Managing Director, Transaction Advisory

Stout

$200K — $500K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Established professional with an existing book of business and contacts in large organizations within the metropolitan area.
  • 10+ years of relevant experience in valuation, corporate finance, or consulting.
  • Bachelor's degree in accounting or finance preferred; MBA is a plus.
  • Demonstrated management and leadership experience in leading a practice group.
  • Strong ability to generate leads and close new business opportunities.

Responsibilities

  • Create successful revenue streams through existing clients and referrals.
  • Identify potential clients and build both new and existing relationships.
  • Provide subject matter expertise and lead client engagements, ensuring all needs are met.
  • Set strategic marketing directions and attend business development activities with clients.
  • Shape the group’s vision and strategic focus, participating in overall budget planning to meet financial goals.
  • Guide and train group members effectively.

Benefits

  • Comprehensive health insurance coverage.
  • Retirement savings plan with company matching contributions.
  • Flexible work schedules and remote work options.
  • Professional development and training opportunities.
Full Job Description

Managing Director

Job Responsibilities:

  • Candidate will be responsible for creating successful revenue streams through clients and referrals.  The candidate will also be responsible for identifying potential clients and building and maintaining new and existing relationships.  It is also important for the candidate to have knowledge of the firm’s product offerings.
  • The candidate will provide subject matter expertise to clients and oversee and lead engagements ensuring all needs of the client are met. 
  • The candidate will set a strategic direction for determining appropriate marketing activities as well as attending marketing/business development activities with clients/potential clients.
  • The candidate will have a high level of involvement in setting the group’s vision and strategic focus as well as being involved in overall budget to achieve financial goals/objectives of group.  The candidate will also provide guidance and training to group members.

Qualifications:

  • The candidate should be an established individual with an existing book of business and base of contacts within large organizations in the surrounding metropolitan area.  A minimum of 10+ years of relevant experience in valuation, corporate finance, or consulting.  A bachelor’s degree in accounting or finance preferred.  MBA degree a plus.
  • Fit Stout’s core values of being relationship focused, entrepreneurial, committed, accountable, and having a positive team attitude and have a desire for a team-based culture.
  • Proven management and leadership skills in heading up a practice group.
  • Ability to generate leads for new work and also close work when leads are provided.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.

Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

A reasonable estimate of the current range is $200,000.00 - $500,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

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