Vice President, Business Development - Investment Banking & Consulting

Job Category: Sales

Apply now

• Posted :
  November 26, 2024
• Full-Time

Showing 1 location

California
33971 Selva Rd
Suite 220
Dana Point, CA 92629, USA

California
33971 Selva Rd
Suite 220
Dana Point, CA 92629, USA

Marsh Berry 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 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.

Responsibilities:

• 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 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 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.

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.

Working at Marsh Berry

Who We Are:

Marsh Berry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking…