Senior Consultant

About the role

MarshBerry, a subsidiary of Lincoln International, is seeking a Senior Consultant to join its Growth Advisory team. The company has a people-first, fast-paced, collaborative culture with ample opportunity for growth. MarshBerry provides an environment where employees can learn, improve, and realize their career goals, offering competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary: MarshBerry is currently seeking a Senior Consultant on its Growth Advisory team. The role may be based at any MarshBerry office and follows a hybrid schedule. The Senior Consultant manages and executes financial and organic growth consulting engagements, working with client leadership to understand business goals and identify MarshBerry services (e.g., strategic planning, perpetuation planning, sales or talent advisory) to help meet those goals, while building and maintaining client relationships to position MarshBerry as a strategic business partner.

Responsibilities

• Lead and execute client engagements from beginning through completion, providing exceptional client service and developing lasting client relationships.
• Partner with clients’ leadership to understand their business goals and identify MarshBerry services to help meet those goals including, but not limited to strategic planning, perpetuation planning, sales or talent advisory.
• Build and maintain trusted relationships with business owners and executives.
• Recognize opportunities for growth and implement strategies that will enhance client satisfaction and achieve goals.
• Fully develop and utilize MarshBerry’s capabilities and position the company as a strategic partner to clients.
• Proactively identify issues affecting clients and prospects and develop strategies to effectively find solutions and resolve issues and concerns.
• Seek and coordinate new business development activities for MarshBerry services and identify opportunities to bring in other MarshBerry consultants where applicable.
• Schedule and manage project implementation workflows with team members and provide consistent and constructive feedback to clients and to