Managing Director

We are seeking a highly connected Capital Markets professional to lead origination and distribution of retail debt and note issuance. This is a senior revenue generating role for a proven capital markets professional with an established network of corporate treasurers, CFO’s and finance executives at companies actively seeking or well suited for retail note financing programs.

PREFERRED PROFILE:

• 10+ years of experience in investment banking, capital markets, corporate banking, or treasury-related roles
• Proven track record of originating and executing corporate debt transactions
• Established, strong active relationships with corporate treasurers, CFOs, and finance leaders
• Strong understanding of fixed income products, including retail notes, , or corporate debt issuance
• Experience working across origination, structuring, and distribution
• Deep knowledge of capital markets, interest rate environment, and funding strategies
• Demonstrated ability to generate revenue and operate in a client-facing, senior capacity
• Bachelor’s degree required

Nice to haves:

• Experience at an investment bank, dealer, or platform focused on debt capital markets
• Background in corporate treasury or corporate banking with direct issuer relationships
• Familiarity with retail distribution channels (RIA, broker-dealer networks,)
• Experience with SEC-registered shelf offerings in a retail distribution context
• FINRA licenses (Series 7, 63, 79) preferred