Financial Consulting Jobs in California (NOW HIRING)

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Corporate Office, Woodmere, OH 44122, USA

On-site, Full-Time, Requisition #: SENIO001362

MarshBerry 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. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences.

Position Summary:

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

The position may be located in one of MarshBerry’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 MarshBerry'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 MarshBerry clients. This primarily consists of working with our 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. The Senior Sales Consultant will focus 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.
• 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.
• 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.
• 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 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.

Other:

• 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.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer‑to‑peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Equal Opportunity Employer: This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.