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Investment Banking Director – Business Development

Investment Banking Director – Business Development

CompanyRaymond James Financial
LocationSt. Petersburg, FL, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesMBA
Experience LevelSenior

Requirements

  • Master’s degree in business administration (MBA) or related field and a minimum of five (5) to seven (7) years of experience in the financial services industry.
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • FINRA Series 7 or 79 License.
  • FINRA Series 63 or the ability to obtain within six (6) months of hire.

Responsibilities

  • Responsible for developing and executing strategic business development plans in partnership with the leadership team for the group.
  • Manage client and prospect relationships specific to business-driven objectives.
  • Plan and execute client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships.
  • Apply financial analysis, business experience, and market knowledge to generate client leads, while advising business owner clients and prospects on their strategic options.
  • Communicate in a clear, concise and relevant manner to assist and guide decision-makers regarding client opportunities.
  • Convey a genuine interest in, and understanding of, the clients’ businesses and industries, and provide both broad and specific information and suggestions for improving the business.
  • Bring together the most appropriate RJIB team to provide exceptional service to the client.
  • Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources.
  • Attract and retain quality bankers who will have a positive impact on the group and Raymond James (RJ).
  • Produce factual and accurate information for presentations to clients and senior management.
  • Review progress of assignments with senior management.
  • Perform other duties and responsibilities as assigned.

Preferred Qualifications

  • General Experience – 10 to 15 years