Vice President, Investment Banking

1 week ago

Dana Point, United States MarshBerry Full time
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.

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 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, 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.

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