Vice President, Business Development - Investment Banking & Consulting (Plano)

MarshBerry is looking for Vice President, Business Development - Investment Banking & Consulting (Plano) in Plano, TX.
This local job opportunity with ID 3753488290 is live since 2026-07-14 20:10:08.
Vice President, Business Development - Investment Banking & Consulting

Join to apply for the Vice President, Business Development - Investment Banking & Consulting role at MarshBerry

Vice President, Business Development - Investment Banking & Consulting

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Join to apply for the Vice President, Business Development - Investment Banking & Consulting role at MarshBerry

MarshBerry 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. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry 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.

Position Summary:

MarshBerry is currently seeking a Vice President, Business Development. The position may be located in one of MarshBerry’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 MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications.

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.

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 MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

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, 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.

It’s 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 been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

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.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionBusiness Development, Consulting, and Finance
• IndustriesInvestment Banking, Business Consulting and Services, and Insurance Agencies and Brokerages

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