Manager Financial Institutions Job at Boston Consulting Group (Cologne)

Vice President, Corporate Banking Relationship Manager – Financial Institutions Group

Wells Fargo is seeking a Vice President, Lead Corporate Banking Relationship Man...

Location

United States , New York

Salary:

191000.00 - 305000.00 USD / Year

Wells Fargo

Expiration Date

June 28, 2026

Requirements

5+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Excellent verbal, written and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Strong accounting skills and ability to analyze financial statements
Relationship management or client-facing experience
Credit underwriting experience highly desired
Ability to work in a fast paced, deadline driven environment
Ability to work effectively, as well as independently, in a team environment
Advanced skills in presentation materials development
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

Job Responsibility

Lead complex initiatives including those that are cross functional with broad impact and act as key participant in relationship management and business development for Corporate Banking functional area
Strive to broaden and deepen customer relationships by providing integrated, end-to-end financial solutions to our customers across multiple product platforms
Participate in the completion of major transactions with management
Originate, structure and execute the largest most complex transactions related to investment banking, traditional corporate lending or their credit related products
Demonstrate a strategic and consultative approach with clients
Identify opportunities and organize the right internal partners and team to form the relationship team
Pipeline development, prospecting, and preparation of marketing materials
Strategically collaborate and consult with peers and managers to resolve issues and achieve goals
Lead and mentor Analysts and Associates to deliver high quality solutions in highly formatted and concise materials for clients

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Partnership Manager, Financial Institutions

Being part of Air Canada is to become part of an iconic Canadian symbol, recentl...

Location

Canada , Toronto

Salary:

Not provided

Air Canada

Expiration Date

Until further notice

Requirements

Minimum 5 years of account management and/or finance/accounting related experience
Financial acumen with strong data and analytical capabilities
Excel and PowerPoint skills required
Experience in credit cards, financial institutions or networks an asset
Strong organizational skills and the ability to manage multiple, complex projects simultaneously involving various stakeholders and cross-functional teams
Good problem-solving skills and superior attention to detail
Experience working with partners within collaborative and integrated marketing environments
Superior interpersonal, organizational and communication skills
Strong data-driven thinking and analytical skills
Thrives in a high-volume, agile, and fast-paced environment within a high-performance, results-oriented, passionate and fun-loving/travel-obsessed team

Job Responsibility

Manage the performance of the network partnership, ensuring delivery against financial, customer, and strategic objectives
Oversee the governance framework for the partnership, including performance reviews, risk management, and compliance with contractual and regulatory requirements
Establish and cultivate strong, trust based relationships with senior leadership and operational teams across partner organizations
Lead the strategic planning process for the network partnership and cross FI team, including the definition of objectives, KPIs, growth strategies, and tactical plans
Identify market, customer, and competitive insights to inform long term portfolio strategy and partnership evolution
Drive cross FI and network initiatives that enhance customer value, strengthen partner alignment, and support organizational priorities
Build and maintain financial models to evaluate cross FI initiatives, new product concepts, pricing strategies, and partnership structures
Conduct scenario modelling, sensitivity analysis, and profitability assessments to support investment decisions and portfolio optimization
Develop comprehensive business cases that articulate strategic rationale, financial impact, customer value, and execution considerations
Partner with finance to validate assumptions, refine forecasts, and ensure alignment with organizational financial frameworks

Manager - BCG Vantage, Financial Institutions, Consumer Banking

This Manager – BCG Vantage role at Boston Consulting Group focuses on driving tr...

Location

Germany , Frankfurt; München; Düsseldorf

Salary:

Not provided

Boston Consulting Group

Expiration Date

Until further notice

Requirements

3+ years consulting experience in relevant retail banking required
In lieu of consulting experience, 4+ years minimum industry experience required
6-10+ years of industry experience strongly preferred
Bachelor's Degree required (advanced degree preferred)
Experience of working within the German Retail Banking market
Strong understanding of drivers of retail banking P&L performance
Good facility for quantitative analysis – structuring data and generating insight – preferably demonstrated in a retail banking setting, e.g. analysis of financial KPIs
Fluency in English and German
Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment

Job Responsibility

Collaborate and partner in a growing global team, providing retail banking expertise and insights
Work together with case and proposal teams to provide knowledge assets, analysis and expert advisory
Serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex issues
Drive development of intellectual property and knowledge assets to support the retail banking business
Serve as an active contributor to commercialization efforts for the sector
Work with business leaders to drive proposals & go-to-market efforts
Line manage a team of junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support
Work independently with our consulting teams on customized Retail Banking analysis, drawing upon both internal and external resources – e.g. analysis of financial KPIs, applying BCG’s frameworks, identifying global best practices

Manager / Senior Manager - Financial Services Consulting - Information Technology

Location

Hong Kong , Hong Kong

Salary:

Not provided

Forvis Mazars

Expiration Date

Until further notice

Requirements

University degree majoring in Finance, Accounting, Business, Legal, Information Systems, Computer Science/ Engineering or related subjects
Minimum 4-5 years’ experience gained in professional services firms, commercial banks or other financial institute experience will be an advantage
Demonstrate good analytical, problem solving and presentation skills. Flexible, self-starter possessing intellectual curiosity. Effective time and project management with excellent interpersonal skills
Keen on career development on any of the following areas: financial services regulatory consulting, compliance, governance and internal controls, risk management, operational / technology risk management, business & system processes review, internal audit, cyber-security and business consulting
Interested in gaining experience in any of the following industries: Banking and capital markets (client on-boarding / KYC / AML / investment product suitability and other regulatory compliance, front office activities in products / sales channels, middle and/or back office control, operational / technology risk management – commercial banking, private banking, investment banking)
Asset management (distribution channels, controls and processes – prime brokerage, fund administration, fund management (retail, institutional, and/or real estate / private equity, etc.))
Digital asset management/ trading (Cybersecurity, custodian management, licensing requirements)
Insurance (underwriting, claims, reserving, Solvency II, policy administration systems – general or life insurance)
Payment industry (Cybersecurity, settlement and clearing)
Ability to identify and assess business process controls and linkage to IT systems

Job Responsibility

Lead a client-centric advisory team in financial services industry
Support the development on consulting engagement plans and project approaches, analyse client’s current business processes and understanding the risk management environment for financial institutions
Support the planning, execution and delivery of consulting engagements covering regulatory, operational and IT advisory with FS clients in areas such as client onboarding, KYC, AML, system architecture/ pre- or post-implementation, reviews
IT regulatory & licensing reviews (e.g. cybersecurity requirements on C-RAF and iCAST requirements, IS guideline, MCRA membership application, etc.)
Utilise your skills in the areas of structured problem solving, business analysis, analytics, design thinking and lean process improvement to help our FS clients drive profitability and performance through their business operations
Use of technology and data including FinTech/ RegTech/ InsuTech innovation with respect to financial institutions to promote innovation and achieve regulatory compliance
Support change management including the revision or formulation of new policies, systems and controls aligned with regulatory requirements and regulators’ expectations
Plan, execute and communicate with engagement stakeholders of the financial institutions
Identify current and emerging trends of regulatory requirements for the financial services sector in Hong Kong, Singapore, Mainland China and other Asian markets and global regulatory expectations

What we offer

medical and dental insurance
life insurance
a 5-day working week
discretionary performance bonus
birthday leave
marriage leave

Fulltime

Managing Director, Head of Mexico Financial Institutions

The Managing Director, Head of Mexico Financial Institutions is a senior managem...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of relevant experience
Proven track record of deal origination in the Financial Institutions sector in Mexico
Experience in people management
In-depth experience advising clients on debt and capital management
Comprehensive understanding of the emerging Non-bank Financial Institutions (NBFI) and Fintech space in Mexico
In-depth understanding of global trends in the FI sector and proven ability to connect with global partners
Demonstrated ability to balance between internal management and external client responsibilities
Demonstrated understanding of compliance issues and regulatory requirements (global and local)
Proven leadership skills and intellectual capability to create momentum and a collective agenda across multiple products with a diverse population and competing priorities
Demonstrated intellectual grasp of the industry and ability to anticipate and lead the organizational response to future changes and translate ideas into executable plans

Job Responsibility

Develop and monitor a client driven franchise growth plan which is delivered through people and franchise management
Understand regional and emerging market trends to identify growth opportunities, anticipate obstacles and communicate a forward-looking mindset that is responsive to changes in the environment
Responsible for overall relationship management of clients and providing a wide range of treasury and corporate finance solutions, including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
Drive client planning, product agnostic cross selling, client access, and effective capital allocation within the Institutional Client Groups (ICG) Coverage Banker proposition
Translate Citi's strategy into an effective and efficient Corporate Bank business plan and drive a strong balance between near-term and long-term priorities
Responsible for meeting revenue goals and other goals related to budget, risk management, and credit allocation in partnership with Global Capital Market (GCM) and Risk
Drive innovation, differentiation, speed to market and promote cross selling of products across the full ICG platform
Partner with Investment banking team to drive and execute episodic transactions and with key stakeholders, including Risk and GCM, to allocate capital prudently, appropriately and in adherence to all Citi risk policies
Ensure client relationships and proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards and anticipated future changes in the marketplace
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Fulltime

Director, Services Business Development – Global Financial Institutions

Mastercard powers economies and empowers people in 200+ countries and territorie...

Location

Spain , Madrid

Salary:

Not provided

Mastercard

Expiration Date

Until further notice

Requirements

Holds an undergraduate degree
an MBA from top tier school is preferred
10+ years of experience in: top strategy / consulting roles with strong commercial ownership and client facing sales exposure, enterprise B2B sales or business development roles
proven track record of closing complex, high value deals with large, global clients
experience operating across multiple countries, stakeholders, and governance layers
strong commercial mindset with the ability to combine strategic thinking and execution
deal shaping and value based selling
senior executive presence and negotiation skills
structured thinking applied to sales strategy and opportunity management
ability to lead without authority in matrixed organizations

Job Responsibility

Own global sales strategy and revenue
define and execute the global services sales strategy for the client, aligned with Mastercard’s overall account priorities
own global services revenue targets, pipeline health, and deal progression
identify, qualify, and prioritize the most valuable commercial opportunities across regions and business units
lead complex sales opportunities
originate and lead large, multi country services deals, from early opportunity shaping through contract closure
structure value propositions that clearly articulate business impact, ROI, and differentiation
coordinate pricing, scope, and commercial models in partnership with internal stakeholders
senior client commercial engagement
lead senior level commercial conversations with global and regional client executives

Fulltime

Non-Bank Financial Institutions (NBFI) Coverage Banker, Vice President

Embark on an exciting career opportunity within our Non‑Bank Financial Instituti...

Location

China , Hong Kong

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Minimum of 8 years of experience of client relationship coverage, delivering FX, cash management products and services to Insurance companies, FinTech & PSP, Funds & Asset Managers clients
Strong C-Suite / Senior Treasury decision maker level relationships
Local / regional market experience of covering clients in this sector
Originator with an ability to independently lead and drive his/her own portfolio
Good understanding of Transaction Banking products as well as credit risk and lending experience
Excellent communication and presentation skills
The candidate should be already experienced in leading complex client relationships and/or in a coverage role with exposure to complex clients and has a demonstrable ability to support such relationships with confidence
Requires a good knowledge of corporate banking products and services including those linked to cash management and FX solutions being particularly relevant to the role
Credit Skills are required
Leadership of others

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Flexible working arrangements
Hybrid working
Inclusion and opportunities

Fulltime

Corporate & Financial Institutions Syndicate EMEA

This position will play a senior role within the Distribution & Asset Rotation (...

Location

United Kingdom , London

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor Degree / BSc Degree or equivalent
Significant experience in loan syndication and/or origination within a commercial or investment bank
Strong track record across the EMEA loan syndication market
Credit-trained with solid understanding of loan documentation
Proven leadership and bookrunning capability
Strong client-facing and pitching experience
Excellent written and verbal communication skills
High attention to detail and execution discipline
Ability to perform under pressure and manage multiple priorities
Strategic mindset with entrepreneurial approach

Job Responsibility

Act as a senior member of the Corporate & Financial Institutions Syndicate EMEA team, responsible for the pricing, structuring and syndication of loan transactions across EMEA
Work closely with Corporate, Leverage Finance, Financial Institutions Group, Real Assets and Funds Finance origination teams from an early stage to support mandate acquisition and optimal transaction structuring
Provide authoritative market insight on pricing, structure, terms and investor appetite to ensure successful distribution across underwritten, best-efforts and club transactions
Lead and execute primary loan syndications where the firm has an active or lead distribution role, including bookrunning and coordination of other banks when acting as Global Coordinator
Promote underwriting solutions where appropriate, balancing client objectives, market conditions, execution risk and balance sheet considerations
Cover a broad range of asset classes including corporate loans, financial institutions loans, structured commodity finance, commodity trader financings, funds finance and Core+ transactions
Maintain strong relationships with the EMEA loan investor community to assess market liquidity, deal feasibility and likely transaction reception
Partner closely with the DAR Sales team to support effective primary and secondary distribution, asset rotation and balance sheet optimisation initiatives
Support secondary market activity through coordination with trading desks, intragroup distribution teams and credit risk insurance solutions
Prepare and review high-quality syndication materials including market opinions, liquidity analyses, fee schedules, status reports, presentations and closing memoranda

Fulltime

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Manager Financial Institutions

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