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Form of workWedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
The Consumer/Retail has long been an area of focus for the firm (investment banking, equity research, sales and trading). The Consumer/Retail Investment Banking group at Wedbush is seeking an experienced Managing Director to take on a key leadership role in transaction origination. The ideal candidate will have an entrepreneurial spirit and a track record of revenue generation.
Responsibilities include, but are not limited to:
- Initiate new client relationships and expand the Wedbush franchise within the consumer, retail and/or eCommerce sectors
- Engage in marketing activities with existing and new potential clients and manage deal pipeline
- Oversee all aspects of transaction life cycle: client sourcing, marketing, due diligence, negotiation, documentation and closing
- Develop strong internal relations with various departments to maximize firm-wide success and profitability
- Maintain professional image of the company
- Mentor, lead, and develop team members
- Perform other tasks and duties as required and assigned
- Bachelor's Degree from an accredited university; MBA, CFA, CPA or other advanced degrees/credentials desirable
- 10+ years of experience within the consumer/retail sector at a nationally recognized investment banking firm (including significant origination and execution experience with both M&A and public financing transactions)
- FINRA Series 79 required; Series 24 preferred
- Proven track record with increasing responsibilities of lead generation
- Exceptional interpersonal communication skills with an ability to bring in new clients
- Self-driven with ability to work independently
What Wedbush Offers You
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
- Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
- Health Savings Account with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
- Tuition reimbursement up to $5,250/year
- 3 weeks of Paid Time Off
- 2 weeks of Paid Sick Time (may vary by location)
- 10 Paid Holidays
- Charitable Donation Matching Contributions
- Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.)
- FINRA License Sponsorship
- Travel & Employee Assistance and Employee Discount Programs
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the individual and the firm's performance. At Wedbush, it is not typical for an individual to be hired at, or near, the top of the range for their role. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
