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 11/5/2026full-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 capital formation strategies. Proficient in pipeline management, forecasting, and CRM systems, while effectively communicating with stakeholders and leveraging technology for growth.

Highest-signal resume keywords

Capital Markets ExperienceBank Coverage StrategyRelationship ManagementPipeline ManagementFINRA Series 7

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Capital FormationStructured FinanceProject FinanceTax EquityForecastingCRM ManagementRisk AnalysisReturn DriversData AnalysisMarket Feedback

Soft Skills

Clear CommunicationOrganizational SkillsCollaborationIndependenceAdaptability

Tools & Technologies

CRM SystemsData Analysis ToolsPresentation Software

Certifications & Qualifications

FINRA SIESeries 7Series 63

Industry Keywords

Renewable EnergyInfrastructureInvestment BankingAdvisory ServicesInstitutional InvestorsBroker-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 the bank coverage strategy and advance priority capital initiatives
Understand bank mandates, appetite, and return thresholds and translate them into opportunities across transaction flow
Maintain the bank coverage model and target list
Serve as a 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
Highly organized approach to pipeline management, forecasting, and CRM hygiene
Clear, concise written and verbal communication
Ability to work independently in a fast-moving, high-growth environment while collaborating with deal, product, and leadership teams
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
Existing relationships with bank investor desks, treasury, or principal investing groups a plus

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% of employee healthcare premiums covered; 80% of dependent premiums subsidized
Dental and vision premiums covered at 100% for employees and 80% for dependents
Family forming and fertility support
16 weeks parental leave for birthing parents
12 weeks parental leave for non-birthing parents
10 company holidays per year
20 days paid time off per year
401(k) account fees supported by Crux
Stock options
High-growth, high-ownership culture
Access to cutting-edge AI and technology
Equal employment opportunities