Head of Investment Banking (Exemplar Capital LLC, Member FINRA, SIPC)

Apply NowAll Opportunities

About Exemplar

Exemplar Companies, Pbc is a holistically integrated professional knowledge firm combining the first non-billable-hour Corporate law firm in the US with a CPA/Accounting Firm, Business Advisory, and FINRA-Member Broker-Dealer Investment Bank. We operating on a Quad Bottom Line values system, represent revolutionaries, game-changers, and Impact businesses.

Company: Exemplar Companies PBC

Position: Head of Investment Banking (Exemplar Capital LLC, Member FINRA, SIPC)

Level: Full-time

Location: New York, Boston, Delray Beach or Los Angeles (with office flexibility / hybrid model)

Exemplar provides advisory services across industries to public and private companies. Our services include law, tax & accounting, compliance, strategy, investment banking and debt advisory.

Exemplar wishes to expand our investment banking services and this is a rare opportunity to join a rapidly growing firm and be part of a fun and intellectually talented team, with tremendous opportunity for leadership upside and a long-term career. This role will offer direct contact with top CEOs and work closely with the company founder and the company leadership team.

The firm is supportive of talent across all levels and prides itself in building an inclusive, collaborative, and dynamic culture. The team represents people of various backgrounds, nationalities, genders, and experiences, and the firm encourages all interested candidates to apply.

Position Description

  • Create a go-to-market investment banking strategy

  • Develop a pipeline of investment banking clients and grow the existing book of business

  • Identify and execute M&A and capital opportunities for the investment banking clients

  • Oversee existing staff, serving as the leader and mentor

  • Expand the current team of investment bankers and sales professionals to meet the investment banking strategy

  • Build out the syndicate function and implement technologies to create scale

  • Work collaboratively with internal support teams to meet needs

  • Develop sales force of Registered Professionals and create standards of performance, system for review and documentation of sales efforts, and manage for positive customer outcomes.

  • Develop capabilities across M&A, Private Placement, Debt Capital, and other market-timely practices for the Investment Bank.

  • Further establish Exemplar Capital as a leader in top emerging industries, such as Digital Assets, FinTech, Life Sciences, Natural Foods/Products, Cannabis, and more.

  • Continue to build team of Bankers and manage for quality, timeliness, and success rates

  • Work closely with Exemplar department leaders to identify new investment banking opportunities and create new products and services

  • Develop deep relationships within the Financial Services Industry and cultivate existing ones


  • Leadership, analysis, and business development capabilities

  • Strong work ethic, accountability, and integrity

  • Strong rainmaking abilities

  • History of not only transactional success but also success in growing a business enterprise, division, business unit, or similar

  • A vision for the future of Investment Banking

  • A passion for analysis, sharp attention to details and critical thinking

  • Excellent communication, interpersonal and listening skills

  • 15+ years of experience in investment banking

  • P&L experience

  • FINRA Series 24, 79, 63 or 66

    Contact Information:

    Please send resumes and custom cover letters to: Joelle Paul-Cook, Chief Human Capital Officer, Jpaulcook@exemplarbusiness.com

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, military status, or any other category protected by law or of personal choice.

Other Opportunities

Filter by
Contractor Full Time Part Time
Boston MA California Chicago IL New York City NY Remote United States
Contractor Full Time Part Time
Boston MA California Chicago IL New York City NY Remote United States
Contractor Part Time
Chicago IL

Apply for this position

Allowed Type(s): .pdf, .doc, .docx