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Managing Director, Investment Banking

Truist

Truist

Operations
New York, NY, USA
Posted on Oct 2, 2025

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Applies extensive industry/market/product knowledge to drive revenue production and business growth
2. Plays a key role in developing strategy and objectives for designated business area
3. Responsible for developing and managing relationships with C-Suite of corporate clients, Boards of Directors of corporate clients, and relevant senior investment professionals of private equity firms
4. A managing director leads with strategic advice that results in being hired on buyside and sellside M&A engagements, debt and equity capital raises in a lead role
5. Maintaining and growing existing book of clients and prospecting for new clients
6. Handles all aspects of client interactions, including directing and coordinating execution of transactions in conjunction with M&A, debt and equity capital markets teams
7. Responsible for managing deal teams
8. Limited responsibility for representation with fiscal, legal, regulatory & trade entities.
9. The senior investment banker acts as the first line of defense and provide his/her industry expertise, company and management-specific knowledge to help the Risk and Credit teams assess risk and conduct appropriate due diligence
10. A managing director attracts peer and junior talent to the platform to help grow the business and coach younger talent that represent future leadership for the business
11. Once a practice is up and running, a senior investment banking professional is expected to generate revenue across M&A, debt and equity capital raising

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. BA/BS degree
2. Minimum of 14 years of related work experience
3. Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
4. Advanced knowledge of industry, market, and products
5. Proven ability to develop, nurture and monetize “trusted advisor” client relationships with senior executives
6. Extensive network of relationships with sector management teams, Boards of Directors and Private Equity Investment Professionals
7. Advanced analytical and technical skills combined with a problem solving attitude
8. Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely
9. Strong partnering and leadership skills in a complex, matrixed environment

Preferred Qualifications:

1. MBA degree, with a Finance focus
2. 18+ years of related work experience
3. 10-12 years of management experience

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

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