About this opportunity
MarshBerry lists this Vice President, Business Development (M&A) opportunity in dana point, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Vice President, Business Development
Posted on May 20, 2026
Hybrid
Full-Time
Requisition #: VICEP
Locations
Dana Point, CA 92629, USA; possible locations in Grand Rapids, MI, Beachwood, OH, Plano, TX.
Description
MarshBerry 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 MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications.
This role may be based out of our office locations in Grand Rapids, MI, Beachwood, OH, Plano, TX or Dana Point, CA.
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. Develop relationships with SIG members and identify 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.
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.
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Worksite address
dana point, CA, 92629, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.