What are the responsibilities and job description for the Vice President, Investment Banking - Specialty Insurance position at Saige Partners LLC?
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Contact Staci Payne at spayne@saigepartners.com or 319-249-2390 to learn more about this opportunity!
Vice President, Investment Banking - Specialty Insurance
Job Overview : Our client is seeking to add a Vice President to join their Specialty Insurance Investment Banking Team in Ohio, Texas, Michigan, or California. This role will focus on clients and prospects in the Specialty Insurance Distribution market, including Program Managers, Wholesale Brokerage, InsurTech, MGAs, MGUs, and Risk Retention Groups. This leadership role is responsible for driving transaction execution, managing client relationships, and overseeing financial advisory services. The Vice President will lead deal teams, structure transactions, negotiate terms, and ensure seamless execution from initiation to closing.
This is a Direct Hire role.
What you will be doing as a Vice President, Investment Banking - Specialty Insurance…
- Lead M&A and financial consulting projects, serving as the primary client contact and ensuring successful project execution.
- Manage sell-side and buy-side engagements, overseeing financial analysis, due diligence, deal structuring, negotiations, and closing processes.
- Develop growth strategies to enhance client satisfaction, expand market presence, and drive revenue growth.
- Identify new business opportunities, build client relationships, and collaborate with internal teams to position them as a strategic partner.
- Oversee client relationships to ensure retention and proactively offer additional consulting solutions.
- Review and develop client deliverables, ensuring high-quality execution of financial analysis and transaction advisory services.
- Coach and mentor team members, setting priorities, providing feedback, and ensuring professional development.
- Publish thought leadership articles on transaction advisory, financial consulting, valuation, and industry trends.
- Stay informed on industry changes, incorporating best practices into service offerings and client strategies.
Skills you ideally bring to the table as a Vice President, Investment Banking - Specialty Insurance…
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