Jobs · Business Development · California

Senior Lead M&A Consultant

Marsh · San Francisco, CA · 1 mo ago
HybridBusiness Development$169k–$339k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title as heading. No Job ID etc. We need to parse the posting. Key info: - Role: Senior Principal in HR M&A Advisory Services, part of People and Investments at Marsh. Based in NYC or Chicago. Hybrid role requiring at least three days a week in office or on site with clients. - Responsibilities: list of duties: orchestrate sales/delivery across Marsh People and Investments' Health and Benefits, Investments and Retirement, Workforce and Rewards, and Global Benefits Management businesses and broader Marsh enterprise; originate and expand work through relationship development with corporate development teams and private equity sponsors, holding accountability for revenue, margin and delivery quality; lead opportunity from identification through pursuit and close as strategic advisor and relationship builder; own human capital agenda on complex transactions end to end, across acquisitions, divestitures, carve-outs, joint ventures, private equity platform and add-on deals; frame people questions that determine whether a deal delivers its thesis, translate into defensible value case, synergy plan and integration roadmap; advise senior business leaders, CHROs, CFOs and private equity deal teams and operating partners on transaction pace, providing clear point of view on critical human capital value drivers; use AI as core tool of craft, accelerating data room review and document synthesis, modeling workforce cost and synergy scenarios, converting repeatable diligence work into practice accelerators; develop colleagues in new ways of working by coaching teams on AI-enabled delivery, setting standard for review and source verification, being explicit about where deal materiality and client confidentiality require human judgment; shape practice point of view on how transactions are changing, including deal structures, workforce composition and regulatory environment, and take that view to market; lead and develop consultants and engagement managers, building bench strength; thrive and be motivated by environment that embraces AI and technology-enabled tools. - Requirements (What you need to have): 12+ years professional services experience with track record of leading transactions; demonstrated management consulting capability, structuring ambiguous problems, hypothesis-first, reaching defensible recommendations under commercial and deal-timeline pressure; executive presence with business leadership including CHRO, CFO and private equity audiences, with record of being retained for next transaction; working fluency with AI in delivery, meaning direct experience directing AI-enabled analysis and holding teams to standard of accuracy, source verification and appropriate handling of client data; working knowledge of M&A lifecycle and core HR disciplines across total rewards, benefits, HR technology and workforce planning, sufficient to lead work and challenge specialists; commercial ownership, including origination, proposal leadership and accountability for revenue, margin and delivery quality; proven ability to build, lead and develop teams in matrixed environment; willingness to travel as deal activity requires. - What makes you stand out? (maybe Skills or Qualifications). This includes: track record of building strong relationships with senior leaders to drive sales and expansion opportunities; hands-on building with AI tools, including prompting, scripting or constructing agentic workflows, rather than only using AI-enabled products; depth in one or more transaction-critical HR disciplines, such as pension and post-retirement obligations, equity and change-in-control exposure, benefit plan design, or workforce cost modeling; experience across both corporate and private equity clients, including platform, add-on and sponsor-to-sponsor dynamics; cross-border transaction experience, including works councils, TUPE, collective bargaining agreements and multi-jurisdiction separation; carve-out and separation depth, including transition service agreements, standalone cost build-up and Day 1 readiness; fluency with HRIS and people data (Workday, SuccessFactors or equivalent), and with how workforce data is assembled into decision-ready analysis on a deal clock; relevant professional certifications such as CCP, GRP, CEBS, PROSCI or PMP; MBA or other advanced degree. - Why join our team: professional development opportunities, interesting work, supportive leaders; vibrant inclusive culture; scale enables range of career opportunities, benefits and rewards to enhance well-being; Marsh description; hybrid work flexibility; base salary range $169,000 to $338,500; base pay determined on factors; performance-based incentives; competitive total rewards package includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs, employee assistance programs. - Schedule: hybrid role requiring at least three days a week in office or on site with clients; office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. - Benefits: health and welfare benefits, tuition assistance, 401K savings and other retirement programs, employee assistance programs. - Pay: base salary range $169,000 to $338,500; performance-based incentives. We need to map to sections: About the role (maybe overview), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. Usually About the role includes description of role, location, hybrid nature. Responsibilities includes list of duties. Requirements includes mandatory qualifications (years experience, etc). Qualifications could include preferred qualifications (certifications, MBA). Skills could include specific skillsets (AI fluency, HRIS, relationship building). Benefits, Pay, Schedule separate. We must not create sections with placeholder or vague content. Must include only if real specific content. Let's craft sections:

About the role

Senior Principal in Marsh's HR M&A Advisory Services team (People and Investments) based in New York City or Chicago. Hybrid role requiring at least three days per week in the office or on site with clients. The role leads the human capital agenda on significant transactions, advises senior leaders, orchestrates delivery across Marsh's People and Investments businesses, and uses AI as a core tool.

That seems fine.

Responsibilities

  • Orchestrate sales and delivery across Marsh People and Investments' Health and Benefits, Investments and Retirement, Workforce and Rewards, and Global Benefits Management businesses and the broader Marsh enterprise to provide an integrated client experience.
  • Originate and expand work through relationship development with corporate development teams and private equity sponsors, owning revenue, margin and delivery quality.
  • Lead opportunities from identification through pursuit and close as a strategic advisor and relationship builder.
  • Own the human capital agenda on complex transactions end to end (acquisitions, divestitures, carve‑outs, joint ventures, private equity platform and add‑on deals).
  • Frame the people questions that determine whether a deal delivers its thesis and translate them into a defensible value case, synergy plan and integration roadmap.
  • Advise senior business leaders, CHROs, CFOs and private equity deal teams and operating partners on transaction pace, providing a clear point of view on critical human capital value drivers.
  • Use AI as a core tool of the craft: accelerate data‑room review and document synthesis, model workforce cost and synergy scenarios, convert repeatable diligence work into practice accelerators.
  • Develop colleagues in new ways of working by coaching teams on AI‑enabled delivery, setting standards for review and source verification, and clarifying where deal materiality and client confidentiality require human judgment.
  • Shape the practice point of view on how transactions are changing (deal structures, workforce composition, regulatory environment) and take that view to market.
  • Lead and develop consultants and engagement managers, building bench strength for the practice.

Requirements

  • 12+ years of professional services experience with a track record of leading transactions rather than supporting them.
  • Demonstrated management consulting capability: structuring ambiguous problems, working hypothesis‑first, reaching defensible recommendations under commercial and deal‑timeline pressure.
  • Executive presence with business leadership (CHRO, CFO, private equity audiences) and a record of being retained for the next transaction.
  • Working fluency with AI in delivery: direct experience directing AI‑enabled analysis and holding teams to standards of accuracy, source verification and appropriate handling of client data.
  • Working knowledge of the M&A lifecycle and core HR disciplines (total rewards, benefits, HR technology, workforce planning) sufficient to lead the work and challenge specialists.
  • Commercial ownership: origination, proposal leadership and accountability for revenue, margin and delivery quality.
  • Proven ability to build, lead and develop teams in a matrixed environment.
  • Willingness to travel as deal activity requires.

Qualifications

  • Relevant professional certifications such as CCP, GRP, CEBS, PROSCI or PMP.
  • MBA or other advanced degree.

Skills

  • Track record of building strong relationships with senior leaders to drive sales and expansion opportunities.
  • Hands‑on building with AI tools (prompting, scripting, constructing agentic workflows) beyond using AI‑enabled products.
  • Depth in one or more transaction‑critical HR disciplines (pension and post‑retirement obligations, equity and change‑in‑control exposure, benefit plan design, workforce cost modeling).
  • Experience across corporate and private‑equity clients, including platform, add‑on and sponsor‑to‑sponsor dynamics.
  • Cross‑border transaction experience (works councils, TUPE, collective bargaining agreements, multi‑jurisdiction separation).
  • Carve‑out and separation depth (transition service agreements, standalone cost build‑up, Day 1 readiness).
  • Fluency with HRIS and people data (Workday, SuccessFactors or equivalent) and ability to assemble workforce data into decision‑ready analysis on a deal clock.

Benefits

  • Health and welfare benefits.
  • Tuition assistance.
  • 401(k) savings and other retirement programs.
  • Employee assistance programs.

Pay

The applicable base salary range for this role is $169,000 to $338,500, with base pay determined by experience, skills, training, location, certifications, education and any applicable minimum‑wage requirements. The position may be eligible for performance‑based incentives.

Schedule

Hybrid role requiring at least three days per week in the office or on site with clients; office‑based teams identify at least one “anchor day” per week when the full team works together in person.

We must ensure no fluff like "commensurate with experience". We didn't include that. Also we didn't repeat job title. We didn't include Job ID. Good. Check for any duplicated content: We have covered all substantive info. Ensure we didn't miss any: The posting also mentions "We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race,

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