Managing Director, Technology Investment Banking

6 days ago

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

Wedbush Securities is a leading investment bank and securities firm seeking an experienced Managing Director to lead our Technology Investment Banking group. As a key member of our team, you will be 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 Wedbush Offers:
  • 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

  • Managing Director, Technology Investment Banking

    2 days ago

    San Francisco, California, United States Wedbush Securities Full time

    Job Title: Managing Director, Technology Investment BankingWedbush Securities is a leading securities firm and investment bank in the nation, 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...

  • Managing Director, Technology Investment Banking

    6 days ago

    San Francisco, California, United States Wedbush Securities Full time

    Job DescriptionWedbush Securities is a leading securities firm and investment bank in the nation, 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,...

  • Managing Director of Technology Investment Banking

    4 weeks ago

    San Francisco, California, United States Wedbush Securities Full time

    Job SummaryWe are seeking an experienced Managing Director to join our Technology Investment Banking team at Wedbush Securities. As a key leader in transaction origination, you will be responsible for originating and executing M&A mandates in software and/or enterprise tech.Key ResponsibilitiesInitiate new client relationships with software and enterprise...

  • Executive Director, Technology Investment Banking

    3 weeks ago

    San Francisco, California, United States Wedbush Securities Full time

    Job SummaryWe are seeking an experienced Executive Director to join our Technology Investment Banking team at Wedbush Securities. As a key member of our team, you will be responsible for originating and executing M&A mandates throughout the Technology sector.Key ResponsibilitiesInitiate new client relationships with technology companies and engage in...

  • Senior Investment Banking Director

    3 weeks ago

    San Francisco, California, United States Wedbush Securities Full time

    Job Title: Managing Director of Investment BankingWedbush 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 headquarters in Los Angeles, California, and over 100 offices across the nation, our...

  • Chief Technology Investment Banking Officer

    3 weeks ago

    San Francisco, California, United States Wedbush Securities Full time

    Job Title: Managing Director, Technology Investment BankingWedbush 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...

  • Investment Banking Vice President

    2 weeks ago

    San Francisco, California, United States GrowthPoint Technology Partners Full time

    Investment Banking Vice President Job DescriptionGrowthPoint Technology Partners, a leading boutique technology investment bank in San Francisco, seeks a seasoned Investment Banking Vice President to join our team.This is an exceptional opportunity for a talented investment banking professional with a passion for technology and a proven track record of...

  • Investment Banking Vice President

    6 days ago

    San Francisco, California, United States GrowthPoint Technology Partners Full time

    Job Title: Investment Banking Vice PresidentGrowthPoint Technology Partners is a leading boutique technology investment bank in San Francisco seeking a talented individual to join our team as an Investment Banking Vice President.This is an excellent opportunity for a proven investment banking candidate who enjoys technology and has two or more years working...

  • Associate, Technology Investment Banking

    7 days ago

    San Francisco, California, United States Cantor Fitzgerald Full time

    Job Title: Associate, Technology Investment BankingLocation: San Francisco, CAFirm Overview:Cantor Fitzgerald is a diversified company specializing in financial and real estate services for institutional and corporate customers. With a strong presence in the global financial and commercial real estate markets, we have successfully built a well-capitalized...

  • Senior Investment Banking Director

    4 weeks ago

    San Francisco, California, United States Wedbush Securities Full time

    Job SummaryWe are seeking an experienced Managing Director to join our Technology Investment Banking group at Wedbush Securities. As a key leader in transaction origination, you will be responsible for originating and executing M&A mandates in software and/or enterprise tech.Key ResponsibilitiesInitiate new client relationships with software and enterprise...

  • Investment Banking Vice President

    7 days ago

    San Francisco, California, United States GrowthPoint Technology Partners LLC Full time

    GrowthPoint Technology Partners LLC: Investment Banking Vice PresidentWe are seeking a highly skilled Investment Banking Vice President to join our team at GrowthPoint Technology Partners LLC, a leading boutique technology investment bank in San Francisco. As a key member of our deal team, you will be responsible for leading and executing mandates,...

  • Technology Investment Banking Analyst

    1 month ago

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

    Job OverviewAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a comprehensive financial services organization, delivering a broad spectrum of investment banking, securities, asset management, and wealth management solutions from numerous offices in key financial hubs across the United States, along with Investment Banking and Trading operations in...

  • Technology Investment Banking Analyst

    1 month ago

    San Francisco, California, United States cibc Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Analyst to join our Technology Investment Banking team in San Francisco. As a key member of our team, you will be responsible for supporting the growth of our sector coverage in the United States.Key ResponsibilitiesConduct industry research and analysis to assist in the...

  • Investment Banking Associate

    2 weeks ago

    San Francisco, California, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Associate/Senior Analyst to join our Technology Investment Banking team in San Francisco. The ideal candidate will possess a strong investment banking pedigree and skill set, including capital structure advisory, strategic advisory, and corporate finance analysis. This role offers a unique opportunity to work...

  • Investment Banking Associate, Technology Coverage Specialist

    3 weeks ago

    San Francisco, California, United States Citizens Financial Group, Inc. Full time

    Citizens JMP Technology Investment Banking TeamWe are seeking a highly skilled Associate/Senior Analyst to join our Technology Investment Banking team in San Francisco. The ideal candidate will possess a strong investment banking background and expertise in capital structure advisory, technology, investment, and banking.Key Responsibilities:Provide strategic...

  • Technology Investment Banking Analyst

    3 weeks ago

    San Francisco, California, United States CIBC Full time

    About CIBCCIBC is a leading bank that is building a relationship-oriented bank for the modern world. We are seeking talented professionals who are dedicated to doing what's right for our clients.Job SummaryWe are looking for a Technology Investment Banking Analyst to support the growth of our sector coverage in the United States. The successful candidate...

  • Investment Banking Associate

    3 weeks ago

    San Francisco, California, United States Citizens Financial Group, Inc. Full time

    About the RoleCitizens Financial Group, Inc. is seeking a highly skilled Associate/Senior Analyst to join our Technology Investment Banking team in San Francisco. As a key member of our team, you will be responsible for providing financial analysis and advisory services to clients in the technology sector.Key ResponsibilitiesClient Advisory: Work closely...

  • Senior Investment Banking Associate

    7 days ago

    San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingA leading technology-focused boutique investment bank, headquartered in San Francisco, is seeking an experienced Senior Associate or Vice President to join their Mergers and Acquisitions (M&A) team. This firm is renowned for its deep expertise in several tech-driven sectors, including healthcare...

  • Associate in Investment Banking

    1 month ago

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

    Job OverviewAbout Oppenheimer & Co.:Oppenheimer & Co. Inc. is a comprehensive financial services firm, providing a diverse array of investment banking, securities, asset management, and wealth management services from numerous offices in key financial hubs across the United States, as well as having Investment Banking and Trading Desks in major international...

  • Investment Banking Analyst

    2 weeks ago

    San Francisco, California, United States MERCY COLLEGE Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our Technology team in San Francisco. As a key member of our deal team, you will assist in the analysis of clients' financial situations, industry and market data, and M&A opportunities.Key ResponsibilitiesAssist in the analysis of clients' financial...