Vice President, Business Services M&A (Asset & Wealth Management)

New York, NY Open
Confidential is looking for Vice President, Business Services M&A (Asset & Wealth Management) in New York, NY. This local job opportunity with ID 3761154464 is live since 2026-07-22 20:10:11.

Vice President, Business Services M&A (Asset & Wealth Management)

About the Company

Internationally recognized investment bank specializing in mid-market transactions

Industry
Investment Banking

Type
Privately Held

Founded
1996

Employees
1001-5000

Categories

  • Investment Banking
  • Consulting & Professional Services
  • Finance
  • Investment Banks

Specialties

  • investment banking
  • mergers and acquisitions
  • debt advisory
  • pension advisory
  • valuations and opinions
  • restructuring
  • mergers & acquisitions
  • valuations & opinions
  • capital advisory
  • and private funds advisory
  • private funds advisory
  • capital raise
  • asset-backed finance
  • private market
  • private capital
  • industrial
  • business service
  • consumer
  • healthcare
  • energy
  • technology
  • transaction opinion
  • valuation
  • acquisition
  • merger
  • and dispute

About the Role

The Company is in search of a Vice President for its M&A practice, with a focus on business services within the asset and wealth management sector. The successful candidate will be a key player in the firm's client relationship management, with a primary responsibility of proactively engaging with potential new clients, including private equity firms and business owners. This role demands a professional with a strong track record in executing middle-market M&A transactions, particularly on the sell-side, and the ability to lead the execution of deals. The Vice President will also be involved in training and developing junior team members and is expected to contribute to the firm's entrepreneurial and less rigid work environment. Applicants for the Vice President position at the company should possess a minimum of 4-8 years' of M&A experience, with a preference for those who have worked within financial services, particularly in the FIG and asset and wealth management sectors. The role requires a candidate with a strong academic record, excellent skills in finance, accounting, and financial modeling, and a proven ability to connect with clients and lead meetings. The ideal candidate will be a self-starter, motivated by the prospect of professional and personal development, and capable of identifying and pursuing new business opportunities. A successful candidate will be an assertive, motivated self-starter with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

Hiring Manager Title
Managing Director

Functions

  • Finance
  • Business Development

Required Skills