VP Valuations Job at Selby Jennings, California

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  • Selby Jennings
  • California

Job Description

Title: Vice President of Valuations

Location: Plano, TX; Grand Rapids, MI; Cleveland, OH; Dana Point, CA

Company Summary: We are working with an industry-leading investment bank with a specialized focus in financial services and insurance, looking to add a Vice President of Valuations to their growing team. This role offers the opportunity to lead end-to-end valuation projects, drive strategic improvements, and collaborate with top professionals in a lean, agile environment.

Key Responsibilities:

  • Execute business valuation projects and provide strategic oversight within the financial advisory team
  • Act as a subject matter expert in valuation support for advisory team members
  • Develop and maintain client relationships, ensuring exceptional client satisfaction
  • Oversee active valuation projects from initiation to completion, tracking timelines and commitments

Requirements:

  • Bachelor's degree in finance, accounting, or business management (Master's preferred)
  • CPA, CVA/AVA, or AM&AA certifications preferred
  • Ability to obtain Series 79 license
  • 7+ years of experience in business valuation, M&A, TAS, IB, or financial consulting
  • Proficiency in Word, Excel, and PowerPoint

Why Join?

  • Compete with top players in the insurance space, with robust deal flow and a strong client base
  • Opportunity to manage client relationships end-to-end and take on leadership responsibilities from day one
  • Exposure to business development and growth potential within the front office
  • Positive work culture with work-life balance (50-60 hours per week)

If you or someone you know is interested in this exciting opportunity please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat.

Job Tags

Permanent employment,

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