Investment Banking Director – Business Development
Company | Raymond James Financial |
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Location | St. Petersburg, FL, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | MBA |
Experience Level | Senior |
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