Senior Manager, Strategic Bank Capital

Crux

. Support coverage of Crux's bank counterparties, including investor desks, treasury and principal investing groups, bank-sponsored funds, and warehouse and forward-flow providers .

Posted 10/12/2026full-timeRemote • United States, CanadaSenior💰 $200,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in capital markets and bank coverage, with a strong focus on relationship management and pipeline forecasting. Proficient in drafting tailored materials and leveraging technology to support capital initiatives and bank relationships.

Highest-signal resume keywords

Capital Markets ExperienceBank Coverage StrategyPipeline ManagementRelationship ManagementFINRA Series 7

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Capital FormationProject FinanceStructured FinanceTax EquityForecastingCRM HygieneRisk AnalysisReturn DriversBank MandatesMarket Feedback

Soft Skills

Clear CommunicationIndependent WorkOrganizational Skills

Tools & Technologies

CRM SoftwareData Analysis ToolsPresentation Software

Certifications & Qualifications

FINRA SIESeries 7Series 63

Industry Keywords

Renewable EnergyInfrastructureInvestment BankingAdvisory ServicesInstitutional InvestorsTax CreditsBroker-Dealer RegulationsRegistered Investment Adviser

About the role

Key responsibilities & impact

Support coverage of Crux's bank counterparties, including investor desks, treasury and principal investing groups, bank-sponsored funds, and warehouse and forward-flow providers
Help execute Crux's bank coverage strategy and advance priority capital initiatives
Develop understanding of bank mandates, appetite, and return thresholds and translate them into actionable opportunities
Maintain the bank coverage model and target list
Serve as day-to-day contact for assigned bank relationships
Prepare research, briefing materials, and follow-ups for bank meetings
Maintain accurate bank pipeline data in Crux's CRM and produce pipeline and forecasting updates
Support relationship continuity from origination through execution and repeat deployment
Coordinate with Investments, Debt Capital Markets, Tax Credit Markets, and Structuring & Pricing on information requests, diligence, and timelines
Draft tailored decks, one-pagers, and investor updates
Track bank appetite, pricing, and capacity trends and share market feedback
Partner with Industry Coverage and Corporate Investor Coverage on account assignments
Represent Crux at bank capital conferences and industry events
Help organize Crux-hosted events
Identify prospective bank relationships and new capital channels
Support growth of the Strategic Bank Capital team

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, Engineering, Accounting, Business, or a related field
5+ years of experience in capital markets, bank coverage, capital formation, project finance, structured finance, or related disciplines
Experience ideally within renewable energy or infrastructure
Experience at a commercial or investment bank, advisory or placement firm, or institutional investor covering banks
Experience supporting capital raising or managing relationships with bank counterparties or institutional investors
Exposure to 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
Strong pipeline management, forecasting, and CRM hygiene skills
Clear, concise written and verbal communication
Ability to work independently in a fast-moving, high-growth environment
Existing relationships with bank investor desks, treasury, or principal investing groups a plus
Interest in leveraging technology, AI, and data
Familiarity with U.S. Broker-Dealer and Registered Investment Adviser regulatory frameworks a plus
FINRA SIE, Series 7, and Series 63 required or willingness to obtain under Crux's broker-dealer sponsorship

Benefits

Comp & perks

Remote-first operating model: work from anywhere in the US and Canada
Optional offices in DC, NYC, and SF
Optional co-working opportunities
Regular team offsites twice a year
100% employee healthcare premium coverage; 70% dependent subsidy
100% employee dental and vision premium coverage; 50% dependent coverage
10 company holidays per year
20 days paid time off per year
401k account
16 weeks parental leave for birthing parents
12 weeks parental leave for non-birthing parents
Stock options
Opportunity to work with AI and technology at the cutting edge