Managing Director, Investment Banking at Yellow Cardinal

First Financial BankCleveland, OH
11d

About The Position

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Managing Director, Yellow Cardinal Business Succession Services will be responsible for sourcing new engagements and leading the execution of various projects.

Requirements

  • Bachelors degree; Masters preferred
  • 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
  • Strong Accounting background/knowledge
  • Knowledge of Corporate Finance including Discounted Cash Flow modeling
  • Above average communication skills (both written and verbal)
  • Ability to deliver messages in a straightforward and respectful manner
  • Negotiating skills
  • Ability to “read the room” and skillfully respond to complex situations
  • Ability to articulate complex topics to a variety of audiences
  • Willingness to be available to clients on an almost 24/7 basis

Responsibilities

  • Identify potential new clients
  • Lead the “pitch” proposal process to secure new engagements
  • Negotiate the terms of engagement letters including the fee structure
  • Manage/lead the execution of engagements
  • Maintain/build a network of business owners and referral sources
  • Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs
  • Assist other team members in analyzing opportunities and executing transactions
  • Provide input on CIM’s and other project related materials

Benefits

  • We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
  • Please review our Benefits Guide
  • All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

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What This Job Offers

Job Type

Full-time

Career Level

Executive

Number of Employees

1,001-5,000 employees

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