Managing Director Investment Banking

Wipfli Advisory LLC•Minneapolis, MN

1d•$142,000 - $191,000•Hybrid

About The Position

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary: Wipfli Corporate Finance Advisors, LLC is looking for a talented and highly-motivated Vice President to join its team in the Twin Cities office! WCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions.

Requirements

Bachelor’s degree required with a major in business, finance, accounting, or economics preferred.
Minimum of 8 years of previous experience in investment banking.
SIE Exam, Series 79, and Series 63 licenses preferred, or must attain within 90 days of hire date required
Quantitative and data-based skills, including experience in valuation and financial modeling.
Experience providing constructive feedback and guidance.
Ability to learn quickly and ability to manage several projects at once.
Must reside in or around the Twin Cities and able to commute to the office.
Willing to maintain a hybrid schedule of at least 4 days in office.

Responsibilities

Support investment banking team on the execution of M&A transactions.
Assist in preparation of confidential information memos, pitch materials, and presentations.
Develop and maintain complex financial models to perform various financial and valuation analyses.
Conduct comprehensive and in-depth company and industry research.
Provide mentoring to junior associates, offering guidance and support in various tasks and career goals.
Play a key role in supporting origination, opportunity evaluation, and deal execution.
Occasional travel, 35%.

Benefits

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences.
The estimated base pay range for this role is $142,000 to $191,000, with offers typically not made at the maximum, allowing for future salary increases.
The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Investment Banking Associates at WCF receive a competitive base salary plus a substantial incentive component tied to successful transaction closings.
Incentives are paid only when deals close, reinforcing alignment with performance.
Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being.
Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program.
Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards.
Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
This role requires a hybrid work arrangement.
At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites.
The client sites can vary locally, regionally, or nationally depending on the industry alignment.
Note that scheduled meetings at the client and in the office will require in-person attendance.