About the role

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Managing Director, Yellow Cardinal Business Succession Services provides creative solutions, engages with clients, and develops high quality presentation materials. The Managing Director may lead and/or assist with structuring, negotiations, and transactional pipeline management.

Essential Functions/Responsibilities

Analyzes leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling.
Creates client experience materials to assist on all pitch proposals and new engagements
Sources and identifies potential new clients and maintains customer relationship management pipeline
Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters including fee structures
Conducts due diligence activities related to ongoing pipeline projects

Other Duties as assigned.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

Bachelors degree; Masters preferred
5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
In depth understanding of field's concepts and principles.
Strong financial/accounting background
Leadership skills with the ability to develop and mentor others
Ability to identify and seeks needed information/research skills
Mathematical skills
Ability to meet deadlines
High level communication skills with negotiating skills

Level of Complexity and Scope

Performs complex tasks and has some latitude for determining appropriate processes to follow.

Degree of Independence and Decision-Making

Uses subject matter expertise to make independent decisions and advise others.
Works with minimal supervision

Required Supervisory Responsibilities

May be asked to lead and/or direct the work of others
Provide leadership and mentorship as a subject matter expert

Physical Requirements

Long periods of desk/computer work
Standing, Seeing, Hearing, Speaking, Lifting, Driving
Travel as needed
Available to assist clients during non traditional working hours

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

Aplyr's read

First Financial Bank offers diverse banking services with a focus on community engagement and career growth in the financial sector.
Synthesized from recent postings & public sources

What's promising

•Strong community presence with a focus on local economic development.
•Wide range of career opportunities across various banking roles.
•Investment in employee development through specialized roles and training.

What to watch

•Limited public information about their technological advancements.
•Potentially high competition in the banking sector affecting growth.
•Challenges in maintaining personalized service as the bank expands.

Why First Financial Bank

•Offers specialized roles like Financial Wellness Specialist to support community financial education.
•Focus on work-life balance with roles like Worklife Specialist.
•Emphasizes local market leadership through positions like Commercial Market President.

Aplyr’s read is generated by AI from public sources. Was it useful?