Director – Analytics

Headquartered in San Francisco, California, our client is a leader in the Peer-to-Peer lending marketplace.  Our client has already changed the way tens of thousands of people access credit and invest their money— having funded over $4 billion in loans funded for over 2 million members.

  • The role reports initially to the VP, Business Intelligence and leads efforts to meet the data and analytic requirements of business teams including, Finance, Marketing, Risk, Customer Experience,Business Operation.
  • The Director of Analytics leads a broad range of projects focused on improving operational efficiency, while maintaining the highest level of client experience.
  • This is a leadership role that requires the management of a small team of data analysts as well as hands-on use of analytical skills and creativity to mine and improve data, develop meaningful dashboards, and generate reports that keep the business informed on key performance metrics

Contact: Eric Miller / emiller@russellstephens.com / 213-300-6060

VP – Venture Capital Group

Palo Alto Location.

Our client invests in growth industries including technology, communications, business services, financial services, healthcare and life sciences.

Focus on growth financing, recapitalizations and mid-sized buyouts.

Vice Presidents identify attractive industry sectors and individually source investments for the firm, call and/or visit over 200 companies each year; work with entrepreneurs and advisors to negotiate and close transactions; complete market, company, and financial due diligence; and assist portfolio companies in their strategic and financial growth plans.

QUALIFICATION UPDATE:

0-2 yrs out of Business school – must have MBA
history of outstanding accomplishments, academic success
good left and right brain
high SAT, GMAT, GPA
Harvard, Stanford, MBAs, Bain, McKinsey
lot of moxie, not looking for the heirs to the fortune types – Stanford MBA entitlement is not going to fly here
midwestern working-class approach to the job
HUNGRY, SMART AND SCRAPPY
outstanding salesman, trust-based relationships
fast on feet
tech-leaning

contact:

Eric Miller / emiller@russellstephens.com

Executive Vice President – Head of Retail Banking

$2B AUM Commercial and Retail Institution

10 Financial Centers (bi-coastal California and New York)

125 employees

Position Skills:

Operational Branch Functionality

Wealth Management

Mortgage Operations

Base Salary Approximately $250k (+incentives)

Experience:

Southern California Regional Bank Training (Union Bank, Bank of the West, HSBC, City National, California Bank and Trust)

Eric Miller

emiller@russellstephens.com

213-300-6060

Board Member – Real Estate Investment Trust

Our Client  is a 25+ year old Los Angeles-based investment firm that acquires and builds companies in partnership with operating management.

The partners have an average of 20 years of relevant experience and have successfully invested together since the firm’s inception, creating 12 platform businesses and acquiring over 100 companies— currently managing two equity funds totaling approximately $1 billion. The limited partners in the funds include a small number of leading public and private pension funds, banks, foundations and endowments active in private equity investing.

Qualifications:

  • Previous  Senior Vice President level (or higher) assignment at manufacturing, consumer, electronic, or industrial firm.
  • Previous SOX training and other Board of Directors experience
  • Manufacturing and/or Operational Experience a plus

Vice President – Managing Director Treasury

Our Client is a $6B (growing) Regional Bank with locations in San Diego, Los Angeles, and Orange County

  • New Position
  • Hybrid Location: L.A., SFC, Orange County
  • Appropriate Candidate may be selected to run existing Team

Opportunity:

  • Solicit and Manage Middle Market Companies (revenues $25MM – $200MM)
  • Sell and Cross-Sell Treasury Services such Cash Management, Sweeps, Remote Capture
  • Have direct say in Development of New Products
  • Base up to $150k (expected all-in comp. in mid $200’s)

Vice Presient – Lending Compliance Officer

** Open due to Retirement **

Strong Regional Bank – $15B+ AUM

Management of Group of 9

* Role touches on Operational, Deposit Compliance, AML, Security, and Fraud Investigations, BSA, Lending Operations

* Reports to Chief Risk Officer

* Base Salary $155k – $185k (+bonus)

//contact: Eric Miller – emiller@russellstephens.com//

Eric Miller

213-300-6060

Vice President – Vendor Management

Forbes Rated Top 15 U.S. Consumer Bank

* Southern California Headquarters *

Oversee the Bank’s third party vendor management program— including the oversight of systems administration, standards, and metrics/reporting.

Interaction with All Levels of Bank Management

Strategic Direction / Policies and Procedures

//contact – emiller@russellstephens.com//

Eric Miller

213-300-6060 c.

Head of Retail

Open due to Retirement.  $18B AUM West Coast Regional Bank.  100+ locations.

Reports to Chief Executive Officer.  San Francisco or Irvine.

Direct Responsibilities:

  • Overall Responsibilities include: Retail, Consumer, Small Business Banking
  • Payroll and Benefits
  • Learning and Development
  • Employee Relations

Base Salary: $220k – $340k (base) + incentives, stock
Full Relocation Package
6 months living expenses
Car, Country Club, Change In Control

contact:

Eric Miller

emiller@russellstephens.com

213-300-6060

Division Leader – Real Estate Investment

**BUILD YOUR OWN TEAM **

Los Angeles Location (Bank Presence extends San Francisco to San Diego)

*Specific clientele in the San Pedro, Santa Fe Springs, 710 FWY industrial corridor highly regarded

45+ year old Regional Bank (publicly traded).  Very aggressive on deal structuring

Deals are: $12M – $60M (on average)

Reports to:

Managing Director / Chief Lending Officer

Eric Miller

emiller@russellstephens.com

213-300-6060

Executive Director – Financial Analysis Manager

Forbes-Rate Number Top-Ten Commercial Bank— located in Southern California ($25B+ AUM)

** Candidate will report directly to Chief Credit Officer and Manage the Centralized Credit and Underwriting Department  **

Business Banking, Middle Market, Commercial and Industrial Credits, Participation, and Syndications

Average deal sizes are $5.5MM to $75MM

** individuals possessing current credit authority very desirable**

Chief Information Officer

San Francisco Location

Private Equity- backed ‘Professional Services Disruptor’ with 10,000 customers in 196 countries.

Description

*     Drive technological growth with an entrepreneurial mindset.

*     You will develop and manage the operating mechanisms and processes to  ensure growth, financial strength and operational efficiency.

*     You will lead the execution of critical strategies developed by you and       the executive team for this entrepreneurial organization.

*     The CIO will be a key partner to the CEO.

contact:  Eric Miller / emiller@russellstephens.com / 213-300-6060