M&A Business Development Director — Wealth Partnerships

Carl Marks Advisory Group; New York (NY); Presencial; USD 150.000 - 200.000; Jornada completa

Descripción de la vacante

Carl Marks Advisory Group is seeking an Investment Banking Director / Vice President to manage and expand its wealth-management referral program in New York. The ideal candidate will develop relationships with privately held businesses and drive potential M&A advisory opportunities.

Successful candidates should have 8+ years of relevant experience, focusing on business development and relationship management within financial services. The role involves some travel and requires strong organizational skills.

CMA offers the opportunity to build a meaningful business development function in a growing firm.

Formación

• 8+ years of experience in business development or financial services.
• Strong ability to build trust with financial advisors and business owners.
• Experience in M&A or private capital is a plus.

Responsabilidades

• Manage an established wealth-management referral program.
• Develop relationships with privately held business owners.
• Identify and advance potential advisory opportunities.

Conocimientos

Relationship management

Business development

Wealth management

Educación

8+ years of relevant experience

Descripción del empleo

Carl Marks Advisory Group is seeking an Investment Banking Director / Vice President to manage and expand its wealth-management referral program in New York. The ideal candidate will develop relationships with privately held businesses and drive potential M&A advisory opportunities.

Successful candidates should have 8+ years of relevant experience, focusing on business development and relationship management within financial services. The role involves some travel and requires strong organizational skills.

CMA offers the opportunity to build a meaningful business development function in a growing firm.