Senior Manager, Strategic Bank Capital

Crux
•$200,000 - $300,000•Remote

About The Position

Crux is hiring a commercial team member to help build and manage relationships with bank capital providers. The role supports bank coverage, pipeline development, and capital formation across debt, preferred equity, tax equity, and structured products. Working closely with the Head of Strategic Bank Capital, the Senior Manager will help expand bank participation across Crux's platform and progressively take day-to-day ownership of assigned bank relationships. Strategic Bank Capital covers bank capital providers, including investor desks, treasury and principal investing groups, bank-sponsored funds and platforms, and warehouse and forward-flow counterparties. The team manages bank partnerships end to end, shaping demand early in the transaction lifecycle and collaborating with product teams across Capital Solutions. This role helps keep relationships organized and responsive from initial engagement through execution and repeat deployment. The position coordinates across Investments, Debt Capital Markets, Tax Credit Markets, and Structuring & Pricing, and contributes to Crux's bank coverage strategy, capital initiatives, market intelligence, and broader franchise development. Crux operates remote-first, with employees able to work from anywhere in the US and Canada or from optional offices in DC, NYC, and SF.

Requirements

  • Bachelor's degree in Finance, Economics, Engineering, Accounting, Business, or a related field.
  • At least 5 years of experience in capital markets, bank coverage, capital formation, project finance, structured finance, or related disciplines; renewable energy or infrastructure experience is preferred.
  • Experience at a commercial or investment bank in tax equity, project finance, structured finance, or debt capital markets; at an advisory or placement firm; or at an institutional investor covering banks.
  • Experience supporting capital raising or managing relationships with bank counterparties or institutional investors.
  • Working fluency in risk, structure, and return drivers, with the ability to engage credibly with bank partners without owning transaction execution.
  • Strong organization and disciplined pipeline management, forecasting, and CRM hygiene.
  • Clear, concise written and verbal communication and comfort engaging directly with bank counterparties.
  • Ability to work independently in a fast-moving, high-growth environment and collaborate with deal, product, and leadership teams.
  • FINRA SIE, Series 7, and Series 63 required, or willingness to obtain them under Crux's broker-dealer sponsorship.

Nice To Haves

  • MBA, CFA, or another advanced degree.
  • Experience in renewable energy or infrastructure.
  • Exposure to one or more of tax equity, transferable tax credits, preferred equity, construction or term debt, warehouse or forward-flow facilities, or structured products.
  • Existing relationships with bank investor desks, treasury, or principal investing groups.
  • Interest in using 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 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 the bank coverage strategy and advance priority capital initiatives.
  • Develop an understanding of each bank's mandate, appetite, and return thresholds, and translate these into 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, assuming greater ownership over time.
  • Prepare for bank meetings through research, briefing materials, and follow-ups, moving engagements from initial conversations toward committed capital.
  • Maintain accurate bank pipeline information in Crux's CRM and produce regular pipeline and forecasting updates for the team and leadership.
  • Support relationship continuity as opportunities move from origination to execution and 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 and escalate 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 premiums covered 100% for employees, with Aetna plans nationwide and Kaiser plans in Washington and California; dependent premiums subsidized 80% in total as a group.
  • Dental and vision premiums covered 100% for employees and 80% for dependents.
  • Family-forming and fertility support.
  • Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
  • 10 company holidays per year.
  • 20 days of paid time off per year.
  • 401(k) account fees supported by Crux.
  • Stock options.
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