Transaction Development Director- Global Banking- Executive Director
On-site · Miami, Florida, United States or Houston, Texas, United States
Job Summary
Executive Director role in Global Banking focused on Healthcare, co-covering national client engagement and providing regional coverage. Responsible for advising private business owners on growth strategy and ownership transitions, origination and advancement of private capital transactions (including mergers, acquisitions, and private placements), and facilitating introductions to investors across private equity, strategic buyers, family offices, and sovereign wealth funds. Collaborates across Commercial Banking, Global Corporate Banking, and Investment Banking to align coverage and execution resources, market opportunities internally to expand sourcing, and manage multiple initiatives with disciplined prioritization. Requires 10+ years in private capital markets, executive presence with senior stakeholders and CEOs, strong deal-structuring and valuation experience, proven project management, and relevant licenses (Series 79/63/SIE) with ability to obtain within 120 days.
Required Qualifications
- 10+ years of experience in private capital markets roles including advisory, industry or sponsor coverage, or private equity
- Demonstrated proficiency in transaction dynamics including valuation and deal structuring
- Executive presence with internal senior stakeholders and with CEOs and business owners
- Strong project management capabilities and ability to manage competing priorities
- Proficiency in Microsoft Office
- Proficiency with digital and artificial intelligence tools to support efficient workflows
- Strong verbal and written communication skills including presentation skills
- Series 79, Series 63, and Securities Industry Essentials licenses at time of hire, or ability to obtain within 120 days of onboarding
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