CareerPlan

Investment Banking Managing Director - Software & Services

New York, NY, USFull-time$275k2026-10-15 → 2026-11-11
Hybrid

Core

Lead M&A advisory and capital raising for technology companies including Compliance Tech, Cybersecurity, Data & Analytics, and AI.

Role type

Managing Director, Investment Banking

Builds

M&A transactions and capital raises for software and services clients

Domain

Investment Banking / Technology

Required skills

Sell-side M&A advisory, Industry-specific M&A, Client relationship management, Transaction origination and execution, Thought leadership, Team leadership and mentoring

Preferred skills

None stated

Technologies

None stated

Responsibilities

Build relationships with deal referral sources and business owners; Identify, qualify, and generate new prospect leads; Manage client relationships and oversee communication; Lead a specific practice or product area; Oversee all aspects of the transaction; Assist in firm building activities like training and recruiting

Seniority

Managing Director, Senior Leadership