280 finance jobs found in Pepper Pike, OH

Location: 127 Public Square, Cleveland Ohio Job Summary Analysts on the Public Finance team are expected to build their basic skills in analyzing, structuring, and executing transactions. Almost all their activities are transaction-oriented, and much of their time is spent on the basic work related to a financing. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Analysts are not assigned new business responsibilities. Essential Functions Team member in support of business unit goals and objectives Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for business expertise and technical analysis General understanding of profitability components Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information Focused on product transactions/executions as...

Location: 127 Public Square, Cleveland Ohio Job Summary The Vice President, Public Sector will provide day-to-day execution of investment banking mandates (Debt Capital Markets and Public Finance opportunities) as well as support new business development initiatives. Essential Functions Revenue generation based on existing or new clients Leading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts in the Public Finance Group Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses Analyzing the financial statements and operating metrics within KBCM’s Public Finance focus sectors to generate industry insights Developing a thorough understanding of the trends and competitive dynamics within the sector Understanding the financial impact of...

Location: 127 Public Square, Cleveland Ohio Job Summary Analysts on the Public Finance team are expected to build their basic skills in analyzing, structuring, and executing transactions. Almost all their activities are transaction-oriented, and much of their time is spent on the basic work related to a financing. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Analysts are not assigned new business responsibilities. Essential Functions Team member in support of business unit goals and objectives Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for business expertise and technical analysis General understanding of profitability components Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information Focused on product transactions/executions as...

Location: 127 Public Square, Cleveland Ohio Job Summary Associates on the Public Finance team are strong individual contributors in the areas of analyzing, structuring, and executing transactions. The individual will have strong working knowledge of investment banking principles. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Associates are not assigned new business responsibilities but will be an integral part of the deal team and may informally manage Analysts on the platform. Essential Functions Be a strong team member in support of business unit goals and objectives Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis Strong understanding of profitability components and investment banking deal mechanics Actively participate in client planning sessions. Research and analyze data, preparing and presenting...

Location: 4900 Tiedeman Road, Brooklyn Ohio Reporting to the Manager of Investment Production and Support, the Commission Finance Analyst is responsible for overseeing the administration of incentive compensation activity and compensation payments to Key Investment Services Private Client Advisors (PCA) and Retail Private Client Bankers (PCB).   They will perform operational processes daily that include processing payments from various sources to the commission system and provide field support for commission reporting. Administer Key Investment Service compensation payments within multiple third-party systems. Review transactions daily, research questions and complete adjustments as needed, and interact with various insurances carriers. Complete end of month processing for Key Investment Services compensation. Reconcile system entries, resolve exceptions/outages and complete verification of compensation payout Collaborate with third party vendors on process development,...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Lead Analyst (QA) is a senior‑level contributor within Finance Risk Governance (FRG), responsible for strengthening risk identification, issue management, and quality assurance across the Finance organization. While the role maintains accountability for regulatory reporting quality assurance activities, it expands beyond Regulatory Reporting to provide Finance‑wide risk coverage, with particular emphasis on Emerging Risks and Issues Management. Operating independently from daily execution activities, this role identifies emerging and systemic risks, evaluates control effectiveness, and partners with Finance leadership to drive proactive risk mitigation and sustainable governance outcomes. Key Responsibilities Own the planning, execution, and continuous improvement of a designated QA and risk program pillar, with expanded responsibility for Emerging Risks & Issues Management across Finance....

Location: For Those Who Work At Home, Ohio Job Summary This position involves prospecting, identifying, developing, structuring, and closing project finance/leasing and energy equipment transactions with assigned accounts and a geographical territory. The Key Equipment Finance (KEF) Clean Energy Vertical focuses on providing financing for renewable generation opportunities sourced through developer partners. The renewable generation markets in scope include renewable energy assets including photovoltaic (PV) solar, fuel cells, renewable natural gas, energy storage, EV and EV charging infrastructure, combined heat and power ("CHP"), as well as energy efficiency and energy conservation and carbon reduction/recapture measures. Projects typically include some form of Power Purchase Agreement ("PPA") which is then monetized to provide the funds (inclusive of Investment Tax Credits, state incentives/grants, and other tax benefits) necessary to construct the associated project....

Location: 127 Public Square, Cleveland Ohio Job Brief This position will be responsible for helping to drive the financial performance and strategic market expansion of the Commercial Bank. Strong partnering skills and effective communication are integral competencies of this position as an individual in this role will be working closely with senior leadership in both the Line of Business and Finance.  This role will also require strong analytical skills, an enterprise mindset and robust knowledge of financial and profitability concepts.  Essential Job Functions  Financial and strategic partner working closely with the Regional Sales Executives in the Commercial Bank: Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives Owns the short and long term forecasting process Develops or enhances existing driver based forecast models for the Commercial Bank loan portfolio and associated fees...

Location: 175 S 3rd Street, Columbus Ohio Job Summary Managing Directors in Public Finance are experienced senior bankers with proven client relationship skills, extensive product knowledge, technical expertise, and strong transaction execution capabilities. They are often responsible for handling all client meetings, including those involving negotiations on pricing or structure of a financing. Managing Directors serve as key contacts for many clients, including senior C-suite executives in the Affordable Housing industry. Individuals in this role are widely recognized as industry experts and consistently high performers, typically with 10+ years of experience in Public Finance. Essential Functions Responsible for the origination, structuring, and distribution of Public Finance solutions to borrowers within the Affordable Housing sector Networks inside and outside of the company to broaden business knowledge and increase personal effectiveness; involvement in...

Location: 30100 Chagrin Blvd, Pepper Pike Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Location: 3370 Warrensville Center - Shaker Heights, Ohio 44122 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 2185 Warrensville Center Road - University Heights, Ohio 44118 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Location: 8481 East Washington Street - Chagrin Falls, Ohio 44023 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Location: 8481 East Washington Street, Chagrin Falls Ohio Job Summary The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. ERSMs prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and Home Lending Market Leader) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (which include Mortgage Loan Officers (MLO) & Community Development Mortgage Loan Officers (CDLO)) effective at originating high quality home...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...