Osaic · 6 days ago
Ladenburg Thalmann & Co. Inc. Managing Director - Investment Banking
New York
Full-time
Onsite
Senior Level, Lead/Staff
$185K/yr - $225K/yr
10+ years expOsaic is a well-established investment banking firm founded in 1876, seeking a highly experienced Managing Director of Investment Banking. The role involves developing business strategies, managing client relationships, and driving growth in revenue and market share.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Develop and execute business strategies to drive growth in revenue and market share
Cultivate and maintain strong relationships with key clients, stakeholders, and industry leaders
Identify and capitalize on new business opportunities, including mergers and acquisitions, capital markets transactions, and other financial advisory services
Oversee the preparation and presentation of pitch books, financial models, and other transaction-related documentation
Ensure compliance with regulatory requirements and adherence to best practices in financial services
Represent the firm at industry conferences, client meetings, and other networking events
Qualification
Required
Bachelor's degree in finance, business, economics, or a related field; MBA or other advanced degree preferred
Minimum of 10-15 years of experience in investment banking, with a significant portion in a leadership role
Demonstrated success in originating and executing complex transactions
Extensive knowledge of financial markets, investment banking products, and regulatory environment
Exceptional leadership, communication, and interpersonal skills
Strong analytical and problem-solving abilities
Proven ability to build and maintain client relationships at the highest levels
Series 7, 63, and 79
Preferred
MBA or other advanced degree
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
H1B Sponsorship
Osaic has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (1)
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase