VP, M&A Business Development

Our client is seeking a Vice President, M&A Business Development
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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 the firm's products and services, with a focus on personal branding through networking, speaking engagements, and authoring articles for industry publications.

• Generate new business across all products and services nationally to achieve new business goals.
• Develop prospect and client relationships that drive value for clients and lead to future business.
• Identify issues affecting clients and prospects and develop strategies to effectively resolve them.
• Manage and execute client projects - such as strategic planning, perpetuation planning, M&A transactions, due diligence, and valuations - or identify appropriate team members to fulfill them.
• Regularly attend sales meetings and complete business plans as directed by Sales Leadership.
• Collaborate with leaders and consultants across the company to understand their lines of business and initiate new business opportunities.
• Develop deep, trusted relationships with clients and team leaders to ensure client retention, providing a high level of service and proactively offering additional consulting solutions.
• Keep the CRM up to date with current and prospective account, client, and opportunity information, and provide pipeline updates at sales meetings.
• Assist with the development of marketing strategies and materials that align with service delivery strategies, and support 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 into the development of services, quality standards, policies, and programs.
• Cultivate and maintain effective relationships with internal and external clients, partners, and stakeholders that can directly or indirectly lead to revenue generation.
• Support special projects and other tasks as assigned.

• Bachelor's degree in Business Management, Finance, or a related field;
  Master's degree is a plus.
• Related professional designations and licenses preferred.
• 10+ years of business development leadership experience with a proven track record of achieving sales goals.
• Experience in financial services, insurance, consulting, or professional services industries; financial consulting, M&A advisory, or wealth management experience is desired.
• Formal sales training (Challenger, Sandler, Wilson, IMPAX, or equivalent) preferred.
• Proficiency in Microsoft Office (Word, Excel, Access, PowerPoint) and Salesforce;
  Salesforce experience preferred.
• Strong written and verbal communication skills, with demonstrated creativity in work product.
• Strong analytical and problem-solving skills, with the ability to identify and resolve issues in a timely manner.
• Ability to travel 50-60% of the time, including overnight and weekend travel, and to work flexible or extended hours as needed.

Compensation is competitive and based on experience.