Managing Director, Financial Services Investment Banking

KeyBank • Cleveland, OH

245d • $325,000

About The Position

The senior banker will source, pitch and execute transactions in Financial Services industry. Individuals are highly skilled at managing clients, identifying opportunities and running all aspects of an M&A process. They are widely recognized for deal origination and execution capabilities across a wide variety of transaction types including sell-sides, buy-sides, going privates, corporate divestitures, capital raises and Fairness Opinions. In addition, they have extensive transaction experience with public and private companies as well as private equity-owned businesses. They have proven client relationship skills and are capable of independent business development activity in partnership with Industry partners.

Requirements

• Minimum of 10+ years M&A experience, with proven client relationships and execution capabilities.
• Strong preference for coverage/business development experience in Insurance Investment Banking. Open to insurance services, agency & brokerage, wealth advisory, asset management or specialty finance.
• Series SIE, 7/79, 63 licenses.
• Possess broad M&A product knowledge and technical expertise.
• Exceptional at developing and maintaining important client relationships and generating M&A revenue from these relationships.
• Possess superior M&A execution capabilities with excellent client management and presentation skills, with an ability to source and win new business.

Responsibilities

• 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 to drive increased M&A advisory wallet share and a consistent revenue stream.
• 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 on deal team.
• Work with team members to promote other lines of business with referrals.

Benefits

• 401(k) matching
• profit sharing
• generous paid time off
• parental leave
• fitness reimbursement
• education assistance
• employee banking/discounts
• wellness incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities