Vice President

KSM (Katz, Sapper & Miller) • Grand Rapids, MI

1d

About The Position

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Requirements

• Achieve appropriate securities licensure and adhere to all compliance and monitoring programs.

Responsibilities

• Assume project management responsibilities related to managing transaction advisory client engagement projects as assigned or generated. Project responsibilities may vary but generally include coordination or performing the development of valuations, offering memorandums, marketing plans, strategic & financial buyer/seller contact and qualification, site visits, due diligence information requests, client communications, transaction negotiations, communications with and between advisors, and other required or appropriate project requirements.
• Seek opportunities with business owners to deliver Charter’s range of transaction advisory services including sell-side and buy-side engagements, capital raise or investment activities, business valuations, and advisory services related to exit planning and valuation enhancement.
• Seek out new and maintain existing relationships with potential referral sources, and industry and community organizations.
• Achieve appropriate securities licensure and adhere to all compliance and monitoring programs.
• Actively participate in efforts to develop Charter’s transaction advisory and private equity investment business plans and assume execution efforts.
• Supervise and coordinate the activities of appropriate Charter personnel. Assist with the professional development of junior staff, contribute to performance reviews, and participate in hiring of new personnel.
• Document contacts and efforts utilizing the Company’s CRM data base and other reports.
• Use and follow the prescribed Company guidelines relative to transaction project management.
• Other reasonable business activities in support of Charter Capital Partners and its related entities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed