Investment Banking Vice President - M&A (Saint Petersburg, FL)

Raymond James•Saint Petersburg, FL
•Onsite

About The Position

Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability. Develops a service or product offering for clients or prospective clients, evaluates risk in that context, and coordinates and executes the banking function in compliance with applicable legal and regulatory requirements. The role includes responsibility for developing and delivering parts of the organization's investment policy, financial product development program, and risk management or risk control policies and procedures. It also develops relationship management plans for strategic, complex, global potential accounts and coordinates engagement with client organizations to support information flow and resolve issues. The position requires more than 15 years of general experience and completed bachelor's degrees in Accounting, Business Administration, and Finance. The workstyle is listed as Resident. Total compensation includes base salary or wages and may include additional cash or equity compensation, discretionary bonuses, or commissions. The position is eligible for a benefits package that may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off; and parental leave. Benefits eligibility and offerings may vary by position and employment status.

Requirements

  • More than 15 years of general experience.
  • Completed bachelor's degree in Accounting.
  • Completed bachelor's degree in Business Administration.
  • Completed bachelor's degree in Finance.
  • Ability to understand business environments and objectives and develop solutions.
  • Ability to analyze and research client and market conditions.
  • Ability to review and evaluate recommendations and requirements and develop appropriate plans or actions.
  • Ability to interpret and apply relevant laws, regulations, and policies.

Responsibilities

  • Develop and deliver an important part of the organization's investment policy.
  • Manage an investment department or unit to maximize the value of investments.
  • Develop and deliver a major part of the organization's financial product development program to enable overall corporate strategy.
  • Develop and deliver the organization's risk management and/or risk control policies and procedures.
  • Develop and implement relationship management plans for strategic, complex, global potential accounts, building relationships at local, national, and corporate levels.
  • Coordinate engagement between the organization and client organizations to ensure effective two-way information flow and resolve issues.
  • Coordinate and execute the investment banking function in accordance with applicable legal and regulatory requirements.
  • Develop client solutions using an understanding of the business environment and objectives.
  • Analyze and research client and market conditions to understand clients and their markets and support maximum returns.
  • Review and evaluate recommendations and requirements, then develop plans or take required actions.
  • Interpret and apply relevant laws, regulations, and policies.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off, including vacation, holidays, and sick leave
  • Parental leave
  • Additional compensation may include cash or equity, discretionary bonuses, or commissions
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service