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Investment Banking Managing Director - Business & Financial Services

Job in Charlotte, Mecklenburg County, North Carolina, 28202, USA
Listing for: MUFG
Full Time position
Listed on 2026-07-17
Job specializations:
  • Finance & Banking
    Corporate Finance, BD Manager, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 275000 USD Yearly USD 275000.00 YEAR
Job Description & How to Apply Below

Managing Director Opportunity

Intrepid Investment Bankers is expanding nationally and seeking to hire a talented and experienced Managing Director for our Business & Financial Services practice. The practice will benefit from significant deal flow opportunities generated through the firm's sponsor coverage, institutional referral relationships, and its parent company's broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors.

Responsibilities

  • Building relationships with deal referral sources and business owners
  • Identifying, qualifying, and generating new prospect leads
  • Managing the client relationship and overseeing all client and counter-party communication
  • Leading a specific practice or product area, as applicable, and developing thought leadership in target sectors
  • Overseeing all aspects of the transaction
  • Assisting other bankers in firm building activities (training, recruiting, mentoring, etc.)

Qualifications

  • 10-plus years of experience in sell-side M&A advisory
  • Minimum 5 years of industry specific M&A
  • Deep understanding of professional and financial services sectors
  • Extensive record and experience of originating and executing M&A transactions in business and financial services sectors
  • Outstanding academic credentials from a top tier school
  • Team player willing to take an integral role in Intrepid's growth
  • Excellent written and oral communications skills
  • Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment
  • Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these relationships
  • FINRA Series 7, 63 or 79 license, Series 24 preferred

The typical base pay for this role is $275,000 depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

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