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Investment Banking, Private Sales Referral Network, Director

New York City, NY, USA | Bank of America Merrill Lynch

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    7-10 years
Job Description:
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Gain introduction to business owner clients/prospects of financial advisors and commercial bankers

Determine appropriate solution around M&A and capital requirements

Educate business owners on value proposition of an intermediary

Present and review with business owner the appropriate PSRN Network investment banks/bankers that fit their need

Review consent form terms with business owner

Schedule and lead introductory calls with business owner first and then business owner and selected PSRN investment banks

In-market internal and external presentation/trainings

Candidate Requirements

BA or BS degree required

Experience in marketing to lower and middle market sell-side and capital raise M&A engagements and corporate advisory services

8+ years of experience in lower and middle market investment banking/corporate advisory services and/or middle market commercial lending

Deep financial analysis and business valuation experience

Familiarity interacting with wealth management advisors and commercial lenders a must have

Dynamic public speaking and effective presentation skills

Superior sales, negotiating, interpersonal and client service skills

Strong team player

Extensive travel required

Series 7 and 66 are required (within 90 days)

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