What are the responsibilities and job description for the Managing Director position at Confidential?
Managing Director
About the Company
Premier financial services firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Director / Managing Director to join their team. The successful candidate will be responsible for expanding the market presence in stock-based compensation and complex securities advisory services. This role involves not only increasing the volume and variety of client engagements but also leading the development of a professional team to meet the growing service needs. The role requires a strategic approach to business development, a deep understanding of complex financial and advisory services, and the ability to build and lead a high-performing team. The candidate will be expected to have expertise in areas such as financial reporting, valuation, corporate finance, and tax, among others The ideal candidate should have a Bachelor's degree in finance or accounting, with an MBA being a plus, and a minimum of 8-12 years' of relevant experience, preferably with a background in a Big 4 firm. CFA or CPA certification is also preferred. Applicants for the Director / Managing Director position at the company should be seasoned professionals with a strong background in the financial services industry.. A proactive and dynamic approach to expanding market presence and a proven track record in client service are essential. The position is open to candidates in any major U.S. city and offers the opportunity to make a significant impact in a challenging and rewarding environment.
Travel Percent
Less than 10%
Functions
- General Management
- Business Development
- Strategy
