We strive to be Your Future, Your Solution to accelerate your career!

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.

• 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.

• Bachelor’s degree in Finance, Accounting, or Business Management (Master’s or Juris Doctor preferred).
• Professional certifications (e.g., CPA, CVA, CPCU, AM&AA) are a plus.
• Minimum of 6 years of experience in investment banking, transaction advisory, corporate development, financial consulting, law, or related fields.
• Proven leadership experience managing deal teams and driving business growth.
• Strong financial acumen with the ability to analyze complex transactions.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Must pass licensing exams to become a registered representative of our affiliated broker-dealer post-hire.

Learn more about Saige Partners on Facebook or LinkedIn.

Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at https://careers.saigepartners.com/.