Managing Director, Investment Banking Greater New York City, NY Area

The Company is seeking a Managing Director, Investment Banking to lead deal origination, business development, and execution of complex financial transactions. The role involves building and expanding client relationships, developing tailored financial solutions, leading pitches and negotiations, and identifying opportunities across the organization’s services. The Managing Director will provide strategic advice to senior client and internal leaders, guide deal teams, and coordinate specialists and stakeholders to deliver client outcomes. Responsibilities also include financial modeling and analysis, monitoring industry and regulatory developments, and overseeing risk, compliance, controls, and strategic initiatives. Candidates should have at least 10 years of investment banking experience, including structuring and negotiating transactions and developing business in a corporate lending environment. A post-secondary degree in a related field is required or equivalent education and experience; a degree in finance, economics, or accounting is preferred, while an MBA, CFA, or equivalent experience is valued. Relevant business services sector experience, strong financial markets and product knowledge, and expertise with financial applications and database tools are important. The role also requires proven leadership and change-management experience, along with expert communication, analytical, problem-solving, collaboration, influence, and data-driven decision-making skills.

Hiring Company

BMO Financial Group