MarshBerry · 3 weeks ago
Vice President, Investment Banking & Consulting
Grand Rapids, MI
Full-time
Hybrid
Mid, Senior Level
6+ years expMarshBerry is a growing company that fosters a people-first, collaborative culture. They are seeking a Vice President for their Investment Banking & Consulting Team, responsible for leading transaction teams, conducting analysis, and driving growth while ensuring effective service delivery.
Financial ServicesManagement Consulting
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
Qualification
Required
Bachelor's degree in Finance, Accounting or Business Management
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
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
Preferred
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
Benefits
Competitive benefits
Hybrid work schedules
New challenges
Learning experiences
Company
MarshBerry
MarshBerry is a management consulting firm.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2025-09-10Acquired
2022-01-18Private Equity
Leadership Team
Kris Figueroa
Chief Financial Officer
Allison Dassani
Director, Chief Operating Officer of Financial Advisory
Recent News
2025-10-09
Company data provided by crunchbase