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Director- Investment Banking, Private Sales Referral Network

Phoenix, Arizona;

Job Description:

Acts as the primary contact and advisor to targeted client group. Assesses client needs and proactively generates relevant ideas and solutions. Possesses fully developed client relationship skills and product knowledge. Enlists the necessary expertise of product specialists, credit products officers, and support staff to deliver banking services to the clients. Individuals in this role are typically first year Principals.

Business Overview

The Private Sales Referral Network (PSRN) sits within GCIB and is an outsourced investment banking model that provides corporate finance and M&A advisory services and solutions for private companies with transaction values of $10 million up to $250 million (EBITDA generally $2 million - $25 million).  The transactions are not a fit for our internal investment banking group.

Advisory services are provided through PSRN’s network of top tier boutique investment banks that possess specific industry niche expertise relevant to businesses in the target market.  The network has tremendous geographic reach across the U.S.  PSRN performs continual extensive due diligence on the network to ensure clients are receiving the best credentials and expertise.

PSRN Network is typically comprised of 30 boutique investment banks.

Job Description:

  • Gain introduction to business owner clients/prospects of financial advisors and commercial bankers

  • Determine appropriate solution around M&A and capital requirements

  • Educate business owners on value proposition of an intermediary

  • Present and review with business owner the appropriate PSRN Network investment banks/bankers that fit their need

  • Review consent form terms with business owner

  • Schedule and lead introductory calls with business owner first and then business owner and selected PSRN investment banks

  • In-market internal and external presentation/trainings

Candidate Requirements

  • BA or BS degree required

  • Experience in marketing to lower and middle market sell-side and capital raise M&A engagements and corporate advisory services

  • 8+ years of experience in lower and middle market investment banking/corporate advisory services and/or middle market commercial lending

  • Deep financial analysis and business valuation experience

  • Familiarity interacting with wealth management advisors and commercial lenders a must have

  • Dynamic public speaking and effective presentation skills

  • Superior sales, negotiating, interpersonal and client service skills

  • Strong team player

  • Extensive travel required

  • Series 7 and 66 are required (within 90 days)

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Acts as the primary contact and advisor to targeted client group. Assesses client needs and proactively generates relevant ideas and solutions. Possesses fully developed client relationship skills and product knowledge. Enlists the necessary expertise of product specialists, credit products officers, and support staff to deliver banking services to the clients. Individuals in this role are typically first year Principals.

Business Overview

The Private Sales Referral Network (PSRN) sits within GCIB and is an outsourced investment banking model that provides corporate finance and M&A advisory services and solutions for private companies with transaction values of $10 million up to $250 million (EBITDA generally $2 million - $25 million).  The transactions are not a fit for our internal investment banking group.

Advisory services are provided through PSRN’s network of top tier boutique investment banks that possess specific industry niche expertise relevant to businesses in the target market.  The network has tremendous geographic reach across the U.S.  PSRN performs continual extensive due diligence on the network to ensure clients are receiving the best credentials and expertise.

PSRN Network is typically comprised of 30 boutique investment banks.

Job Description:

  • Gain introduction to business owner clients/prospects of financial advisors and commercial bankers

  • Determine appropriate solution around M&A and capital requirements

  • Educate business owners on value proposition of an intermediary

  • Present and review with business owner the appropriate PSRN Network investment banks/bankers that fit their need

  • Review consent form terms with business owner

  • Schedule and lead introductory calls with business owner first and then business owner and selected PSRN investment banks

  • In-market internal and external presentation/trainings

Candidate Requirements

  • BA or BS degree required

  • Experience in marketing to lower and middle market sell-side and capital raise M&A engagements and corporate advisory services

  • 8+ years of experience in lower and middle market investment banking/corporate advisory services and/or middle market commercial lending

  • Deep financial analysis and business valuation experience

  • Familiarity interacting with wealth management advisors and commercial lenders a must have

  • Dynamic public speaking and effective presentation skills

  • Superior sales, negotiating, interpersonal and client service skills

  • Strong team player

  • Extensive travel required

  • Series 7 and 66 are required (within 90 days)

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22005513

Band: H4

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Gracie Hache

Referral Bonus:

0