What are the responsibilities and job description for the Managing Director, Yellow Cardinal Business Succession Services position at bankatfirst?
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
Essential Functions/Responsibilities
- Identify potential new clients
- Lead the “pitch” proposal process to secure new engagements
- Negotiate the terms of engagement letters including the fee structure
- Manage/lead the execution of engagements
- Maintain/build a network of business owners and referral sources
- Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs
- Assist other team members in analyzing opportunities and executing transactions
- Provide input on CIM’s and other project related materials
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
- Bachelors degree; Masters preferred
- 5 years of Investment Banking/Wealth Management/Business Succession experience preferred.
- Strong Accounting background/knowledge
- Knowledge of Corporate Finance including Discounted Cash Flow modeling
- Above average communication skills (both written and verbal)
- Ability to deliver messages in a straightforward and respectful manner
- Negotiating skills
- Ability to “read the room” and skillfully respond to complex situations
- Ability to articulate complex topics to a variety of audiences
- Willingness to be available to clients on an almost 24/7 basis
Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
- Uses subject matter expertise to make independent decisions and advise others.
- Works with minimal supervison
Required Supervisory Responsibilities
Physical Requirements
- Long periods of desk/computer work
- Standing, Seeing, Hearing, Speaking, Lifting, Driving
- Travel as needed
- Available to assist clients during non traditional working hours
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
