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Managing Director, Corporate Finance Specialist (Philadelphia or New York)
Managing Director, Corporate Finance Specialist (Philadelphia or New York)Truist • Philadelphia, PA, US
Managing Director, Corporate Finance Specialist (Philadelphia or New York)

Managing Director, Corporate Finance Specialist (Philadelphia or New York)

Truist • Philadelphia, PA, US
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Job Title

Partner proactively with Relationship Managers, Capital Markets Originators (CMO's) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client and prospect needs and drive revenue by originating, executing and advising on corporate finance activity, with a focus on debt solutions to larger Commercial and Middle Market clients to primarily support acquisition, dividend, recap, buy out and ESOP financings as well as other complex capital solutions.

Essential Duties And Responsibilities :

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Drive significant revenue generation / business development to large "up market" Commercial and Middle Market clients and prospects
  • Champion collaboration and knowledge advancement to CCB bankers with the goal of increasing overall banker knowledge and skillset, provide leadership to the Division around capital structure through active engagement with our relationship managers, deepen our client relationships and better position Truist as a trusted advisor.
  • Lead deal teams and support CCB bankers in collaborative deal team activities with the goal of pitching, structuring and executing highly profitable transactions that support clients' growth goals.
  • Generate actionable ideas and differentiated pitch materials to enhance existing relationships and develop new client relationships. Through these efforts, drive meaningful new business revenue and assist in the cultivation of cross sales opportunities
  • Work closely with teammates in Sponsor Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group / Wealth to drive revenue and advisory opportunities for each partnership and add value to the client relationships.
  • Proven track record of direct origination and execution, and history of leading the full sales cycle from pitch to close. Demonstrated ability and breadth of experience to drive new revenue opportunities in complex capital structures. Confidence to interact, connect, and win new business with C-Suites, board of directors, business owners and private equity owned companies.

Qualifications :

Required Qualifications :

  • Bachelor's Degree (Business, Finance or related degree)
  • 15 or more years of demonstrated experience with expert knowledge in complex corporate finance, capital markets, and leveraged lending
  • 10 or more years of direct origination experience in financial services industry
  • FINRA licenses : Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date.
  • Successful track record of supporting sales organizations, growing a business and delivering sales results
  • Strong sales acumen, credit expertise and partnering skills
  • Exposure to business owners and C-Suite executives
  • Ability to anticipate and adapt quickly to change
  • Understanding of the financial services industry leveraged finance and lending
  • Ability to handle multiple deals and generate a high volume of pitch and call activity
  • The annual salary for this position is $350,000.

    General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and / or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

    Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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    Managing Director • Philadelphia, PA, US

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