Job Summary:

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.

Requirements:

Qualifications:

• 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.