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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

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 Mid-Senior level

• Employment type Full-time

• Job function Business Development, Consulting, and Finance
• Industries Investment Banking, Business Consulting and Services, and Insurance Agencies and Brokerages

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MarshBerry is seeking a Vice President, Business Development to drive new business origination and manage client relationships. The role prioritizes personal branding and networking across various platforms.

Candidates should possess a degree in Business Management or Finance, with over 10 years of relevant leadership experience. The VP will work from various office locations including Plano, TX, and is expected to travel 50-60% of the time.

Vice President, Business Development

• Posted on May 20, 2026
• Hybrid
• Full-Time
• Requisition #: VICEP

Dana Point, CA 92629, USA; possible locations in Grand Rapids, MI, Beachwood, OH, Plano, TX.

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.

• 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.

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.

• 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.

Overview

MarshBerry is growing! We are seeking a Vice President, Transaction Advisory, to join our team. We have 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. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

MarshBerry is seeking a Vice President, Transaction Advisory, based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and project oversight to MarshBerry’s Transaction Advisory practice, ensuring that MarshBerry services are delivered effectively, efficiently, and consistently. In addition to the fulfilment of projects, the Vice President will collaborate with project leads to review project work and drive continual improvement and enhancement of MarshBerry transaction advisory processes, resources, and deliverables. MarshBerry is considered the leading buy- and sell-side adviser in the insurance brokerage industry. This role will be pivotal in expanding MarshBerry’s buy-side advisory practice, which has significant growth opportunities.

• Serve as client-facing lead on transaction advisory projects and maintain the client relationship to ensure successful project execution.
• Serve as subject matter expert for MarshBerry transaction advisory services, providing training, guidance, and technical support.
• Drive successful projects by developing and maintaining relationships with clients.
• Monitor the status of active transaction advisory projects, tracking projects from initiation to completion and ensuring that project timelines and commitments are met to client satisfaction.
• Develop a quality of earnings analysis by assessing the quality and sustainability of the target company’s reported earnings and achievability of the forecast (adjusted earnings).
• Analyze target company data for working capital considerations and potential liabilities and risks which impact valuation.
• Effectively lead the engagement team in conversations with clients and lenders and act as the interface with senior executives of clients and target companies.
• Identify key risks and assess the strengths and weaknesses of the business and aid in the evaluation of the potential transaction in the context of the client’s investment strategy. The analysis could also comprise the comparison of specific financial or performance metrics to industry benchmarks.
• Responsible for the quality of client deliverables, which include all aspects of financial due diligence, such as quality of earnings, working capital, production analysis and revenue testing.
• Collaborate with project leads to identify and understand factors impacting project status and develop strategies to effectively resolve issues.
• Identify and make improvements to processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk; stay abreast of industry trends and changes, incorporating best practices.
• 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.
• Other special projects, tasks or duties as assigned.

Education & Experience:

• Bachelor’s degree in Finance or Accounting, Master’s degree or CPA is a plus
• 7+ years of experience in transaction advisory, financial due diligence, or audit.
• Insurance industry experience is a plus but not required

Other:

• Self-motivated and has professional presence
• Proven experience in leading project teams
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to grasp new business concepts and issues
• Proficient with technology; Microsoft Word, Excel and Power Point
• Analytical, with proactive and creative problem-solving skills: Capability to identify and resolve issues in a timely manner
• Strong written communication skills and ability to effectively run a meeting
• Organized with strong attention to detail while being able to manage multiple engagements at the same time
• Willingness to travel (up to 25% of the time)
• Ability to work flexible and/or extended hours as needed

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 recently been 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

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

MarshBerry is growing! We are seeking a Vice President, Transaction Advisory, to join our team. We have 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. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

MarshBerry is seeking a Vice President, Transaction Advisory, based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and project oversight to MarshBerry’s Transaction Advisory practice, ensuring that MarshBerry services are delivered effectively, efficiently, and consistently. In addition to the fulfilment of projects, the Vice President will collaborate with project leads to review project work and drive continual improvement and enhancement of MarshBerry transaction advisory processes, resources, and deliverables. MarshBerry is considered the leading buy- and sell-side adviser in the insurance brokerage industry. This role will be pivotal in expanding MarshBerry’s buy-side advisory practice, which has significant growth opportunities.

Responsibilities:

• Serve as client-facing lead on transaction advisory projects and maintain the client relationship to ensure successful project execution.

• Serve as subject matter expert for MarshBerry transaction advisory services, providing training, guidance, and technical support.
• Drive successful projects by developing and maintaining relationships with clients.
• Monitor the status of active transaction advisory projects, tracking projects from initiation to completion and ensuring that project timelines and commitments are met to client satisfaction.
• Develop a quality of earnings analysis by assessing the quality and sustainability of the target company’s reported earnings and achievability of the forecast (adjusted earnings)
• Analyze target company data for working capital considerations and potential liabilities and risks which impact valuation.
• Effectively lead the engagement team in conversations with clients and lenders and act as the interface with senior executives of clients and target companies.
• Identify key risks and assess the strengths and weaknesses of the business and aid in the evaluation of the potential transaction in the context of the client’s investment strategy. The analysis could also comprise the comparison of specific financial or performance metrics to industry benchmarks.
• Responsible for the quality of client deliverables, which include all aspects of financial due diligence, such as quality of earnings, working capital, production analysis and revenue testing.
• Collaborate with project leads to identify and understand factors impacting project status and develop strategies to effectively resolve issues.
• Identify and make improvements to processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk; Stay abreast of industry trends and changes, incorporating best practices.
• 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.
• Other special projects, tasks or duties as assigned.

Selection Criteria

Education & Experience:

• Bachelor’s degree in Finance or Accounting, Master’s degree or CPA is a plus
• 7+ years of experience in transaction advisory, financial due diligence, or audit.
• Insurance industry experience is a plus but not required

Other:

• Self-motivated and has professional presence
• Proven experience in leading project teams
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to grasp new business concepts and issues
• Proficient with technology; Microsoft Word, Excel and Power Point
• Analytical, with proactive and creative problem-solving skills: Capability to identify and resolve issues in a timely manner
• Strong written communication skills and ability to effectively run a meeting
• Organized with strong attention to detail while being able to manage multiple engagements at the same time
• Willingness to travel (up to 25% of the time)
• 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 recently been 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

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

MarshBerry is growing! This confirms role closure or status, which may indicate the position is no longer accepting applications.

Join to apply for the Regional Sales Director (Mid-Atlantic) role at MarshBerry

FirstChoice is growing! We are seeking a Regional Sales Director to join First Choice, a MarshBerry Company. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of 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. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

FirstChoice is currently seeking a Regional Sales Director to join our growing team. The Regional Sales Director will focus on developing new business within the Mid-Atlantic region. The ideal candidate will be remote based and live in Maryland, D.C., or Northern Virginia. The Regional Sales Director will develop and maintain relationships with member agents therein, increase organic growth through new member recruitment and sales activities, and drive profitable growth through aggregation in the assigned territory.

• Collaborate with the Senior Vice President and Regional Vice President to drive new business generation through identifying and recruiting new member agents and driving profitable growth through aggregation within the assigned territory.
• Maximize revenue in assigned region by increasing the amount of aggregated premium.
• Develop and maintain strong working relationships with agents.
• Utilize Salesforce to plan, log, and execute sales strategies.
• Engage partners to assist member agents with IT, marketing, and educational evaluations and opportunities.
• Lead member agent’s strategic planning process.
• Report sales data and activities weekly to the SVP.
• Complete new agent onboarding process.
• Retain and service existing agents.
• Educate members on First Choice partner and vendor discounts.
• Stay abreast of industry trends and changes incorporating “proven practices” in the development of processes, services, and quality standards.
• Support MarshBerry and individual branding through contributing to MarshBerry and industry and presentations.
• 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.
• Other special projects, tasks or duties as assigned by Management.

• Bachelor's degree in Business Management, Finance, or related field. MBA or master’s preferred.
• P&C license required. Professional Designations or Insurance Certifications like RPLU, CIC ARE, CPCU are a plus.
• 7‑10+ years of sales experience with a minimum of 5+ within the insurance industry.
• Strong relationships with agency owners within the territory.
• In depth knowledge of insurance plans and carriers.
• Proficient with technology; CRM, PowerBI, Word, Excel, Power Point. Salesforce experience is a plus.

• Demonstrated leadership skills.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Experience presenting and writing content to be published is a plus.
• Ability to travel 30‑40% of the time; includes overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.

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.

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, an agency network, 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.

MarshBerry has recently been 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

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.

For further information, please review the Know Your Rights notice from the Department of Labor.