Apply on Employer Site

MarshBerry · 2 weeks ago

Vice President, Business Development - Investment Banking & Consulting

Beachwood, OH

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

MarshBerry is an investment banking and consulting firm that is seeking a Vice President of Business Development to join their team. The VP will focus on new business origination and manage certain investment banking or consulting projects while developing relationships with clients and prospects.

Financial ServicesManagement Consulting

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 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 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

Qualification

Business development leadershipFinancial consultingMergerAcquisition advisorySalesforce proficiencyFormal sales trainingMicrosoft Office proficiencyAnalytical skillsCommunication skillsProblem-solving skills