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Strategic Financial Advisory Leader

2 months ago


Grand Rapids, Michigan, United States MarshBerry Full time
Job Title: Vice President, Financial Advisory M&A

MarshBerry is a leading provider of consulting services in the financial services industry, and we are seeking a highly skilled Vice President to join our Financial Advisory Team.

Job Summary:

The Vice President will be responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. This role will involve managing 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, and ultimately leading to a successful closing of transactions.

Key Responsibilities:
  • Develop and implement client deliverables and maintain client relationships to ensure successful project execution.
  • Manage M&A advisory engagements, including financial analysis and modeling, due diligence, and deal structuring and negotiations.
  • Recognize opportunities for growth and implement strategies to enhance client satisfaction, company market share, revenue growth, and profitability.
  • Seek and coordinate new business development activities in current product lines and opportunities for new services through active relationship building techniques.
  • Manage existing relationships with clients, vendors, and other business unit leaders to ensure client retention.
  • Conduct quality review of project components, develop timelines, and ensure they are met.
  • Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues.
  • 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 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.
Requirements:
  • 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.
What We Offer:

MarshBerry provides a collaborative and inclusive work environment, with opportunities for growth and development. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Our team is committed to fostering an environment of Diversity, Equity, and Inclusion, and we strive to educate our current and potential employees in these areas.

We are committed to 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.

We are recognized in the financial services industry for providing innovative and customized solutions to our clients. 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

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.