Vice President, Valuation

Location: Hybrid | Cleveland, OH , Plano, TX, & Grand Rapids, MI
Industry: Financial Advisory / Business Valuation / M&A Advisory

Our client is a leading financial advisory and consulting firm serving the insurance, wealth management, and broader financial services industries; they are seeking a Vice President, Valuation to join its growing team.

This is an opportunity to play a leadership role within an established valuation practice, overseeing complex valuation engagements, mentoring team members, and working closely with clients on strategic financial matters. The firm offers a collaborative culture, strong growth trajectory, and the ability to make a meaningful impact with clients across the country.

Key Responsibilities

• Lead business valuation engagements from strategy through final delivery.
• Manage project execution, timelines, and quality control to ensure client satisfaction.
• Review valuation analyses, reports, and deliverables for technical accuracy and consistency.
• Serve as a subject matter expert and mentor for valuation professionals across the organization.
• Collaborate with senior leadership to enhance valuation methodologies, processes, and best practices.
• Build and maintain strong client relationships while supporting business development efforts.
• Monitor active engagements and proactively resolve project-related challenges.
• Stay current on valuation methodologies, industry trends, and regulatory developments.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field; advanced degree preferred.
• Professional credentials such as CPA, CVA, AVA, AM&AA, or similar are highly desirable.
• Ability to obtain FINRA Series 7, 63, and 79 licenses.
• 6+ years of experience in business valuation, transaction advisory, investment banking, financial consulting, or related disciplines.
• Demonstrated experience leading teams and managing client-facing projects.
• Strong financial analysis, valuation modeling, and project management capabilities.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• Willingness to travel periodically as needed.

What You'll Find

• High-impact client work across a variety of financial advisory engagements.
• Opportunity to help shape and grow an established valuation practice.
• Collaborative, entrepreneurial culture with strong leadership support.
• Competitive compensation and benefits package.
• Hybrid work environment and flexibility.
• Clear pathway for professional growth and leadership advancement.

If you are an experienced valuation professional looking to take on a leadership role within a growing advisory platform, we encourage you to apply.

Expected Compensation:

Base Salary: $130k - $175k

Discretionary Bonus: 15-30%