Confidential · 4 hours ago

Managing Director Investment Banking

SD Metro Area

Full-time

Remote

Director/Executive

15+ years exp

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Responsibilities

Lead deal teams on a variety of transactions from initial client pitch to transaction closing

Manage day-to-day aspects of client relationships, transactions, and investment banking teams and serve as primary client contact on engagements.

Provide leadership, professional development and mentoring for junior staff.

Actively pursue business development opportunities and originate new client engagements for the firm within selected industry sector.

Develop prospect and referral networks and support firm efforts in developing and executing business development and marketing strategies.

Maintain deep knowledge and expertise in an industry sector.

Participate in key industry conferences, speaking opportunities, and marketing efforts to generate exposure and promote the firm.

Qualification

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M&A transactionsFINRA Series 7FINRA Series 79Business developmentInvestment bankingClient relationship managementCapital advisory servicesDeal structuringMentoring junior staffLaw Degree

Required

Fifteen-plus years of experience at boutique or regional investment bank.

Proven track record of new business development and originating and closing investment banking engagements.

Established relationships and contacts with private equity firms, middle market businesses, and referral sources.

Deep knowledge, expertise, and transaction history within a specific industry.

Demonstrated experience with managing day-to-day aspects of client relationships, transactions, and investment banking teams.

Understanding of capital advisory services and the M&A process, complex transactions, creating buyer/seller strategies, deal structuring and negotiation.

An appetite to work in an entrepreneurial environment with the ability to think creatively playing a key role in engineering the firm’s long-term success.

Bachelor's degree required.

FINRA Series 7 or 79 is required.

Please provide a list of relevant completed M&A transactions and your active FINRA licenses. Applicants will only be considered if they are currently registered with FINRA.