Vice President, Investment Banking - Specialty Insurance Distribution

Vice President, Investment Banking - Specialty Insurance Distribution

Requisition Number : VICEP001266

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• Posted : November 26, 2024
• Full-Time
• On-site

Locations

Showing 1 location

Michigan

5300 Patterson Ave SE

Suite 220

Grand Rapids, MI 49512, USA

Michigan

5300 Patterson Ave SE

Suite 220

Grand Rapids, MI 49512, USA

New York

571 Lexington Ave

Suite 4500

New York, NY 10022, USA

New York

571 Lexington Ave

Suite 4500

New York, NY 10022, USA

California

33971 Selva Rd

Suite 220

Dana Point, CA 92629, USA

California

33971 Selva Rd

Suite 220

Dana Point, CA 92629, USA

MarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office . The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.

This role will be focused on clients and prospects in the Specialty Insurance Distribution market. This includes Program Managers, Wholesale Brokerage, InsurTech, Managing General Agents (MGAs), Managing General Underwriters (MGUs), and Risk Retention Groups.

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Selection Criteria

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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 :

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.

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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.

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