Vice President, Business Development (M&A)

MarshBerry; Beachwood (OH); On-site; USD 150,000 - 250,000; Full time

Job summary

MarshBerry seeks a Vice President of Business Development to drive national new business and deepen client relationships. The role focuses on origination, strategic advisory, and building expertise across MarshBerry’s products and services, blending networking, thought leadership, and ownership of client engagement.

You will lead projects, collaborate across teams, and represent MarshBerry in industry forums and publications while traveling as required to meet clients.

Qualifications

• Bachelor’s degree in Business Management, Finance, or related degrees.
• Master’s degree is a plus.
• Proficient in Microsoft Office (Word, Excel, Access, PowerPoint) and Salesforce.
• 10+ years of business development leadership experience.
• Experience in financial services, insurance, consulting or professional services.
• Experience in financial consulting, merger and acquisition advisory or wealth management is desired.
• Formal sales training is preferred such as Challenger, Sandler, Wilson, IMPAX or equivalent.

Responsibilities

• Generate new business for MarshBerry’s products and services nationally to meet new business goals.
• Develop prospect and client relationships that drive value and lead to future business.
• Identify issues affecting clients/prospects and develop resolution strategies.
• Manage and execute client projects such as strategic planning, perpetuation planning, M&A transactions, due diligence and valuations.
• Attend Sales Meetings and complete business plans as directed by Sales Leadership.
• Collaborate with leaders across the company to understand lines of business and create new opportunities.
• Develop deep relationships with clients and team leaders to ensure retention; provide high-level service and cross-sell.
• Keep CRM up to date with accounts, clients and opportunities; report pipeline at meetings.
• May facilitate Strategic Issue Groups and develop consulting opportunities.
• Assist with marketing strategies and branding execution.
• Publish articles and deliver presentations on topics affecting insurance and wealth management.
• Stay abreast of industry trends; apply proven practices to service delivery.
• Cultivate relationships with potential clients, partners and stakeholders to generate revenue.
• Handle special projects and other tasks as assigned.

Skills

Strong communication skills

Analytical and problem-solving skills

Travel readiness 50-60% travel

Education

Bachelor’s degree in Business Management/Finance related

Master’s degree

Tools

Microsoft Office

Salesforce

Job description

Vice President, Business Development

MarshBerry is currently seeking a Vice President, Business Development. The VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications.

This role may be based out of our office location in Grand Rapids, MI, Beachwood, OH, Plano, TX or Dana Point, CA.

Responsibilities

• Generate new business for all of MarshBerry’s products and services nationally to achieve new business goals.
• Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
• Manage and execute client projects such as strategic planning, perpetuation planning, merger and acquisition transactions, due diligence and valuations or identify appropriate team members to fulfill projects.
• Regularly attend Sales Meetings and complete business plans as directed by MarshBerry Sales Leadership.
• Collaborate with leaders and consultants across the company to understand their lines of business and initiate new business opportunities.
• Develop deep and trusted relationships with clients and other team leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.
• Ensure that the CRM is kept up to date with current and prospective account, client and opportunity information. Provide updates on current pipeline activity at sales meetings.
• May serve as facilitator for Strategic Issue Groups (SIGs) for MarshBerry’s Connect Peer-Exchange Network. Develops relationships with SIG members and identifies opportunities to consult and up-sell/cross-sell MarshBerry services.
• Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution.
• Publish articles and deliver presentations on timely topics affecting the insurance and wealth management industries.
• Stay abreast of industry news, trends and changes incorporating “proven practices” in the development of services, quality standards, policies, and programs.
• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Special projects and other tasks as assigned.

Selection Criteria

Education & Experience

• Bachelor’s degree in Business Management, Finance, or related degrees. Master’s degree is a plus.
• Related professional designations and licenses are preferred.
• Proficient in Microsoft Office Word, Excel, Access, PowerPoint and Salesforce and other software as it applies.
• 10+ years of business development leadership experience and a proven track record of success in achieving sales goals.
• Experience in financial services, insurance, consulting or professional services industries.
• Experience in financial consulting, merger and acquisition advisory or wealth management is desired.
• Formal sales training is preferred such as, Challenger, Sandler, Wilson, IMPAX or equivalent.
• Experience with Salesforce is preferred.

Other

• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner.
• Ability to travel 50-60% of the time; includes overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.

Equal Opportunity Employer

As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.