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 their families
Domain
Private Banking / Corporate Finance / Wealth Management
Deliverable
client delivery
Required skills
Corporate finance advisory, M&A, 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, private equity, and multi-family office; Originate new credit and investment opportunities; Convert prospect relationships to clients; Work with underwriting teams on credit analysis and documentation; Navigate governance and wealth succession issues for family-owned businesses.
Seniority
Senior, hands-on IC