Senior Investment Banking Director

3 weeks ago


New York, New York, United States Wedbush Securities Full time

At Wedbush Securities, we are seeking an experienced Managing Director to take on a key leadership role in transaction origination within our Consumer/Retail Investment Banking group.

The ideal candidate will have an entrepreneurial spirit and a track record of revenue generation.

Responsibilities include:

  • Initiating new client relationships and expanding the Wedbush franchise within the consumer, retail, and/or eCommerce sectors
  • Engaging in marketing activities with existing and new potential clients and managing the deal pipeline
  • Overseeing all aspects of the transaction life cycle, including client sourcing, marketing, due diligence, negotiation, documentation, and closing
  • Developing strong internal relations with various departments to maximize firm-wide success and profitability
  • Maintaining a professional image of the company
  • Mentoring, leading, and developing team members
  • Performing other tasks and duties as required and assigned

Requirements include:

  • Bachelor's Degree from an accredited university; MBA, CFA, CPA, or other advanced degrees/credentials desirable
  • 10+ years of experience within the consumer/retail sector at a nationally recognized investment banking firm, including significant origination and execution experience with both M&A and public financing transactions
  • FINRA Series 79 required; Series 24 preferred
  • Proven track record with increasing responsibilities of lead generation
  • Exceptional interpersonal communication skills with the ability to bring in new clients
  • Self-driven with the ability to work independently

Benefits include:

  • 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)
  • 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

Wedbush Securities is an equal opportunity employer and welcomes applications from diverse candidates.



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