Vice President, Business Development - Investment Banking & Consulting

Overview

Marsh Berry is growing! We are seeking a Vice President to join our team. We are an investment banking and consulting firm with a people first, fast paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

We provide an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Marsh Berry is currently seeking a Vice President, Business Development. The position may be located in one of Marsh Berry’s office locations or remote-based. 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 Marsh Berry’s products and services.

They will focus on personal branding through networking, speaking engagements and authoring articles for Marsh Berry and industry publications.

• Generate new business for all of Marsh Berry’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 Marsh Berry.
• 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 Marsh Berry 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 Marsh Berry’s Connect Peer-Exchange Network. Develops relationships with SIG members and identifies opportunities to consult and up-sell/cross-sell Marsh Berry 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 Marsh Berry services.
• Special projects and other tasks as assigned.

• 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.

• Strong…