Corporate Advisory & Banking Relationship Manager
Core
Build and maintain long-term strategic relationships with privately owned businesses and their owners in New England, providing capital, advice, and acting as a trusted advisor on corporate finance, M&A, and succession issues.
Role type
Corporate Advisory & Banking Relationship Manager
Builds
Multi-generational relationships with private business owners and families
Domain
Private Banking / Corporate Finance / Wealth Management
Deliverable
client delivery
Required skills
corporate finance advisory, mergers and acquisitions, capital markets, commercial lending, private equity, corporate governance, financial statement analysis, business development, credit analysis
Preferred skills
MBA, CFA
Technologies
financial modeling tools
Responsibilities
Establish and deepen relationships with owners of privately held businesses; market the firm's suite of services including lending, multi-family office, and private equity; evaluate strategic credit opportunities; convert prospects to clients; build networks of intermediaries and influencers; support credit underwriting and documentation; identify opportunities for private equity investment and wealth management services.
Seniority
Senior, hands-on IC
