Equity Compensation

Equity Compensation Finance Jobs

59 jobs found

Private Client Relationship Manager

Citizens Horsham, PA

1mo ago

Full time Manager Affluent Banking

Manager Affluent Banking

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Job Description

Overview

Citizens aims to empower clients, colleagues, and communities to reach their potential through a client-centric culture, a commitment to continuous improvement, and ongoing capability enhancement. Citizens Private Client delivers personalized, world-class financial planning and guidance to help clients achieve their financial goals, supported by a culture of continuous coaching, professional development, and practice management support. This role, based in Horsham, PA 19044, collaborates with Wealth Financial Advisors and Certified Financial Planners to form the Citizens Private Client team.

Responsibilities

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calls and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting thorough discovery and financial planning discussions, identifying a client’s goals, and presenting personalized strategies aligned with those objectives.
Strengthen and retain client relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Collaborate with Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to deliver a seamless experience across Citizens.
Leverage Salesforce CRM to track activity and progress.

Measures of Success

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits, including checking, savings, and CDs.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction as indicated by survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree preferred.
3 to 5 years of banking, wealth management, or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required licenses: SIE, Series 6 (or 7) and Series 63 (or 66) at the time of hire; Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.

Licenses

SIE, Series 6 (or 7) and Series 63 (or 66)
Life, Health, and Accident Insurance licenses can be obtained within a defined timeline after hire

Compensation

Salary plus incentive compensation. The base salary is commensurate with experience.

Hours and Work Schedule

40 hours per week. Work schedule typically Monday through Friday, with potential Saturday hours.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy or childbirth, lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state, and local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day, and everyone is expected to be treated with respect and professionalism. Employment decisions are based on merit, qualifications, performance, and capability.

Why Work for Us

At Citizens you will find a customer-centric culture focused on helping clients and giving back to local communities. Joining our team means joining a supportive, collaborative environment with access to training and tools to accelerate your potential and advance your career.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in line with regulatory requirements and with consideration of the nature and gravity of the history and the role offered. Further information will be provided with any offer.

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Private Client Relationship Manager

Citizens Manchester, NH

1mo ago

Full time Manager Affluent Banking

Manager Affluent Banking

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Job Description

Description

Based in Manchester, NH 03101, Citizens Private Client delivers tailored financial planning and advisory services to help clients achieve their long-term goals. The Private Client team fosters a client-centric culture, emphasizes continuous development, and supports ongoing practice management. Private Client Relationship Managers (PCRMs) interact directly with affluent and high-net-worth clients to exceed expectations by thinking long term, taking the next right step, and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners, forming an integrated Citizens Private Client team.

Responsibilities

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting comprehensive discovery and financial planning conversations, understanding a client’s goals, and presenting personalized strategies aligned with those objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to deliver a seamless client experience across Citizens.
Leverage Salesforce CRM to track activity.

Measures of Success include:

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree (preferred).
3 to 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.

Compensation

Salary plus the opportunity to earn incentive compensation. Salary is commensurate with experience.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: M-F; potential Saturday hours

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you will find a customer-focused culture centered on helping customers and giving back to local communities. Joining our team means being part of a supportive and collaborative environment, with access to training and tools to accelerate your potential and advance your career growth.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in accordance with legal and regulatory requirements and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include additional information.

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LIHTC Underwriter, Lead Associate

Fannie Mae Boston, MA

1mo ago

$109k - $142k/yr Full time Affordable Housing Associate Compliance

Affordable Housing Associate Compliance

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Job Description

Overview

Join Fannie Mae in Boston, MA as a LIHTC Underwriter, Lead Associate. Fannie Mae plays a foundational role in housing finance and supports innovative efforts to expand access to homeownership and affordable rental housing. In this role, you will contribute to the Low-Income Housing Tax Credit program by providing expertise on customer network development and engagement, while helping originate proprietary and multi-investor LIHTC investments through our syndicator partners. The LIHTC platform was relaunched in 2018, and the team continues to invest across proprietary and multi-investor funds. You will collaborate with executives and staff managers on assigned operational activities to support the team’s objectives.

Responsibilities

Develop customer relationships with the LIHTC team Senior Director, Director, Advisors and syndicator partners to communicate investment parameters, manage the pipeline, and screen, model, price, and negotiate letters of intent for multifamily LIHTC investments.
Support the LIHTC team's business activities by underwriting and closing proprietary and multi-investor fund investments, including negotiating proprietary fund agreements under the direction of the Senior Director, Director and Advisors. Periodically assist the Head of Underwriting with underwriting and closing of lower tier proprietary investments.
Identify and assess the risk profile of LIHTC investments to ensure risk is controlled and objectives align with credit, investment and regulatory guidelines.
Coordinate with internal and external teams to establish milestones that enable a smooth LOI execution and secure investments.
Assist the Senior Director, Director, Chief Operating Officer and Vice President in updating processes related to internal stakeholders such as multifamily legal, risk, operations, finance, accounting and audit.
Partner with management to recommend business solutions based on analysis of internal and market data.
Actively participate in special projects as needed.
Travel on a limited basis to visit prospective investments and markets.

Experience and Qualifications

Minimum Required Experience

Four years of relevant experience underwriting LIHTC proprietary fund investments while maintaining product and credit quality.
Proven ability in modeling and structuring LIHTC investments and managing critical projects with tight or changing timelines.
Capability to manage multiple and competing priorities to support a robust investment pipeline as demonstrated with syndicator partners.
Self-motivated with strong attention to detail and a collaborative, team-oriented mindset.
Excellent analytical, verbal, written and presentation communication skills.
Ability to influence through negotiation, persuasion, meeting facilitation and conflict resolution.
Proven skill in engaging stakeholders, customers and vendors and building broad relationship networks.
Experience gathering accurate information to clearly explain concepts and answer critical questions.
Ability to work respectfully with diverse functional teams to achieve shared goals.
Proficiency with Microsoft Office, especially Excel, Word and PowerPoint.

Desired Experience

Bachelor’s degree or equivalent.
Experience with equity or debt portfolio management software/systems such as MRI, Salesforce and Yardi.
Ability to navigate multiple systems, manage data and generate reports.

Compensation and Work Arrangement

Target Pay Range: $109,000 to $142,000 per year.
Hybrid work arrangement.
Eligible to participate in the Fannie Mae incentive program, subject to program terms.

Additional Details

Location: Boston, MA
Industry focus: Multifamily, LIHTC engagements

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Senior Trust and Wealth Advisor

TrustBank Wheaton, IL

1mo ago

$122k - $262k/yr Full time Marketing Senior Advisor

Marketing Senior Advisor

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Job Description

Position Overview

Become part of TrustBank’s dynamic wealth management team. We are seeking a Senior Trust and Wealth Advisor who aims to make a meaningful impact and thrives in a collaborative environment. You will play a pivotal role in surpassing client expectations and contributing to Growing Prosperity Together.

Position Details

Title: Senior Trust and Wealth Advisor
Department: Wealth Management
Reports To: Chief Wealth Strategist
FLSA Status: Exempt
Type: Full-Time
Location: Wheaton, IL 60187

What You Will Do

Establish advisory relationships by directly engaging with clients to gather information on financial circumstances and goals.
Assess overall personal financial conditions including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management, and budgeting.
Identify client objectives, risk tolerance, and capital needs.
Provide guidance on general financial forecasts and trends.
Develop sophisticated goals-based wealth plans aligned with client objectives and consult with clients and other specialists on action steps.
Coordinate implementation of advanced wealth plans according to client directions.
Collaborate with clients’ other advisors and TrustBank partners to deliver coordinated financial and wealth planning services.
Review account relationships and communicate with the wealth management team to uncover cross-selling opportunities.
Lead the sales process in assigned markets and identify opportunities to expand client relationships.
Contribute to the development and monitoring of best practices in financial planning delivery.
Prepare and present materials related to ongoing client relationship maintenance.
Develop marketing materials and plans and deliver marketing presentations.
Contribute to TrustBank wealth planning thought leadership and related marketing resources.
Actively engage with professional advisor networks, including attendance at conferences and networks, to cultivate relationships.
Operate independently with in-depth knowledge of the business unit and its functions.
Balance high level execution with strategic development and direction of the function.
Perform preliminary analyses as required.
Interact directly with committees and management as part of duties.
Strategically develop, implement, and manage programs within the functional area.
Undertake other duties as assigned by the manager.

Working Conditions

The role follows a Monday through Friday schedule, typically 8:00 AM to 5:00 PM, totaling 40 hours per week. Additional hours may be necessary. Primary work location is within the DuPage County / Chicago Market. Expect prolonged computer use, a moderate noise level, and a well-lit office. Duties may require standing, walking, using hands and fingers, reaching, speaking, and hearing. Ability to lift up to 25 pounds. Vision requirements include near, distance, peripheral vision, depth perception, and focus. Some tasks may be repetitive at a computer and may involve direct public interaction.

TrustBank Core Values

Support and embody the TrustBank and Wealth Management Culture and Core Values in all duties and interactions.

Compensation and Benefits

The estimated annual salary for this position ranges from $121,900 to $262,000, including incentives. This span reflects the compensation range across our markets. Actual pay will depend on role responsibilities, relevant skills, experience, education, and geographic location. We use a holistic approach in hiring to ensure internal equity while recognizing unique qualifications. In addition to base salary, this role participates in an incentive compensation plan tied to individual performance. TrustBank offers a 401(k) plan with a discretionary employer match in bank stock, along with a comprehensive benefits package. For more details about employee benefits, visit our Career Page at the following link: https://trustbank.net/company/career-opportunities.

Disclosures

TrustBank values diversity and inclusion and does not discriminate on any protected basis, including race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy, disability, or any other basis protected by law. We provide reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. This description may be updated and is not intended to be all-inclusive. The role may involve other related duties to meet organizational needs. TrustBank is an Equal Opportunity Employer / Disability / Veterans.

Education and Experience

Successful candidates typically possess knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning, and cash flow planning, usually gained through substantial related work experience. A university or college degree in finance, economics, or a related field is required. The candidate should be an effective communicator and collaborative professional.

Qualifications and Key Attributes

Proven ability to service and develop client relationships by effectively engaging clients and identifying their needs.
Exceptional communication skills, strong attention to detail, proactive approach, analytical mindset, empathy, and the ability to work with minimal supervision.
Travel across regional locations is required.

Required Skills and Abilities

Strong analytical, problem solving, and organizational capabilities to address requests, prioritize tasks, and manage workflow.
Solid understanding of general financial principles to serve and communicate with high net worth clients.
Maintain knowledge of financial software and applications and how technology supports high standards of service at TrustBank.

Technical Skills

Proficiency with Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.

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Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds Analyst

JPMorganChase New York, NY

1mo ago

$100k - $120k/yr Full time Analyst Banking Commercial

Analyst Banking Commercial

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Job Description

Role overview

Join JPMorganChase within Risk Management and Compliance, where your expertise helps keep the firm resilient and supports responsible growth by anticipating emerging risks and applying sound judgment to real‑world challenges affecting the company, its clients, and communities. Our Risk Management and Compliance culture emphasizes innovative thinking, challenging the status quo, and pursuing best‑in‑class practices.

Responsibilities

Assess the creditworthiness of clients to determine appropriate credit ratings, including strategy and exposure analysis.
Perform client due diligence, prepare written credit approval memos, and conduct annual credit reviews.
Manage client portfolios, including limit sizing and maintenance, review of financial reporting, and monitoring of credit covenants.
Analyze exposure metrics such as VaR and stress scenarios to recommend risk mitigants like structural enhancements, credit covenants, and collateral requirements.
Develop understanding of trading agreements and related credit terms (e.g., ISDA).
Partner with colleagues from Sales & Trading, Coverage, Market Risk, Transition Management, and Legal.
Stay abreast of market developments and industry trends and assess their impact on client portfolios and strategies.
Meet development and training requirements as defined.

Required Qualifications, Capabilities and Skills

Undergraduate degree in finance or a related field.
Understanding of accounting, trading products, and an interest in markets.
Strong interest in client interaction and outstanding verbal and written communication skills.
Ability to multitask and perform well under pressure in a demanding team environment.
Highly proficient in Excel, PowerPoint, and Word.

Location

New York, NY 10017

Compensation and Benefits

We offer a competitive total rewards package including base salary determined by 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 provide a broad benefits program based on eligibility, including 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.

About Us

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.

Equal Opportunity and Diversity

We recognize that our people are our strength and that diverse talents contribute to our global success. We are an equal opportunity employer and highly value diversity and inclusion. We do not discriminate on the basis of any protected attribute.

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Home Lending - HL Portfolio Manager - Analyst

JPMorganChase Jersey City, NJ

1mo ago

$110k - $125k/yr Full time Manager Analyst Capital Markets

Manager Analyst Capital Markets

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Job Description

Overview

Join the Capital Markets Group within Chase Mortgage Banking to support Secondary Marketing Trading activities. Collaborate with senior leaders and cross-functional teams to expand mortgage origination volume, protect the fair market value of loans, and maintain Chase’s competitive pricing. This role suits individuals who excel in a dynamic market environment and are passionate about financial markets.

Responsibilities

Own Secondary Marketing P&L and assist with risk reporting and attribution.
Perform financial analysis of trade desk models and positions.
Assess traders’ daily positions and collaborate to optimize outcomes.
Maintain and operate proprietary models to maximize portfolio value.
Develop and implement strategies to optimize pooling of mortgage-backed securities.
Monitor and prioritize at‑risk loans for optimization.
Create and analyze reports to identify trends and forecast future performance.

Required qualifications, capabilities, and skills

Strong financial analysis and accounting capabilities.
Interest in markets, valuation, and how interest rates affect fixed income assets, particularly mortgages.
Bachelor’s degree.
Experience with evaluating model performance and reporting.
Ability to collaborate across cross-functional teams.
Analytical mindset with meticulous attention to detail.
Experience supporting risk reporting and attribution.

Preferred qualifications, capabilities, and skills

Leadership potential; self‑starter and task‑oriented.
Excellent written and verbal communication skills.
Root cause analysis capabilities.
Comfortable with programming logic and handling large data sets.

About Us

Chase is a leading financial services firm helping nearly half of America’s households and small businesses reach their financial goals through a broad range of financial products. Our mission is to build engaged, lifelong relationships and place customers at the center of everything we do. We also support small businesses, nonprofits and cities with tailored solutions.

We offer a competitive total rewards package, including base salary that is determined by role, experience, skill set, and location. In eligible roles, compensation may include commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognized for individual achievements and contributions. A comprehensive benefits suite is available based on eligibility, covering health care, on-site wellness resources, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process. We value diversity and inclusion and are an equal opportunity employer, with accommodations available for religious practices and mental health or disability needs. For accommodation requests, please refer to our FAQs.

About the Team

Our Consumer & Community Banking division serves Chase customers with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment

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Investment Banking Associate

Chronic Capital LLC Boston, MA

1mo ago

$140k - $350k/yr Full time Associate Banking Capital Markets

Associate Banking Capital Markets

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Job Description

Role Overview

We are seeking a high-performance Market Coverage Banker whose primary focus is sourcing proprietary deal flow and cultivating deep market expertise within targeted industries. This role is not about execution support; it is a front-line, revenue-generating position.

The successful candidate will own and develop a defined industry vertical, build enduring relationships with CEOs and founders, source debt, equity, and M&A mandates, establish themselves as a market authority in their sector, and drive steady origination activity into the firm’s capital markets team.

Core Responsibilities

Deal Origination & Pipeline Development: Proactively source middle-market transactions ($5M-$250M+), develop relationships with founders, sponsors, and executives, identify financing and M&A opportunities early, secure signed engagement letters, and collaborate with Capital Markets to build financial models, data rooms, and investor materials.
Vertical Market Expertise: Own and continuously develop a defined industry vertical, maintain current knowledge of capital markets trends, valuation metrics, active buyers and lenders, and regulatory developments, and publish internal market insights to contribute to thought leadership.
Relationship Development: Build a long-term network of professionals (IB and commercial bankers, attorneys, CPAs, insurance brokers, etc.), represent the firm at conferences and industry events, and serve as the primary point of contact for clients through mandate execution.
Strategic Coverage: Develop target lists within the assigned vertical, maintain disciplined CRM tracking, conduct ongoing outreach and relationship nurturing, and build multi-year, trust-based advisory relationships.

Qualifications

Required

2-7+ years of experience in investment banking, private credit/equity, commercial banking, or capital markets
Demonstrated ability to source or co-source transactions
Deep industry knowledge within at least one sector
Strong executive presence and communication skills
Ability to independently manage pipeline development

Preferred

Existing portable network within a defined vertical
FINRA Series 79 / 63 (or ability to obtain)
Prior experience at a boutique or middle-market platform
Experience structuring debt, equity, or structured finance transactions

Performance Metrics

Engagement letters signed
Quality and size of sourced mandates
Pipeline consistency
Long-term client retention
Revenue generated from sourced transactions

Compensation & Benefits

Ideal Profile: Compensation comprises Base Salary, deal bonus, and discretionary bonus.

Pay: $140,000.00 - $350,000.00 per year

Benefits: Dental insurance, Health insurance, Paid time off

Ideal Profile

Relentless drive: Willingness to work long hours, travel, and outwork others to win mandates, build relationships, and uncover opportunities
Communication: High level of comfort speaking with executives and the ability to advocate and lead within the firm
Organization: Disciplined use of CRM, Outlook, OneDrive, and structured management systems
Willingness to learn: Market-obsessed with a strong desire to improve skills, industry knowledge, and capital markets fluency daily

Role Details

Job Type: Full-time
Location: Boston, MA 02108
Experience: 1 year (Required) in IB, capital markets or asset management
Ability to Commute: Boston, MA 02108 (Required)
Work Location: In person

Application Questions

Do you have an existing network that will allow you to generate leads within the first 30 days?
How many hours per week do you expect to work for this position?
Can you build a three-statement model from scratch without AI assistance?