Head of Advisory, Capital Markets

This is a fully remote position, open to applicants in California, +8 more states.

📋 Description

• Define and drive the strategic vision of Breakwater Capital Markets’ advisory division.

• Develop and expand a top-tier advisory platform that combines capital markets expertise, strategic and financial analysis, investor insights, and executive communications.

• Manage advisory functions across equity narratives, investment thesis formulation, capital markets positioning, investor engagement strategies, valuation-related communications, and market-facing events.

• Establish benchmarks for strategic thought processes, analytical thoroughness, senior-level advisory, and client service excellence.

• Act as a trusted advisor to CEOs, CFOs, boards, and Investor Relations leaders regarding capital markets, investor perceptions, market expectations, and valuations.

• Provide guidance to leadership teams on corporate strategy, financial performance, capital allocation, portfolio priorities, operational goals, and long-term value creation.

• Support clients through strategic announcements, business transformations, leadership changes, financial strategy revisions, and increased investor scrutiny.

• Lead Investor Day and other significant investor-facing events.

• Take ownership of commercial growth, business development, client acquisition, relationship enhancement, and new revenue prospects.

• Create thought leadership content and establish market positioning.

• Build, nurture, and manage a high-performing advisory team.

• Provide senior oversight on complex projects and contribute to the leadership of the firm.

⛳️ Requirements

• 15+ years of pertinent experience, including substantial senior leadership roles in capital markets advisory, financial communications, investor relations, investment banking, equity research, management consulting, or a closely related discipline.

• Proven history of advising CEOs, CFOs, boards, and senior executives on intricate, high-pressure financial and strategic issues.

• Comprehensive understanding of public equity markets, institutional investor behaviors, valuation, financial performance, corporate strategy, and investor expectations.

• Extensive experience in crafting equity narratives, providing strategic investor communication advice, and leading prominent capital markets initiatives, including Investor Days and Capital Markets Days.

• Demonstrated capability to generate business, cultivate lasting senior client relationships, and create commercially successful advisory services.

• Exceptional strategic judgment and financial acumen, with the ability to convert complex business and financial challenges into clear, compelling, investor-focused recommendations.

• Executive presence and the confidence to challenge, influence, and counsel senior corporate leadership with independence and credibility.

• Proven experience in building, developing, and leading high-performing teams.

• Strong intellectual curiosity, entrepreneurial spirit, and a desire to help position Breakwater Capital Markets as a leading capital markets advisory firm.

• Bachelor’s degree required.

• MBA, CFA, or equivalent advanced qualifications preferred.

🏝️ Benefits

• Flexible location within the specified states.

• Travel for business development opportunities and client engagements as necessary.