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Wedbush Securities

Managing Director, Technology Investment Banking

Wedbush Securities, San Francisco, CA


Job DescriptionWedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futures andAdvanced Clearing & Prime Services divisions. Headquartered in LosAngeles, California with over 100 offices and more than 80correspondent offices, our commitment to providing relentless,customized service is the foundation of our consistent growth.The Technology sector has long been an area of focus for the firm(investment banking, equity research, sales and trading). TheTechnology Investment Banking group at Wedbush is seeking anexperienced Managing Director to take on a key leadership role intransaction origination. The ideal candidate will have anentrepreneurial spirit and a track record of revenue generation. Theposition is responsible for originating and executing M&A mandatesthroughout the Technology sector.This opportunity will be in office based in our San Franciscooffice. Responsibilities include, but are not limited to:Initiate new client relationships with technology companiesEngage in marketing activities with existing and new potentialclients and manage deal pipelineLead all aspects of transaction life cycle: client sourcing,marketing, due diligence, negotiation, documentation, and closingDevelop and communicate strategic direction for the investmentbanking team under supervisionSearch for new advisory opportunitiesAdvise client management teams and Board of Directors on complexcorporate finance and strategic issuesEvaluate financial statements & results, budgets, andforecasts in order to recommend appropriate strategic and otherfinancing solutions to clientsDevelop strong internal relations with various departments tomaximize cross-selling strategiesMentor, lead, and develop team membersPerform other duties as required and assignedExperience and SkillsBachelor's Degree from an accredited university; MBA, CFA, CPA orother advanced degrees/credentials desirable10+ years of experience within the Technology sector at anationally recognized investment banking firmFINRA Series 79 requiredExcellent sales, lead generation, and negotiation skillsHigh proficient in corporate finance concepts and trends,particularly relating to financial institutionsExcellent quantitative and analytical skills, ideally withunderstanding of valuation techniques; Must be highly proficient infinancial statement analysis and financial modelingHighly proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)Excellent communication (verbal and written) and presentation skillsHighly organized and able to multi-task and manage multipleprojects and competing priorities without sacrificing accuracy or efficiencyStrong leadership and management skillsWhat We OfferWhat Wedbush Offers YouAs part of the overall compensation package, Wedbush Securities (WS)offers an array of diverse benefits to our Colleagues. Comprehensive medical, dental, and vision coverage with multiplehealth plan optionsHealth Savings Account (HSA) with company-sponsored contributionsFlexible Spending Accounts (FSA) traditional and dependent carePre-Tax Commuter Benefits401(k) Plan: competitive discretionary company matching andprofit-sharing contributionsTuition reimbursement ($5,250 max per year)Paid Vacation, Sick Time, Holidays, Volunteer Time OffPaid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.FINRA and Professional License SponsorshipCharitable Donation Matching ContributionsTravel & Employee Assistance and Employee Discount ProgramsDiscretionary compensation based on the colleague's and the firm's performanceApplications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-casebasis and are dependent on a variety of factors including but notlimited to location; skill sets; experience and training; licensureand certifications; and other business and organizational needs. Areasonable estimate of the current hiring range is $250,000.At Wedbush, we recognize that a diverse and inclusive workforcedrives innovation, results in higher Colleague satisfaction, fosterssuperior client service, and adds meaningful value for stakeholders.WS aims to foster a culture of inclusion where all Colleagues arevalued for their unique contributions to the firm and provided equalopportunities to succeed.Wedbush uses E-Verify, an Internet-based system, to confirm theeligibility of all newly hired employees to work in the United States.Learn more about E-Verify, including your rights and responsibilitieshere This position is subject to various laws or regulations thatimpose restrictions or prohibitions for employment with Wedbush dueto criminal history. Those laws or regulations include but are notlimited 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 RegulatoryNotice 07-55.Job Tracking ID: 512079-884702Job Location: San Francisco, CAJob Level: AnyLevel of Education: AnyJob Type: Full-Time/RegularDate Updated: 08/22/2024Years of Experience: AnyStarting Date: ASAP