Careers

MarshBerry is currently seeking a Senior Consultant based in our New York, NY office. The Senior Consultant will generate and execute debt and equity capital raise projects and consulting projects for MarshBerry’s Financial Advisory Team. The Senior Consultant will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects.

The main responsibilities include:

• Serve as the client facing lead on debt and equity capital raising projects.
• Evaluate market opportunities, rating agency treatment, balance sheet impact, etc.
• Manage banking relationships.
• Manage loan syndication process.
• Define and implement capital return strategies.
• Assist clients with financial projections upon which loan proposals are made.
• Maintain the client relationship to ensure successful project execution.
• Train, coach, and provide project direction and mentoring to analysts and other team members.
• Research, write, and structure client ready work.
• Conduct quality review of project components, develop timelines and ensure that they are met
• Implement a business development strategy focused on under-levered firms or firms that require optimization of their capital structures.
• Seek and coordinate new business development activities through active relationship building techniques, responding to new business inquiries, developing marketing strategies, and assisting with external and internal branding execution.
• 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.
• Publish articles on capital markets and the leveraged buyout and recapitalization marketplace for the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
• Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.
• 5-7 plus years of experience in capital markets, transaction advisory, or financial consulting.
• Experience consulting and advising clients on operational, financial, and strategic issues.
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to quickly grasp new business concepts and issues.
• Ability to develop relationships with clients and prospective clients.
• Proficient with technology; including Microsoft Word, Excel and Power Point.
• Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner.
• Organized with strong attention to detail while being able to successfully manage multiple engagements.
• Ability to travel approximately 25-40% of the time.
• Ability to work flexible and/or extended hours as needed.
• 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.

MarshBerry 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 projects and financial consulting projects including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction 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.

The main responsibilities include:

• 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.
• 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.
• 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.
• 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.
• 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.
• Research, write, and structure client ready work.
• Conduct quality review of project components, developing timelines and ensuring that they are met.
• 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.
• 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.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus.
• Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA.
• 7 - 10+ years of related experience in consulting, law, investment banking and/or financial services.
• Proven experience in leading work teams to achieve and exceed division goals and objectives.
• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Proficient with technology; Microsoft Word, Excel and Power Point.
• Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Ability to travel up to 40% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.

MarshBerry is seeking an Application Developer in our Beachwood, OH office. The Application Developer is responsible for creating, maintaining, and supporting internally developed applications and services. They will collaborate with users and teams to identify application issues and develop solutions. The Application Development maintains integrity of data related to all applications in use. They will also create report from both internally developed applications and 3rd party application to help our team make more informed decisions.

The main responsibilities will include:

• Translate abstract solution designs into working code with oversight from business contact and other team members; while applying best practice knowledge in solution development.

• Performs unit and integration testing.
• Create, maintain, and update documentation of project code and technical processes.
• Follow best practices in migration of solutions from development to production environment.
• Assist in training and support of end-users on developed applications and other MarshBerry systems.
• Collaborate with other users and teams in the development of solutions, including requirement gathering/evaluation.
• Grow knowledge and be aware of best practices and market trends while consistently providing input on how to improve internal efficiencies.
• Special projects and tasks as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Computer Science, Information Systems, or a related field is required.

• 4+ years of professional experience in Windows application development with work experience that demonstrates exceptional design, coding, testing, and debugging skills.
• Proficient in C#, Visual Studio, JavaScript.
• Experience using a relational database, such as Microsoft SQL Server or MySQL.
• Experience using a source control system such as Git or Microsoft TFS.
• Experience creating reports from Microsoft SQL Server Reporting Services or other industry recognized tools.
• Experience creating web and mobile applications.
• Experience designing, building, managing, and maintaining complex applications running on Microsoft Azure components is preferred.
• Experience using Microsoft Power BI is a plus.
• Proven experience taking complex solutions from concept to completion.
• Able to quickly grasp both business and technical concepts and solve difficult technical problems on your own by leveraging the resources available.
• Strong ability to communicate effectively with others, both in written and oral form, and adjust content and delivery based on audience.
• Self-starter with deep problem-solving skills, enjoys puzzles.
• Customer Services oriented mindset.
• Able to prioritize and thrive in stressful situations.
• Driven to learn and stay current in an ever-changing technical landscape.

Senior Sales Performance Consultant

The Senior Consultant’s primary responsibilities are new business generation and project execution for management consulting products and services. The Senior Consultant calls on prospects for new business, meets with prospective clients and closes new projects. They also complete client projects such as Growth Partner engagements, executive and/or producer coaching projects, Sales Performance projects, and strategic planning engagements. They serve as a catalyst in bringing data, ideas, and recommendations to clients. Responsible for prospecting, developing, maintaining, and enhancing client relationships.

The main responsibilities include:

• Lead the execution of management consulting engagements such as, growth partner engagements, executive and producer coaching, out-sourced sales management engagements, sales performance projects and strategic planning engagements.
• Conduct coaching calls with salespeople at client’s agencies, primarily via phone or video. Review their prospecting pipelines, strategies, active prospects, and value proposition development. Create SMART action items for each individual salesperson to implement.
• Initiate, develop and close new business for management consulting services including organic growth, sales performance, talent acquisition, peer-exchange networks. Provides information about other MarshBerry services including financial advisory and refers inquiries to appropriate financial advisory team members.
• Generate and qualify leads mostly through prospecting, relationship building and networking to introduce MarshBerry services and products.
• Provide value to clients by identifying issues affecting their business and develop strategies to effectively resolve issues or concerns.
• Identify opportunities to cross-sell and rounding opportunities with clients.
• Serve as facilitator for Strategic Issue Groups (SIGs) for MarshBerry’s Connect Peer-Exchange Network. Develops relationships with SIG members and identifies opportunities to consult and up-sell/cross-sell MarshBerry services.
• Develop and manage strategic relationships through regular client contact including seminars, exchange network meetings, client visits, and industry events.
• Assist with coaching and development of consultants.
• Support MarshBerry and individual branding through contributing to MarshBerry and industry publications and presentations.
• Regularly attend Sales Meetings and proactively participate.
• Stay abreast of industry trends and changes incorporating “proven practices” in the development of processes, services, and quality standards.
• Any other special projects, tasks, or duties as assigned.

Qualifications we are seeking:

• Bachelor's degree in Accounting, Finance, or Business Management preferred. MBA or Masters preferred.
• 5-10 years of experience in new business generation while also interfacing with clients and running client meetings. Experience advising clients on operational and strategic plans and issues. Experience within the insurance industry is a plus.
• 3-5 years of experience as an Insurance Producer in either Property & Casualty or Employee Benefits
• Organically developed and or managed an insurance book of business (preferably middle market accounts).
• Insurance license(s) required.
• Additional Professional Designations or Certifications desired, such as, CPA, CVA/AVA, CPCU and/or AM&AA
• Sales Coaching Certification or Designation preferred.
• Formal sales training is strongly preferred such as, PSS, Sandler, Wilson Learning, IMPAX or equivalent.
• Managed a sales team previously is strongly preferred.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database.
• Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Outstanding customer service; an enthusiastic professional able to build relationships with co-workers and clients.
• Must like to work in a fast-paced, professional team environment. Must possess a sense of urgency.
• Ability to adjust to changes in priorities and expectations.
• Ability to travel 25% of the time; includes overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.