LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

ICB Coverage - Fintech VP

ExperiencedNo visa sponsorship
Barclays logo

at Barclays

Bulge Bracket Investment Banks

Posted 5 days ago

No clicks

**ICB Coverage - Fintech VP** at Barclays: Lead client relationships, develop strategies, and manage risks in investment banking and corporate finance. Key responsibilities include client management, solution design, and risk analysis. Required licenses: Series SIE, 63, and 79. Must-have skills: corporate banking knowledge, credit applications, and risk management. This senior-level role (VP) expects strategic contributions and leadership behavior. Located in New York, NY, regulated by FINRA.

Compensation
$145,000 – $215,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Join Barclays as an ICB Coverage - Fintech VP. At Barclays, our vision is clear to redefine the future of banking and help craft innovative solutions. In this role, you will support team members and take direct responsibility for clients, including idea generation, execution support, and the marketing of Barclays Capital Markets and Investment Banking solutions. You will help manage institutional client relationships, act as a deputy on select clients and portfolios, support credit applications, and nonfinancial risk topics. You will bring considerable analytical capabilities to assess complex client situations, comfort operating in higherrisk sectors, and a commitment to maintaining regulatory and operational excellence.

To be successful as an ICB Coverage - Fintech VP, you should have:

  • Series SIE, 63, and 79 licensing (or willingness to obtain)

  • Knowledge of corporate banking, capital markets, and investment banking products

  • Experience with credit applications, approvals, and related monitoring processes

  • Ability to analyze complex client financial and risk profiles

  • Familiarity with nonfinancial risk management frameworks and controls

Some other highly valued skills may include:

  • Excellent clientfacing and relationship management skills

  • Ample organizational and timemanagement abilities with attention to detail

  • Ability to prioritize and meet deadlines in a fastpaced environment

  • Professional, reliable, and serviceoriented mindset

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.

This role is located in New York, NY.

This role is regulated by FINRA.

Minimum Salary: $145,000

Maximum Salary: $215,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. 

Accountabilities

  • 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.

Vice President Expectations

  • To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
  • If managing a team, they define jobs and responsibilities, planning for the departments future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
  • If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others..
  • OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
  • Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
  • Manage and mitigate risks through assessment, in support of the control and governance agenda.
  • Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
  • Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
  • Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
  • Adopt and include the outcomes of extensive research in problem solving processes.
  • Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset to Empower, Challenge and Drive the operating manual for how we behave.

Back to nav
Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

ICB Coverage - Fintech VP

Compensation

$145,000 – $215,000 USD

City: New York City

Country: United States

Barclays logo
Bulge Bracket Investment Banks

5 days ago

No clicks

at Barclays

ExperiencedNo visa sponsorship

**ICB Coverage - Fintech VP** at Barclays: Lead client relationships, develop strategies, and manage risks in investment banking and corporate finance. Key responsibilities include client management, solution design, and risk analysis. Required licenses: Series SIE, 63, and 79. Must-have skills: corporate banking knowledge, credit applications, and risk management. This senior-level role (VP) expects strategic contributions and leadership behavior. Located in New York, NY, regulated by FINRA.

Full Job Description

Join Barclays as an ICB Coverage - Fintech VP. At Barclays, our vision is clear to redefine the future of banking and help craft innovative solutions. In this role, you will support team members and take direct responsibility for clients, including idea generation, execution support, and the marketing of Barclays Capital Markets and Investment Banking solutions. You will help manage institutional client relationships, act as a deputy on select clients and portfolios, support credit applications, and nonfinancial risk topics. You will bring considerable analytical capabilities to assess complex client situations, comfort operating in higherrisk sectors, and a commitment to maintaining regulatory and operational excellence.

To be successful as an ICB Coverage - Fintech VP, you should have:

  • Series SIE, 63, and 79 licensing (or willingness to obtain)

  • Knowledge of corporate banking, capital markets, and investment banking products

  • Experience with credit applications, approvals, and related monitoring processes

  • Ability to analyze complex client financial and risk profiles

  • Familiarity with nonfinancial risk management frameworks and controls

Some other highly valued skills may include:

  • Excellent clientfacing and relationship management skills

  • Ample organizational and timemanagement abilities with attention to detail

  • Ability to prioritize and meet deadlines in a fastpaced environment

  • Professional, reliable, and serviceoriented mindset

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.

This role is located in New York, NY.

This role is regulated by FINRA.

Minimum Salary: $145,000

Maximum Salary: $215,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. 

Accountabilities

  • 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.

Vice President Expectations

  • To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
  • If managing a team, they define jobs and responsibilities, planning for the departments future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
  • If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others..
  • OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
  • Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
  • Manage and mitigate risks through assessment, in support of the control and governance agenda.
  • Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
  • Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
  • Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
  • Adopt and include the outcomes of extensive research in problem solving processes.
  • Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset to Empower, Challenge and Drive the operating manual for how we behave.

Back to nav

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.