Vice President, Investment Banking

Overview MarshBerry is growing! We are seeking a Vice President for our Investment Banking & Consulting Team in either Woodmere, OH; Grand Rapids, MI; Dana Point, CA; or Plano, TX. The Vice President leads transaction teams, conducts hands-on analysis, drives growth, and ensures MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfillment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. This includes negotiation, structure, terms and conditions, completion and oversight of day-to-day functions as a transaction or project moves through its cycle from introduction to closing. The Vice President will aid in planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.

MarshBerry offers a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. We provide competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Responsibilities Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution.

Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.

Identify growth opportunities and implement strategies that enhance client satisfaction, market share, revenue growth and profitability. Fully develop and utilize MarshBerry's capabilities and position the company as a strategic partner.

Seek and coordinate new business development activities in the current product line and opportunities for new services through active relationship building. Coordinate approach with other business unit leaders, respond to new business inquiries, develop marketing strategies, and assist with branding execution.

Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.

Research, write, and structure client-ready work.

Conduct quality reviews of project components, developing timelines and ensuring that they are met.

Identify issues affecting clients / prospects and develop strategies to effectively resolve these issues. Lead the team to resolve problems and proactively find solutions for clients.

Direct and coach team members; manage and establish priorities, direct workflow, provide feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete performance management reviews for direct reports.

Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.

Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.

Cultivate and maintain effective relationships with potential internal / external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for MarshBerry services.

Other special projects, tasks or duties as assigned.

Qualifications Education & Experience Bachelor's degree in Finance, Accounting or Business Management. Master's degree and / or Juris Doctor is a plus.

Additional Professional Designations or Certifications desired, such as CPA, CVA, CPCU and / or AM&AA.

6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.

Proven experience in leading work teams to achieve and exceed division goals and objectives.

Demonstrated industry business acumen; ability to grasp new business concepts and issues.

Proficient with technology; Microsoft Word, Excel and PowerPoint.

This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

Other Qualifications Analytical, proactive problem solving skills : techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.

Strong communication skills; both written and verbal with demonstrated creativity with regard to work.

Ability to travel up to 40% of the time; includes overnight and limited weekend travel.

Ability to work flexible and / or extended hours as needed.

Working at MarshBerry Who We Are

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles : listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following :

Crain's Best Employers in Ohio

The Nation's Best and Brightest in Wellness

North Coast 99

Top Work Places - The Plain Dealer

Weatherhead 100

West Michigan's Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Seniority level Not Applicable

Employment type Full-time

Job function Finance

Industries Investment Banking

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