Cascadia Capital is an independent investment bank providing middle-market entrepreneurs, family-owned businesses, and private equity firms with mergers and acquisitions, capital raising, and strategic advisory services. For over 20 years, the firm has strived to deliver the best outcomes for its clients by leveraging its extensive transaction experience, deep domain expertise, and commitment to building long-term relationships. Cascadia is a pure advisory firm and is not conflicted by trading, lending, research, or cross-selling business. For more information, visit the firm's website at www.cascadiacapital.com
Job Overview
The Vice President of Investment Banking Services, plays a critical role in driving business growth and partnership development. They are responsible for sourcing and managing relationships with both local and national channel partners, leveraging firm-wide resources to support these initiatives. By identifying industry and company coverage opportunities, they help align strategies with the firm's objectives. Please note - this role will be based in Austin, TX or Minneapolis, MN, and require 4 days per week in the local office.
Key Responsibilities
Source and Manage Channel Partners: Identify, facilitate, and oversee relationships with both local and national channel partners.
Leverage Firm Resources: Utilize firm-wide channels and coverage networks to support partnership initiatives.
Identify Growth Opportunities: Pinpoint industry and company coverage opportunities that align with and enhance the firm's business objectives.
Strategize and Execute Coverage Plans: Develop and implement targeted strategies for industry, regional, and company coverage in collaboration with a Managing Director.
Communicate Insights Effectively: Share industry and company insights through thought leadership, conference participation, publications, and direct engagement.
Data-Driven Outreach: Analyze data to inform and refine outreach strategies.
Cold-Calling Strategy: Maintain a targeted cold-calling strategy under the guidance of a Managing Director and SVP
Collaborate on Scripts: Work closely with industry teams to create and refine scripts in coordination with coverage analysts and associates.
Support Industry Events: Partner with industry teams to coordinate firm-sponsored conferences and dinners.
Apply Strategic Thinking: Utilize critical thinking, financial expertise, and market insights in day-to-day responsibilities.
Team Management: Oversee and mentor Associates and Analysts, ensuring their tasks are aligned with team objectives.
Team Player: Must be a team player and collaborative.
Qualifications
Industry Expertise: In-depth knowledge of relevant industry trends and market dynamics. Relevant experience calling, meeting and advising founder, family owned businesses
Relationships: Established network within local business communities
Strategic and Creative Thinking: Ability to develop innovative solutions that address client needs and enhance firm prospects.
Client Influence and Trust: Proven ability to influence prospective clients and establish long-term advisory relationships.
Exceptional Communication: Superior written and verbal communication abilities.
Leadership in Team Development: Experience in managing, mentoring, and coordinating junior team members around strategic priorities
Travel: Up to 35% of the time
For All Cascadia Employees
Long-Term Client Focus: We take a long-term view with our clients and prospects. We build relationships based on trust and valuable advice over time, often many years.
Teamwork: We are stronger as a team than as individuals. We value partnership and collaboration. We win when we work together.
Entrepreneurial: We are creative and agile. We continually question the established paradigms in our business. We challenge ourselves to find new solutions and to look at each situation from multiple dimensions.
Results Oriented: Our focus is on delivering outstanding results for our clients. Internally we are a meritocracy. While we value hard work, we prioritize results, not face time. We all roll up our sleeves.
Respect: We treat our clients, our colleagues and our professional counterparties with the utmost respect. We are humble about our accomplishments. We let our results speak for us in the market.
Candor: We are transparent and direct with our clients, our stakeholders and ourselves. Internally, we empower people to articulate their viewpoints. We believe that open debate and constructive challenge produce the best outcomes.
For People Managers
Recruit, retain, and develop staff consistent with Cascadia's values.
This Job Description is summary in nature, is not inclusive of all duties and responsibilities and subject to change. The job description is not an offer of employment and does not constitute or imply a contract.This is a hybrid role. The base salary range for this job is $160,000 - $190,000. In addition to the base salary, we provide an annual discretionary bonus based on individual and firm performance. Cascadia also offers a competitive benefits package.
Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company.
Location - Austin, TX or Minneapolis, MN (4 days per week in office required)