Senior Consultant

MarshBerry; Dana Point, Plano, Grand Rapids (CA, TX, MI); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

MarshBerry, a growth-focused advisor to financial services firms, seeks a Senior Consultant to join its Growth Advisory team in a hybrid capacity. The role partners with client leadership to meet strategic goals, including planning, perpetuation, and sales/talent advisory, while building trusted client relationships.

The position requires 5-7+ years in consulting, strong c-suite interaction skills, and a track record in business development.

Qualifications

• Bachelor's degree in Business, Finance or related field; MBA preferred.
• 5-7+ years in financial or management consulting within financial services.
• Proven experience working with c-suite and business owners to drive value.
• Strong relationship building and business development skills.
• Proficient with Microsoft Word, Excel, PowerPoint and Access or similar database.

Responsibilities

• Lead and manage client engagements from start to finish with high service levels.
• Partner with clients’ leadership to understand goals and identify MarshBerry services.
• Build and maintain trusted relationships with business owners and executives.
• Identify growth opportunities and position MarshBerry as a strategic partner.
• Coordinate new business development activities and leverage other consultants when needed.
• Schedule and manage project implementation workflows and provide feedback.
• Contribute to MarshBerry publications and industry presentations.
• Stay current with industry trends and best practices in technology and quality standards.
• Travel up to 40% and accommodate flexible/extended hours when required.

Skills

Relationship building

Business development

C-suite engagement

Executive communication

Team leadership

Education

Bachelor's degree in Business/Finance

MBA preferred

Tools

MS Word

Excel

PowerPoint

Access

Job description

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Senior Consultant

• Posted on September 16, 2026

Locations

Showing 1 location

Corporate Office
Woodmere, OH 44122, USA

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

Description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Senior Consultant to join our Growth Advisory 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, hybrid work schedules, new challenges, and learning experiences.

Position Summary

MarshBerry is currently seeking a Senior Consultant for our Growth Advisory 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's.

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.
• 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.

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.

CA base salary target range - $100,000-$120,000

Working at MarshBerry

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings includeInvestment Bankingservices such asMerger & Acquisition AdvisoryandCapital Raising, as well asFinancial ConsultinginStrategic Planning,Valuations, andPerpetuation Planning. MarshBerry also provides specialized support inOrganic Growth Consulting,Executive Peer Exchange, Agency Network andMarket Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com .

Who We Are

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings includeInvestment Bankingservices such asMerger & Acquisition AdvisoryandCapital Raising, as well asFinancial ConsultinginStrategic Planning,Valuations, andPerpetuation Planning. MarshBerry also provides specialized support inOrganic Growth Consulting,Executive Peer Exchange, Agency Network andMarket Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com .

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, an agency network, 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.

Awards

• North Coast 99
• Top Work Places – The Plain Dealer
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

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.