- Location
- St Petersburg, FL
- Department
- Finance
- Seniority
- VP
- Source
- Paylocity
Description
Description
About the Role
Dynasty Investment Bank is looking for an experienced investment banker to join the team as a Vice President (VP). The VP will lead transaction execution for independent wealth management firms, serve as a primary day-to-day contact for clients, and provide strategic advice on M&A, capital raising and succession. The role is a senior member of each deal team and carries responsibility for mentoring Analysts and Associates.
About the Team
Our team advises RIA founders and CEOs at major milestones of their lifecycle, including but not limited to launching an RIA, providing advice on M&A preparedness, structuring recruiting deals, executing sell-side mandates, bringing in a minority or growth equity partner, acquiring other firms, financing growth, and planning ownership transitions. We work with wealth management owners, acquirers, and private capital participants that invest in the sector. The team offers a fast-paced environment with real ownership of transactions, direct exposure to senior decision-makers, and the chance to build deep expertise and relationships in a sector that continues to consolidate and evolve.
Key Responsibilities
• Build and strengthen relationships with RIA owners, CEOs and other senior decision-makers, acting as a primary day-to-day contact and trusted advisor
• Lead execution of transactions from origination through closing, including sell-side and buy-side M&A, minority and majority equity investments, recapitalizations, and debt financings
• Turn financial, valuation and market analysis into clear strategic recommendations that fit each client’s goals
• Oversee financial models, valuation analyses, marketing materials, management presentations and other client deliverables
• Advise clients on industry trends, valuation drivers, buyer and investor landscapes and deal structure alternatives
• Run buyer and investor outreach and competitive processes, including managing diligence, negotiations and transaction documentation
• Coordinate with attorneys, tax advisors, accountants and other internal and external stakeholders
• Manage deal teams and workflows to ensure high-quality, on-time delivery
• Mentor, train and develop Analysts and Associates
• Contribute to business development, pitch and marketing efforts, and thought leadership such as webinars and forums
• Collaborate with other Dynasty teams to deliver a coordinated experience for clients
Requirements
Qualifications
• 7+ years of investment banking or equivalent experience with a Bachelor’s degree, or 4+ years with a Master’s degree
• Track record of executing complex transactions and managing multiple workstreams at once
• Strong financial modeling, valuation and analytical skills
• Excellent written and verbal communication skills, with the ability to present complex ideas clearly to owners and executives
• Proven ability to build trusted relationships with clients, senior stakeholders and deal teams
• Leadership experience managing and developing junior professionals
• Sound judgment, attention to detail and the ability to perform well in a fast-paced environment
• Collaborative approach to working across teams
Preferred Experience
• Experience in wealth management, asset management, financial services or FIG coverage, ideally including RIA M&A
• Experience with minority and growth equity transactions, succession and ownership transition planning, or acquisition financing
• Existing relationships with RIA owners, acquirers or private capital investors
• Series 79 and Series 63 required
Who Will Succeed in This Role
Someone who enjoys advising entrepreneurs through one of the biggest decisions of their careers, brings both technical rigor and strong judgment, and is comfortable owning a process while developing the people around them.