Managing Director, Investment Banking

First Financial Bank

Managing Director responsible for sourcing clients and overseeing Investment Banking projects at Yellow Cardinal. Leading negotiations and building relationships with key buyers in the financial sector.

Posted 7/29/2026full-timeKettering • Ohio • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Investment Banking and Wealth Management, with strong skills in Corporate Finance and Accounting. Proven ability to negotiate engagement terms and cultivate relationships with clients, including Family Offices and Private Equity Groups.

Highest-signal resume keywords

Investment Banking ExperienceCorporate Finance KnowledgeDiscounted Cash Flow ModelingNegotiating SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment BankingWealth ManagementCorporate FinanceDiscounted Cash Flow ModelingAccounting

Soft Skills

Communication SkillsNegotiating SkillsRelationship BuildingComplex Problem SolvingClient Availability

Industry Keywords

Family OfficesPrivate Equity GroupsBusiness SuccessionEngagement LettersCIM

About the role

Key responsibilities & impact

Identify potential new clients
Lead the “pitch” proposal process to secure new engagements
Negotiate the terms of engagement letters including the fee structure
Manage/lead the execution of engagements
Maintain/build a network of business owners and referral sources
Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs
Assist other team members in analyzing opportunities and executing transactions
Provide input on CIM’s and other project related materials

Requirements

What you’ll need

Bachelors degree; Masters preferred
5+ years of Investment Banking/Wealth Management/Business Succession experience preferred
Strong Accounting background/knowledge
Knowledge of Corporate Finance including Discounted Cash Flow modeling
Above average communication skills (both written and verbal)
Ability to deliver messages in a straightforward and respectful manner
Negotiating skills
Ability to “read the room” and skillfully respond to complex situations
Ability to articulate complex topics to a variety of audiences
Willingness to be available to clients on an almost 24/7 basis.

Benefits

Comp & perks

Development and Training
Incentive Eligibility