Cambridge Investment Research, Inc. Senior Vice President, Sales and Acquisitions in Fairfield, Iowa
Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for driving sales initiatives through acquisitions of broker dealers to join as a Senior Vice President. The Senior Vice President will identify acquisition prospects and other new business development opportunities.
At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.
A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 12 times by our associates as a Top Workplace in Iowa1 and 13 times as Broker-dealer of the Year by our financial professionals through Investment Advisor magazine2. We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country.
Manage corporate development activities, ranging from evaluation and execution of public and private company acquisitions, asset divestitures, and restructurings, minority investments, and other strategic initiatives
Work with the executive team to develop long-term strategies and identify new business opportunities including partnerships, acquisitions, and financings that generate financial service revenue
Take ownership of deal recommendations, evaluation of opportunities, structuring pragmatic solutions to problems, and negotiations
Articulate clear rationale and risks associated with proposed transactions through spoken and written communications with deal sponsors, functional leadership, and senior executives
Cultivate partnerships with key internal stakeholders, investment bankers, brokers, intermediaries, private equity partners and relevant industry external parties
Create long term shareholder value specifically in terms of new acquisition growth as measured by capital investment, return on capital, and integration success
Build relevant acquisition pipelines and prioritize potential targets by leading the evaluation and development of the strategic rationale for specific opportunities including any market research, financial analyses, and initial due diligence
Demonstrate exceptional follow through and perseverance to achieve performance driven goals
Proactively generate and promote new business opportunities in support of strategic initiatives and incorporate new trends and developments within the industry to remain competitive
Partner with HR, IT, Compliance, Legal, and other functional departments to ensure all processes and new business opportunities are compliant with our regulatory standards and guideline
Ten or more years of related experience, education and/or training.
Financial Industry Regulatory Authority (FINRA) Series 7 is required within 1 year of employment.
Compensation: $125,000 - $150,000 base pay plus incentive compensation. This salary is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated salary
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Premium benefit package including medical, vision, dental, life and long-term disability insurance
401K retirement plan with company matching program
Profit Sharing Plan
Eleven paid holidays
You can find more details about our comprehensive benefits package here.
1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
Job ID: 2023-2299
External Company Name: Cambridge Investment Research, Inc.
External Company URL: https://www.joincambridge.com/home/