Dynamic Technology Investment Banking Leader

5 days ago


San Francisco, California, United States Wedbush Securities Full time
Senior Technology Investment Banking Role at Wedbush Securities

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
Benefits:
  • 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.



  • San Francisco, California, United States GrowthPoint Technology Partners, Inc. Full time

    GrowthPoint Technology Partners, Inc. is a leading boutique technology investment bank in San Francisco seeking a talented individual to join us as a Technology Investment Banking Professional.This role offers an excellent opportunity for a recent college graduate with strong academic credentials who is passionate about technology and wants to join a...


  • San Francisco, California, United States GrowthPoint Technology Partners, Inc. Full time

    About the RoleGrowthPoint Technology Partners is a leading boutique technology investment bank in San Francisco seeking a talented individual to join their team as an Investment Banking Analyst. This role offers an excellent opportunity for recent college graduates with strong academic credentials, a passion for technology, and a desire to join a...


  • San Francisco, California, United States RBC Capital Markets, LLC Full time

    Job OverviewAs a Strategic Investment Banking Leader at RBC Capital Markets, LLC, you will be responsible for driving business growth and delivering exceptional results in the M&A space. This role requires strong leadership skills, a deep understanding of capital markets, and the ability to build and maintain relationships with clients.Key...


  • San Francisco, California, United States Goldman Sachs Group, Inc. Full time

    Investment Banking Career PathWe are seeking a highly motivated and detail-oriented Analyst to join our Investment Banking team in San Francisco. This role is an excellent opportunity for recent graduates or individuals looking to transition into a career in investment banking.In this position, you will work closely with experienced bankers to provide...

  • Investment Manager

    7 days ago


    San Francisco, California, United States Selby Jennings Full time

    Company OverviewSelby Jennings is a leading global professional services firm specializing in finance and technology recruitment. Our team has extensive experience in partnering with top investment firms to find exceptional talent.Salary and BenefitsWe are offering a highly competitive salary of $120,000 per year, plus benefits that include health insurance,...


  • San Francisco, California, United States Two95 International Inc. Full time

    About Two95 International Inc.We are a leading investment banking firm with a strong presence in the technology industry. Our team of experts provides top-notch services to clients across various sectors.


  • San Francisco, California, United States The Harrison-Rush Group Full time

    About the RoleThe Harrison-Rush Group seeks a seasoned professional to lead our Cyber Security investment banking division as a Managing Director. This is an exceptional opportunity to drive revenue growth and develop relationships with key stakeholders in the sector.Job DescriptionWe are looking for a highly skilled and experienced individual who can source...


  • San Francisco, California, United States Aeris Partners Full time

    About the OpportunityAeris Partners is a market-leading M&A investment bank specializing in software, SaaS, and high-growth technology markets.We advise world-class technology-focused private equity and venture capital firms, as well as leading-edge entrepreneur-owned companies, on strategic mergers and acquisitions.Aeris is renowned for its best-in-class...


  • San Francisco, California, United States Oppenheimer & Co. Full time

    About Oppenheimer & Co.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with a rich history dating back to 1881. The company offers a wide range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making, trust...


  • San Francisco, California, United States GrowthPoint Technology Partners, Inc. Full time

    GrowthPoint Technology Partners, Inc. is a leading boutique investment bank in San Francisco seeking an experienced Investment Banking Vice President to join our team. As a key member of our deal teams, you will be responsible for executing high-profile technology mandates and building strong relationships with clients.The ideal candidate will have a proven...


  • San Francisco, California, United States SS&C Technologies Full time

    Job OverviewSS&C Technologies is a leading financial services and healthcare technology company based in Windsor, Connecticut. With 27,000+ employees in 35 countries, the company serves 20,000 financial services and healthcare organizations worldwide.About the RoleWe are seeking a skilled Key Account Manager to join our North America Investment Banks sales...


  • San Francisco, California, United States Oppenheimer & Co. Inc. Full time

    About Our FirmOppenheimer & Co. Inc., a leading middle-market investment bank and full service broker-dealer, boasts a rich history dating back to 1881. We offer a wide range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity...


  • San Francisco, California, United States RBC Capital Markets, LLC Full time

    About RBC Capital Markets, LLC">RBC Capital Markets, LLC is a leading provider of investment banking services to clients around the world. Our team of experienced professionals provides advice and solutions to help our clients achieve their goals.">Salary Information">The estimated salary for this position is between $175,000-$225,000 per year, depending on...


  • San Francisco, California, United States JPMorganChase Full time

    Job OverviewWe are seeking a seasoned Vice President to join our industry-leading team at JPMorganChase.Compensation PackageThe base salary for this role is $200,000 - $275,000 per year, with the potential for additional discretionary incentive compensation based on firm performance and individual achievements.Job ResponsibilitiesThis position involves...


  • San Francisco, California, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource LLC is a leading provider of investment management services, seeking an exceptional individual to join their team as a Luxury Wealth Investment Leader. This role offers the opportunity to work with high-net-worth clients, providing personalized investment solutions that meet their unique needs.Job DescriptionThe Luxury Wealth Investment...


  • San Francisco, California, United States Western Alliance Bancorporation Full time

    About the Role:We are seeking a seasoned financial services leader to spearhead our startup banking program in San Francisco. This is an exceptional opportunity for a results-driven professional with a passion for innovation and customer satisfaction.Key Responsibilities:Develop and execute strategic plans to attract and retain key clients in the startup...


  • San Francisco, California, United States RBC Full time

    Job SummaryWe are seeking a highly skilled Investment Banking M&A Expert to join our team. The ideal candidate will have a solid understanding of capital markets and spreadsheet modeling, as well as outstanding quantitative and qualitative analytical skills.Responsibilities:Transaction execution, new business presentations, and meetings.Working with Analysts...


  • San Francisco, California, United States Hispanic Technology Executive Council Full time

    Are you a seasoned relationship manager with a passion for emerging technologies and a knack for driving business growth? Do you thrive in fast-paced, dynamic environments where no two days are ever the same?About UsHispanic Technology Executive Council is a leading organization dedicated to empowering Hispanic technology executives to achieve their full...

  • Investment Manager

    5 days ago


    San Francisco, California, United States Selby Jennings Full time

    Role OverviewWe are seeking an experienced Investment Manager to join our leading consumer technology investment team in the San Francisco or New York office. The successful candidate will play a key role in sourcing, evaluating, and managing investments in the consumer tech sector.Key ResponsibilitiesConduct thorough market research and analysis to identify...


  • San Francisco, California, United States TalentSphere Staffing Solutions Full time

    **Job Overview**TalentSphere Staffing Solutions is seeking an experienced Digital Transformation Sales Leader to join our team. As a senior sales professional, you will be responsible for identifying and pursuing sales opportunities with community banks and credit unions across the US.**About Us**We are a rapidly growing fintech startup focused on empowering...