About the role
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.
The Managing Director, Yellow Cardinal Business Succession Services provides creative solutions, engages with clients, and develops high quality presentation materials. The Managing Director may lead and/or assist with structuring, negotiations, and transactional pipeline management.
Essential Functions/Responsibilities
- Analyzes leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling.
- Creates client experience materials to assist on all pitch proposals and new engagements
- Sources and identifies potential new clients and maintains customer relationship management pipeline
- Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters including fee structures
- Conducts due diligence activities related to ongoing pipeline projects
- Other Duties as assigned.
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.
- In depth understanding of field's concepts and principles.
- Strong financial/accounting background
- Leadership skills with the ability to develop and mentor others
- Ability to identify and seeks needed information/research skills
- Mathematical skills
- Ability to meet deadlines
- High level communication skills with negotiating skills
Level of Complexity and Scope
- Performs complex tasks and has some latitude for determining appropriate processes to follow.
Degree of Independence and Decision-Making
- Uses subject matter expertise to make independent decisions and advise others.
- Works with minimal supervision
Required Supervisory Responsibilities
- May be asked to lead and/or direct the work of others
- Provide leadership and mentorship as a subject matter expert
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. 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.
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