Senior Manager, Strategic Bank Capital

Overview

This role supports the organization’s Strategic Bank Capital function, responsible for coverage of bank capital providers and advancing priority capital initiatives across debt, preferred equity, tax equity, and structured products. The position will help build and manage relationships with bank partners, develop and maintain the bank pipeline, and coordinate closely with product and capital markets teams to translate bank mandates into actionable opportunities.

Responsibilities

Bank Coverage & Capital Formation

• Support coverage of bank counterparties, including investor desks, treasury and principal investing groups, bank-sponsored funds, and warehouse and forward-flow providers.
• Partner with the Head of Strategic Bank Capital to execute the bank coverage strategy and advance priority capital initiatives.
• Develop an understanding of each bank’s mandate, appetite, and return thresholds, and translate those into actionable opportunities across the organization’s transaction flow.
• Maintain the bank coverage model and target list, mapping bank demand to capital solutions.

Relationship Management & Pipeline

• Serve as the day-to-day contact for assigned bank relationships; increase ownership of specific relationships over time.
• Prepare for bank meetings (research, briefing materials, follow-ups) to move engagements from first conversation to committed capital.
• Own the accuracy of the bank pipeline in the organization’s CRM and provide regular pipeline and forecasting updates.
• Maintain relationship continuity as opportunities progress from origination to execution, supporting repeat deployment.

Cross-Platform Commercial Support

• Coordinate with Investments, Debt Capital Markets, Tax Credit Markets, and Structuring & Pricing on bank information requests, diligence, and timelines.
• Draft bank-facing materials, including tailored decks, one-pagers, and investor updates.
• Track bank appetite, pricing, and capacity trends, and share market feedback to inform product development and capital strategy.
• Partner with Industry Coverage and Corporate Investor Coverage on account assignments; escalate shared-account questions as needed.

Franchise Building

• Represent the organization at bank capital conferences and industry events alongside senior team members; help organize organization-hosted events.
• Identify prospective bank relationships and new capital channels to expand the bank network.
• Support growth of the Strategic Bank Capital team as the organization scales.

Requirements

• Bachelor’s degree in Finance, Economics, Engineering, Accounting, Business, or a related field; MBA, CFA, or other advanced degree a plus.
• 5+ years of experience in capital markets, bank coverage, capital formation, project finance, structured finance, or related disciplines; ideally within renewable energy or infrastructure.
• Experience at a commercial or investment bank (tax equity, project finance, structured finance, or debt capital markets), an advisory or placement firm, or an institutional investor covering banks.
• Experience supporting capital raising or managing relationships with bank counterparties or institutional investors.
• Exposure to one or more of the following areas: tax equity, transferable tax credits, preferred equity, construction or term debt, warehouse or forward-flow facilities, or structured products.
• Working fluency in risk, structure, and return drivers, with the ability to engage credibly with bank partners without owning transaction execution.
• Highly organized, with a disciplined approach to pipeline management, forecasting, and CRM hygiene.
• Clear, concise written and verbal communication; comfort engaging directly with bank counterparties.
• Ability to work independently in a fast-moving, high-growth environment while collaborating closely with deal, product, and leadership teams.
• Existing relationships with bank investor desks, treasury, or principal investing groups a plus.
• Interest in leveraging technology, AI, and data to modernize bank capital formation.
• Familiarity with U.S. Broker-Dealer and Registered Investment Adviser regulatory frameworks a plus.

FINRA / Licensing

• FINRA SIE, Series 7, and Series 63 required or willingness to obtain under the organization’s broker-dealer sponsorship.

Preferred Qualifications

• Experience and/or familiarity with transferable tax credits, tax equity structures, and/or preferred equity.
• Prior exposure to warehouse or forward-flow facilities.

Compensation & Benefits

Compensation

• Compensation: $200,000s - $300,000s, depending on years of exp. & revenue scope, not inclusive of equity value.
• Stock options in a rapidly growing company.

Benefits

• Healthcare: 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California); 80% subsidized for dependents (total as a group), if relevant.
• Dental & vision: 100% of premiums for employees and 80% for dependents (each), if relevant.
• Family forming & fertility support.
• Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
• Holidays: 10 company holidays per year.
• Paid time off: 20 days per year.
• 401k: account fees supported by the organization.

Location

Remote-first operating model: work from anywhere in the US and Canada, or work out of optional offices in DC, NYC, and SF. Optional co-working opportunities are available in Seattle, Denver, Boston, LA, and beyond.