Wedbush Securities
Managing Director, Technology Investment Banking
Wedbush Securities, San Francisco, California, United States, 94199
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 Technology sector has long been an area of focus for the firm (investment banking, equity research, sales and trading). The Technology 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. The position is responsible for originating and executing M&A mandates throughout the Technology sector.
This opportunity will be in office based in our San Francisco office.
Responsibilities include, but are not limited to:Initiate new client relationships with technology companiesEngage in marketing activities with existing and new potential clients 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 investment banking team under supervisionSearch for new advisory opportunitiesAdvise client management teams and Board of Directors on complex corporate finance and strategic issuesEvaluate financial statements & results, budgets, and forecasts in order to recommend appropriate strategic and other financing solutions to clientsDevelop strong internal relations with various departments to maximize cross-selling strategiesMentor, lead, and develop team membersPerform other 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 Technology sector at a nationally 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 with understanding of valuation techniques; Must be highly proficient in financial 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 multiple projects and competing priorities without sacrificing accuracy or efficiencyStrong leadership and management skillsJob 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 Technology sector has long been an area of focus for the firm (investment banking, equity research, sales and trading). The Technology 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. The position is responsible for originating and executing M&A mandates throughout the Technology sector.
This opportunity will be in office based in our San Francisco office.
Responsibilities include, but are not limited to:Initiate new client relationships with technology companiesEngage in marketing activities with existing and new potential clients 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 investment banking team under supervisionSearch for new advisory opportunitiesAdvise client management teams and Board of Directors on complex corporate finance and strategic issuesEvaluate financial statements & results, budgets, and forecasts in order to recommend appropriate strategic and other financing solutions to clientsDevelop strong internal relations with various departments to maximize cross-selling strategiesMentor, lead, and develop team membersPerform other 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 Technology sector at a nationally 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 with understanding of valuation techniques; Must be highly proficient in financial 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 multiple projects and competing priorities without sacrificing accuracy or efficiencyStrong leadership and management skillsJob 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.