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MarshBerry is growing! We are seeking a Vice President, Due Diligence to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
Job Details
Position Summary:
MarshBerry is seeking a Vice President, Due Diligence, for our Financial Advisory Team based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office.
The Vice President is responsible for the execution of financial due diligence projects as part of MarshBerry’s Financial Advisory Team. The Vice President will provide strategy and project oversight to MarshBerry’s Due Diligence practice, ensuring that MarshBerry services are delivered effectively, efficiently, and consistently. In addition to the fulfilment of projects, the Vice President will collaborate with project leads to review project work, and drive continual improvement and enhancement of MarshBerry due diligence processes, resources, and deliverables. MarshBerry’s Financial Advisory Team is considered the leading buy- and sell-side adviser in the insurance brokerage industry. This role will be pivotal in expanding MarshBerry’s buy-side advisory practice, which has significant growth opportunities.
Responsibilities:
Selection Criteria
Education & Experience:
Other:
Base salary target for CA: $135,000-$175,000
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:
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.
Full Time
Business Services
$227k-308k (estimate)
06/08/2024
07/03/2024
marshberry.com
BEACHWOOD, OH
50 - 100
2007
Private
JOHN WEPLER
$10M - $50M
Business Services
MarshBerry provides investment banking, merger and acquisition advisory and consulting services for the insurance industry.