Vice President, Investment Banking and Consulting

MarshBerry•Woodmere, OH

6d•Hybrid

About The Position

MarshBerry, a subsidiary of Lincoln International, is seeking a Vice President to join its investment banking and consulting team. The role may be based in Beachwood, Ohio; Grandville, Michigan; Plano, Texas; or Dana Point, California. This hybrid position is onsite Monday through Thursday, with the option to work remotely on Fridays. The Vice President leads transaction teams, conducts hands-on analysis, drives growth, and ensures MarshBerry services are delivered effectively and efficiently. The role oversees the origination and fulfillment of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects, including project negotiation, structuring, terms and conditions, completion, and day-to-day oversight from introduction through closing. The Vice President also helps plan, formulate, and implement team goals and objectives. MarshBerry describes its culture as people-first, fast-paced, and collaborative, with opportunities for growth, learning, and career development. The company provides investment banking and strategic consulting services to the financial services industry, particularly insurance brokerage and distribution, wealth advisory and retirement planning, and accounting and tax practices.

Requirements

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 leading work teams to achieve and exceed division goals and objectives.
Demonstrated industry business acumen and ability to grasp new business concepts and issues.
Proficiency with Microsoft Word, Excel, and PowerPoint.
Ability to pass required licensing exams and become a registered representative of the affiliated broker dealer within a short period after hire.
Analytical and proactive problem-solving skills, including the ability to identify and resolve issues in a timely manner and gather and analyze information skillfully.
Strong written and verbal communication skills, with demonstrated creativity in work.
Ability to travel up to 40% of the time, including overnight and limited weekend travel.
Ability to work flexible and/or extended hours as needed.

Nice To Haves

Master’s degree and/or Juris Doctor.
FINRA SIE, Series 79, Series 63, and Series 7 licenses or qualifications.
Professional designations or certifications such as CPA, CVA, CPCU, and/or AM&AA.

Responsibilities

Serve as the client-facing lead on M&A and financial consulting projects; develop strategies and client deliverables and maintain client relationships through successful project execution.
Manage 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, day-to-day process oversight, and transaction closing.
Identify growth opportunities and implement strategies to improve client satisfaction, market share, revenue growth, and profitability.
Develop and use company capabilities to position MarshBerry as a strategic partner.
Coordinate new business development in existing product lines and opportunities for new services through relationship building.
Coordinate with other business unit leaders, respond to new business inquiries, develop marketing strategies, and assist with internal and external branding execution.
Manage relationships with clients, vendors, and other business unit leaders to support client retention.
Provide high levels of client service and proactively offer additional consulting solutions.
Research, write, and structure client-ready work; review project components for quality, establish timelines, and ensure they are met.
Identify issues affecting clients and prospects and develop strategies to resolve them; lead the team in resolving problems and proactively finding solutions.
Direct and coach team members; establish priorities, direct workflow, give consistent constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and conduct performance reviews for direct reports.
Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
Stay informed about industry trends and changes and incorporate best practices into services, deliverables, quality standards, policies, and programs.
Cultivate and maintain relationships with potential internal and external clients, partners, and stakeholders that may generate revenue for MarshBerry services.
Perform other special projects, tasks, or duties as assigned.