Lead Investment Banking Executive

2 days ago


West Palm Beach, Florida, United States BDO Full time
About the Opportunity

BDO Capital Advisors, a leading middle market investment bank, is seeking an experienced President and Chief Compliance Officer to lead its investment banking subsidiary. As a key member of the organization's leadership team, you will be responsible for driving growth, managing operational and compliance functions, and overseeing daily activities within BDO Capital Advisors.

Key Responsibilities
  • Oversight of BDO Capital Advisors' investment banking relationships and partnerships with practices organization-wide.
  • Development and execution of go-to-market strategies for M&A and banking services.
  • Sourcing, negotiating, and executing middle market mergers and acquisitions, as well as corporate finance transactions.
  • Client relationship management, including identification, acquisition, and retention of high-value clients.
  • Designing and recommending business strategies for sustainable growth and profitability.
Requirements and Qualifications

To be successful in this role, you must have:

  • A minimum of 15 years of experience in middle market investment banking, with expertise in M&A, corporate finance, and sell-side advisory.
  • Proven track record of growing an investment banking franchise and developing a highly experienced team.
  • FINRA Series 79, 24, and 63 licenses, with experience in leveraged recapitalizations, corporate divestitures, and exclusive sales.
  • Advanced knowledge of debt-related instruments, corporate finance products, and M&A processes.
  • Excellent communication, analytical, and diagnostic skills, with the ability to apply analysis in determining appropriate next steps.
Compensation and Benefits

The salary for this position ranges from $300,000 to $400,000, with significant variable compensation opportunities based on performance. Additionally, you will receive a comprehensive benefits package, including health insurance, retirement plan, and paid time off.



  • West Palm Beach, Florida, United States BDO Full time

    Job Summary:The President and Chief Compliance Officer will lead BDO Capital Advisors' investment banking subsidiary and manage its operational and compliance functions. This role will focus on building, implementing, and overseeing processes, workflows, procedures, and work product in accordance with all regulatory requirements. The individual will oversee...


  • West Palm Beach, Florida, United States MyBambu Full time

    About MyBambuMyBambu is a pioneering financial institution dedicated to delivering cutting-edge digital banking solutions. We strive to bridge the financial inclusion gap by providing a comprehensive mobile banking platform tailored for the Hispanic unbanked and underbanked population.


  • Palm Beach Gardens, Florida, United States Recooty Full time

    Job Title: Director of Investment Accounting and OperationsAbout the Role:We are seeking a highly skilled Director of Investment Accounting and Operations to join our team at Recooty. As a key member of our organization, you will be responsible for leading the investment accounting function, maintaining the firm's investment operational infrastructure, and...


  • West Palm Beach, Florida, United States Regions Bank Full time

    Job Description:At Regions, the Commercial Relationship Manager plays a crucial role in delivering credit and a broad range of product/service client solutions within a dedicated geographic area, primarily targeting general-industry clients with annual revenues between $10MM - $250MM.Key Responsibilities:Identify, prioritize, and develop relationship...


  • Deerfield Beach, Florida, United States JM Family Enterprises Full time

    The Investments Department at JM Family Enterprises is dedicated to responsible asset management through a rigorous process, fostering strong relationships, and promoting a stimulating work environment to ensure long-term value creation for all stakeholders.The Lead Direct Investment Analyst plays a crucial role in the Investments Team, overseeing hedge...


  • West Palm Beach, Florida, United States STATE CHARTERED CREDIT UNIONS FIRST Full time

    {"h1": "Chief Financial Officer"} At First Choice Credit Union, we are seeking a highly skilled and experienced Chief Financial Officer to join our team. As a key member of our leadership team, the CFO will play a critical role in shaping the financial future of our organization. Key Responsibilities Develop and manage our asset-liability management...


  • Deerfield Beach, Florida, United States LHH Recruitment Solutions Full time

    LHH Recruitment Solutions is seeking an experienced Banking Paralegal to join our team. The ideal candidate will have a strong background in banking and paralegal practices, with a proven track record of success in assisting attorneys with various tasks.Key Responsibilities:Assist attorneys with a variety of duties, including preparing UCC financing...


  • Miami Beach, Florida, United States Selby Jennings Full time

    Investor Relations Senior Associate Overview:About Selby Jennings:A leading distressed credit manager focused on investing in a unique sector with a strong presence in the financial markets is looking to add an Investor Relations Senior Associate to support their investor relations efforts.Key Responsibilities:Collaborate with the Head of Investor Relations...


  • West Palm Beach, Florida, United States Truist Full time

    Job SummaryAs a highly skilled Association Services Relationship Manager, you will be responsible for developing and expanding relationships with property management companies, accounting firms, and community associations to achieve growth and sales objectives.Key ResponsibilitiesDevelop and execute a targeted prospect marketing plan to win new client...


  • Panama City Beach, Florida, United States Glow Investment Group Full time

    Glow Investment Group is seeking an exceptional High-Level Support Specialist to provide strategic support to our CEO. This dynamic role offers a unique opportunity to work directly with top leadership in a fast-paced and high-stakes environment.Key Responsibilities:Email and Communication ManagementManage and prioritize the CEO's personal and business...

  • Staff Accountant

    1 month ago


    West Palm Beach, Florida, United States Verdex Construction, LLC Full time

    Job SummaryWe are seeking a highly skilled Staff Accountant to join our finance team at Verdex Construction, LLC. As a key member of our accounting team, you will be responsible for preparing and maintaining financial records, tracking assets, and providing exceptional customer service.The ideal candidate will have a strong background in accounting,...


  • Deerfield Beach, Florida, United States JM Family Enterprises Full time

    OverviewJM Family Enterprises is a leading company in the industry, committed to delivering exceptional results and fostering a culture of innovation and excellence.SalaryThe estimated annual salary for this position is approximately $63,000-$80,000, depending on experience and qualifications.Job DescriptionAs a Senior Investment Portfolio Manager Assistant,...


  • West Palm Beach, Florida, United States Storage Rentals of America Full time

    Job Title: Senior Fund AccountantStorage Rentals of America is seeking a highly skilled Senior Fund Accountant to join our team. As a key member of our accounting department, you will be responsible for managing daily accounting tasks and assisting the Fund Accounting Manager with booking all activity for assigned Funds.Key Responsibilities:Responsible for...


  • West Palm Beach, Florida, United States Asfin Llc Full time

    Job DescriptionAs a detail-oriented and proactive Operations Analyst at Asfin LLC, you will be responsible for managing and optimizing various operational processes to ensure the efficiency and effectiveness of our company's services. This role requires strong organizational skills, attention to detail, and the ability to handle multiple tasks...


  • West Palm Beach, Florida, United States Christopher Tighe - State Farm Agent Full time

    Job DescriptionAre you looking for a career in the insurance industry? Do you have a passion for building relationships and providing excellent customer service? As an Insurance Account Representative with Christopher Tighe - State Farm Agent, you will have the opportunity to develop your skills and knowledge in a fast-paced and dynamic...


  • West Palm Beach, Florida, United States Chamber of Commerce of the Palm Beaches Full time

    Event Execution ManagerAbout the Role:We are seeking a highly skilled Event Execution Manager to lead the planning and coordination of various events for the Chamber of Commerce of the Palm Beaches. Key Responsibilities:Develop and implement tailored sponsorship packages to drive revenue growth.Oversee and manage all aspects of events, ensuring successful...


  • West Palm Beach, Florida, United States Centene Pharmacy Services Full time

    Director, Pharmacy Quality ImprovementCentene Pharmacy Services is seeking a highly skilled and experienced Director, Pharmacy Quality Improvement to lead our pharmacy quality initiatives and drive improvement in pharmacy quality measures.Key Responsibilities:Develop and implement strategic plans to improve pharmacy quality measures, including Part D Patient...


  • Palm Beach, Florida, United States Palm Beach Marriott Singer Island Beach Resort & Spa Full time

    Key ResponsibilitiesAs a Food and Beverage Manager at the Palm Beach Marriott Singer Island Beach Resort & SpaYou will lead the food and beverage department, ensuring the delivery of exceptional menu items and services that exceed guest expectations.Take ownership of financial aspects, create a work environment aligned with our values, and effectively manage...


  • West Palm Beach, Florida, United States iAnthus Full time

    Empowering Individuals through CannabisAt iAnthus/GrowHealthy, we strive to provide premium-quality medicinal and adult-use cannabis products, empowering individuals to lead healthier, happier lives. Our commitment to wellness and self-care drives our approach to fostering a community where every patient and customer can thrive and find relief.Dispensary...

  • Project Coordinator

    1 month ago


    Delray Beach, Florida, United States Keller Executive Search Full time

    Project Coordinator Job DescriptionWe are seeking a skilled Project Coordinator to join our team at Keller Executive Search. As a Project Coordinator, you will play a crucial role in overseeing multiple high-priority initiatives, including a customer Loyalty Program and a subscription-driven CRM platform.Key Responsibilities:Collaborate with IT and provider...