Vice President, Business Development (M&A)

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 MarshBerrys 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 locations in Grand Rapids MI Beachwood OH Plano TX or Dana Point CA.

Responsibilities:

• Generate new business for all of MarshBerrys 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 effecting 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 MarshBerrys 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:

• Bachelors degree in Business Management Finance or related degrees. Masters 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.

CA base salary target range - $135000-$175000

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience MarshBerry empowers firms in insurance brokerage & distribution wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth maximize value and navigate every stage of ownership. Core offerings includeInvestment Bankingservices such asMerger & Acquisition AdvisoryandCapital Raising as well asFinancial ConsultinginStrategic PlanningValuations andPerpetuation Planning. MarshBerry also provides specialized support inOrganic Growth ConsultingExecutive Peer Exchange Agency Network andMarket Intelligence & Performance Benchmarking. For more information visit.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents brokers and carriers as well as wealth and retirement plan advisors. Our services include but are not limited to financial operational sales management merger and acquisition advisory an agency network peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients with whom we build trusted advisor relationships. At MarshBerry our mission is to help our clients learn improve and realize their value. Our clients credit us for providing the vision tools and discipline to help them reach their strategic goals.

Its one thing to be recognized as experts in our field it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places The Plain Dealer
• Best Companies Group - Inclusive Workplace
• Crains Fast 50
• Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry visit .

We appreciate your interest in MarshBerry. 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.

Required Experience:

Exec