Corporate Advisory

2 weeks ago


Reston, Virginia, United States LevelUP HCS Full time

Unlock Your Potential as a Corporate Advisory & Banking Relationship Manager

Location: Nashville

Level: VP to MD

We are seeking an experienced Corporate Advisory & Banking Relationship Manager to join our team at LevelUP HCS. This role is ideal for an individual contributor with a background in advisory, business development, or production roles within equity, sell-side, debt capital markets, or lending. Experience with middle-market businesses, especially family or founder-owned firms, is a plus.

Key Responsibilities:

Business Development

  • Establish and deepen relationships with owners and financial staff of privately held businesses through a corporate finance advisory lens.
  • Market the firm's value proposition and entire suite of services, including lending, private wealth management, and private equity.
  • Evaluate and originate new strategic credit opportunities.
  • Convert prospect relationships into clients.
  • Build a broad network of intermediaries, industry contacts, and influencers.

Relationship Management

  • Deepen relationships with existing clients to become a trusted advisor, utilizing a corporate finance perspective.
  • Develop relationships with clients' financial staff and support other Relationship Managers in enhancing overall client engagement.
  • Convert lending and advisory relationships into wealth management relationships.

Credit and Risk Management

  • Ensure high standards of credit administration by collaborating with the underwriting team for thorough credit analysis.
  • Work with the team to ensure timely credit agendas are prepared, documentation is maintained, and required financial information is collected.

Qualifications:

  • BA/BS; MBA or CFA preferred, but not required.
  • 10+ years of financial services experience, ideally in corporate lending, corporate finance, or mergers and acquisitions.
  • Strong knowledge of corporate finance, capital markets, and financial markets.
  • Familiarity with the M&A and capital raise processes.
  • High level of interpersonal maturity, confidence, and poise.
  • Experience with financial statement analysis and modeling.
  • Strong organizational and communication skills, both written and verbal.

This role offers an entrepreneurial approach in creating long-term relationships with private business owners, making a significant impact within the firm and the communities we serve.



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