Ladenburg Thalmann & Co. Inc. Managing Director - Investment Banking jobs in United States
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Osaic · 2 days ago

Ladenburg Thalmann & Co. Inc. Managing Director - Investment Banking

positionNew York, NY
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$185K/yr - $225K/yr
date10+ years exp

Osaic is an Investment Banking firm founded in 1876, dedicated to delivering unparalleled value to clients. They are seeking a highly experienced Managing Director of Investment Banking to drive business growth, manage client relationships, and oversee strategic initiatives in the investment banking division.

Business DevelopmentFinancial ServicesWealth Management
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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

Investment banking experienceFinancial markets knowledgeLeadership skillsClient relationship managementAnalytical skillsSeries 7Communication skillsInterpersonal skillsProblem-solving abilities

Required

Bachelor's degree in finance, business, economics, or a related field
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

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Glassdoor3.7
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Osaic provides the support, resources, and community designed for the future of wealth management.
dateFounded in 2016
location
Phoenix, Arizona, USA
people-size1001-5000 employees
web-link
https://osaic.com/

Funding

Current Stage
Late Stage

Leadership Team

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Jamie Price
Chief Executive Officer
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Kristy Britt
CFO
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Recent News

Investment News
Merchant adds Osaic's data chief for new C-suite role
2026-01-22
Business Wire
Osaic Deepens Commitment to Advisor Development with Enhanced Wealth Advisor Academy and Financial Planning Jump Start Programs
2026-01-16
Business Wire
FINRA Orders American Portfolios Financial Services to Pay $4.6 Million in Restitution for Overcollection of Fees, Retention of Surplus Interest
2025-12-31
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