Job Description:At Regions, the Commercial Corporate Finance and Syndications Product Lead position is focused on originating revenue generating opportunities and fee income within Regions Capital Markets. The Product Lead will conduct business development activities to identify and source broader capital markets transactions for existing clients and prospects of the firm’s Commercial Banking group. The Product Lead’s primary role is to advise commercial banking clients and prospects on a range of capital markets transactions, including capital raising, M&A, and financial risk management. Regarding capital raising specifically, the Product Lead’s primary role also includes leading negotiations, structuring, legal documentation and execution of debt financing transactions for acquisitions, growth capital, recapitalizations, restructurings and leveraged buyouts.
Primary Responsibilities:
- Generates strong revenue production over a sustained period of time
- Leads proactive idea generation
- Develops internal and external client relationships
- Partners with Regions’ relationship managers to bring proactive ideas/insights to clients and identifies strategic advisory opportunities
- Presents capital markets recommendations to existing clients and prospects
- Leads debt financing processes from initial engagement through closing, including negotiating, structuring, financial modeling and legal documentation
- Participates in the education of relationship managers on advisory opportunities and product solutions
- Communicates and partners with core and extended client team members
- Trains junior team members on transaction structuring and execution
- Participates in the recruitment, development and training of junior resources
Extensive travel is required. In office 4-5 days per week when not traveling for client meetings.
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements- Bachelor's degree from a reputable undergraduate college/university
- Seven (7) years experience in capital markets, leveraged finance, and/or investment banking (i.e. M&A)
- Should have Series 79 & 63 licenses OR be able to obtain them within six (6) months of employment
Skills and Competencies- Proven ability to originate, structure, and execute capital markets business
- Effective partnership with the broader Syndicated Finance team and Loan Sales team when executing syndications opportunities
- Capable of identifying and qualifying M&A and financial risk management opportunities for referral to the respective business units
- Exposure to ISDA standards
- Efficient and effective resource management related to new opportunities including resource deployment for pitches, screens, and deal approvals
- Broad knowledge of the capital markets and current trends
- Deep understanding of the syndicated loan market, including current trends and market norms
- Exceptional analytical and quantitative skills, including extensive credit acumen
- Strong credit selectivity skills in-line with Regions’ risk management parameters and guidelines, especially regarding leveraged/sponsored opportunities
- Ability to champion/present credit to risk management and the transaction screening committee without material senior level oversight
- Proven track record and credibility with risk management partners showing appropriate stewardship of capital
- Credibility with industry banking teams, the financial risk management team, and BlackArch/Clearsight professionals
- Robust legal documentation expertise
- Strong negotiation, written, verbal and interpersonal skills
- Positive management/leadership skills and principles
- Effective ability to lead by example and manage a deal team, including an established record of training/mentoring VPs, Associates, and Analysts in all aspects of capital markets process management and financial/credit analysis
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$181,535.39 USD
Median:
$270,805.50 USD
Incentive Pay Plans:
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
Location DetailsCharlotte Uptown
Location:Charlotte, North Carolina
