Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Director, Middle Market Investment Banking

Confidential

Managing Director, Middle Market Investment Banking

About the Company

Globally-recognized financial institution

Industry
Banking

Type
Public Company

Founded
1961

Employees
10,001+

Categories

  • Financial Services
  • Banking & Mortgages
  • Consulting & Professional Services
  • Finance
  • Banking
  • Banking Products
  • Banking Services
  • Banks and Institutions
  • Canada
  • Online Banking
  • Ontario
  • Personal Banking

Specialties

  • retail banking
  • business banking
  • wealth management
  • and wholesale banking

Business Classifications

  • B2B

About the Role

The Company is seeking a Managing Director for its U.S. Middle Market Investment Banking division. The successful candidate will be responsible for driving business development, leading vertical market strategy, and overseeing transaction execution. This role requires a professional with at least 10 years of senior investment banking experience, including a strong background in middle-market M&A, and established relationships in the business services, consumer, healthcare products, or software and technology sectors. The Managing Director will be expected to originate and execute M&A and financing engagements, deepen senior client and sponsor relationships, and develop high-performing deal teams. Key responsibilities for the Managing Director include mobilizing the company platform, building and developing talent, and upholding governance and professional standards. The ideal candidate will have a proven track record of generating business, solving client challenges, and delivering practical recommendations. They should also possess executive communication and influence skills, as well as the ability to lead under pressure and demonstrate professional integrity. The role demands a leader who is values-driven, with a strong emphasis on trust, teamwork, and accountability. The Managing Director will be a key player in the company's mission to provide differentiated advice, new mandates, and durable client relationships in the middle market investment banking space.

Functions

  • Finance
  • Business Development
Confidential
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Middle Market Investment Banking in San Jose, CA vacancy
  •  ...Managing Director, M&A Advisory About the Company A full-service financial advisory platform serving middle-market companies across industries nationwide. Industry Financial...  ...advisory platform, which integrates investment banking, private capital, and valuation... 
    Suggested
    Remote work

    Confidential

    San Jose, CA
    3 days ago
  •  ...Executive Director, Market Risk for Credit Trading About the Company Globally-recognized banking group Industry Banking Type...  ...Retail Insurance Asset Management B2B Consulting & Professional...  ...for the corporate and investment bank, with a focus on all... 
    Suggested

    Confidential

    San Jose, CA
    3 days ago
  •  ...Managing Director, Capital Markets About the Company Industry leader in underwriting and distributing structured products, ETFs, alternative investments, and fixed income securities. Industry Financial Services Type Privately Held About the Role... 
    Suggested

    Confidential

    San Jose, CA
    5 days ago
  •  ...Managing Director, Marketing Services About the Company Full-service design-driven research & strategy firm Industry Management Consulting Type Privately Held Founded 2003 Employees 51-200 Specialties market research strategy innovation... 
    Suggested
    Remote work

    Confidential

    San Jose, CA
    3 days ago
  •  ...Managing Director, Investment Banking About the Company Leading middle-market M&A advisory platform investing in growth and hiring senior bankers. Industry Capital Markets Type Privately Held About the Role The Company is seeking a Managing Director... 
    Suggested

    Confidential

    San Jose, CA
    2 days ago
  •  ...Managing Director, Investment Banking About the Company A registered broker-dealer seeking entrepreneurial...  ...raises. Industry Capital Markets Type Privately Held About the...  ...for originating and executing lower middle market and middle market M&A transactions... 
    Bank staff

    Confidential

    San Jose, CA
    5 days ago
  •  ...Investment Banking Vice President, ESOP Advisory About the Company Leading...  ...transaction counterparties, managing financial analysis,...  ...the preparation of various marketing and presentation materials....  ...have prior experience at a middle-market investment bank, boutique... 
    Remote work

    Confidential

    San Jose, CA
    3 days ago
  •  ...Executive Director, Market Access About the Company Innovative biopharmaceutical company Industry Pharmaceuticals Type Privately...  ...to the hiring and performance evaluation process. Hiring Manager Title Chief Commercial Officer Functions ~ Marketing... 

    Confidential

    San Jose, CA
    5 days ago
  • $211k - $274k

     ...us. THE ROLE As the Director of Treasury – Capital Markets, you will direct and execute...  ...global capital structure, investment strategies, foreign exchange risk management, and capital allocation frameworks...  ...members, and external banking partners, your vision will... 
    Work at office
    Flexible hours

    Everpure, Inc.

    Santa Clara, CA
    3 hours ago
  •  ...Member with a strong background in financial markets, particularly in the context of US life sciences venture capital, investment banking, or senior financial leadership. The...  ...mission and objectives. Functions ~ Board of Directors (non-operating) Confidential

    Confidential

    San Jose, CA
    4 days ago
  •  ...President, Business Analyst, Middle Office About the Company Expanding provider of investment management, research & trading services...  ...Angel Investment Banking Specialties investment...  ...and a curiosity for financial markets and trading are also required... 
    Work at office

    Confidential

    San Jose, CA
    3 days ago
  • $133.74k - $167.18k

     ...driven candidate for its new full-time Managing Director position. This role is essential to scaling...  ...programs Experience creating, investing in, uplifting, and managing individual...  ...Qualifications Experience working in Arab, Muslim, Middle Eastern, and/or South Asian communities... 
    Full time
    Local area
    Remote work
    Flexible hours
    Shift work
    Afternoon shift

    CAIR San Francisco Bay Area

    Santa Clara, CA
    26 days ago
  •  ...loans business development business advising investment banking capital markets alternative investments specialty finance community...  ...classes. The CLO will be a key member of the Executive Management Team, engaging with the Board, and must be adept at... 

    Confidential

    San Jose, CA
    3 days ago
  •  ...AI company for Automating Diligence & DDQ/RFP Response for Investment Managers, Banks, Service Providers, and Corporates, with regional offices...  ...seeking a strategic, analytical, and execution-focused Product Marketing Consultant to serve as the connective tissue between... 
    For contractors
    Work experience placement

    CENTRL Inc

    San Jose, CA
    5 days ago
  •  ...intellectual property banks in Silicon Valley, and...  ...Digital's technology to the markets it will serve. We turn...  ...the partnerships, investments, and acquisitions that...  ...C-suite) and Board of Directors to translate complex...  ...cross-functional deal management experience across Legal... 
    Temporary work
    Immediate start
    Remote work
    Relocation
    Flexible hours
    Shift work

    Western Digital

    San Jose, CA
    5 days ago
  •  ...Philanthropy Finance Investment Banking Venture Capital & Private...  ...public-facing materials, and managing the organization's reputation...  .... Hiring Manager Title Managing Director, Policy, Communications and Advocacy Functions ~ Marketing Confidential

    Confidential

    San Jose, CA
    4 days ago
  •  ...Prominent personal & business bank Industry Banking...  ...Venture Capital Finance Investment Banking Specialties checking...  ...commercial lending cash management cd & ira accounts loans...  ...online banking and money market small business loans commercial... 
    Work at office
    Local area

    Confidential

    San Jose, CA
    3 days ago
  •  ...Investment Banking Vice President, ESOP Advisory About the Company Top tier ESOP advisory firm focused on employee ownership transactions...  ..., and ownership transition transactions. This role involves managing financial analysis, valuation workstreams, due diligence,... 
    Remote work
    Relocation

    Confidential

    San Jose, CA
    2 days ago
  •  ...Vice President of Healthcare Investment Banking About the Company Healthcare investment banking firm advising pharma tech and life sciences...  ..., including deal structuring, negotiation, and process management. This role demands a professional with a proven track record... 

    Confidential

    San Jose, CA
    2 days ago
  •  ...emphasis on building strategic finance and performance management capabilities. The successful candidate will be...  ...includes experience in transaction services, investment banking, and ideally, in-house FP&A or finance director roles. The role requires a detail-oriented,... 
    Contract work

    Confidential

    San Jose, CA
    2 days ago
  •  ...0 years' experience in origination or investment banking, a proven track record in the field, and...  ...environment. Strong leadership, management, communication, and interpersonal skills...  ...requires a deep understanding of financial markets and the capacity to lead a team in a... 

    Confidential

    San Jose, CA
    4 days ago
  •  ...Managing Director, Transaction Advisory Services About the Company Globally recognized organization offering transaction advisory and middle-market M&A services. Industry Accounting Type Privately Held About the Role The Company is seeking a Managing... 

    Confidential

    San Jose, CA
    6 days ago
  •  ...Vice President, Capital Markets About the Company Leading independent power producer...  ...ability to lead complex transactions, manage a small team, and engage with senior...  ...renewable energy, power, infrastructure, investment banking, or private equity-backed sectors.... 

    Confidential

    San Jose, CA
    3 days ago
  • $145.4k - $261.15k

     ...opportunityAdobe Firefly is Adobe’s AI-first creative studio, and this role sits at the center of it. As a Principal Product Marketing Manager for Firefly for creative professionals, you'll define what Firefly means for professional designers, video editors, photographers... 
    Full time
    Temporary work
    Local area
    Remote work
    Worldwide

    Adobe Systems

    San Jose, CA
    3 days ago
  • $199.5k - $285k

     ...at the company pioneering security transformation in the AI era? Join us at Zscaler.RoleWe are looking for a Principal Product Marketing Manager - Zero Trust for Agentic AI to join our team. This is as remote-eligible role for candidates located in the Pacific time zone,... 
    Full time
    Work at office
    Local area
    Remote work

    Zscaler

    San Jose, CA
    2 days ago
  • The Product Marketing team provides value add by:Designing product related market strategies and marketing plans to ensure profitable...  ...strategic options (e. g. , strategic projects), and discuss options with superior management.SummaryLocation: San Jose, CAType: Full time
    Full time

    Vishay

    San Jose, CA
    4 days ago
  •  ...Managing Director of Development About the Company Noteworthy organization helping communities tutor elementary school students Industry Education Management Type Non Profit Founded 2001 Employees 201-500 Categories Education Literacy... 
    Remote work

    Confidential

    San Jose, CA
    5 days ago
  •  ...and 7-10+ years of experience in FP&A, operational finance, investment banking, private equity, consulting, or a related finance discipline...  ...requires a candidate with a strong background in financial management, the ability to influence stakeholders, and advanced skills... 

    Confidential

    San Jose, CA
    6 days ago
  •  ...Managing Director of Development About the Company Industry-leading construction organization Industry Construction Type Privately Held About the Role The Company is in search of a Managing Director of Development to play a pivotal role in the national... 

    Confidential

    San Jose, CA
    5 days ago
  • $145.4k - $261.15k

     ...Product Marketer As a Product Marketer on the Adobe Acrobat team, you will help identify key opportunities for our product platform...  ...verbal, and written communication skills Excellent program management skills About Adobe Adobe empowers everyone to create... 
    Worldwide
    Shift work

    Adobe

    San Jose, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Middle Market Investment Banking. Be the first to apply!