Managing Director, Investment Banking

Job Locations US-PA-Philadelphia | US-GA-Atlanta
Job ID

At Wipfli, people count


Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.


People matter here and they feel it.


And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.


If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.


Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 


Wipfli Corporate Finance Advisors, LLC (“WCF”) is the investment banking and corporate finance arm of Wipfli LLP. WCF offers a full suite of investment banking services tailored for middle-market companies ($20 - $250 million of enterprise value) and capital providers.


For more information about our firm, please visit

  • Work with other senior bankers on developing and leading the execution of effective strategies to originate and execute a variety of sell-side and buy-side advisory mandates
  • Deliver proposals and presentations to clients and prospects, leveraging investment banking staff throughout the process to support development strategies
  • Maintain world-class client partnerships, providing high quality advice and insights and exceeding expectations pertaining to client service and transaction execution
  • Provide leadership and mentoring to the investment banking staff, giving continuous guidance and coaching to ensure achievement of group and individual goals
  • Actively participate in recruitment and development processes
  • Develop and maintain internal relationships within the broader Wipfli LLP firm

  • 7+ years of experience at a reputable investment banking firm with demonstratable M&A origination and execution experience
  • Ability to provide credible strategic viewpoints and advice to senior management and owners of client companies
  • Strong business development skills with a track record of successful fee generation
  • Bachelor’s degree required; Master’s or MBA degree strongly preferred
  • SIE, Series 79, and Series 63 must be acquired within 150 days of employment
  • Up to 20% travel

Sharene Chen, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 


Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. #LI-SC1


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