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If you are interested and qualified for this role, we invite you to apply. The Managing Director, Yellow Cardinal Business Succession Services will be responsible for sourcing new engagements and leading the execution of various projects. Essential Functions/Responsibilities Identify potential new clients Lead the “pitch” proposal process to secure new engagements Negotiate the terms of engagement letters including the fee structure Manage/lead the execution of engagements Maintain/build a network of business owners and referral sources Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs Assist other team members in analyzing opportunities and executing transactions Provide input on CIM’s and other project related materials Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job Bachelors degree; Masters preferred 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred. Strong Accounting background/knowledge Knowledge of Corporate Finance including Discounted Cash Flow modeling Above average communication skills (both written and verbal) Ability to deliver messages in a straightforward and respectful manner Negotiating skills Ability to “read the room” and skillfully respond to complex situations Ability to articulate complex topics to a variety of audiences Willingness to be available to clients on an almost 24/7 basis Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Uses subject matter expertise to make independent decisions and advise others. Works with minimal supervison Required Supervisory Responsibilities Physical Requirements Long periods of desk/computer work Standing, Seeing, Hearing, Speaking, Lifting, Driving Travel as needed Available to assist clients during non traditional working hours Compliance Statement Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our . Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.