CIB Managing Director - I

YOUR RESPONSIBILITIES:   

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.   

• Develop and maintain relationships with internal and external clients focused on the delivery of advice and analysis to those clients around key strategic issues and opportunities. 

• Provide strategic leadership in evaluating and executing complex CIB transactions across multiple product lines, while effectively communicating and collaborating across deal teams to navigate competing priorities and meet time-sensitive deadlines. 

• Lead cross-functional teams in executing all aspects of CIB transactions, collaborating with relationship managers, risk partners, and capital markets specialists to manage client relationships, negotiate with investors, and deliver strategic solutions that drive successful client outcomes and generate capital markets revenue. 

• Leverage expert industry knowledge to assess key market and financial trends impacting clients and create thematic content pieces and pitch ideas to present to clients and prospects. 

• Capability and capacity to expand non-deal leadership roles that enhance the effectiveness and engagement of the team. 

• Manage and prioritize a pipeline of opportunities generated from the coverage of a specific industry group of relationship managers or a specific geography. 

• Work with senior bankers to provide training and resources around efforts to identify and address opportunities in respective coverage areas. 

• Create and deliver high value-added financial analysis and strategic advice to the targeted universe of high priority clients and prospects. 

• Optimize the talent and skills development of team members within the group. 

MINIMUM REQUIREMENTS:  

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. Graduate degree preferred.  

• 15+ years of meaningful and relevant experience in Capital Markets, Investment Banking, Middle Market Banking, Corporate Banking, or executive-level roles (e.g., CEO, CFO) that includes TMT&E.

• Exceptional technical and analytical skills. 

• Proactive creativity to generate new ideas supported by communication and business judgement skills needed to convert the best ideas into actionable opportunities. 

• Proven track record of success in originating, structuring, and closing complex financial transactions. 

• Demonstrated success in origination, relationship development, and strategic client advisory.  

• Strong foundation in corporate finance and CIB solutions including capital budgeting, M&A, leveraged finance, equity capital markets, debt capital markets and credit underwriting.  

• Leadership experience and history of involvement in key decisions around a growing financial services business. 

• Expertise in one or more industries. 

• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses required.  

• Series 24 (Supervisor) license preferred. 

• Ability to travel as required.  

REQUIRED SKILLS:  

Qualified candidates will bring professional proficiency, generally acquired through 15 years of relevant work experience in finance, accounting, or a related field.  

• Proven track record of success in leading teams to structure, negotiate and execute complex CIB transactions. 

• Visible to leadership as mentor in the training, retention and development of talent. 

• High attention to detail and commitment to deliver high quality work product consistently. 

• Strong project management skills and ability to manage a team. 

• Strong collaboration, communication and leadership skills. 

SKILLS FOR SUCCESS:  

Successful candidates will demonstrate a higher degree of proficiency (typically from 15 years of practical experience or advanced academic exposure) across the following areas:  

• Client Advisory & Relationship Management – Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships.  

• Origination & Commercial Impact – Skilled in identifying opportunities, developing pitches, and converting ideas into revenue-generating engagements.  

• Team Leadership & Development – Proven ability to mentor, develop, and lead high-performing teams.  

• Market Insight & Thought Leadership – Ability to translate market trends into strategic content and client engagement strategies.  

DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you.