Wedbush Securities
Managing Director, Consumer/Retail Investment Banking
Wedbush Securities, New York, New York, us, 10261
Job DescriptionWedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
The Consumer/Retail has long been an area of focus for the firm (investment banking, equity research, sales and trading). The Consumer/Retail Investment Banking group at Wedbush is seeking an experienced Managing Director to take on a key leadership role in transaction origination. The ideal candidate will have an entrepreneurial spirit and a track record of revenue generation.
Responsibilities include, but are not limited to:Initiate new client relationships and expand the Wedbush franchise within the consumer, retail and/or eCommerce sectorsEngage in marketing activities with existing and new potential clients and manage deal pipelineOversee all aspects of transaction life cycle: client sourcing, marketing, due diligence, negotiation, documentation and closingDevelop strong internal relations with various departments to maximize firm-wide success and profitabilityMaintain professional image of the companyMentor, lead, and develop team membersPerform other tasks and duties as required and assignedExperience and Skills
Bachelor's Degree from an accredited university; MBA, CFA, CPA or other advanced degrees/credentials desirable10+ years of experience within the consumer/retail sector at a nationally recognized investment banking firm (including significant origination and execution experience with both M&A and public financing transactions)FINRA Series 79 required; Series 24 preferredProven track record with increasing responsibilities of lead generationExceptional interpersonal communication skills with an ability to bring in new clientsSelf-driven with ability to work independentlyJob BenefitsWhat Wedbush Offers You
As 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 multiple health 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 and profit-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 performance
Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current hiring range is $250,000.
At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited 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 Regulatory Notice 07-55.
The Consumer/Retail has long been an area of focus for the firm (investment banking, equity research, sales and trading). The Consumer/Retail Investment Banking group at Wedbush is seeking an experienced Managing Director to take on a key leadership role in transaction origination. The ideal candidate will have an entrepreneurial spirit and a track record of revenue generation.
Responsibilities include, but are not limited to:Initiate new client relationships and expand the Wedbush franchise within the consumer, retail and/or eCommerce sectorsEngage in marketing activities with existing and new potential clients and manage deal pipelineOversee all aspects of transaction life cycle: client sourcing, marketing, due diligence, negotiation, documentation and closingDevelop strong internal relations with various departments to maximize firm-wide success and profitabilityMaintain professional image of the companyMentor, lead, and develop team membersPerform other tasks and duties as required and assignedExperience and Skills
Bachelor's Degree from an accredited university; MBA, CFA, CPA or other advanced degrees/credentials desirable10+ years of experience within the consumer/retail sector at a nationally recognized investment banking firm (including significant origination and execution experience with both M&A and public financing transactions)FINRA Series 79 required; Series 24 preferredProven track record with increasing responsibilities of lead generationExceptional interpersonal communication skills with an ability to bring in new clientsSelf-driven with ability to work independentlyJob BenefitsWhat Wedbush Offers You
As 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 multiple health 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 and profit-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 performance
Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current hiring range is $250,000.
At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited 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 Regulatory Notice 07-55.