Managing Director, Consulting & Investment Banking

Position Summary: As a Managing Director at DeVoe & Company, you will lead client engagements primarily focused on business consulting, mergers and acquisitions, and valuations. Although some MD’s are naturally suited to one or more categories, most of the team work in all three areas. Ideal candidates will have a deep understanding of the RIA industry and business model and investment banking or strategic consulting experience. Areas of focus may include:

• M&A Consulting / Investment Banking: Help clients assess and execute sale, merger and acquisition strategies. Common areas of focus include:
• Sell-side / helping sellers find the optimal buyer and craft the optimal transaction
• Buy-side / helping buyers source and / or acquire RIAsMerger support / act as a third-party expert to help merger candidates assess the potential fit and craft the optimal transaction
• Business Consulting: Help clients solve key business challenges. The company has tools, frameworks and processes to ensure our consultants deliver the highest quality solutions. Common areas of focus include:
• Strategic decision-making and business planningHR / performance reviews / incentive compensation plans / career pathing
• Succession planning / new partner addition / Equity migration / cap table engineering / affordability analysis
• Growth strategies

Essential Duties and Responsibilities: The essential functions include, but are not limited to the following: Representing DeVoe & Company as a seasoned expert Leading projects from planning to delivery Employing rigorous analytics and structured thinking to deliver clients the highest quality experience in the industry Developing and maintaining strong and effective client relationships that typically span multiple engagements Performing quantitative and qualitative analysis in creating client solutions Conducting complex modeling, including valuations and discounted cash flows Developing highly effective client presentations using the Minto Pyramid Principle Conducting outreach campaigns to targeted prospects Collaborating with team-mates; training and mentoring other DeVoe personnel Additional potential duties: Sourcing new clients; prospecting Presenting on behalf of the company at events or on webinars

Compensation: Base salary: $150,000 - $200,000 plus uncapped incentive compensation tied to individual and company results. Target total annual earnings: $200,000- $1MM Final compensation will depend on factors such as qualifications, relevant experience, and other business factors, consistent with applicable law. Applications for this position will be accepted on an ongoing basis until the position is filled.

Benefits: Health benefits reimbursement (QSEHRA) for employees plus eligible dependents 401(k) Profit Sharing Plan, Paid Time Off, and nine (9) paid holidays 100% remote work environment. Equipment is provided and a dedicated workspace is required. DeVoe & Company is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination based on age, race, color, gender, sexual orientation, gender identity, national origin, religion, disability or genetic information, pregnancy, protected veteran status, and any other protected classification. DeVoe & Company is an E-Verify employer.