Wedbush Morgan Securities San Francisco , CA 94118
Posted 2 weeks ago
Wedbush 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 sectors
Engage in marketing activities with existing and new potential clients and manage deal pipeline
Oversee all aspects of transaction life cycle: client sourcing, marketing, due diligence, negotiation, documentation and closing
Develop strong internal relations with various departments to maximize firm-wide success and profitability
Maintain professional image of the company
Mentor, lead, and develop team members
Perform other tasks and duties as required and assigned
Experience and Skills
Bachelor's Degree from an accredited university; MBA, CFA, CPA or other advanced degrees/credentials desirable
10+ 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 preferred
Proven track record with increasing responsibilities of lead generation
Exceptional interpersonal communication skills with an ability to bring in new clients
Self-driven with ability to work independently
What We Offer
What 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 options
Health Savings Account (HSA) with company-sponsored contributions
Flexible Spending Accounts (FSA) traditional and dependent care
Pre-Tax Commuter Benefits
401(k) Plan: competitive discretionary company matching and profit-sharing contributions
Tuition reimbursement ($5,250 max per year)
Paid Vacation, Sick Time, Holidays, Volunteer Time Off
Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
FINRA and Professional License Sponsorship
Charitable Donation Matching Contributions
Travel & Employee Assistance and Employee Discount Programs
Discretionary 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
Wedbush Morgan Securities