Managing Directors – Technology / FinTech- M&A - Investment Banking jobs in United States
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Confidential · 3 weeks ago

Managing Directors – Technology / FinTech- M&A - Investment Banking

positionNew York, NY
timeFull-time
remoteOnsite
seniorityDirector/Executive

Confidential is an expanding investment bank focused on sell-side M&A for founder-owned businesses and private equity-backed companies. They are seeking highly entrepreneurial bankers to lead M&A transactions and drive business development within their Fintech practice.

Staffing & Recruiting

Responsibilities

Lead and execute end-to-end M&A and co-investment transactions within the Fintech sector, including Payments, Wealthtech, and BankTech. This spans the entire deal lifecycle, from initial client pitches through to successful closings
Drive business development by initiating new client relationships and strategically expanding the firm's presence within your designated industry sector
Foster internal collaboration by actively cross-selling and partnering with our Sponsor and broader coverage teams
Ensure the highest quality of client deliverables, upholding our firm's standards of excellence
Mentor and develop middle to junior-level staff, enhancing their capabilities within the execution pool

Qualification

M&A originationFintech sector experienceBusiness developmentSecurities licensesInvestment banking operationsStrategic decision makingClient relationship managementMentoring

Required

Proven M&A origination and execution experience from a bulge bracket, reputable boutique, middle-market, or regional investment bank, specifically within the Fintech sectors. Relevant securities licenses are required
Bachelor's, Master's, or MBA degree
Highly comfortable with new business development and demonstrating persistence in pursuing potential clients and transactions
Strong ability to make effective decisions through insightful information analysis and strategic prioritization
Demonstrated success in fee generation with strong business development skills
General familiarity with investment banking operations, procedures, and compliance matters
Ability to provide credible strategic viewpoints and advice to senior management and owners of client companies
Active Series 7, 63, and 79 licenses

Company

Confidential

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Centralizing All Types Of Next Opportunities For You In One Place.
location
Vancouver, US
people-size2-10 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase