Mariner Wealth Advisors
Managing Director, Investment Banking
United States · Director
Sponsorship not specifiedDetected 16 days ago
Business DevelopmentValuationM&A
About the role
- Mariner is seeking a Managing Director, Investment Banking to lead business development, advisory, and transaction execution for emerging middle-market companies, with a focus on founder-led and privately held businesses. This senior leader will originate new opportunities, build trusted relationships across Mariner's advisor ecosystem, and guide clients
- through mergers and acquisitions, capital raises, liquidity events, and other strategic transactions.
Responsibilities
- Originate and cultivate middle-market investment banking opportunities by developing relationships with business owners, private equity firms, strategic acquirers, and referral sources to build a sustainable transaction pipeline.
- Leverage Mariner's advisor network to identify, source, and convert sell-side, recapitalization, and strategic advisory opportunities across client portfolios while positioning the firm as a trusted investment banking partner.
- Lead client engagements throughout the transaction lifecycle, providing senior-level advisory services with exceptional professionalism, discretion, and client-focused execution.
- Partner cross-functionally with investment banking, wealth advisory, legal, compliance, and operations teams to deliver integrated, high-quality advisory solutions that align with clients' broader wealth management strategies.
- Drive business growth and market expansion by enhancing Mariner's investment banking platform, strengthening strategic relationships, and increasing awareness of the firm's differentiated advisor-aligned capabilities.
- Maintain accountability for transaction quality, execution timelines, and client satisfaction, ensuring successful deal delivery while managing multiple concurrent engagements.
- Support advisor acquisition and retention initiatives by integrating investment banking capabilities into the firm's broader wealth management offering and demonstrating the value of comprehensive client solutions.
- Mentor and develop investment banking professionals, fostering a collaborative, high-performance culture focused on professional growth, operational excellence, and exceptional client service.
Requirements
- Bachelor's degree in finance or related field
- 12+ years of investment banking experience with a focus on middle market transactions
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