Investment Banking Vice President

Dynasty Financial Partners•St Petersburg, FL

11h

About The Position

Dynasty Investment Bank is seeking an experienced investment banker to join as a Vice President. This senior deal-team member leads transaction execution for independent wealth management firms, serves as a primary day-to-day client contact and trusted advisor, and provides strategic advice on M&A, capital raising, and succession. The role also includes managing deal teams and mentoring Analysts and Associates. The team advises RIA founders and CEOs at major points in their business lifecycle, including launching an RIA, preparing for M&A, structuring recruiting deals, executing sell-side mandates, bringing in minority or growth equity partners, acquiring firms, financing growth, and planning ownership transitions. The position offers a fast-paced environment, ownership of transactions, direct exposure to senior decision-makers, and the opportunity to build expertise and relationships in the wealth management sector.

Requirements

7 or more years of investment banking or equivalent experience with a Bachelor’s degree, or 4 or more years with a Master’s degree.
Track record of executing complex transactions and managing multiple workstreams simultaneously.
Strong financial modeling, valuation, and analytical skills.
Excellent written and verbal communication skills, including the ability to clearly present complex ideas to owners and executives.
Ability to build trusted relationships with clients, senior stakeholders, and deal teams.
Leadership experience managing and developing junior professionals.
Sound judgment, attention to detail, and ability to perform well in a fast-paced environment.
Collaborative approach to working across teams.
Series 79 and Series 63 required.

Nice To Haves

Experience in wealth management, asset management, financial services, or FIG coverage, ideally including RIA M&A.
Experience with minority and growth equity transactions, succession and ownership transition planning, or acquisition financing.
Existing relationships with RIA owners, acquirers, or private capital investors.

Responsibilities

Build and strengthen relationships with RIA owners, CEOs, and other senior decision-makers, serving as a primary day-to-day contact and trusted advisor.
Lead transactions from origination through closing, including sell-side and buy-side M&A, minority and majority equity investments, recapitalizations, and debt financings.
Translate financial, valuation, and market analysis into strategic recommendations tailored to client goals.
Oversee financial models, valuation analyses, marketing materials, management presentations, and other client deliverables.
Advise clients on industry trends, valuation drivers, buyer and investor landscapes, and deal-structure alternatives.
Manage buyer and investor outreach and competitive processes, including diligence, negotiations, and transaction documentation.
Coordinate with attorneys, tax advisors, accountants, and other internal and external stakeholders.
Manage deal teams and workflows to ensure high-quality, timely delivery.
Mentor, train, and develop Analysts and Associates.
Contribute to business development, pitch and marketing efforts, and thought leadership, including webinars and forums.
Collaborate with other Dynasty teams to deliver a coordinated client experience.