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MUFG Union Bank Vice President Business Development and Institutional Coverage - Intrepid in Los Angeles, California

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.

Join Union Bank, where being inspired is expected and creating results is rewarded.

Intrepid provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors. Our heritage breeds a culture that embraces teamwork, tenacity and creativity to help our clients win big. We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team delivers results through skillful positioning and relentless execution. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins, an exclusive global alliance of M&A advisory firms.

This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.

We are seeking to add a highly talented individual to our business development coverage team in Los Angeles, CA to collaborate with our senior investment bankers in various industry and product groups. This is a high-profile revenue generating position with significant career advancement and financial upside. The individual will serve as key point of contact for Intrepid with a few, strategically important referral channels, managing and developing cross-referral opportunities between these channels and Intrepid.

Responsibilities

  • Work closely with our primary bulge bracket institutional referral channel partner to educate their private wealth management advisors on the capabilities of the firm and develop an active referral flow as well as responding to incoming referral opportunities from such partner

  • Help develop other third-party referral sources and centers of influence (COI) to source and evaluate investment banking prospects through phone, email, and in-person efforts

  • Collaborate with senior investment bankers and our marketing team to execute various marketing initiatives, such as producing and organizing webinars, newsletters, thought leadership, social media opportunities, and networking events

  • Coordinate and attend pitch meetings with the deal teams for qualified referrals originating from this strategically important referral network

Qualifications

  • 5+ years proven work experience in business development capacity (preferably in financial services industry) with track record of interfacing with C-Suite executives.

  • Deep knowledge and thorough understanding of Intrepid’s advisory services and ability to have preliminary meetings with prospects to engage in substantive discussions to assess the opportunity

  • Ability to engage with prospects, develop relationships, and work seamlessly as a bridge for introducing senior investment bankers into these relationships

  • Typically requires a 4-year degree

  • Proven ability to nurture relationships and develop them into productive engagements

  • Process oriented, disciplined, and experienced in using Salesforce CRM to report on lead development and prospecting activity

  • Understanding of M&A, private equity and investment banking

  • Outstanding interpersonal, verbal and written communication skills

  • Highly proactive, results oriented, can-do attitude, team player

  • Strong computer and organizational skills

  • Ability to work comfortably in an unstructured environment

  • Flexible remote work structure with some travel required

  • Series 79 and series 63 licenses are required to be obtained upon hire.

Equal Opportunity Employer M/F/D/V

Member FINRA/SIPC

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

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