Managing Director, Yellow Cardinal Business Succession Services

First Financial Bank

319d

About The Position

The Managing Director, Yellow Cardinal Business Succession Services will be responsible for sourcing new engagements and leading the execution of various projects. This role involves identifying potential new clients, leading the pitch proposal process to secure new engagements, negotiating the terms of engagement letters including the fee structure, and managing the execution of engagements. The Managing Director will also maintain and 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. Additionally, the role includes assisting other team members in analyzing opportunities and executing transactions, as well as providing input on CIM’s and other project-related materials.

Requirements

• Bachelor's degree; Master's 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

• Relevant, thoughtful benefits and programs that support every aspect of associates' holistic wellbeing
• Incentive eligibility for all roles except Co-Op, Intern, or Student positions

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree