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
- ...Strategy Consultant, Worksite Worksite Strategy & Planning Full-time, Springfield or Boston, MA The Opportunity The Worksite Strategy Consultant serves as a strategic and analytic partner to the Worksite business, supporting leadership and frontline teams through...SuggestedFull timeTemporary work
- ...Procurement Strategy and Governance Consultant – Procurement Center of Excellence Procurement Operational Excellence and Design Full-Time (Hybrid - Boston, MA or Springfield, MA) The Opportunity The Procurement Strategy and Governance Consultant plays...SuggestedFull timeTemporary workWork at office
- ...Job Description Job Description Zifo is looking for a Senior Scientific Strategy Consultant with expertise in the life sciences, pharmaceutical, and/or biotechnology industries to add to the North American Consulting team. This individual will be responsible for delivering...SuggestedFlexible hours
$125k - $200k
...to join their Sales & Marketing team. The role focuses on developing wealth planning strategies for high-net-worth and ultra-high-net-worth clients. Responsibilities Develop, consult on, and implement recommendations alongside attorneys and accountants for clients' complex...Suggested- ...financial and retirement plans to clients and prospects* Provides guidance to clients in the development of trust and estate planning strategies and coordinates the implementation of agreed upon strategies, including meeting with client's accountants, attorneys and other...SuggestedTemporary workWork at officeLocal areaWork from homeFlexible hours
$79k - $109k
...deliver — and you make it realwith product. As a ProductStrategy Consultant at Slalom, you'll advise clients on how to transform their... ...informed, AI-enabled, and built to last. This isn't surface-level strategy work. You'll dig into research and insights, revenue analytics...Temporary workLocal area$70k - $80k
...their full potential and accomplish their most ambitious goals. We harness the power of logic with magic – a balance of data-driven strategy and brand-focused creative. We partner with diverse organizations across various industries and our client list encompasses...Temporary workSummer workWork at officeLocal areaRemote work- ...A global consulting firm is seeking a Senior in Indirect Tax to advise on tax compliance and strategies. The role involves managing indirect tax processes and optimizing tax strategies for clients. Candidates should have a Bachelor’s degree along with at least 3 years...
- Kinsley Power Systems is seeking a Housing Development Planner to support the development and preservation of affordable housing in Cambridge. The ideal candidate will collaborate with developers and city staff to assess project feasibility and funding commitments, ensuring...Remote work
$33 - $38 per hour
...Marketing team. You will help improve multiple website projects, deliver exceptional user experiences, and increase content management strategies within HubSpot. You will manage digital projects on the customer-facing digital experience roadmap. You will use project...Contract work- ...Marketing, and more. We are Google Premier Partner certified, MOZ-recommended, and 5-star rated. What drives us is a commitment to strategies that are unique and driven by what works, using real-time data to attract the right audience with the right message at the right...Immediate startRemote work
$63k - $95k
...succeed. We collaborate across Indeed – including Sales, Product, Client Success, Finance, and Marketing – to identify data-driven strategies that improve client performance, enhance value, and support revenue growth. As a Senior Strategist I, you will serve as both...Work experience placementLocal area$79.3k
...for creating and managing profitable customer relationships and experiences. Key responsibilities include developing end-to-end strategies that will help with managing relationships with clinical partners, identifying C2V savings, overseeing wellness programs, addressing...For contractorsWork at officeLocal areaRemote work3 days per week- Jerry is seeking a Community Engagement Coordinator to build and strengthen our organic presence across Reddit, Quora, YouTube, and TikTok. You will craft thoughtful playbooks for each community and grow dedicated spaces like Jerry’s subreddits into trusted, active communities...Remote work
- Expectations:Experienced with data: Day-to-day management and optimization of campaignsas well as regular reportingis highly dependent on your ability to compile and analyze marketing platform data. SQL or Advanced Google Sheets formulas should be a second language to ...Full timeRemote workWork from home
$86.32k - $129.48k
Ahold Delhaize USA is seeking an Indirect Sourcing Analyst III to drive cost optimization across a $5B portfolio. This senior-level role involves leading sourcing initiatives, managing complex datasets, and conducting negotiations. The ideal candidate will have 5-7 years...Work at office- CarGurus seeks a Senior Internal Communications Specialist to own end-to-end internal communications programs, ensuring the employee perspective drives alignment and culture. You’ll partner with People & Talent and business leaders to craft messages that land across global...
$130k - $150k
...Data workstreams with business leads. If you're a data-fluent MBA or consultant who wants to sit at the intersection of Growth, Finance, and Enterprise Tech, this is your chance to drive the strategy behind our most high-profile acquisitions. Acquisition Backlog & Prioritization...Immediate startRemote workRelocation- ...SEO Strategist in Boston to drive advanced SEO and AEO programs for enterprise clients. This leadership role involves developing strategies, mentoring juniors, and managing complex client engagements. The ideal candidate will have 5+ years of hands-on SEO experience, strong...
- ...deep understanding of customer goals, use cases, operating model, and technical landscape in order to shape realistic deployment strategies and success plans. Partner with customer stakeholders to align on milestones, rollout sequencing, and readiness criteria. Program...Temporary workWorldwideFlexible hours
- ...at Pryzm: the people who sit at the intersection of software, strategy, and mission. This is not a traditional implementation role. You... ...or Forward Deployed Engineer, or elsewhere, such as within consulting, federal contracting, SaaS implementation, or a hybrid. Demonstrated...Full timeRelocationRelocation package
$115k - $155k
Novogradac Consulting LLP is seeking a LIHTC Development Consultant in Boston, MA to provide leadership and expertise on low‑income housing... ...transactions. This role requires evaluating development strategies and guiding clients throughout the LIHTC process. Candidates should...Remote jobFlexible hours$150k - $300k
...market-facing GTM materials. This is a highly strategic, hands‑on role for someone who can define the overarching interactive media strategy while also rolling up their sleeves to design, edit, and produce high-impact assets. The ideal candidate is a player‑coach who can...FreelanceLocal areaFlexible hours- ...Associate to support engagement initiatives and enterprise programs across the organization. This role will help bring our culture, strategy, and business priorities to life through clear, engaging communications. This role will partner with Marketing & Communications...
- ...organizational impact. This role sits at the intersection of strategy, customer engagement, product, and technology - partnering closely... ...strategic customer engagements in high-growth SaaS, AI, consulting, or transformation-focused environments Strong track record of...Shift work
$500 per month
About Us Herald is transforming how commercial insurance gets sold. We combine modern API infrastructure with industry‑specific AI that can read emails, extract data, generate quotes, and guide brokers through submission workflows end‑to‑end. The result is faster placement...Work at officeRelocationHome officeFlexible hours$151.5k - $252.5k
...M&A Strategy & Diligence Senior Consultant Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation...Full timeVisa sponsorship- ...agencies in the United States. These are established, fast-growing consultancies delivering complex HubSpot implementations, CRM migrations,... ...stage frameworks aligned to client revenue operations strategy - Build advanced automation including complex workflows, lead...Full timeContract workRemote work
- Korn Ferry, partnering with a respected hospice provider, is seeking a Hospice Care Consultant for the North Shore/Boston, MA area. This role focuses on strategic referral growth and strong relationship-building with hospitals, home health agencies, and physician offices...
$233.59k - $350.38k
...difference in the world of digital health? As a member of the Digital Strategy Team within Evinova you will partner with both AstraZeneca R&D... ...enhance patient outcomes. This dynamic role combines strategy consulting & solution design, all driving value realization for Evinova....Hourly payTemporary workWork at officeRemote work3 days per week
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