Senior Consultant, Financial Consulting

Position Summary

The Senior Consultant, Financial Consulting position at MarshBerry is responsible for managing and executing financial and organic growth consulting engagements for MarshBerry clients. This role involves working closely with clients' leadership to understand their business goals and identifying MarshBerry services to help meet those goals, including strategic planning, perpetuation planning, sales or talent advisory. The Senior Consultant also focuses on building and maintaining client relationships to establish 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.
• Schedule and manage project implementation workflows with team members and provide consistent and constructive feedback to clients and to other consultants assigned to the project.
• Support MarshBerry and individual branding by contributing to MarshBerry and industry publications and delivering presentations.
• Keep abreast of industry trends and technology changes while incorporating “best practices” in the development of technology, 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.
• Seek and coordinate new business development activities for MarshBerry services and identify opportunities to bring in other MarshBerry consultants where applicable.
• Any other special projects, tasks, or duties as assigned.

Selection Criteria

• Bachelor's degree in Business, Finance or related field. MBA or master’s preferred.
• 5-7+ years of experience in financial or management consulting within the financial services industry. Insurance industry or wealth management industry experience is strongly preferred.
• Proven experience working with c-suite and business owners to drive value.
• Strong relationship building and business development skills.
• Formal sales training is preferred such as, PSS, Sandler, Wilson Learning, IMPAX or equivalent.
• Professional designations or licenses within insurance or financial services is a plus.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database.
• Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner.
• Strong communication and presentation skills.
• Ability to travel up to 40% of the time; includes overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.