Location: 1301 Avenue of the Americas - New York, New York 10019

About the Job The senior banker will source, pitch and execute transactions in Financial Services industry; specifically Insurance, Asset Management, Wealth or RIA Investment Banking . Individuals are highly skilled at managing clients, identifying opportunities and running all aspects of an M&A process. They are widely recognized for deal origination and execution capabilities across a wide variety of transaction types including sell-sides, buy-sides, going privates, corporate divestitures, capital raises and Fairness Opinions. In addition, they have extensive transaction experience with public and private companies as well as private equity-owned businesses. They have proven client relationship skills and are capable of independent business development activity in partnership with Industry partners.

Essential Job Functions

Responsible for revenue generation through the origination, execution and closing of M&A transactions.

Establish Trusted Advisor relationship with important corporate and private equity clients to drive increased M&A advisory wallet share and a consistent revenue stream

Build new relationships through thoughtful and targeted business development activities. Identify prospects and pull in the appropriate team and resources to drive new client growth

Provide technical and developmental support to junior and mid-level bankers on deal team

Work with team members to promote other lines of business with referrals

Required Qualifications

Minimum of 10+ years M&A experience, with proven client relationships and execution capabilities

Strong preference for coverage/business development experience in Insurance, Asset Management, Wealth or RIA Investment Banking . Open to insurance services, agency & brokerage, wealth advisory, asset management or specialty finance.

Series SIE, 7/79, 63 licenses

Possess broad M&A product knowledge and technical expertise

Exceptional at developing and maintaining important client relationships and generating M&A revenue from these relationships

Possess superior M&A execution capabilities with excellent client management and presentation skills, with an ability to source and win new business

What You’ll Get From This Opportunity

Results are rewarded and growth is encouraged: You will do impactful work and will be rewarded for doing the right thing for our clients. You can build a career and have the flexibility to explore opportunities within our branches and throughout the organization.

Diversity and inclusion are valued : KeyBank has been recognized by DiversityInc for our best-in-class performance. We’ve scored a perfect 100 eleven times on the Human Rights Campaign’s Corporate Equality Index, been named a Military Friendly/Military Spouse Friendly employer by GI Jobs, plus other awards and recognition.

We invest in our employees: Through employee benefit programs, such as 401(k) matching, profit sharing, generous paid time off and parental leave, fitness reimbursement, education assistance, employee banking/discounts, and wellness incentives, you will be recognized for your contributions and given the support necessary to achieve your financial goals.

We have a strong sense of community: We are encouraged to be champions for each other and for our clients’ success. Together, we have a strong sense of community where each of us has the opportunity for personal growth and to do work that truly matters in the communities that we work in and are proud to call home.

Core Competencies

Trusted Advisor

Revenue Driven

Strategic Thinker

Enterprise Mindset

Technical Expertise

Effective Sales Approach

Compensation and Benefits This position is eligible to earn a base salary of $325,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Benefits information for this position is available.

Please note the following is included in the posting: Job Posting Expiration Date: 10/31/2025

KeyBank is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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