Debt Advisory Lead

Regions Bank; Charlotte (NC); On-site; USD 244,000 - 298,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank in Charlotte, NC, is seeking a Debt Advisory Lead to drive the firm’s debt capital advisory platform, manage sponsor relationships, and oversee origination, structuring, and execution of transactions.

The role requires deep leveraged finance expertise and a proven track record in advising on capital structures, financing strategies, and M&A opportunities. You will mentor bankers and lead cross-functional teams to deliver client-focused solutions.

Qualifications

• Bachelor’s degree required in business, finance, economics, accounting, or related field.
• Ten or more years of experience in investment banking, private credit, leveraged finance, or related discipline.
• Experience leading debt advisory engagements and managing sponsor relationships.
• Experience recruiting, mentoring, and developing high-performing teams.

Responsibilities

• Advises clients on capital structure optimization, refinancing, acquisition financing, recapitalizations, and other credit-related transactions.
• Develops market insights and strengthens relationships with lenders across banks, credit funds, and alternative capital providers.
• Leads the debt advisory platform including origination, structuring, and execution.
• Cultivates and grows relationships with private equity sponsors while serving as the primary point of contact.
• Drives the origination of debt advisory mandates and sponsor-driven M&A or financing opportunities.
• Leads the development of pitches, financial analysis, and client meetings.
• Represents the firm at industry conferences and networking events to enhance brand presence.

Skills

Leadership

Client management

Negotiation

Financial analysis

Presentation skills

Strategic thinking

Business development

Collaboration

Education

Bachelor’s degree in Business, Finance, Economics, Accounting, or related field

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career — a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Debt Advisory Lead leads and expands the firm’s debt capital advisory platform while managing relationships with private equity sponsors across the middle market. This role drives origination, client coverage, transaction execution, and strategic growth initiatives. This role requires deep leveraged finance expertise and a proven record of advising clients on capital structure solutions.

Primary Responsibilities

• Advises clients on capital structure optimization, refinancing, acquisition financing, recapitalizations, and other credit‑related transactions
• Develops market insights and strengthens relationships with lenders across banks, credit funds, and alternative capital providers
• Leads the debt advisory platform including origination, structuring, and execution
• Cultivates and grows relationships with private equity sponsors while serving as the primary point of contact
• Develops an understanding of sponsor investment theses, fund strategies, portfolio companies, and acquisition needs
• Provides proactive ideas, financing capabilities, and mergers and acquisitions (M&A) insights to support long‑term partnership development
• Drives the origination of debt advisory mandates and sponsor‑driven M&A or financing opportunities
• Leads the development of pitches, financial analysis, and client meetings
• Represents the firm at industry conferences and networking events to enhance brand presence
• Supports debt advisory activities for sponsor and corporate clients
• Oversees execution teams to ensure the delivery of financial models, offering materials, lender lists, and process documentation
• Negotiates term sheets, covenants, pricing, and transaction structures with lenders on behalf of clients
• Provides strategic oversight of lender processes, due diligence efforts, and closing documentation
• Manages and mentors bankers across levels to support skill development and performance
• Recruits talent and builds a collaborative, high‑performing culture
• Promotes collaboration across mergers and acquisitions, industry coverage, and capital markets teams
• Contributes to strategic initiatives to expand debt advisory and sponsor coverage capabilities
• Supports the development of thought leadership, internal market updates, and product expertise
• Participates in annual planning, budgeting, and revenue forecasting

Requirements

• Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
• Ten (10) years of experience in investment banking, private credit, leveraged finance, or a related discipline
• Experience leading debt advisory engagements and managing sponsor relationships
• Experience recruiting, mentoring, and developing high‑performing teams

Preferences

• Experience leading middle‑market leveraged finance transactions
• Established network of lender and private equity sponsor relationships
• Chartered Financial Analyst (CFA), Master of Business Administration (MBA), or other relevant credentials

Skills and Competencies

• Ability to lead collaboratively
• Excellent client-management skills
• Excellent relationship building and presentation skills
• Proficiency in financial modeling
• Strong analytical and strategic thinking skills
• Strong business development capabilities
• Strong executive presence
• Strong negotiation skills
• Strong verbal and written communication skills

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$271,316.00 USD

_ Median: _

$316,565.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that “one size does not fit all” for benefits-eligible associates.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Blackarch

Location:

Charlotte, North Carolina

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.