Senior Capital Markets Leader, SMB Lending

Intuit, Inc.; Mountain View (CA); Hybrid; USD 212,000 - 287,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a seasoned leader for the QuickBooks Capital (QBC) team to drive funding strategy and scalability of business loan products.

This hybrid role will focus on partnerships with investors, banks and capital providers, and will report to the Head of Capital Markets and Bank Partnerships for QuickBooks Capital. Location options include New York, NY; San Francisco, CA; or Mountain View, CA, with in-office presence required 3 days a week.

Qualifications

• 10+ years experience in lending capital markets.
• Experience structuring asset-backed facilities and securitizations.
• Advanced proficiency in liquidity forecasting and funding optimization.
• Ability to work cross functionally across compliance, risk, product, credit, legal and engineering and manage projects from start to finish.
• Strong communication skills with the ability to clearly present conclusions and rationale.

Responsibilities

• Develop, originate and scale funding strategies for business loans and commercial credit cards, including warehouse facilities, forward flow loan sales, securitizations, and customized financing structures.
• Manage deal structuring, diligence, and contract negotiations with both existing and new partners with a focus on optimizing funding costs and liquidity.
• Develop and implement strategic funding plans for expansion of existing products and the launch of new products, ensuring alignment with business objectives and risk-return frameworks.
• Develop and maintain strong relationships with external investors, leverage providers, originating bank partners and third-party agents, expanding the company’s network across the funding landscape.
• Provide competitive market insights, including pricing trends, and transaction structures, using intelligence to shape product and funding decisions.
• Own and maintain the company’s pitch deck, ensuring it effectively communicates the organization’s growth vision to investors, stakeholders, and partners.
• Partner closely with the product, risk, legal, compliance and collections teams to design and launch new financial products that minimize balance sheet risk while maximizing profitability.
• Assist with scaling capital markets efforts across other business verticals or product categories as needed, contributing to a diversified funding strategy.

Skills

Lending capital markets

Asset-backed facilities

Liquidity forecasting

Cross-functional collaboration

Strong communication

Job description

Intuit, Inc. is seeking a seasoned leader for the QuickBooks Capital (QBC) team to drive funding strategy and scalability of business loan products.

This hybrid role will focus on partnerships with investors, banks and capital providers, and will report to the Head of Capital Markets and Bank Partnerships for QuickBooks Capital. Location options include New York, NY; San Francisco, CA; or Mountain View, CA, with in-office presence required 3 days a week.