Managing Director, Investment Banking

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.

Investment Banking has long been an area of focus for the firm, and our group is growing and evolving here at Wedbush. We are currently seeking experienced Managing Directors to take on key leadership roles in transaction origination. The ideal candidates will have an entrepreneurial spirit and a track record of revenue generation.

Responsibilities include, but are not limited to:

• Initiate new client relationships with companies in various sectors including, but not limited to Technology, Consumer, Financial Institutions, and Healthcare to name a few
• 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

Experience and Skills:

• 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, specifically in Software and Enterprise tech
• 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

Job Benefits:

What Wedbush Offers You

As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.

• Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
• Health Savings Account with company-sponsored contributions
• Flexible Spending Accounts (FSA) traditional and dependent care
• Pre-Tax Commuter Benefits
• 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
• Tuition reimbursement up to $5,250/year
• 3 weeks of Paid Time Off
• 2 weeks of Paid Sick Time (may vary by location)
• 10 Paid Holidays
• Charitable Donation Matching Contributions
• Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.)
• FINRA License Sponsorship
• Travel & Employee Assistance and Employee Discount Programs

The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.

Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview

This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq,, Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

From: Wedbush Securities