Vice President, Investment Banking - Wealth Advisory

Saige Partners

  • Iowa
  • Permanent
  • Full-time
  • 7 days ago
We strive to be Your Future, Your Solution to accelerate your career!Contact Dani Edgington at dedgington@saigepartners.com to learn more about this opportunity!Vice President, Investment Banking - Wealth AdvisoryJob Overview: Our client is seeking to add a Vice President to join their Wealth Advisory Investment Banking Team in Ohio, Texas, Michigan, or California. This role will focus on clients in the Wealth Advisory market, including Registered Investment Advisory (RIAs), Retirement Planning, Life Insurance, and Wealth Management (Brokerage). This leadership role is responsible for managing transaction teams, conducting in-depth financial analysis, driving business growth, and ensuring the successful delivery of advisory services. The Vice President will oversee mergers and acquisitions (M&A), business valuations, due diligence, and financial consulting projects, from origination to closing. Responsibilities include structuring and negotiating transactions, managing internal teams, and implementing strategic objectives.This is a Direct Hire role.
What you will be doing as a Vice President, Investment Banking - Wealth Advisory…
  • Lead M&A and financial consulting projects, acting as the primary client contact and ensuring successful execution.
  • Manage both buy-side and sell-side advisory engagements, including financial modeling, due diligence, deal structuring, negotiations, and closing processes.
  • Develop and implement growth strategies to enhance client satisfaction, expand market presence, and drive revenue.
  • Identify and pursue new business opportunities, build strong client relationships, and coordinate with internal teams to position them as a strategic partner.
  • Oversee client retention efforts, providing high-quality service and identifying additional consulting opportunities.
  • Review and structure client deliverables, ensuring accuracy and quality in financial analysis and advisory services.
  • Mentor and manage team members, setting priorities, providing constructive feedback, and overseeing workflow.
  • Publish thought leadership articles on transaction advisory, diligence, financial consulting, and valuation trends.
  • Stay informed on industry developments, incorporating best practices into client strategies and advisory services.
  • Foster relationships with internal and external stakeholders to drive revenue opportunities across service offerings.
Skills you ideally bring to the table as a Vice President, Investment Banking - Wealth Advisory…
  • Bachelor’s degree in Finance, Accounting, or Business Management (Master’s or Juris Doctor preferred).
  • Professional certifications (e.g., CPA, CVA, CPCU, AM&AA) are a plus.
  • Minimum of 6 years of experience in investment banking, transaction advisory, corporate development, financial consulting, law, or related fields.
  • Proven leadership experience managing transaction teams and driving business success.
  • Strong financial acumen with the ability to analyze and structure complex transactions.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.
  • Must pass required licensing exams to become a registered representative of our affiliated broker-dealer post-hire.
Learn more about Saige Partners on or .Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at .

Saige Partners