Managing Director of Investment Banking
At a glance
Director-level Investment & Corporate Development role at Cliftonlarsonallen. Seattle · full-time · $162,000–$320,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and pursue an established pipeline, opening client relationships and originating M&A work
- Guide clients through deal execution, from sourcing and diligence to valuation, negotiations and closing
- Lead pitches and present strategic advice, financial details and regulatory issues clearly to decision-makers
- Maintain client coverage with regular presentations, travel and timely communication
- Coordinate industry expertise for client work and help recruit, develop and train junior colleagues
What you bring
- At least eight years of relevant experience
- A bachelor's degree in business, finance or a related field
- SIE and Series 79 credentials, or equivalent; Series 63 where state law requires it
Who this fits
This director-level role suits an investment banking professional with an established deal pipeline and experience leading M&A transactions for middle-market companies. Expect client travel and some involvement in developing junior team members.
From the employer
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.
CLA is currently seeking a Managing Director of Investment Banking to join our team. This role is actively involved in generating and executing a variety of M&A transactions. They are responsible for initiating new client relationships. They manage deal pipeline and provide marketing to existing and new potential clients while overseeing preparation and delivery of presentations. They are responsible for all aspects of a transaction life cycle: client sourcing, due diligence, negotiations, valuation analyses, and transaction closings.
How you'll create opportunities in this role:
- Serve as the head representative in client interaction by offering strategic guidance.
- Oversee day-to-day deal execution on behalf of the client and the firm.
- Focus on business development, long term coverage and deal origination with an established pipeline and demonstrated traction.
- Communicate regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions.
- Lead and win pitches through confident delivery and strategic thought leadership.
- Develop, maintain, and manage positive client relationships through travel, regular presentations, and timely communication.
- Leverage and coordinate industry knowledge and expertise to ensure exceptional service for clients.
- Participate in the recruitment, development and training of junior team members.
What you will need:
- 8 years of relevant experience required.
- Experience with leading M&A Transactions for middle-market companies preferred.
- Bachelor’s degree in Business, Finance, or a related field required.
- MBA in Finance, Economics, or a related fied preferred.
- SIE and Series 79 license required (or equivalent); Series 63 if required by state law.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.
The compensation range for this position in Washington is: $162,000 - $320,000.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
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