State Licensed Managing Director, Investment Banking

Job Summary

Leading business development and advisory services for emerging middle-market companies, the full-time State Licensed Managing Director, Investment Banking will originate new opportunities, cultivate relationships, and guide clients through strategic transactions in a remote environment.

Key responsibilities

• Originate and cultivate middle-market investment banking opportunities by developing relationships with business owners and private equity firms
• Serve as a strategic advisor to founder-led businesses, guiding clients through liquidity events and ownership transitions
• Direct end-to-end transaction execution, overseeing due diligence and ensuring superior client outcomes

Required qualifications

• Bachelor's degree in finance or related field
• 12+ years of investment banking experience with a focus on middle market transactions
• FINRA Series SIE, 82, 79, 63 certifications