Managing Director, Investment Banking – Technology

Location: San Francisco, CA
Date Posted: 02-04-2018
Job description
The Managing Director is responsible for facilitating growth initiatives for the department through significant business development and excellent management of key client relationships.  As an expert in several functions in the sector and business unit, the Managing Director will have an outstanding and continuous record of significant revenue generation from complex investment banking deals.  The Managing Director is recognized as a major advocate for client initiatives and effectively leads deal teams and partners with other areas of the bank in achieving this mission successfully.
Business Delivery and Operational Effectiveness
• Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products for all areas of the bank.
• Collaborates with sector coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.
• Leads the deal team in executing pitches to prospective clients with efforts to maximize sector penetration and returns.
• Delivers highly reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales.
• Provides outstanding deal structuring, business development, and other expertise.
• Negotiates transactions with clients on highly complex deals.
• Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks.
• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
• Maintains key ongoing contacts within the industry and with sector relationship managers.
Managerial Leadership
• Provides leadership to the deal teams in order to ensure successful transactions are undertaken in an efficient manner.
• Aligns tasks and assignments with departmental goals and objectives through leadership, planning and direction to the teams.
• Effectively influences and gains support of other areas of the firm in delivering solutions to clients.
• Builds a high performance/ high productivity work environment by maintaining effective managerial practices.
• Manages resources effectively.
• Significantly contributes to building an integrated Capital Markets team by breaking down inefficiencies and role modeling teamwork with a client-centered approach.
• Effectively communicates and partners with others.
• Sets appropriate policy/ project initiatives for the teams and junior resources and ensures that such initiatives are met.
• Increases the effectiveness and successful performance of the teams through identifying and closing skill/ knowledge gap along with additional coaching and feedback as required.
• Represents the bank and demonstrates leadership through participation on industry working groups.
Client and Relationship Management
• Ensures delivery of exemplary client service by troubleshooting as client advocate in a professional, ethical, and conscientious manner on strategic financial matters.
• Oversees deal origination.
• Actively works with specialists as needed to support successful deals.
Risk Management and Control
• Ensures that bank policies and guidelines applicable to the division are complied with.
• Initiates amendments to current policies and guidelines and ensures that new policies and guidelines are established when necessary or appropriate.
• Ensures that systems, reporting and other controls are sufficiently robust to ensure that applicable policies and guidelines are met and that risk is appropriately mitigated.
• Ensures that all risk management and compliance reports are current, accurate, and relevant.
Change and Innovation
• Identifies opportunities for increased efficiency and improved service to internal and external clients and implements positive change within the business unit.
• Liaises with the senior leadership of other bank areas to ensure that proposed changes within the unit are not inconsistent with the responsibilities and/ or objectives of other bank areas.
• Applies strategic leadership and direction to the business unit.
• Continues to stay abreast of industry updates, communicates them as appropriate to business unit leaders and staff, and applies changes as it meets with the strategic initiatives of the business unit.

• An undergraduate degree.  Focal areas of finance, economics, or accounting preferred.  High academic achievement.
• CFA or MBA or equivalent experience in financial services, accounting and legal fields.
• Minimum of 10 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some in a corporate lending environment developing business.
• Relevant Business Services Sector experience is highly desired.
• Excellent knowledge of the organizational lending and portfolio management policies and objectives.
• Excellent knowledge of the bank’s financial solution products and services.
• Expert knowledge in one or more areas as recognized by clients and peers.
• Significant managerial, change management and leadership experience.

• Exceptional abilities in business development with demonstrated excellence in cross-selling success sustaining significant revenue generation.
• Highly developed written and oral communication skills including the ability to create and deliver professional product ideas and presentations.
• Exceptional analytical skills.
• Expertise in financial computer applications and database management tools including MS Excel.  Strong proficiency in other Microsoft Office products and the Internet.
• Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building.
• Strong ability to advocate persuasively.
• Ability to work under limited supervision.
• Ability to learn and adapt quickly.
• Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities.
• Proven abilities in managerial and leadership skills.

Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!

This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

KP Recruiting Group 
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