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Debt Advisory Lead

Job in Charlotte, Mecklenburg County, North Carolina, 28296, USA
Listing for: Regions Financial
Full Time position
Listed on 2026-10-24
Job specializations:
  • Finance & Banking
    Corporate Finance, Capital Markets, Investment Banking
Job Description & How to Apply Below
Thank you for your interest in a career  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…
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