Investment Banking Vice President

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