Job Summary

• The Relationship Associate assists clients in raising capital and provides strategic advisory services for financial transactions.
• Responsibilities include building relationships, performing financial investigations, facilitating credit processes, and identifying revenue opportunities.
• The role requires assessing risk, demonstrating compliance with regulations, and applying sound ethical judgment in business decisions.

Matching Summary

Salary

Base: $98,960.00 - $148,440.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Key Requirements

• 5-8 years of experience
• Bachelor's degree in Finance
• Credit skills/experience preferred
• Series 7 and 63 licenses preferred

Work Rights