Vice President I, Financial Advisory

2 weeks ago

Grand Rapids, United States MarshBerry Full time

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 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.

**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.
- Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s 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 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 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:

- 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 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 ti

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