Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
No Required Certification(s)
Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment, Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment.
Other appropriate licenses (e.g. supervisory licenses) may be required at the discretion of the manager.