Vice President Financial Advisory MA
Vice President Financial Advisory MA
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
MarshBerry is growing! We are seeking a Vice President to join our team. We have a people first fast paced collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn improve and realize their career goals. We offer competitive benefits hybrid work schedules new challenges and learning experiences.
Job Details
Position Summary:
MarshBerry is currently seeking a Vice President for our Financial Advisory Team. The Vice President is responsible for leading transaction teams conducting handson 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 MarshBerrys 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.
Responsibilities:
- Serve as clientfacing 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 .
- Manage both sellside and buyside 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 daytoday deal process and ultimately lead to a successful closing of transaction.
- Recognize opportunities for growth and implement strategies that will enhance client satisfaction company market share revenue growth and profitability. Fully develop and utilize the companys capabilities and position the company as a strategic partner.
- Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders field and respond to new business inquiries develop marketing strategies and assist with external and internal branding .
- 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 review 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 team to resolve problems identified and proactively find solutions for clients.
- Direct and coach team members; manage and establish priorities direct workflow provide consistent and constructive feedback monitor progress identify training and resource needs recommend promotions and terminations and complete and perform 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 all MarshBerry services.
- Other special projects tasks or duties as assigned.
Selection Criteria
Education & Experience:
- Bachelors degree in Finance Accounting or Business Management. Masters degree and/or Juris Doctor is a plus.
- Additional Professional Designations or Certifications desired such as CPA CVA CPCU and/or AM&AA.
- 610 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 Power Point.
- 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:
- 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 peertopeer 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.
Its 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:
- Crains Best Employers in Ohio
- The Nations Best and Brightest in Wellness
- North Coast 99
- Top Work Places The Plain Dealer
- Weatherhead 100
- West Michigans Best and Brightest Companies to Work for
To learn more about MarshBerry visit .
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.
Required Experience:
Chief
Employment Type
Full-Time
