Senior Consultant, Financial Consulting

MarshBerry•Beachwood, OH

20h•Hybrid

About The Position

MarshBerry is growing and seeking a Senior Consultant, Financial Consulting to join their team. They offer a people-first, fast-paced, collaborative culture with opportunities for growth. MarshBerry emphasizes the importance of client trust and the role of its employees in cultivating those relationships. The company provides an environment for employees to learn, improve, and achieve their career goals, offering competitive benefits, new challenges, and learning experiences. This specific role is within the Investment Banking and Consulting Team and involves managing and executing financial and organic growth consulting engagements for clients. The Senior Consultant will work with client leadership to understand business goals and identify relevant MarshBerry services, such as strategic planning, perpetuation planning, sales, or talent advisory. A key aspect of the role is building and maintaining client relationships to establish MarshBerry as a strategic business partner.

Requirements

Bachelor's degree in Business, Finance or related field.
5-7+ years of experience in financial or management consulting within the financial services industry.
Proven experience working with c-suite and business owners to drive value.
Strong relationship building and business development skills.
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.

Nice To Haves

MBA or master’s preferred.
Insurance industry or wealth management industry experience is strongly preferred.
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.

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 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.
Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Any other special projects, tasks, or duties as assigned.