Senior Consultant, Financial Consulting

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Corporate Office, Woodmere, OH 44122, USA

On-site, Full-Time,

Requisition #: SENIO
001362

Marsh Berry is growing! We are seeking a Senior Consultant, Financial Consulting to join our team. We have a people‑first, fast‑paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

Marsh Berry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences.

Position Summary:

Marsh Berry is currently seeking a Senior Consultant, Financial Consulting within our Investment Banking and Consulting Team
.

The position may be located in one of Marsh Berry’s office locations, and will work a hybrid schedule; in‑office Monday through Thursday, with the option to work remotely on Friday.

This individual will report to one of Marsh Berry's Vice Presidents on our Investment Banking & Consulting team.

The Senior Consultant is responsible for managing and executing financial and organic growth consulting engagements for Marsh Berry clients. This primarily consists of working with our clients’ leadership to understand their business goals and identify Marsh Berry services to help meet those goals including, but not limited to, strategic planning, perpetuation planning, sales or talent advisory. The Senior Sales Consultant will focus on building and maintaining client relationships to establish Marsh Berry 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 Marsh Berry 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 Marsh Berry’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 Marsh Berry services and identify opportunities to bring in other Marsh Berry 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 Marsh Berry and individual branding by contributing to Marsh Berry 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 Marsh Berry services.
• Any other special projects, tasks, or duties as assigned.

Selection Criteria

Education & Experience:

• 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…