Vice Presidents lead engagement execution and play a central role in business development — managing deal teams, advising owners directly, and helping originate new opportunities.
Responsibilities
- Lead and coordinate all aspects of live M&A engagements.
- Advise business owners on strategy, positioning, and negotiation.
- Manage deal teams and ensure quality across all client deliverables.
- Support origination and the development of new client relationships.
Qualifications
- 6+ years of investment banking experience, ideally in the middle market.
- Proven track record of leading transactions to close.
- Strong client-facing and team-leadership skills.
- Series 79 / 63 licenses (or willingness to obtain).