SVP, Placement Advisory - Transactional Risk

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2 Locations
In-Office
Fintech • HR Tech • Insurance • Consulting
The Role
Company:Marsh

Description:

Marsh & McLennan Companies, Inc. (NYSE: MRSH) is seeking a tax lawyer or a CPA (preferably with renewable energy tax experience, M&A tax experience, or international tax experience, with preference in that order) to serve as a Senior Vice President and Placement Advisor in its Transactional Risk Insurance brokerage team, which is recognized as global leaders in transactional risk insurance.

The individual will be a key part of Marsh’s multi-disciplinary advisory team and will report to the head of the Transactional Risk Tax Practice. The position will provide in-depth exposure to a variety of transactions (M&A, renewable energy financing and otherwise) and the insurance industry generally, in a well-established, high-profile practice within the company.

This role will be based in either our New York City or Norwalk offices. This is a hybrid role that has a requirement of working at least three days a week in the office.

What to expect:

  • Utilizing legal and business skills to analyze tax risks associated with transactions and making commercial decisions relating to transactional risk insurance coverage with respect to complex domestic and cross-border transactions.
  • Managing deal processes with clients, Marsh client executives, clients’ outside counsel, and the carriers who provide coverage in the transactional risk insurance space.
  • Establishing and expanding relationships with carriers, clients, prospects, and other deal professionals, including attorneys, bankers, and accountants.
  • Reviewing and understanding transaction documents and tax risks associated with third-party transactions and internal restructurings.
  • Communicating and negotiating policy terms with lawyers, clients, and underwriters.
  • Preparing and presenting marketing and informational materials relating to transactional risk insurance and Marsh’s specific product offerings to clients, law firms, accounting firms, and at conferences and other venues.

What you need to have:

  • At least four years of transactional, renewable energy finance or M&A tax experience at a major law firm or Big Four
  • Strong oral and written communication skills
  • Creative, commercial, and practical problem-solving skills
  • Entrepreneurial, team-oriented, and comfortable in a fast-paced environment
  • Must be able to obtain P&C license

What makes you stand out:

  • Strong business development skills

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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