**Essential Duties and Responsibilities** + Responsible for executing strategic business development plans in partnership with the leadership team for the group. + Manage client and prospect relationships specific to business-driven objectives. + Preparation, development, and presentation of pitch and marketing materials for all constituents listed above. + Assistance in managing the team’s CRM system to ensure timely and effective follow ups related to deal tracking, origination timelines, and ongoing interaction detail. + Execute client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial analysis, business experience, and technical knowledge to generate client leads, while advising business owner clients and prospects on their strategic options. + Communicate in a clear, concise and relevant manner to assist and guide decision-makers regarding client opportunities. + Convey a genuine interest in, and understanding of, the clients’ businesses and industries, and provide both broad and specific information and suggestions for improving the business. + Bring together the most appropriate RJIB team to provide exceptional service to the client. + Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources. + Produce factual and accurate information for presentations to clients and senior management. + Review progress of assignments with senior team members. + Perform other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of:** + Advanced investment concepts, practices, and procedures used in the securities industry. + Advanced transaction structure and process. + Advanced client relationship building and management. + Advanced concepts, principles, and practices of Investment Banking. + Financial markets and products. **Skill in:** + Communicating effectively with different types of professionals. + Exceptional presentation talent. + Time management and ability to multitask (critical). + Identifying trends and implementing appropriate action. + Analyzing and interpreting financial statements. + Analytical skills sufficient to assess and explain events in the market. + Problem solving skills and the ability to think independently sufficient to market ideas. + Participating in networking and social situations with various professionals. **Ability to:** + Communicate effectively, both orally and in writing, with all levels of the organization, including senior management. + Balance conflicting resource and priority demands. + Partner with other functional areas of the firm and broader industry to accomplish objectives. + Plan, assign, monitor, review, evaluate and lead the work of others. + Attend to detail while maintaining a big picture orientation. + Interpret and apply policies and identify and recommend changes as appropriate. + Work independently as well as collaboratively within a team environment. + Establish and maintain effective working relationships at all levels of the organization, including negotiating resources. + Project a positive, professional image to both internal and external business contacts. + Convey information clearly and effectively through both formal and informal discussions. + Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. + Excel in client-facing and external-facing situations by providing real insights while remaining personable and credible. **Education/Previous Experience:** + Bachelor’s degree in business administration or related field and a minimum of two (2) to five (5) years of experience in the financial services industry. + OR ~ + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + FINRA Series 7 or 79 License is ideal, and will be required within six (6) months of hire. + FINRA Series 63 or the ability to obtain within six (6) months of hire. **Travel Required:** Yes, up to 20% of the Time