Vice President, Business Services M&A (Asset & Wealth Management)

Duties & Responsibilities

• Proactively calling on potential new clients including private equity firms, privately-held business owners and publicly-traded companies.
• Conceptualizing, organizing, processing and delivering new business presentations for potential transactions.
• Leading the execution of transactions.
• Managing, training and developing Associates and Analysts at the firm.

Qualifications

• Must possess a strong track record of executing financing and/or M&A transactions, preferably in the middle market.
• Must display an ability to confidently and credibly connect with potential new clients and to lead client meetings.
• Must excel in finance, accounting and financial modeling and have good business acumen.
• Must possess strong verbal and written communication skills.
• Must display an ability to seek and identify new business opportunities in concert with Managing Director(s) as well as independently.
• Must have the experience to successfully manage teams of Associates and Analysts.
• Must have a strong academic record.
• A successful candidate will be an assertive, motivated self-starter with the desire and potential to succeed in a fast-paced, entrepreneurial environment.
• 4-8 years of experience in M&A required.
• 4-5 years of M&A experience is acceptable if you hold an MBA.
• Experience working within Financial Services, FIG, Asset & Wealth Management M&A preferred.

Additional Information

The salary for this role is $250,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future.

This job is also eligible for bonus pay. We offer a comprehensive package of benefits to eligible employees.