VP, M&A Advisory & Strategic Consulting (Hybrid)

MarshBerry; Beachwood (OH); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

MarshBerry is seeking a Vice President based in Beachwood OH or other specified offices to lead transaction teams and oversee M&A advisory and financial consulting projects. The role focuses on delivery, client relationships, and strategic growth across MarshBerry services.

The hybrid position requires on-site work Monday through Thursday with remote options on Fridays, and involves licensing exams to become a registered representative of our affiliated broker-dealer.

Qualifications

• Bachelor's degree in Finance, Accounting or Business Management; Master’s degree and/or JD is a plus.
• FINRA SIE, Series 79, 63, and 7 preferred.
• CPA/CVA/CPCU/AMAA certifications desired.

Responsibilities

• Serve as client-facing lead on M&A and financial consulting projects; develop strategy and deliverables.
• Manage sell-side and buy-side advisory engagements, including financial analysis, due diligence and negotiations.
• Seek growth opportunities and position MarshBerry as a strategic partner; coordinate new business development.

Skills

Analytical thinking

Communication

Leadership

Education

Bachelor's degree in Finance, Accounting or Business Management

Master’s degree or Juris Doctor

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

MarshBerry is seeking a Vice President based in Beachwood OH or other specified offices to lead transaction teams and oversee M&A advisory and financial consulting projects. The role focuses on delivery, client relationships, and strategic growth across MarshBerry services.

The hybrid position requires on-site work Monday through Thursday with remote options on Fridays, and involves licensing exams to become a registered representative of our affiliated broker-dealer.