Chief Technology Investment Banking Officer

3 weeks ago

San Francisco, California, United States Wedbush Securities Full time
Job Title: Managing Director, Technology Investment Banking

Wedbush Securities is a leading securities firm and investment bank, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. With over 100 offices and more than 80 correspondent offices, the company is headquartered in Los Angeles, California. The Technology sector has been a key area of focus for the firm, with a strong presence in investment banking, equity research, sales, and trading.

Job Summary

We are seeking an experienced Managing Director to take on a key leadership role in transaction origination within the Technology sector. The ideal candidate will have an entrepreneurial spirit and a track record of revenue generation. This position is responsible for originating and executing M&A mandates throughout the Technology sector.

Responsibilities
  • Initiate new client relationships with technology companies
  • Engage in marketing activities with existing and new potential clients and manage deal pipeline
  • Lead all aspects of transaction life cycle: client sourcing, marketing, due diligence, negotiation, documentation, and closing
  • Develop and communicate strategic direction for the investment banking team under supervision
  • Search for new advisory opportunities
  • Advise client management teams and Board of Directors on complex corporate finance and strategic issues
  • Evaluate financial statements & results, budgets, and forecasts in order to recommend appropriate strategic and other financing solutions to clients
  • Develop strong internal relations with various departments to maximize cross-selling strategies
  • Mentor, lead, and develop team members
  • Perform other duties as required and assigned
Requirements
  • 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
What We Offer

As part of the overall compensation package, Wedbush Securities offers an array of diverse benefits to its colleagues.

  • 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. Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current hiring range is $250,000.

Wedbush recognizes that a diverse and inclusive workforce drives innovation, results in higher colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.

Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here.

This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq,, Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

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