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Vice President Investment

The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. 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.

ACTIVE

Requisition Number: VICEP001267Apply now<ul><li>Posted: November 26, 2024</li><li>Full-Time</li><li>On-site</li></ul><h3>Locations</h3>Showing 1 locationMichigan 5300 Patterson Ave SE Suite 220 Grand Rapids, MI 49512, USANew York 571 Lexington Ave Suite 4500 New York, NY 10022, USACalifornia 33971 Selva Rd Suite 220 Dana Point, CA 92629, USAMarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.This role will be focused on clients within the Wealth Advisory market including Registered Investment Advisory (RIAs), Retirement Planning, Life Insurance, and Wealth Management (Brokerage).Responsibilities:<ul><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>Research, write, and structure client ready work.</li><li>Conduct quality review of project components, developing timelines and ensuring that they are met.</li><li>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.</li><li>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.</li><li>Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.</li><li>Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.</li><li>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.</li><li>Other special projects, tasks or duties as assigned.</li></ul>Selection CriteriaEducation & Experience:<ul><li>Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus.</li><li>Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA.</li><li>6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.</li><li>Proven experience in leading work teams to achieve and exceed division goals and objectives.</li><li>Demonstrated industry business acumen; ability to grasp new business concepts and issues.</li><li>Proficient with technology; Microsoft Word, Excel and Power Point.</li><li>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.</li></ul>Other:<ul><li>Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.</li><li>Strong communication skills; both written and verbal with demonstrated creativity with regard to work.</li><li>Ability to travel up to 40% of the time; includes overnight and limited weekend travel.</li><li>Ability to work flexible and/or extended hours as needed.</li></ul>Working at MarshBerryWho We Are:MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgment & 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:<ul><li>Crain’s Best Employers in Ohio</li><li>The Nation’s Best and Brightest in Wellness</li><li>North Coast 99</li><li>Top Work Places – The Plain Dealer</li><li>Weatherhead 100</li><li>West Michigan’s Best and Brightest Companies to Work for</li></ul>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.#J-18808-Ljbffr

MarshBerry

Vice President, Investment Banking - Wealth Advisory

JobLeads

Financial Advisor

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients.

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .Bonus Type Formula BasedSummary Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA).   A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problem-solving and collaborative spirit across various business lines. Job Description The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities. BOK Financial has the unique ability to allow our Advisors the autonomy to focus on diverse service offerings, including our RIA offerings, banking solutions and/or our broker dealer options. We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is responsible for managing client relationships, including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client’s long-term financial goals. Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each clients individual needs. Advisors monitor client activity and provide input to the investment analysts responsible for portfolio and asset allocation to achieve the client’s investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.Team Culture Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.How Youll Spend Your Time<ul><li>You will develop and expand client relationships while also servicing internally referred bank clients.</li><li>You will have the ability to serve clients utilizing our RIA, bank and/or broker dealer solutions to meet your clients needs.</li><li>You will help manage and monitor client portfolios</li><li>You will meet with clients and prospects to educate them on BOKF’s investment approach and philosophy.</li><li>You will develop marketing and new business development strategies to meet personal goals.</li><li>You will represent BOKF to ensure compliance, legal and regulatory requirements.</li></ul>Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelors and 5 – 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience. <ul><li>Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.</li><li>Highly professional appearance.</li><li>Excellent verbal and written communication skills.</li><li>Highly organized individual with the ability to work in a fast-paced, team environment.</li><li>Self-directed and self-motivated individual.</li><li>Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.</li><li>May carry FINRA licensure. </li><li>"If this candidate will represent the RIA, they must be licensed."</li></ul>Working Conditions & Physical Requirements Office - Occasional TravelBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

Bok Financial

Private Wealth Advisor

Ivy Exec

Mortgage Banker

The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.Bonus Type This position typically pays minimum wage plus a draw against commission.Summary Youre an experienced mortgage banker with an established client base who isnt afraid to generate new business. You value a company focus on providing your clients with full-service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. Youre a counselor, connector, and relationship maker. Our Mortgage Bankers change peoples lives! Job Description The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers. Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing.Team Culture BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees, customers, and community partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award-winning service. We treat each other with dignity and respect, value opinions and differences, and talk openly.  We give praise, recognize quality work, and pursue excellence.  We are a fun group! We participate in group learning and idea sharing, and we practice candid communication through our open-door policy.  Problems are brought to the surface, and so are solutions; we’re receptive to feedback and constructive criticism.  We believe in personal and shared accountability. How Youll Spend Your Time<ul><li>You will build and nurture relationships internally and externally to set yourself up for long-term sales success.</li><li>You’ll be actively engaged in your community, making meaningful connections with both individuals and businesses.</li><li>You’ll generate business and close on time to ensure a seamless lending process.</li><li>You’ll collect and analyze clients’ financial information to ensure loan eligibility and to determine if they are a good investment for the bank.</li><li>You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines.</li></ul>Education & Experience Requirements This level of knowledge is normally acquired through completion of an Associate’s Degree and 2-3 years related mortgage lending experience. Bachelor’s degree strongly preferred.<ul><li>Thorough knowledge of mortgage lending guidelines and regulations (FHA, VA Conventional, FHLMC, FNMA and private investor)</li><li>Ability to perform complex mathematical calculations and to learn complex technical information</li><li>Ability to operate PC and 10 key by touch</li><li>Working knowledge of underwriting criteria</li><li>Excellent interpersonal skills, and oral and written communication skills</li><li>NMLS required</li></ul>Working Conditions & Physical Requirements Office - 20 lbsBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  Apply today and take the first step towards your next career opportunity!The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

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