Investment Banking Director - Salt Lake , UT

Overview

Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.

Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple – help clients we know connect and tell their story to investors we know well.

Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.

This senior role offers an exceptional opportunity to be responsible for the team’s Utah office and will be tasked with cultivating opportunities through the Bank’s vast middle market portfolio. This role is an exciting opportunity to join an entrepreneurial group building a fast-growing platform within a key focus area of the Bank, as Zions Capital Markets is expected to be a key profit driver for the enterprise in the near future.

The Bank’s extensive middle-market portfolio and reach among founder-owned companies provides significant transaction volume for deal teams.

This position will be located in the Zions Capital Markets office in downtown Salt Lake City, UT.

• Build relationships with Bank relationship managers, deal referral sources, and business owners
• Identify, qualify, and generate new prospect leads
• Manage the client relationship by assisting clients through the entire transaction process including due diligence, marketing, negotiations, and execution
• Oversee all client and counter-party communication
• Supervise the due diligence processes and materials
• Managing the creation of comprehensive pitchbooks, management presentations, and marketing materials
• Manage, lead, and/or mentor junior bankers and team members
• Some travel required
• Identify and manage risks in each engagement by ensuring processes, controls, and work products are fully compliant with all applicable regulations, rules, and internal policies
• Manage ad hoc tasks and perform other duties as assigned

• Requires a Bachelor’s degree in finance, accounting, or a similarly related field. MBA and/or CFA is a plus
• 10+ years of experience in investment banking, transaction advisory services, or similar experience
• Deep knowledge of investment banking products, services, and markets
• Self-directed, highly motivated, and proactive
• Ready to assume a high level of responsibility
• Demonstrated track record of achievement in middle market M&A and/or capital raising
• Significant knowledge of applicable investment banking regulations
• Excellent analytical, quantitative, and communication (both verbal and written)
• High level of focus on work quality and attention to detail
• Ability to manage multiple projects independently under pressure and tight deadlines
• Unquestionable ethics, integrity, and judgment
• Strong organizational skills with demonstrated track record of meeting deadlines and effective time management
• Series 79 (or equivalent) and 63 will be required within 90 days of joining and potential need for Series 24

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products