Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
On-site · New York City, New York, United States
Job Summary
Senior ESOP-focused Commercial Banker within the Capital & Advisory Solutions team leading ESOP transactions, driving business development, market coverage, and collaboration with Relationship Executives, Commercial Bankers, and underwriters. Responsibilities include facilitating referrals, educating clients on ESOP transactions and liquidity strategies, reviewing and structuring ESOP financing with Credit Officers, preparing feasibility and debt capacity studies, reviewing legal documents for ESOP deals, producing financial models and structuring alternatives, and conducting periodic ESOP reviews to support credit exposure.
Required Qualifications
- Bachelor’s degree
- Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space
- Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting
- Strong business development acumen and strategic vision to identify marketplace opportunities
- Ability to assess credit transaction risks and knowledge of credit policies
- Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding
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