Managing Director, Transaction Opinions - Valuation

Stout; San Francisco (CA); On-site; USD 200,000 - 500,000; Full time

Benefits offered by this job

Comprehensive Total Rewards program

Flexible work schedules

Discretionary time-off policy

Ongoing training and mentorship

Job summary

A leading advisory firm is seeking a Managing Director to join the Transaction Opinions practice in San Francisco. The ideal candidate will have over 10 years of experience in valuation or corporate finance, a proven ability to lead engagements, and strong client relationships. The firm offers competitive compensation with a salary range of $200,000 - $500,000 annually along with benefits tailored for employee growth and wellness. This role emphasizes mentorship and strategic leadership on the West Coast.

Qualifications

• 10+ years of professional experience in valuation, investment banking, corporate finance, or transaction opinions.
• Track record of managing client relationships and generating new business.
• Expertise in leading and communicating complex opinion engagements.

Responsibilities

• Lead fairness and solvency opinion engagements.
• Develop and manage client relationships.
• Oversee engagement execution with high professional standards.
• Set strategic direction for the practice.
• Mentor and develop team members.

Skills

Valuation theory

Financial modeling

Client relationship management

Business generation

Education

Bachelor’s degree in Finance, Accounting, or Economics

MBA, CFA, ASA, or similar advanced credentials

Job description

A leading advisory firm is seeking a Managing Director to join the Transaction Opinions practice in San Francisco. The ideal candidate will have over 10 years of experience in valuation or corporate finance, a proven ability to lead engagements, and strong client relationships. The firm offers competitive compensation with a salary range of $200,000 - $500,000 annually along with benefits tailored for employee growth and wellness. This role emphasizes mentorship and strategic leadership on the West Coast.