Senior Manager, Strategic Bank Capital

Crux
•$200,000 - $300,000•Remote

About The Position

Crux is seeking a Senior Manager, Strategic Bank Capital to join their commercial team. This role will focus on building and managing relationships with bank capital providers to support capital formation across various financial products including debt, preferred equity, tax equity, and structured products. The Senior Manager will work closely with the Head of Strategic Bank Capital to expand bank participation on the Crux platform, eventually taking ownership of specific bank relationships. The Strategic Bank Capital team acts as Crux's coverage function for bank capital providers, managing partnerships from initial engagement through execution and repeat deployment, and collaborating with product teams to shape demand early in the transaction lifecycle.

Requirements

  • 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, ideally within renewable energy or infrastructure.
  • Experience at a commercial or investment bank (tax equity, project finance, structured finance, or debt capital markets), an advisory or placement firm, or an institutional investor covering banks.
  • Experience supporting capital raising or managing relationships with bank counterparties or institutional investors.
  • Exposure to one or more of the following: 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, with the ability to engage credibly with bank partners without owning transaction execution.
  • Highly organized, with a disciplined approach to pipeline management, forecasting, and CRM hygiene.
  • Clear, concise written and verbal communication, with comfort engaging directly with bank counterparties.
  • Comfort working independently in a fast-moving, high-growth environment while collaborating closely with deal, product, and leadership teams.
  • FINRA SIE, Series 7, and Series 63 required or willingness to obtain under Crux's broker-dealer sponsorship.

Nice To Haves

  • MBA, CFA, or other advanced degree.
  • Existing relationships with bank investor desks, treasury, or principal investing groups.
  • Interest in leveraging technology, AI, and data to modernize bank capital formation.
  • Familiarity with U.S. Broker-Dealer and Registered Investment Adviser regulatory frameworks.

Responsibilities

  • Support coverage of Crux's bank counterparties, including investor desks, treasury and principal investing groups, bank-sponsored funds, and warehouse and forward-flow providers.
  • Partner with the Head of Strategic Bank Capital to execute Crux's bank coverage strategy and advance priority capital initiatives.
  • Develop a working understanding of each bank's mandate, appetite, and return thresholds, and translate this into actionable opportunities across Crux's transaction flow.
  • Maintain the bank coverage model and target list, mapping bank demand to Crux's capital solutions.
  • Serve as a day-to-day contact for assigned bank relationships, taking on greater ownership as the role grows.
  • Prepare for bank meetings, including research, briefing materials, and follow-ups, to facilitate progression from first conversation to committed capital.
  • Own the accuracy of the bank pipeline in Crux's CRM and produce regular pipeline and forecasting updates for the team and leadership.
  • Help maintain relationship continuity as opportunities move from origination to execution, supporting repeat deployment.
  • Coordinate with Investments, Debt Capital Markets, Tax Credit Markets, and Structuring & Pricing on bank information requests, diligence, and timelines.
  • Draft bank-facing materials, including tailored decks, one-pagers, and investor updates.
  • Track bank appetite, pricing, and capacity trends, and share market feedback to inform product development and capital strategy.
  • Partner with Industry Coverage and Corporate Investor Coverage on account assignments, escalating shared-account questions as needed.
  • Represent Crux at bank capital conferences and industry events alongside senior team members, and help organize Crux-hosted events.
  • Identify prospective bank relationships and new capital channels to expand Crux's bank network.
  • Support the growth of the Strategic Bank Capital team as the organization scales.

Benefits

  • Healthcare: 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents.
  • Dental & vision: 100% of premiums for employees and 50% for dependents (each).
  • 10 company holidays per year.
  • 20 days of paid time off per year.
  • 16 weeks for birthing parents and 12 weeks for non-birthing parents for parental leave.
  • Stock options in a rapidly growing company.
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