Dynamic Technology Investment Banking Leader
5 days ago
Wedbush Securities, a leading securities firm and investment bank in the nation, is seeking an experienced Managing Director to take on a key leadership role in transaction origination within its Technology Investment Banking group. Located in our San Francisco office, this opportunity will provide a dynamic leader with an entrepreneurial spirit and a track record of revenue generation.
About the Role:This senior-level position involves originating and executing M&A mandates throughout the Technology sector. Responsibilities include initiating new client relationships, engaging in marketing activities, managing deal pipelines, and leading all aspects of the transaction life cycle. The ideal candidate will have a Bachelor's Degree from an accredited university, with MBA, CFA, CPA, or other advanced degrees/credentials being desirable.
Key Skills and Qualifications:- Bachelor's Degree from an accredited university; MBA, CFA, CPA or other advanced degrees/credentials desirable
- 10+ years of experience within the Technology sector at a nationally recognized investment banking firm
- FINRA Series 79 required
- Excellent sales, lead generation, and negotiation skills
- High proficient in corporate finance concepts and trends, particularly relating to financial institutions
- Excellent quantitative and analytical skills, ideally with understanding of valuation techniques; Must be highly proficient in financial statement analysis and financial modeling
- Highly proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Excellent communication (verbal and written) and presentation skills
- Highly organized and able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency
- Strong leadership and management skills
- Comprehensive medical, dental, and vision coverage with multiple health plan options
- Health Savings Account (HSA) with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
- Tuition reimbursement ($5,250 max per year)
- Paid Vacation, Sick Time, Holidays, Volunteer Time Off
- Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
- FINRA and Professional License Sponsorship
- Charitable Donation Matching Contributions
- Travel & Employee Assistance and Employee Discount Programs
- Discretionary compensation based on the colleague's and the firm's performance
A reasonable estimate of the current hiring range for this position is $250,000. At Wedbush Securities, we value diversity, inclusivity, and equal opportunities for all colleagues. We strive to foster a culture where everyone contributes uniquely and has a chance to succeed. We are committed to providing comprehensive benefits that enhance our colleagues' quality of life. Our commitment to inclusion, diversity, equity, and accessibility drives innovation, delivers superior results, and sets us apart as leaders in our industry.
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