Financial Sponsors

As a Partner - Financial Sponsor within the Wholesale Banking division's New Economy Group, your primary responsibility is to develop and maintain impactful relationships with venture capital (VC) firms, private equity (PE) firms, and other financial sponsors. Your role will focus on identifying, acquiring, and managing relationships with larger entities, providing tailored banking solutions for fund operations, treasury, and lending. You will strategically engage with portfolio companies of financial sponsor clients, facilitating introductions for onboarding and servicing by collaborating with internal sales and product teams to design customized solutions across asset, liability, and transaction banking offerings. In addition, you will collaborate with both Wholesale and Retail Banking stakeholders to ensure a comprehensive go-to-market strategy. Working closely with product, operations, and onboarding teams, you will aim to deliver a seamless customer journey. Furthermore, you will engage with marketing and ecosystem teams to enhance visibility through joint engagements, ecosystem partnerships, and thought leadership initiatives. Your role will involve tracking key trends in the sponsor landscape, maintaining internal sponsor portfolios, and contributing to new product development ideas, sector playbooks, and sponsor engagement strategies. Your educational background should include an MBA/CA/CFA or equivalent from a reputable institution, along with 5-10 years of relevant experience in the financial services industry. Overall, as a Partner - Financial Sponsor, you will play a crucial role in fostering strong relationships with financial sponsors, providing innovative banking solutions, and contributing to strategic initiatives within the Wholesale Banking division's New Economy Group.,