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P&C Tap Team Lead

  • Job
    Full-time
    Senior & Expert Level
  • Banking & Finance
  • $91.3K - $126K
  • Los Angeles

AI generated summary

  • You need a Bachelor’s degree, 8-12 years exp., M&A knowledge, leadership skills, professionalism, problem-solving ability, teamwork, communication skills, time management, organization, attention to detail.
  • You will lead a team in providing oversight for transaction advisory work, supporting professional development, fostering a positive work environment, and ensuring team members have necessary resources and training.

Requirements

  • Bachelor’s degree in finance, business, accounting, or equivalent education and/or work experience
  • 8 to 12 years' relevant experience
  • Possess a broad understanding of M&A related strategies and issues.
  • Must be passionate about people leadership, learning, and knowledge-sharing.
  • Proven ability to provide a high level of professionalism on transactions.
  • Able to lead and make independent decisions, with support of Practice Leader.
  • Motivated and enthusiastic team player.
  • Excellent problem-solving skills and follow through.
  • Excellent oral and written communication skills.
  • Excellent time management and organizational skills.
  • Very strong attention to detail and accuracy of information.

Responsibilities

  • In addition to Senior Transaction Advisor or Director responsibilities, the Team Leader:
  • Provides leadership and guidance,
  • Provides oversite of work performed,
  • Supports the professional development of team members, and
  • Fosters an environment that allows team members to take time away from their work.
  • The Team Leader serves as a key figure within the Transaction Advisory Practice.
  • Primary responsibilities are:
  • Team Leadership:
  • Work closely with TAP Leader to implement Lockton and TAP goals, objectives, policies, and procedures.
  • Understand and support the TAP Practice vision.
  • Communicate and drive results at the team level.
  • Foster a positive environment and culture that encourages the team to prosper.
  • Provide assigned associates with onboarding, mentoring, training, and meaningful feedback.
  • Participate in ongoing performance reviews of team members.
  • Implement agreed upon training plans and ensure the assigned Associates complete them.
  • Foster / develop the next generation of Team Leaders.
  • Deal Management:
  • Responsible for tracking progress of all transaction engagements assigned to team members.
  • Serve as the deal leader for individual transactions in a similar fashion as other transaction advisors.
  • Identify and accept transactions in Monday.com that are a good fit for your team.
  • Assist with the day-to-day oversite of engagements within an assigned team.
  • Serve as a resource for other Associates.
  • Performs other responsibilities and duties as needed.

FAQs

What are the primary responsibilities of a P&C Tap Team Lead?

The primary responsibilities of a P&C Tap Team Lead include providing leadership and guidance, overseeing the work performed, supporting the professional development of team members, and fostering an environment that allows team members to take time away from their work.

What qualifications are required for a P&C Tap Team Lead position?

Qualifications for a P&C Tap Team Lead position typically include a Bachelor's degree in finance, business, accounting, or equivalent education and/or work experience, 8 to 12 years of relevant experience, a broad understanding of M&A related strategies and issues, and a passion for people leadership and knowledge-sharing.

What are the key skills needed to excel as a P&C Tap Team Lead?

Key skills needed to excel as a P&C Tap Team Lead include the ability to provide a high level of professionalism on transactions, make independent decisions with the support of the Practice Leader, be a motivated and enthusiastic team player, have excellent problem-solving skills and follow-through, possess strong communication skills, and demonstrate excellent time management and organizational skills with a keen attention to detail and accuracy.

Finance
Industry
10,001+
Employees
1966
Founded Year

Mission & Purpose

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,750+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.