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Strategy Consultant

SoTalent

Client: Prestigious Fortune 500 Financial Services Leader Location: Boston or Springfield, MA (Hybrid) Employment Type: Full-Time / Permanent The Opportunity I am currently representing a premier name in the insurance and financial services sector that is looking to appoint a high-caliber Strategy Consultant to their Institutional/Worksite division. This is a high-visibility role acting as a "force multiplier" for senior leadership, bridging the gap between high-level corporate vision and frontline execution. My client is seeking a professional who thrives in a matrixed environment and possesses the rare ability to turn dense, complex datasets into a compelling narrative that drives executive decision-making. Primary Responsibilities Strategic Advising: Act as a dedicated thought partner to the Senior Leadership Team, translating business challenges into measurable strategic roadmaps. Operational Excellence: Lead cross-functional projects that optimize sales effectiveness, enrollment outcomes, and pipeline transparency. Data Storytelling: Synthesize quantitative and qualitative insights to create high-impact presentations for executive stakeholders. Innovation: Leverage advanced analytics, automation, and AI tools to streamline reporting cycles and scale departmental operations. Market Intelligence: Monitor external market shifts and competitive landscapes to provide proactive recommendations for growth. Candidate Profile We are looking for a consultant who balances analytical rigor with exceptional interpersonal skills. The ideal candidate comes from a management consulting or corporate strategy background, with a specific focus on financial distribution models. Core Requirements Education: Bachelor’s degree required (Master’s degree or MBA preferred). Project Leadership: 5-8+ years of experience managing high-stakes projects across diverse organizational groups. Technical Artistry: Expert-level proficiency in Excel and PowerPoint, with a proven ability to distill complex data into "simple but powerful" executive decks. Industry Knowledge: At least 2 years of experience working with distribution datasets and building sales planning/forecasting models. Ambiguity Management: A track record of navigating shifting priorities and defining clear paths in uncertain environments. Preferred Experience Background in Management Consulting or Corporate Strategy within a large-scale enterprise. Subject matter expertise in Life Insurance or Supplemental Health products. Experience with advanced visualization tools (e.g., MekkoGraphics). Strong hypothesis-driven problem-solving skills. Why Join This Organization? This isn’t just a strategy role; it’s an opportunity to join the "heartbeat" of a major business unit. My client values stewardship, long-term impact over short-term gains, and a culture of continuous learning. You will have clear ownership of your work, consistent access to executive mentorship, and the resources of a legacy firm that is aggressively modernizing its tech stack. #J-18808-Ljbffr

Vacancy posted 2 days ago
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