Managing Director of Investment Banking - Wealth Advisory - Minneapolis or Oak Brook

CliftonLarsonAllen LLP; Illinois; On-site; USD 225,000 - 275,000; Full time

Job summary

An established industry player is seeking a Managing Director of Investment Banking to lead their investment banking team. This role involves driving strategic initiatives, managing client relationships, and ensuring successful execution of transactions. With a focus on collaboration and compliance, you will mentor junior team members while developing tailored financial solutions for clients. The firm offers a culture that values diverse perspectives and provides numerous perks, including flexible PTO and paid parental leave. If you have over 15 years of relevant experience and a passion for investment banking, this opportunity is for you!

Benefits

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Qualifications

• 15+ years of relevant experience in investment banking required.
• Experience in M&A advisory preferred.

Responsibilities

• Lead the investment banking team and drive strategic initiatives.
• Oversee execution of financial transactions and client relationships.
• Mentor junior team members and ensure compliance with regulations.

Skills

Client Relationship Management

Strategic Planning

Mergers and Acquisitions Advisory

Financial Solutions Development

Regulatory Compliance

Team Leadership

Education

Bachelor’s degree in business

Bachelor’s degree in finance

Tools

FINRA Series 24 license

Job description

Managing Director of Investment Banking - Wealth Advisory - Minneapolis or Oak Brook

Managing Director of Investment Banking - Wealth Advisory - Minneapolis or Oak Brook

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is seeking a Managing Director of Investment Banking to lead our investment banking team in our office in Minneapolis, MN, Chicago, IL, or Oak Brook, IL. This role leads and oversees the investment banking at CLA, driving strategic initiatives, managing client relationships, and ensuring the successful execution of transactions.

Essential Job Functions:

1. Lead and manage the investment banking team, providing strategic direction and guidance.
2. Collaborate with leadership to align the investment banking strategy with the overall business objectives.
3. Develop and maintain strong relationships with clients, understanding their needs and providing tailored financial solutions.
4. Oversee the execution of mergers and acquisitions, capital raising, and other financial transactions.
5. Collaborate with other departments to ensure seamless delivery of services and solutions.
6. Lead development of client offering memoranda, and client management presentations.
7. Ensure compliance with regulatory requirements and internal policies.
8. Mentor and develop junior team members.

Requirements:

Experiences:

15 years of relevant experience required

Experience in M&A advisory preferred.

Education:

Bachelor’s degree in business, finance, or a related field required.

Certifications / Licenses:

FINRA Series 24 license required

Travel:

This position requires <10% travel.

This job requires working in our office.

Our Perks:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits

The wage range for this position in Minnesota is: $225,000 – $275,000.

The wage range for this position in Illinois is: $225,000– $275,000.

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. This role is eligible for an annual bonus.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities