Managing Director, Financial Services Investment Banking
About the job
• Source, pitch, and execute transactions in Financial Services industry
• Responsible for revenue generation through the origination, execution and closing of M&A transactions
• Establish Trusted Advisor relationship with important corporate and private equity clients
• Build new relationships through thoughtful and targeted business development activities
• Identify prospects and pull in the appropriate team and resources to drive new client growth
• Provide technical and developmental support to junior and mid-level bankers
Requirements
- Minimum of 10+ years M&A experience
- Proven client relationships and execution capabilities
- Strong preference for coverage/business development experience in Insurance, Asset Management, Wealth or RIA Investment Banking
- Series SIE, 7/79, 63 licenses
- Possess broad M&A product knowledge and technical expertise
- Exceptional at developing and maintaining important client relationships
- Superior M&A execution capabilities with excellent client management and presentation skills
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Hard Skills
- M&A experience
- revenue generation
- transaction execution
- business development
- client management
- presentation skills
- M&A product knowledge
- technical expertise
Soft Skills
- relationship building
- client relationship management
- communication skills
Certifications & Qualifications
- Series SIE
- Series 7
- Series 79
- Series 63
