Debt Advisory Lead

Regions Bank • Charlotte, NC

1d

About The Position

The Debt Advisory Lead leads and expands Regions’ debt capital advisory platform and manages relationships with middle-market private equity sponsors. The role drives origination, client coverage, transaction execution, and strategic growth, drawing on deep leveraged finance expertise and a proven record advising on capital structure solutions.

The Lead advises clients on capital structure optimization, refinancing, acquisition financing, recapitalizations, and other credit transactions. They cultivate sponsor relationships, develop financing and M&A opportunities, and provide market insights and financing capabilities. The role also oversees transaction teams and lender processes, negotiates transaction terms, mentors and recruits bankers, and supports platform strategy, planning, budgeting, and revenue forecasting.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field.
• Ten years of experience in investment banking, private credit, leveraged finance, or a related discipline.
• Experience leading debt advisory engagements and managing sponsor relationships.
• Experience recruiting, mentoring, and developing high-performing teams.
• Ability to lead collaboratively.
• Excellent client-management skills.
• Excellent relationship-building and presentation skills.
• Proficiency in financial modeling.
• Strong analytical and strategic thinking skills.
• Strong business development capabilities.
• Strong executive presence.
• Strong negotiation skills.
• Strong verbal and written communication skills.

Nice To Haves

• Experience leading middle-market leveraged finance transactions.
• Established network of lender and private equity sponsor relationships.
• CFA, MBA, or other relevant credentials.

Responsibilities

• Advise clients on capital structure optimization, refinancing, acquisition financing, recapitalizations, and other credit-related transactions.
• Develop market insights and relationships with lenders across banks, credit funds, and alternative capital providers.
• Lead debt advisory platform origination, structuring, and execution.
• Cultivate private equity sponsor relationships and serve as the primary point of contact.
• Understand sponsor investment theses, fund strategies, portfolio companies, and acquisition needs.
• Provide proactive ideas, financing capabilities, and M&A insights to support long-term partnerships.
• Originate debt advisory mandates and sponsor-driven M&A or financing opportunities.
• Lead pitch development, financial analysis, and client meetings.
• Represent the firm at industry conferences and networking events.
• Support debt advisory activities for sponsor and corporate clients.
• Oversee execution teams delivering financial models, offering materials, lender lists, and process documentation.
• Negotiate term sheets, covenants, pricing, and transaction structures with lenders on behalf of clients.
• Provide strategic oversight of lender processes, due diligence, and closing documentation.
• Manage and mentor bankers across levels; recruit talent and build a collaborative, high-performing culture.
• Promote collaboration across M&A, industry coverage, and capital markets teams.
• Contribute to initiatives expanding debt advisory and sponsor coverage capabilities.
• Support thought leadership, internal market updates, and product expertise.
• Participate in annual planning, budgeting, and revenue forecasting.

Benefits

• Paid vacation and sick time
• 401(k) with company match
• Medical, dental, and vision benefits
• Disability benefits
• Health Savings Account
• Flexible Spending Account
• Life insurance
• Parental leave
• Employee Assistance Program
• Associate Volunteer Program
• Discretionary incentive plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior