01/19/2021
Either Chicago or New York City
JOB BRIEF (PURPOSE)
Senior bankers in Institutional Banking are widely recognized as industry experts with consistently high performance in bringing capital markets solutions to corporate and middle-market companies. Individuals are fully experienced, qualified relationship managers capable of independent activity. They have proven client relationship skills, as well as, extensive product knowledge, technical expertise, and strong transaction ex*****on skills.
ESSENTIAL JOB FUNCTIONS
Responsible for generation of new revenue through the origination, structuring, and distribution of Key's products and services to corporate and middle-market clients and prospects
Establish Trusted Advisor role and deepen client relationship by identifying the client's financial and banking needs and providing recommendations and product solutions to resolve needs
Identify all cross-sell opportunities and partner with product specialists such as Debt Capital Markets, Equity Capital Markets, M&A, cash management, interest rate risk management, fixed-income investments, and asset management
Maintain credit quality of the portfolio
MARGINAL OR PERIPHERAL FUNCTIONS
Provide technical and developmental support to more junior individuals on the team
Work with other tam members within the district to promote other lines of business with referrals
REQUIRED QUALIFICATIONS
Minimum of 8 to 10 years solid experience
Proven and deep relationships with both sponsors and corporates
Proven client relationship/sales abilities in the Business Services industry
process outsourcing, staffing, documentation services, education & training, marketing services, legal, workforce solutions, catering, events, etc
Series 7, 63 & 79 licenses
Bachelor's degree in Finance, Accounting, Economics or similar business discipline
Possess broad product knowledge and specific technical expertise
Exceptional at developing and maintaining important client relationships and generating revenues from these relationships
Possess superior client relationship management, marketing presentation, and sales skills in addition to extensive knowledge of products and markets
PREFERRED QUALIFICATIONS
MBA or equivalent experience
COMPETENCIES/SKILLS
Business Acumen Knows how governments and 501© (3) organizations work; Knowledgeable in current and possible future policies, Practices trend, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Command Skills Relishes leading; encourages direct and tough debate but is not afraid to end it and move on; is looked to for direction in a crisis; faces adversity head-on; energized by tough challenges.
Delegation Clearly and comfortably delegates both routine and important tasks and decisions; broadly share both responsibility and accountability; tends to trust people to perform.
Interpersonal Savvy Relates well to all kinds of people, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can defuse even high-tension situations comfortably.
Describe how this position fits in your organization.
We are looking for a Managing Director to build out our "white collar " business services vertical within the Industrials team at KeyBanc. This role would report directly to the head of Industrials Investment Banking. The MDs on our Industrials team is responsible for deal origination and leverage our internal product partners (M&A, DCM, ECM) who manage roughly 70% of deal ex*****on.
What are the 3-4 non-negotiable requirements of this position?
We are looking for someone with deep sponsors and corporate relationships in the sector. They must cover a few areas of the following sub-verticals: process outsourcing, staffing, documentation services, education & training, marketing services, legal, workforce solutions, catering, events, etc. We'd like to see resumes + deal sheets to better assess alignment.
What are the nice-to-have skills?
Ideally, the individual comes from a peer middle-market bank, but we are open. We would also prefer for them to be in Chicago, Cleveland, or New York.
What is exciting about this opportunity? Please include team and company culture.
KeyBank is currently looking to grow our senior banker talent in prescriptive and selective areas; on both the origination and ex*****on side. We have a long-established culture of collaboration and collegiality which we protect and foster ardently.
If interested, please dont hesitate to message me on facebook, text 7178849671, or email me at [email protected]