least 7 years of experience working with Financial Institutions
Preferred Qualifications
- Master's Degree and/or CFA
- At least 10 years of experience in Capital Markets and Asset Backed Securitization (ABS)
- Completion of a formal credit training program
- FINRA Licenses series 7, 63, 69
EEO Statement
Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug‑free workplace.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations.
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Our client, a business-focused law firm serving clients of all sizes and industries across the United States, has an immediate need for an experienced Associate Attorney – Intellectual Property to join their team in Chicago.
The ideal candidate will work closely with shareholders and participate in business development and client-facing activities.
KEY RESPONSIBILITIES/REQUIREMENTS:
- 2-5 years of experience with intellectual property prosecution and litigation, particularly with patent and trademark matters.
- Patent drafting experience, along with strong research and brief writing skills.
- Strong communication, organizational, and time management skills.
- An Electrical Engineering degree (or equivalent).
- A JD degree (or equivalent), strong academic credentials, and admission (or steps towards admission) in Illinois and as a patent attorney before the USPTO.
WE OFFER:
- Competitive salary commensurate with experience and class year.
- Discretionary annual bonus program.
- Retirement plans including traditional pre-tax and Roth 401(k) options.
- Comprehensive health, dental, and vision insurance, with optional health savings and flexible spending accounts, firm-paid life and disability benefits, and wellness programs.
- Paid time off including vacation, holidays, sick leave, and personal days.
- Opportunities for professional development through training and mentorship.
- Hybrid work model with three days in-office and two days remote, supporting work-life balance.
- Additional perks such as employee discounts, commuter benefits, backup child and elder care, fitness discounts, Employee Assistance Program, and more.
Please apply today to be considered for this role!
Elgen Staffing is the fastest-growing staffing agency in New Jersey, leveraging the latest recruiting methods to connect candidates with the right opportunities across various industries. Let us help you find your dream job today!
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- Workforce Automation and AI page is loaded## Healthcare Consulting Director
- Workforce Automation and AIremote type: Remotelocations: Chicago
- 550 Van Burentime type: Full timeposted on: Posted Yesterdayjob requisition id: JR-0013268Huron helps its clients drive growth, enhance performance and sustain leadership in the markets they serve.
We help healthcare organizations build innovation capabilities and accelerate key growth initiatives, enabling organizations to own the future, instead of being disrupted by it.
Together, we empower clients to create sustainable growth, optimize internal processes and deliver better consumer outcomes.
Health systems, hospitals and medical clinics are under immense pressure to improve clinical outcomes and reduce the cost of providing patient care.
Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change.
To succeed long-term, healthcare organizations must empower leaders, clinicians, employees, affiliates and communities to build cultures that foster innovation to achieve the best outcomes for patients.
Joining the Huron team means you’ll help our clients evolve and adapt to the rapidly changing healthcare environment and optimize existing business operations, improve clinical outcomes, create a more consumer-centric healthcare experience, and drive physician, patient and employee engagement across the enterprise.
Join our team as the expert you are now and create your future.### At Huron, we help healthcare organizations transform and optimize their workforce operations, partnering with Huron and client leaders to create sustainable solutions that drive meaningful results.
As a Director AI / Automation Advancement Leader within our Healthcare team, you will lead complex performance improvement engagements, creating high-performing environments and ensuring successful client outcomes.
You will play a critical role in leading our team to provide tech-enabled strategies and implement performance improvement tactics to support our clients.
This role is ideal for a data-driven leader who thrives in a collaborative environment and is passionate about driving change using digital technologies, AI, and automation.
Your role will foster a supportive, inclusive environment, empowering team members and creating a workplace where diverse perspectives are valued.
You will build strong executive-level relationships, lead change processes, and identify new business opportunities, leveraging Huron's capabilities to meet client objectives.
This allows you to make an impact and provides career opportunities both within and beyond your areas of expertise.
If you’re passionate about driving impactful solutions and believe in the power of collaboration, Huron offers a rewarding path forward.### As the Healthcare Consulting Director Lead in Workforce AI / Automation Advancement you will:
* Identify, shape, and scale innovative technology-enabled service offerings within a consulting firm environment, leveraging emerging tools such as AI, automation, and digital platforms to broaden the firm’s capabilities, drive operational efficiency, and enhance value delivery for healthcare clients
* Serve as the accountable leader in the design and delivery of our most complex performance improvement engagements by creating collaborative, high performing work environments while continually addressing issues, removing barriers, and ensuring successful client outcomes
* Manage engagement-wide economics, including budgets, revenue forecasting, margins, invoicing, and billing.
* Apply analytical and critical thinking skills to quantify benefits, identify risks, and develop solutions for performance improvement initiatives.
* Communicate effectively to understand client challenges, create customized solutions, and manage client expectations, delivering impactful presentations and proposals supporting both sales and engagement delivery.
* Build strong executive-level relationships, lead change processes, and identify new business opportunities, leveraging Huron's capabilities to meet client objectives.Requirements:
* Bachelor’s degree required
* 8-10 years of consulting and/or healthcare experience
* Extensive healthcare operations experience directing a large hospital department and / or team-based projects with a focus on process engineering / performance improvement initiatives and broad-based change management optimization
* Expertise in driving operational change through digital and AI technologies, supporting clients in developing and implementing technology-enabled strategies (e.g., ambient listening AI/scribing, AI driven workforce intelligence, virtual nursing) to optimize operations in the healthcare setting; technical expertise not required.
* The ability to travel based on client, enterprise, or project needs is an essential function of this role.
While travel requirements may vary based on business need, the current average travel in the Healthcare practice is less than 50%, annually.
* Direct Supervisory experiences of both individuals and large, complex teams
* Proficiency in Microsoft Office (Word, PowerPoint, Excel)
* US Work Authorization required#LI-CM1The estimated base salary range for this job is $170,000
- $215,000.
The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting.
The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel.
This job is also eligible to participate in Huron’s annual incentive compensation program, which reflects Huron’s pay for performance philosophy.
Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $212,500
- $290,250.
The job is also eligible to participate in Huron’s benefit plans which include medical, dental and vision coverage and other wellness programs.
The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.### ##
****Position Level
****Director### ##
****Country
****United States of AmericaAt Huron, we’re redefining what a consulting organization can be.
We go beyond advice to deliver results that last.
We inherit our client’s challenges as if they were our own.
We help them transform for the future.
We advocate.
We make a difference.
And we intelligently, passionately, relentlessly do great work…together.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities.
Find out how you can use your talents and develop your skills to make an impact immediately.
Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation.
Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion.
And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance.
Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year.
All benefits and programs are subject to applicable eligibility requirements.
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Our client, a highly reputable, national, general practice law firm, is seeking a patent associate attorney for its growing Intellectual Property practice in Chicago.
Requirements- Three to five years of substantive patent prosecution experience, as well as experience in opinion drafting, IP transactional work, and patent litigation support.
- A degree in mechanical or electrical engineering or computer science.
- Must be a USPTO-registered patent attorney.
- Excellent academic credentials.
Responsibilities will include: patent drafting, prosecution, and management of client patent and prosecution portfolios; drafting of written opinions for freedom-to-operate/non-infringement, patent invalidity, and patentability; conducting IP due diligence for corporate deal work; IP licensing and other IP transactional work; and providing patent litigation support.
The Firm prides itself on a collaborative atmosphere and providing associates with opportunities for significant professional development, responsibility, and long-term success.
Location: Chicago
Employment Type: Law Firm
Experience: Mid-level Attorney
Apply Now- Name *
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We submit confidential inquiries to our hiring contacts which preserves the confidentiality of theattorney candidate.
Our client, a Chicago-based, mid-sized, full-service law firm, seeks a patent prosecution attorney for its Chambers & Partners ranked IP practice group.
Our client, a prominent, Chicago-based, mid-sized law firm, seeks a talented junior IP associate for its nationally acclaimed IP practice group.
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Meta seeks highly motivated, curious, adaptive team players to serve as Lead Counsel or Associate General Counsel, Monetization (Ads). This role is dedicated to providing strategic legal advice to internal product and business teams, primarily in connection with our ads and eCommerce products, including both advertiser-facing and user-facing features across a wide spectrum of industry verticals. The role requires application of complex, evolving legal frameworks to new and innovative products and services. This is a great opportunity to join a growing legal team, learn about interesting new technologies and business models, and work on novel issues in an exciting, fast-paced environment.
Associate General Counsel, Monetization (Ads) Responsibilities:- Analyze global products, features, and initiatives and provide practical legal risk mitigation strategies for products across multiple jurisdictions
- Provide product, engineering, and other business teams with legal advice across various subject areas including consumer protection laws, data protection laws and regulations, competition laws, and other global legal frameworks
- Drive high-profile and high-impact projects involving legal analysis and compliance with cross-functional stakeholders across business, policy, legal, communications, security, and other cross-functional teams
- J.D. degree (or foreign equivalent)
- Active membership in at least one US state bar and eligibility to obtain registered in-house counsel status (if required by the State Bar in the assigned work location)
- 5+ years of legal experience as a practicing attorney, including at a law firm and/or in-house or government experience
- Demonstrate business judgment and client counseling skills
- Experience with global privacy legal requirements, especially those relating to social media, digital advertising, or other technologies
- Experience with managing legal risk across multiple jurisdictions
- Experience working independently and cross-functionally
- Experience prioritizing work and providing advice in a fast-paced environment
- Proven problem-solving, communication and interpersonal skills
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today—beyond the constraints of screens, the limits of distance, and even the rules of physics.
Meta is proud to be an Equal Employment Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment.
Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at .
$198,000/year to $266,000/year + bonus + equity + benefits
Individual compensation is determined by skills, qualifications, experience, and location. Compensation details listed in this posting reflect the base hourly rate, monthly rate, or annual salary only, and do not include bonus, equity or sales incentives, if applicable. In addition to base compensation, Meta offers benefits. Learn more about benefits at Meta.
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This role offers a fast track to Partner within 2-3 years and requires 10+ years of public accounting experience.
Responsibilities include overseeing tax research and quality control for federal and state income taxes for a diverse client base.
Ideal candidates will have a degree in accounting and CPA certification.
Competitive salary with a bonus structure included.
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Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.
Responsibilities- Operates as key member of the deal team with efforts to maximize sector penetration and returns.
- Institutes cross-selling initiatives to increase ranking with client.
- Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
- Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
- Initiates contact with partners for new client sales.
- Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
- Reviews and continually monitors performance of existing accounts and client relationships.
- Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
- Understands client needs and provides relevant ideas and opinions to generate recommendations.
- Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions.
- Provides deal expertise and prepares/oversees delivery of creative and timely "pitches".
- Supports credit concurrence/pricing efforts as a client advocate.
- Maintains key ongoing coverage contact with clients and sector managers.
- Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
- Identifies and leverages key decision makers and influencers in client / internal organizations.
- Acts as a positive change agent to drive improved efficiency and effectiveness.
- Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
- Assists in the development of strategic plans.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Works with specialists as needed to support successful deal completion.
- Ensures alignment between stakeholders.
- Creates financial models to analyze client portfolios and anticipate client needs.
- Uses financial analysis to proactively identify opportunities to cross-sell.
- Generates updated financial models/ analyses as dictated by business needs and industry requirements.
- Analyzes/ assesses industry compilations.
- Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables.
- Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
- Balances the Bank's risk appetite with client needs when making recommendations / proposals.
- Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Reviews and guides work of Analysts and Associates to deliver business results.
- Delivers financial modeling to support strategic recommendations to clients.
- Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
- Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement.
- MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
- Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business.
- Relevant business services sector experience is highly desired.
- Good knowledge of the organizational portfolio management policies and objectives.
- Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
- Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
- Expertise in financial computer applications and database management tools.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
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