ICB Coverage - Fintech VP

Barclays • New York, NY

3d • Onsite

About The Position

The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients. It serves as the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. 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 non-financial risk topics. You will bring considerable analytical capabilities to assess complex client situations, comfort operating in higher-risk sectors, and a commitment to maintaining regulatory and operational excellence.

Requirements

• 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 non-financial risk management frameworks and controls
• 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.

Nice To Haves

• Excellent client‑facing and relationship management skills
• Ample organizational and time‑management abilities with attention to detail
• Ability to prioritize and meet deadlines in a fast‑paced environment
• Professional, reliable, and service‑oriented 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.

Responsibilities

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance.
• 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.
• 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 department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes.
• 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.
• 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.
• 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.
• Help manage institutional client relationships, act as a deputy on select clients and portfolios, support credit applications, and non‑financial risk topics.
• Bring considerable analytical capabilities to assess complex client situations, comfort operating in higher‑risk sectors, and a commitment to maintaining regulatory and operational excellence.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed