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Segal Marco Advisors · 5 months ago

Senior Consultant, Retirement

Boston116 Huntington Avenue, Suite 901

Full-time

Hybrid

Mid, Senior Level

$124K/yr - $165K/yr

7+ years exp

Segal Marco Advisors is a leading North American consulting firm specializing in employee benefits, human resources, and investment management. The Senior Consultant, Retirement will play a crucial role in supporting Senior Vice Presidents, managing client relationships, and driving business development in the multiemployer market.

Financial Services

Responsibilities

Planning, designing, staffing, and managing large-scope client projects; developing implementation strategies and coordinating and monitoring effective project execution and service delivery

Managing and maintaining clients and client relationships

Leading and/or participating in business development efforts for new and existing clients that includes cross-selling services to achieve or exceed assigned revenue goals

Using strategic and tactical skills to identify client needs and formulate integrated and appropriate solutions

Contributing to practice development through thought leadership (e.g., identifying or developing best practice approaches), publication and public speaking

Mentoring and developing staff resources and, as emulating leadership behavior

Promoting and contributing to a work culture that is diverse and inclusive

Qualification

Employee benefits expertiseBusiness development experienceClient relationship managementLeadership skillsCommunication skills

Required

A minimum of seven (7) years of relevant consulting experience allowing for immediate transition into the role described

Expertise in employee benefits (e.g., health & welfare and retirement)

Demonstrated track record of success leading and/or supporting business development and revenue growth initiatives in the multiemployer marketplace to include accountability for meeting/exceeding assigned revenue goals

Demonstrated ability to build and maintain effective relationships with client organizations

Excellent communication (oral/written) skills with a proven ability to positively influence diverse audiences through use of intellect, superior analytical skill, and ability to develop complex business solutions

Leadership skills as evidenced by a favorable impact on practice development, staff development, marketplace development and business profitability growth