Senior Director, Alternatives and New Origination

WHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We’re seeking Managing Directors to join our innovative middle market investment banking team, offering a unique blend of great compensation, entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, with a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in people who think they're the smartest in the room or have a big ego – leave that at the door. This isn't a place for lone wolves; we value relationships, teamwork and collaboration. If you're just looking to park a license, this isn't for you. We're after folks who are excited about building something bigger than themselves, open to growth, and always striving for improvement. YOU POSSESS Proven experience in middle market M&A and/or capital advisory with strong client relationship skills and a solid network Known for exceptional work ethic, integrity, and professionalism, with 10+ years in investment banking Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and diverse culture Bachelor's Degree required; advanced degree preferred WHAT YOU’LL DO Actively pursue business development opportunities, targeting $3M+ in fee generation by showcasing our full range of investment banking services Leverage your existing network, and keep expanding it, to drive new deal flow and start client engagements that align with our firm's strategy Lead transactions across various industries, from initial pitch to closing, demonstrating exceptional deal execution, negotiation, and closing skills Maintain and manage client relationships, staying involved and giving the right advice at key strategic points, while clearly communicating financial information to guide executives in corporate finance transactions Provide leadership and mentoring for junior staff, participate in industry events for firm exposure, and act as a strategic advisor to clients to help achieve their long-term goals Be a key voice and have real strategic input in building a special firm with your Bridgepoint family ENVIRONMENT Get ready to be challenged and rewarded for your leadership, technical smarts, and fresh ideas. We have a vibrant office culture that believes in collaboration, creativity, and team spirit – so we encourage everyone to be in the office Monday to Thursday, working remotely on Friday.  *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

We are looking for a Senior Associate to join the Origination team. Our team matches the perfect offtaker with our amazing wind, solar, and storage projects. To do that, we build and maintain a lot of connections so we can share our renewable energy projects with utilities, C&Is, retailers, and others in the Unites States. We share our projects through bilateral discussions and responding to RFPs.   Your primary focus will be as a core member of our East Origination team, covering PJM, MISO and ERCOT. On the East Origination team, you will take on the role of leading our RFP responses, leverage existing and build new connections to enable bilateral discussions, and maintaining our market intelligence.   You will report directly to the Director of Origination and work closely with other members of the Origination team, including the East Origination team lead. You will collaborate extensively across the company with other teams as Scout continues to grow our wind, solar, and storage pipeline.  Responsibilities  Your primary role will be to support the East Origination team. Here are all the responsibilities we’ll trust you with:    RFP Responses/Bilateral Offers  Lead the origination of late-stage projects.  Process RFPs by adding them to a tracker, leading a team call to discuss response decisions, and sharing with the company via email and meetings.  Develop an RFP response schedule for larger lift proposal efforts.  Work with the various applicable teams to help prepare a response including development, finance, structuring and legal.  Prepare proposals for RFP responses and bilateral agreements to utilities, C&Is, retailers and others.  Manage the Know Your Customer process.  Maintain an up-to-date proposal response template and other team templates.  Submit best-in-class proposals on time.  Summarize and conduct analysis on our offers.  Prepare for shortlist meetings.  Market Intelligence  Support our market intelligence efforts by communicating any market intelligence gained from discussions with brokers, conferences, industry groups and other sources.  Maintain market packet(s), through a deep dive into the market and expertise in that market, specifically related to offtake opportunities  Market Readiness  Participate in our market readiness process and lead ready-to-market calls.  Stay up to date on our late-stage projects that may be ready to market, including completing offtake analyses.  Connections  Leverage your existing network in the renewable energy space and build your network by attending conferences and participating in organizations on behalf of the Origination team.  Propose ideas on ways to make new connections.  General  Follow our Origination team’s processes and procedures to ensure consistency across the team and suggest updates and refinements to the processes to make them better.  Establish and maintain excellent relationships with team members across the organization.  Requirements To be a great fit for this role, you have:  A Bachelor’s degree, preferably related to Renewable Energy and Sustainability, with an outstanding academic record.   Minimum of 2-3 years of experience in an origination, structuring, or relevant business development role within utility-scale renewable energy.  Knowledge of power marketing and existing connections you can leverage with utilities, C&Is, retailers, and brokers  Understanding of accounting, business, finance, and economics    And you are:  A great communicator, in emails, PPT slides, on meetings, at a conference, on a phone call, in person in the office.  Organized.  Meticulous because you agree that details matter.  Curious and you ask questions; you quickly apply lessons learned in one area to other work areas.  Creative and enjoy solving problems by working across the organization to develop a solution.  Socially intelligent and can respond to colleagues, potential offtakers, and other collaborators based on the vibe of the discussion.  Excited about working in a fast-paced, entrepreneurial environment to meet deadlines and complete time-sensitive duties.  Able to prioritize and deliver top-quality work products in multiple areas without direct supervision.  Skilled at working in a flat organization, successfully leveraging the expertise of multiple colleagues in different lines of reporting.    In addition, you’ll need to be:  Highly proficient in Microsoft Excel, Word, and PowerPoint as well as Adobe Acrobat.  Experience with Salesforce is a bonus.  Authorized to work in the U.S. for any employer without sponsorship.  Willing and available to travel as needed, up to 10 - 20%, primarily to conferences to help support the Origination team’s mission.    Timeline and Location  We will review resumes for this role on an ongoing basis with a start date as soon as possible.  Our ideal candidate is located in Boulder, CO or would be willing to relocate to the Boulder area in order to commute to our Boulder office on a 3/2 hybrid schedule.    Scout’s Values  Mission-Orientation. High achievers who want to make a difference in this world and contribute to Scout’s stated mission.  Teamwork. Respectful and appreciative colleagues with strong interpersonal skills and a commitment to fostering positive relationships across organizational boundaries to deliver on shared team goals.  Safety. Uncompromising advocates for the health and safety of fellow employees, contractors, customers, and community members.  Integrity. Ethical professionals who do the right thing even when it is difficult.  Initiative. Resourceful self-motivators who thrive in a fast-paced, entrepreneurial environment because of their exceptional leadership, work ethic, and organizational skills.  Intelligence. Problem-solving learners who can make informed decisions quickly and create innovative and pragmatic solutions to challenging problems.    Invitation to Women and U.S. Underrepresented Groups  We encourage applications from all demographics and especially those that are traditionally underrepresented in the energy industry. Consistent with our core values, Scout celebrates the diversity of thought and experience that comes from a range of backgrounds including, but not limited to, gender, race, and ethnicity.  Invitation to Veterans  Scout welcomes veterans of the United States Armed Forces to apply for this position. Scout includes veterans of all branches and a diverse set of occupational specialties. We value the independent thinking, problem solving, leadership, and teamwork that our veterans have developed through their service. We welcome applications from any service and any military occupational specialty.  Benefits Target base salary: $95,000 - $110,000  Attractive bonus potential.  Scout offers a full range of benefits, including medical/dental/vision insurance with attractive premiums, 401(k) match, STD, LTD, an Employee Assistance Program, and a range of optional supplemental insurance coverage. 

The Head of Investment Banking will play a pivotal role in driving the growth and success of our investment banking operations. This leader will oversee a team of professionals, cultivate client relationships, and lead initiatives to expand Odeon’s footprint in the financial services industry. Key Responsibilities include but are not limited to: Develop and execute a comprehensive strategy for the investment banking division, aligned with the company’s overall goals. Build and maintain strong relationships with existing and prospective clients. Lead the execution of key transactions, including mergers and acquisitions, capital raising, and restructuring, ensuring optimal outcomes for clients. Identify and pursue new business opportunities, leveraging market trends and industry insights to expand the firm’s client base and service offerings. Partner with sales and trading teams to initiate deals, identify cross-selling opportunities, and ensure seamless execution and distribution of transactions. Ensure all transactions and processes adhere to regulatory requirements and the firm’s internal compliance standards. Perform due diligence, research, analysis, and documentation of live transactions. Oversee the financial performance of the investment banking division, including budgeting, forecasting, and achieving revenue targets. Maintain deep knowledge and expertise across industry sector(s). Mentor and manage a team of investment bankers, fostering a culture of collaboration and excellence. Requirements Education and Experience Bachelor’s degree in finance, economics, or a related field; MBA or advanced degree preferred. 10+ years of experience in investment banking, with a proven track record in leadership roles. Deep understanding of financial markets, corporate finance, and transaction structuring. Strong client network and business development acumen. Excellent leadership, communication, and negotiation skills. An appetite to work in a team-oriented environment with the ability to think creatively and act collaboratively, playing a key role in driving the Firm’s long-term success. Series 7, 63, 79, and 24 licenses (or willingness to obtain prior to hire) Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $150,000 to $200,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Company Overview: At Wider Circle, we connect neighbors for better health.  Wider Circle’s groundbreaking Connect For Life(R) program brings communities and healthcare together in-person and on-line for health, wellness, and social activities that improve mental and physical health.  We create webs of community circles by employing local and culturally competent engagement specialists whose hands-on approach is informed by a sophisticated analytics platform.  We are on a mission to make the world a better place for older adults and disadvantaged communities. Job Overview: Wider Circle is seeking a passionate and dedicated Member Engagement Lead to play a vital role in our groundbreaking program, which connects neighbors for better health outcomes.  The successful candidate will radiate confidence and empathy, establish trust with our members, and skillfully switch between one-on-one and group interactions.  They will tirelessly utilize any means necessary to connect and engage with members, including in-person/virtual group events, home visits, and telephone outreach.  As a Member Engagement Lead, they will be seen as a mentor to others in the organization, supporting and leading peer groups as needed.  Join us in our battle against healthcare inequity.   Responsibilities Build relationships with individuals and communities to promote health and wellness. Conduct community-based outreach and education on healthcare services, disease prevention, and healthy lifestyles. Advocate for member and community needs within healthcare systems and social services. Establish partnerships with community-based organizations to broaden the range of support services available to our members. Provide culturally appropriate health education on topics such as nutrition, chronic disease management, mental health, and preventative care. Support individuals in understanding and navigating the healthcare system. Organize workshops and informational sessions on healthcare topics. Assist individuals in accessing medical care, insurance programs, and social services. Help members close care gaps by scheduling appointments and reminders, assisting with paperwork, and understanding their treatment plans. Identify barriers to healthcare (SDoH) and provide resources. Connect individuals with social services, such as housing, food assistance, and employment support. Document interactions in Wider Circle’s digital systems in a timely manner. Support Area Manager by assisting Specialists in their role, which can include training, shadowing or providing support to associates in need of assistance. Ability to support membership and meet required standards with little supervision. As needed, conduct in-home visits to meet with members that you are unable to reach to review their needs and discuss their access to care and/or close care gaps. Physical Demands Safely and consistently drive to public places up to 30 miles away from your home. Frequently carry up to 30 pounds of supplies. Comfortably stand and speak publicly, projecting your voice in indoor and outdoor spaces. Sit, stand, and walk routinely during events to interact effectively with members. Ability to sit for extended periods while conducting member outreach by phone. See and hear well enough to interact with members in-person or by phone and respond to member questions. Use a computer to view, enter, and update information in different systems. Effectively communicate with members in-person or virtually. Requirements A strong passion for helping and serving others. Outgoing personality and unwavering, positive attitude, with the ability to engage with others in-person and via phone or video conferencing. A genuine interest in working with Medicare/DSNP/Medicaid populations and a commitment to building strong, supportive relationships. Strong verbal and written communication skills to effectively engage with diverse community members. Proactive approach to outreach, with the ability to take lead on community engagement initiatives. Adaptability to a dynamic work environment and a willingness to learn and grow in the role. You have experience working in a remote environment and excel at working autonomously. You have flexible availability (outside of business hours) and reliable transportation when necessary. 3-5 years relevant experience. Preferred Requirements Associate or Bachelor Degree 3+ years of relevant community outreach, facilitation, or volunteer experience. Healthcare experience. Care Management experience. Experience leading and supporting peers as needed. Benefits Compensation  As a venture-backed company, Wider Circle offers competitive compensation including: Performance-based incentive bonuses Opportunity to grow with the company Comprehensive health coverage including medical, dental, and vision 401(k) Plan Paid Time Off Employee Assistance Program Health Care FSA Dependent Care FSA Health Savings Account Voluntary Disability Benefits Basic Life and AD&D Insurance Adoption Assistance Program Training and Development Starting salary: $18.25-$19.25 And most importantly, an opportunity to LOVE, LEARN, and GROW with us! Wider Circle is proud to be an equal-opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity & Inclusion supports our ability to build diverse teams and develop inclusive work environments. We believe in empowering people and valuing their differences. We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law.

BSA Analyst – To $75K – Hybrid Remote (St. Cloud, MN) – Job # 3245 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Hybrid Remote BSA Analyst role in the greater St. Cloud, MN. The position is responsible for performing BSA/AML activity monitoring, analytics, and reporting. The opportunity has a generous salary of up to $75K and a benefits package.  (This is a hybrid remote position). BSA Analyst responsibilities include: Administering the Bank Secrecy Act/Anti-Money Laundering Program and related procedures in accordance with Bank’s policies, procedures, and applicable federal regulations. Reviewing daily and monthly reports following the guidelines established for Suspicious Activity Reports (SAR). Reviewing Currency Transaction Reports (CTR) for adherence to established procedures and accuracy. Obtaining documentation and assisting with Suspicious Activity Report (SAR) Investigations and performing follow-up reviews as necessary. Monitoring all accounts that may be deemed as high risk and received from other sources in accordance with the established monitoring schedule. Performing analysis of the core application and AML system reports that identify potentially suspicious activity including case management. Analyzing cases involving suspicious activity and present to BSA Officer for review. Conducting research on the internet as part of the SAR investigations as instructed. Reviewing documentation for all new business and consumer accounts and verifying risk rating assigned to accounts per the Bank’s risk rating criteria. Reviewing new account documentation received from branches for accuracy and completeness. Providing recommendations for periodic BSA training to address areas of weakness noted in branch/lending procedures in support of annual BSA program training Other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School diploma or equivalent required, some college desired. Three years of banking experience including branch/platform experience. Knowledge of Bank Secrecy Act regulatory requirements, including CTRs and SARs, and basic knowledge of banking regulations. Basic knowledge of the Bank’s services and products. Strong organizational and time management skills. Excellent communication skills including verbal and written. Computer literate, including knowledge of Microsoft Office, Excel, Word, and PowerPoint and internet search. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

BSA/AML Compliance Officer – To $90K – Tampa, FL – Job # 3253 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client is seeking to fill a BSA/AML Compliance Officer role in the greater Tampa, FL market. The successful candidate will be responsible for the implementation and management of effective Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance programs for the bank ensuring compliance with all applicable regulations. The position offers a generous salary of up to $90K and a full benefits package. (This is not a remote position.) BSA /AML Compliance Officer responsibilities include: Leading and growing the BSA function at the bank. Assisting in growing and developing the Compliance Office with direct attention to the BSA, Security, and Internal Audit procedures and policies – including but not limited to the audit of loan files, security, and cash. Completing the BSA / AML Audits and addressing any related follow-up items. Serving as an internal auditor. Including, but not limited to, assessing operational risk at the branch level, cash counts, second reviews for new accounts, secondary post-closing reviews, etc. Providing follow-up and documentation for exception reporting. Maintaining a current thorough understanding of money laundering and terrorist financing issues, including policies, procedures, regulations, industry best practices, criminal activities and developing trends. Developing and delivering staff with BSA/AML/OFAC training. Identifying weaknesses in practice and procedure and recommending solutions that increase the level of compliance without unnecessarily burdening the business unit. Providing compliance assistance and information to all departments/functional units within the Bank. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s Degree or equivalent experience. Two or more years of prior experience in regulatory matters is required. BSA/AML certifications are preferred. Familiarity with the Fiserv core system and reports is desirable. Working knowledge of Federal and State Anti-Money Laundering compliance statutes and regulations. Ability to read and interpret statutes and regulations. Ability to communicate effectively verbally and in writing. Proficiency in all programs within Microsoft Office. Ability to relate to individuals at all levels within the organization as well as with regulatory agencies and external contacts. The next step is yours.  Email us your current resume along with the position you are considering to: resumes@symicorgroup.com