Advisor Group

Managing Director Investment Banking

Advisor Group$180K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, business, economics, or a related field; MBA preferred.
  • 10-15 years of investment banking experience, primarily in leadership roles.
  • Proven record in originating and executing complex transactions.
  • Broad knowledge of financial markets and investment banking products.
  • Excellent leadership, communication, and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to build and sustain high-level client relationships.
  • FINRA Series 7, 63, and 79 certifications required.

Responsibilities

  • Develop and implement strategies for revenue growth and market share expansion.
  • Build and nurture relationships with key clients and industry leaders.
  • Identify new business opportunities in mergers, acquisitions, and financial advisory services.
  • Oversee the creation of pitch books and financial documentation.
  • Ensure compliance with regulations and best practices in financial operations.
  • Represent the firm at industry events and networking opportunities.
  • Perform additional assigned duties as necessary.

Benefits

  • Opportunity to lead a prominent division in the investment banking sector.
  • Access to a network of high-level clients and industry influencers.
  • Involvement in strategic decision-making processes.
  • Exposure to complex financial products and transactions.
  • Advancement opportunities within a reputable firm.
Full Job Description
Position Overview:

We are seeking a highly experienced and dynamic Managing Director of Investment Banking to join our investment banking division. The ideal candidate will have a proven track record in investment banking, exceptional leadership skills, and a deep understanding of the financial markets. This role requires strategic vision, the ability to manage high-level client relationships, and the expertise to drive significant business growth.

Salary Range: $180,000-$200,000

Responsibilities:
• Develop and execute business strategies to drive growth in revenue and market share.
• Cultivate and maintain strong relationships with key clients, stakeholders, and industry leaders.
• Identify and capitalize on new business opportunities, including mergers and acquisitions, capital markets transactions, and other financial advisory services.
• Oversee the preparation and presentation of pitch books, financial models, and other transaction-related documentation.
• Ensure compliance with regulatory requirements and adherence to best practices in financial services.
• Represent the firm at industry conferences, client meetings, and other networking events.
• All other duties as assigned.

Qualifications:
• Bachelor's degree in finance, business, economics, or a related field is required; MBA or other advanced degree preferred.
• Minimum of 10-15 years of experience in investment banking, with a significant portion in a leadership role.
• Demonstrated success in originating and executing complex transactions.
• Extensive knowledge of financial markets, investment banking products, and regulatory environment.
• Exceptional leadership, communication, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proven ability to build and maintain client relationships at the highest levels.
• FINRA Series 7, 63, and 79 required.

About Advisor Group

Advisor Group is one of the largest networks of independent wealth management firms in the United States. The company provides a range of services to financial advisors, including technology, investment management, compliance, and marketing support. Advisor Group was founded in 2016 and is headquartered in Phoenix, Arizona. The company has more than 7,000 employees and serves over 11,000 financial advisors across the country.
Learn more about Advisor Group
Size
7,000 employees
Industry

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