3,948 Advisory Consultant jobs in the United States

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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Wealth Advisory Consultant is responsible for supporting Truist Wealth Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager. The ICG team is comprised of teammates with varied financial services industry backgrounds. The candidate will be able to gain a broad base of knowledge in working with a number of different internal teams.
**Essential Duties and Responsibilities:**
+ Receive inbound requests on team phone queue on a daily basis (4 hrs/day) and accept proportion of team monthly call volume. Also accept and work proportion of team emails.
+ Arrange coverage for scheduled time out of the office.
+ Perform constructive outbound communications and support pro-active initiatives.
+ Assist FA Teams with constructing and generation of client investment proposals
+ Assist FA Teams with investment advisory platform system navigation.
+ Be able to recommend appropriate investment options for specific client needs as presented by Financial Advisors.
+ Be able to review new and existing client investments to identify potential Investment Advisory opportunities.
+ Remain current with internal firm investment best thinking, industry trends, market events and available product sets.
+ Maintain working knowledge of related operational procedures, including systematic service requests, billing, and coordination of resources and vendors to address issue resolution.
+ Schedule and conduct one-on-one reviews & trainings with Financial Advisor teams.
+ Provide support to the team's External Consultants through travel, trainings, general advisor sessions.
+ Provide support to the team's other members and programs through travel, trainings, general advisor sessions.
+ Remain current with firm policies and apply to daily business.
**Required Qualifications:**
+ The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Ability to be productive in a service oriented, high volume, fast-paced environment, supporting over 1,000 Financial Advisor teams managing over $50B in client assets Bachelor Degree in Business, Finance, Economics or equivalent work experience.
+ 3-5 Years of experience in the financial or an equivalent industry.
+ Series 7, 65 or equivalent security licenses
+ Excellent written and oral communication skills with ability to work outside the parameters of specific role
+ Limited travel (2 - 4 days per month)
**Preferred Qualifications:**
+ 3-5 Years of experience in the Investments including building/managing client portfolios.
+ Experience with the Fidelity WealthScape and Envestnet systems, or equivalent brokerage/advisory platform software.
+ Working knowledge of Microsoft Office applications
+ Hold or actively working toward industry designations (CFP, CIMA, CFA, etc.)
**Truist stands for better**
Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.
**Touch. Technology. Trust**
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

With a dedicated team of over 600 professionals and five decades of industry-leading expertise, Marsh Captive Solutions is a trusted partner in captive management and risk financing. Our global presence and deep knowledge across 58 major captive domiciles empower us to deliver innovative solutions tailored to your unique needs. We promise extraordinary opportunities, world-class colleagues and the chance to make an impact.

We are looking for a Captive Advisory Consultant to join the team. This will report into our US Captive Sales & Advisory Zone Leader.

We will count on you to:

Support and Participate in Initial Discussions with Clients on the Utilization of Captives:

• Understand objectives for meeting and support the preparation of presentation materials
• Discuss client financial and operational objectives with senior consultant
• Identify key client data points to lead to identification of captive utilization opportunities and key considerations
• Review objectives of feasibility stage with senior consultant post discussion with client

Draft project engagement documentation:

• Develop decision tree on key captive utilization opportunities, value, and considerations
• Draft tailored scope of engagement
• Develop an action plan to determine timing, key steps, and responsible parties
• Estimate hours for the project and fee with project leader

Data Collection Management:

• Craft data request based on specific opportunities
• Determine what can be provided by Marsh versus what is needed from client
• Oversee the timely collection of data

Construct Framework for Feasibility Studies (Applying Standard Template):

• Determine needed modifications and review basis for change with senior project lead
• Determine scenarios for modeling and review with the senior lead to confirm
• Run models and check for accuracy prior to peer review
• Draft executive summary highlighting key points per template requirements
• Set target dates for delivery of first and final draft for peer review (must be 5 business days prior to delivery to client)

Manage the Preparation of Captive Formation Regulatory Application Documents:

• Oversee the collection of the necessary data/ reports from service providers and clients
• Prepare the draft regulatory applications for peer review
• Coordinate the meeting with captive regulators and oversee the application submission
• Provide the incoming captive management team with all necessary background on the captive structure and client objectives

Present Final Study to Client:

• Review key points with senior lead for presentation to client of final report
• Compile and deliver final hard copy reports/ appendices to client prior to meeting

Ability to Draft Response to RFPs for Captive Consulting and Management Services:

• Determine subject matter to address per specific questions in RFP
• Draft response by deadline compiling appropriate sections and amend as needed

What you need to have:   

• A Bachelor’s Degree in risk management, finance or accounting
• A minimum of 6 years of work experience in the insurance industry, preferably captive consulting or management, brokerage or underwriting

What makes you stand out:

• Strong analytic skills and inquisitive
• Basic familiarity with navigating financial statements
• Solid written and communication skills
• Team oriented
• Strong time management skills
• Proficient in Excel, Word and PowerPoint

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $9,400 to 190,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

With a dedicated team of over 600 professionals and five decades of industry-leading expertise, Marsh Captive Solutions is a trusted partner in captive management and risk financing. Our global presence and deep knowledge across 58 major captive domiciles empower us to deliver innovative solutions tailored to your unique needs. We promise extraordinary opportunities, world-class colleagues and the chance to make an impact.

We are looking for a Captive Advisory Consultant to join the team. This will report into our US Captive Sales & Advisory Zone Leader.

We will count on you to:

Support and Participate in Initial Discussions with Clients on the Utilization of Captives:

• Understand objectives for meeting and support the preparation of presentation materials
• Discuss client financial and operational objectives with senior consultant
• Identify key client data points to lead to identification of captive utilization opportunities and key considerations
• Review objectives of feasibility stage with senior consultant post discussion with client

Draft project engagement documentation:

• Develop decision tree on key captive utilization opportunities, value, and considerations
• Draft tailored scope of engagement
• Develop an action plan to determine timing, key steps, and responsible parties
• Estimate hours for the project and fee with project leader

Data Collection Management:

• Craft data request based on specific opportunities
• Determine what can be provided by Marsh versus what is needed from client
• Oversee the timely collection of data

Construct Framework for Feasibility Studies (Applying Standard Template):

• Determine needed modifications and review basis for change with senior project lead
• Determine scenarios for modeling and review with the senior lead to confirm
• Run models and check for accuracy prior to peer review
• Draft executive summary highlighting key points per template requirements
• Set target dates for delivery of first and final draft for peer review (must be 5 business days prior to delivery to client)

Manage the Preparation of Captive Formation Regulatory Application Documents:

• Oversee the collection of the necessary data/ reports from service providers and clients
• Prepare the draft regulatory applications for peer review
• Coordinate the meeting with captive regulators and oversee the application submission
• Provide the incoming captive management team with all necessary background on the captive structure and client objectives

Present Final Study to Client:

• Review key points with senior lead for presentation to client of final report
• Compile and deliver final hard copy reports/ appendices to client prior to meeting

Ability to Draft Response to RFPs for Captive Consulting and Management Services:

• Determine subject matter to address per specific questions in RFP
• Draft response by deadline compiling appropriate sections and amend as needed

What you need to have:   

• A Bachelor’s Degree in risk management, finance or accounting
• A minimum of 6 years of work experience in the insurance industry, preferably captive consulting or management, brokerage or underwriting

What makes you stand out:

• Strong analytic skills and inquisitive
• Basic familiarity with navigating financial statements
• Solid written and communication skills
• Team oriented
• Strong time management skills
• Proficient in Excel, Word and PowerPoint

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $9,400 to 190,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Job Description

Job Description

Salary:

Who we are

At Acumenian, we're more than a consulting firm; we're a collaborative community of innovative professionals. We celebrate individual strengths, foster positive relationships, and embrace flexibility. Join us to grow, thrive, and make a difference in the world of Advisory, Technology, and Analytics Management Consulting.

Whats the role

We are seeking a Business Advisory Consultant Civil Engineering to join our growing Advisory team. This role combines knowledge in civil engineering processes with strong consulting and business advisory skills. You will partner with clients to understand their needs, analyze data, optimize processes, and support decision-making.

How you will add value

• Building strong client relationships to understand challenges and propose tailored solutions
• Interpreting data and turn it into information that can support client's strategic decisions.
• Providing recommendations in data structuring and process digitization.
• Gathering, documenting and analyzing business requirements through research, interviews, workshops, etc.
• Translate business requirements into clear and concise functional specifications that developers and designers can understand.
• Collaborating with team members to ensure effective communication and understanding of project goals.
• Gathering and organizing data to building dashboards that provide better visibility for the information.
• Assisting in user training, creating user documentation, and providing post-implementation support.

What you need

• Availability to work on-site in San Juan, Puerto Rico.
• Bachelors degree in Civil Engineering, Business Administration Management, or related field.
• 510 years of experience in civil engineering, construction, or consulting environments.
• Strong written and verbal communication skills in English and Spanish.
• High proficiency with Microsoft Office Suite.
• Knowledge in process optimization, systems implementation, project management, and client engagement.
• Familiarity with Power BI, Power Apps, or similar tools preferred.

Who you are

• You proactive and prioritize tasks.
• You are a team player.
• You have a strong sense of accountability and building relations.
  
• You enjoy problem solving and are driven to propose solutions.
• Adaptable to various situations and interactions with different stakeholders.
  

What Youll Get

Besides our amazing culture and a competitive salary base, youll be eligible to participate in a variety of benefit programs designed to fit you and your lifestyle.

• Medical/dental/vision/life insurance
• Saving Plan with Company Match
• Time Off
• Opportunities to learn and advance your career.
• Great work/life balance

**About the team:**
Capco's Data Team helps our clients transform every aspect of their business. We are highly skilled at formulating data strategy, defining business and technology initiatives across the data management lifecycle, and aligning multi-year strategic roadmaps with client's business goals. As digital technologies advance and regulations tighten, today's consumers - and, therefore, today's businesses - are becoming more aware of the importance of good quality data. We work to establish holistic ways to effectively manage data through the modern data supply chain and facilitate consumption through analytics, modelling, AI, machine learning, dashboarding, and reporting.
**About the Job:**
We are seeking a motivated Associate Consultant with approximately 3 years of experience in data strategy, data governance, and data management. The ideal candidate will support client engagements by contributing to data initiatives, assisting in the development of governance frameworks, and helping implement data management solutions. This role is ideal for someone looking to grow their expertise in a collaborative consulting environment while delivering value to clients through data-driven insights and solutions.
**What You'll Get to Do:**
+ Support the development and execution of data strategy initiatives for clients across industries.
+ Assist in assessing current-state data governance practices and identifying areas for improvement.
+ Contribute to the design and implementation of data governance frameworks, including policies, standards, and stewardship models.
+ Help document data flows, lineage, and metadata to improve transparency and traceability.
+ Participate in data quality assessments and support remediation planning.
+ Collaborate with cross-functional teams to gather requirements and support data management tool evaluations.
+ Assist in preparing client deliverables, presentations, and reports.
+ Stay informed on industry trends and best practices in data governance and management.
**What You'll Bring with You:**
+ Bachelor's degree in Information Systems, Data Science, Business, or a related field.
+ 3+ years of experience in data strategy, governance, or management roles.
+ Understanding of data governance principles, data quality concepts, and metadata management.
+ Familiarity with data management tools (e.g., Collibra, Informatica, Alation) is a plus.
+ Basic proficiency in SQL or Python for data analysis and manipulation.
+ Strong analytical and problem-solving skills.
+ Effective communication and collaboration abilities.
**Why Capco?**
A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation.
We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.
Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.
We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees.
**Ready to take the Next Step?**
If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.
US Pay Range
$103,000-$118,000 USD
Individuals seeking employment at Capco are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.

Principal Financial Advisory Consultant - Top-Tier Business Developer

Worley Consulting Group, New York, USA

The dual challenge of supplying energy to a growing population, while addressing the risks of climate change, is one of the greatest challenges the world is facing today. The energy transition isn't just about alternative fuels, power generation, or use, or storage. It's all the elements that contribute to the energy ecosystem. We view these challenges as opportunities to deliver a more sustainable world. We're developing strategies and business cases for emissions intensive clients to move to low carbon energy options, as efficiently and safely as possible. Our consultants are advising customers on circular hydrogen economies, water stewardship, electrification, and climate change risk and adaptation. We work on projects around the globe. The problems our global and so are we.

Challenging complexity. Shaping a sustainable future. Economic viability. Resource availability. Digital reliability. Carbon neutrality. These are the components of the world's pressing energy and resource problems. Sound complicated and tough to balance? Luckily we thrive in complex environments. Join a community of consultants, scientists, strategists, and engineers all dedicated to solving the world's critical infrastructure, environmental, energy, and resource challenges. By seeing things from a different perspective, we enhance the Worley Group's ability to serve our clients. We are together delivering a more sustainable world. We put sustainability at the heart of everything we do. We work with business to develop the right strategy, log in to a digital future, secure and safeguard social license, enhance local communities, and power the energy transition. We know we won't solve today's problems by using the same thinking that created them. So, from start to finish, we challenge ourselves to find the best way forward. We question every decision, assumption, and way of working to make sure we get it right. The first time. Rising to the challenge, together. We are thousands of consultants across the globe. Be part of the future welcome to our growing team!

Overall Responsibilities and Key Accountabilities

• Revenue Generation: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors.
• Strategic Client Leadership: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks.
• Practice Leadership: Drive the growth of Worley Consulting's Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences.
• Project Excellence: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects.
• Thought Leadership: Enhance Worley Consulting's brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry whitepapers.
• Innovation: Pioneer tools, methodologies, and analytics to advance Worley Consulting's technical and economic modeling, positioning the firm as a leader in lender advisory services.
• Sustainability & Safety: Embed Worley's zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals.
• Travel as required for various field programs.

Qualifications

• Experience: 15+ years in Financial Advisory, with expertise in M&A advisory, debt financing, lender technical advisory, or ESG financing. Proven track record as a top-tier business developer, generating $5M+ in annual revenue. Extensive network in New York's PE, investment banking, or institutional investing sectors, with established C-level relationships. Experience at a top-tier consulting firm (e.g., Big Four), investment bank (e.g., Goldman Sachs, J.P. Morgan), or boutique advisory firm in senior business development roles. Preferred: Expertise in Energy, Infrastructure, Refining, Petrochemicals, or Renewables, with knowledge of energy transition financing.
• Education: MBA, BS in Finance/Accounting, or equivalent. Certifications (e.g., CFA, CPA) are a plus.

Additional Information

• Skills: Exceptional communication and influencing skills, adept at engaging C-suite and Board-level stakeholders. Advanced analytical, quantitative, and strategic problem-solving skills to navigate complex client challenges. Proven ability to lead cross-functional, multicultural teams and deliver results under tight deadlines.
• Attributes: Established industry network in New York, enabling rapid revenue growth. Willingness to travel extensively to financial hubs (e.g., London, Houston, Singapore) for client meetings and deal closures. Reputation as a trusted advisor with a passion for sustainability and energy transition.

Worley Consulting offers an excellent remuneration & benefits package, a friendly, professional, dynamic and flexible work environment along with the opportunity to develop your career prospects locally and internationally. We strive to be an industry leader in health, safety and environmental performance. Our vision is to achieve zero harm to people and assets, and zero environmental incidents. We select people who share our values, beliefs and commitment to this vision and who demonstrate the expected behaviors, competencies and performance associated with their prospective roles within the company. We're committed to building a diverse, inclusive and respectful workplace where everyone feels they belong, can bring themselves, and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our policy is to conduct background checks for all candidates who accept an offer of employment with us. We thank all candidates for their interest; however, only those selected for interviews will be contacted. Worley Group is an equal opportunity employer.

Principal Financial Advisory Consultant - Top-Tier Business Developer Worley Consulting Group
New York, USA

Worley Consulting. Be part of the solution.

The dual challenge of supplying energy to a growing population, while addressing the risks of climate change , is one of the greatest challenges the world is facing today. The energy transition isn't just about alternative fuels, power generation, or use, or storage . It's all the elements that contribute to the energy ecosystem. We view these challenges as opportunities to deliver a more sustainable world.

We're developing strategies and business cases for emissions intensive clients to move to low carbon energy options, as efficiently and safely as possible. Our consultants are advising customers on circular and hydrogen economies, water stewardship, electrification , and climate change risk and adaptation. We work on projects around the globe. The problems our global and so are we.

Who we are:

• Advanced Analysis
• Asset Advisory
• Decommissioning and Restoration
• Energy Transition and Sustainability
• Environment and Society
• Geosciences
• Market Services
• Safety Consulting
• Transport, Infrastructure & Logistics
• Water

Challenging complexity. Shaping a sustainable future.

Economic viability. Resource availability. Digital reliability. Carbon neutrality. These are the components of the world's pressing energy and resource problems. Sound complicated and tough to balance? It is.

Luckily we thrive in complex environments

Join a community of consultants, scientists, strategists, and engineers all dedicated to solving the world's critical infrastructure, environmental, energy, and resource challenges. By seeing things from a different perspective, we enhance the Worley Group's ability to serve our clients. We are together delivering a more sustainable world.

We put sustainability at the heart of everything we do

We work with business to develop the right strategy, log in to a digital future, secure and safeguard social license, enhance local communities, and power the energy transition.

We know we won't solve today's problems by using the same thinking that created them. So, from start to finish, we challenge ourselves to find the best way forward. We question every decision, assumption, and way of working to make sure we get it right. The first time.

Rising to the challenge, together

We are thousands of consultants across the globe. Be part of the future - welcome to our growing team!

Overall Responsibilities and Key Accountabilities

• Revenue Generation: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors.
• Strategic Client Leadership: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks.
• Practice Leadership: Drive the growth of Worley Consulting's Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences.
• Project Excellence: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects.
• Thought Leadership: Enhance Worley Consulting's brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry whitepapers.
• Innovation: Pioneer tools, methodologies, and analytics to advance Worley Consulting's technical and economic modeling, positioning the firm as a leader in lender advisory services.
• Sustainability & Safety: Embed Worley's zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals.
• Travel as required for various field programs.

Qualifications

• Experience:
  • 15+ years in Financial Advisory, with expertise in M&A advisory, debt financing, lender technical advisory, or ESG financing.
  • Proven track record as a top-tier business developer, generating $5M+ in annual revenue.
  • Extensive network in New York's PE, investment banking, or institutional investing sectors, with established C-level relationships.
  • Experience at a top-tier consulting firm (e.g., Big Four), investment bank (e.g., Goldman Sachs, J.P. Morgan), or boutique advisory firm in senior business development roles.
  • Preferred: Expertise in Energy, Infrastructure, Refining, Petrochemicals, or Renewables, with knowledge of energy transition financing.
• Education:
• • MBA, BS in Finance/Accounting, or equivalent.
  • Certifications (e.g., CFA, CPA) are a plus.

Additional Information:

• Skills:
  • Exceptional communication and influencing skills, adept at engaging C-suite and Board-level stakeholders.
  • Advanced analytical, quantitative, and strategic problem-solving skills to navigate complex client challenges.
  • Proven ability to lead cross-functional, multicultural teams and deliver results under tight deadlines.
• Attributes:
• • Established industry network in New York, enabling rapid revenue growth.
  • Willingness to travel extensively to financial hubs (e.g., London, Houston, Singapore) for client meetings and deal closures.
  • Reputation as a trusted advisor with a passion for sustainability and energy transition.

Worley Consulting offers an excellent remuneration & benefits package, a friendly, professional, dynamic and flexible work environment along with the opportunity to develop your career prospects locally and internationally.

We strive to be an industry leader in health, safety and environmental performance. Our vision is to achieve zero harm to people and assets, and zero environmental incidents. We select people who share our values, beliefs and commitment to this vision and who demonstrate the expected behaviors, competencies and performance associated with their prospective roles within the company.

We're committed to building a diverse, inclusive and respectful workplace where everyone feels they belong, can bring themselves, and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Our policy is to conduct background checks for all candidates who accept an offer of employment with us.

We thank all candidates for their interest; however, only those selected for interviews will be contacted. Worley Group is an equal opportunity employer.

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Job Description - Principal Financial Advisory Consultant - Top-Tier Business Developer (NEW00K3)

Principal Financial Advisory Consultant - Top-Tier Business Developer - NEW00K3

Company : Worley Consulting

Primary Location Primary Location : USA-New York Job Job : Management Consultants Schedule Schedule : Full-time

Employment Type : Employee

Job Level : Manager

Job Posting Job Posting : Apr 29, 2025 Unposting Date Unposting Date : May 30, 2025

:

Principal Financial Advisory Consultant - Top-Tier Business Developer Worley Consulting Group
New York, USA

Worley Consulting. Be part of the solution.

The dual challenge of supplying energy to a growing population, while addressing the risks of climate change , is one of the greatest challenges the world is facing today. The energy transition isnt just about alternative fuels, power generation, or use, or storage . Its all the elements that contribute to the energy ecosystem. We view these challenges as opportunities to deliver a more sustainable world.

Were developing strategies and business cases for emissions intensive clients to move to low carbon energy options, as efficiently and safely as possible. Our consultants are advising customers on circular and hydrogen economies, water stewardship, electrification , and climate change risk and adaptation.We work on projects around the globe. The problems our global and so are we.

Who we are:

• Advanced Analysis
• Decommissioning and Restoration
• Energy Transition and Sustainability
• Environment and Society
• Market Services
• Safety Consulting
• Transport, Infrastructure & Logistics
• Water

Challenging complexity. Shaping a sustainable future.

Economic viability. Resource availability. Digital reliability. Carbon neutrality. These are the components of the worlds pressing energy and resource problems. Sound complicated and tough to balance? It is.

Luckily we thrive in complex environments

Join a community of consultants, scientists, strategists, and engineers all dedicated to solving the worlds critical infrastructure, environmental, energy, and resource challenges. By seeing things from a different perspective, we enhance the Worley Groups ability to serve our clients. We are together delivering a more sustainable world.

We put sustainability at the heart of everything we do

We work with business to develop the right strategy, log in to a digital future, secure and safeguard social license, enhance local communities, and power the energy transition.

We know we wont solve todays problems by using the same thinking that created them. So, from start to finish, we challenge ourselves to find the best way forward. We question every decision, assumption, and way of working to make sure we get it right. The first time.

Rising to the challenge, together

We are thousands of consultants across the globe. Be part of the future welcome to our growing team!

Overall Responsibilities and Key Accountabilities

• Revenue Generation: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors.
• Strategic Client Leadership: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks.
• Practice Leadership: Drive the growth of Worley Consultings Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences.
• Project Excellence: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects.
• Thought Leadership: Enhance Worley Consultings brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry whitepapers.
• Innovation: Pioneer tools, methodologies, and analytics to advance Worley Consultings technical and economic modeling, positioning the firm as a leader in lender advisory services.
• Sustainability & Safety: Embed Worleys zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals.
• Travel as required for various field programs.

Qualifications

• Experience:
  • 15+ years in Financial Advisory, with expertise in M&A advisory, debt financing, lender technical advisory, or ESG financing.
  • Proven track record as a top-tier business developer, generating $5M+ in annual revenue.
  • Extensive network in New Yorks PE, investment banking, or institutional investing sectors, with established C-level relationships.
  • Experience at a top-tier consulting firm (e.g., Big Four), investment bank (e.g., Goldman Sachs, J.P. Morgan), or boutique advisory firm in senior business development roles.
  • Preferred: Expertise in Energy, Infrastructure, Refining, Petrochemicals, or Renewables, with knowledge of energy transition financing.
    
    
• Education:
• MBA, BS in Finance/Accounting, or equivalent.
• Certifications (e.g., CFA, CPA) are a plus.

Additional Information:

• Skills:
  • Exceptional communication and influencing skills, adept at engaging C-suite and Board-level stakeholders.
  • Advanced analytical, quantitative, and strategic problem-solving skills to navigate complex client challenges.
  • Proven ability to lead cross-functional, multicultural teams and deliver results under tight deadlines.
    
    
• Attributes:
• Established industry network in New York, enabling rapid revenue growth.
• Willingness to travel extensively to financial hubs (e.g., London, Houston, Singapore) for client meetings and deal closures.
• Reputation as a trusted advisor with a passion for sustainability and energy transition.

Worley Consulting offers an excellent remuneration & benefits package, a friendly, professional, dynamic and flexible work environment along with the opportunity to develop your career prospects locally and internationally.

We strive to be an industry leader in health, safety and environmental performance. Our vision is to achieve zero harm to people and assets, and zero environmental incidents. We select people who share our values, beliefs and commitment to this vision and who demonstrate the expected behaviors, competencies and performance associated with their prospective roles within the company.

Were committed to building a diverse, inclusive and respectful workplace where everyone feels they belong, can bring themselves, and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Our policy is to conduct background checks for all candidates who accept an offer of employment with us.

We thank all candidates for their interest; however, only those selected for interviews will be contacted. Worley Group is an equal opportunity employer.

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It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
As a member of our Solution Consulting team, you will play a pivotal role in accelerating our U.S. revenue growth by supporting CRM, CPQ, and digital commerce solution sales across a range of industries. You will act as a hands-on technical consultant and strategic advisor, collaborating closely with Sales, Product Management, and cross-functional stakeholders to craft customer-centric solutions. This role combines deep technical acumen with strong business insight to drive high-impact engagements throughout the pre-sales cycle.
**What you get to do in this role:**
The Advisory Solution Consultant is a senior-level technical expert responsible for developing and positioning tailored solutions during the sales process. You'll guide customers through discovery, design, and demonstration, aligning solutions with their business objectives while helping drive sales performance.
+ Support sales efforts as a technical and domain expert across CRM, CPQ, and automation platforms
+ Lead engaging technical discovery sessions and workshops to uncover customer challenges and use cases
+ Design and deliver tailored product demonstrations that effectively highlight business value
+ Build trusted relationships with both technical and executive stakeholders, including C-level decision-makers
+ Provide actionable insights and feedback to Product and Engineering teams to improve offerings
+ Share best practices, reusable assets, and industry knowledge with the broader Solution Consulting team
+ Stay up to date on market trends, competitors, and emerging technologies
+ Represent the company at key marketing and customer events, including workshops, briefings, and conferences
**To be successful in this role, you have:**
+ Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
+ 7+ years of experience in pre-sales solution consulting, sales engineering, or a similar role
+ **Deep expertise in CRM and CPQ technologies, ideally across platforms like Salesforce, ServiceNow, SAP, Oracle, Adobe, or Shopify**
+ Strong technical understanding of APIs, middleware, cloud-native architecture, and web technologies (JavaScript, JSON)
+ Proven experience conducting technical discovery sessions and designing customer-focused solutions
+ Excellent communication and presentation skills across technical and business audiences
+ Strong collaboration skills, with experience working cross-functionally with Sales, Product, Engineering, and Marketing teams
+ Ability to think strategically and operate independently in a fast-paced, remote-first environment
+ Confidence and experience in engaging executive-level stakeholders and influencing strategic decisions
+ ServiceNow or other relevant cloud platform certifications are a plus
+ Experience within U.S. industry verticals such as manufacturing, telecommunications, or technology
For positions in this location, we offer a base pay of $131,925 - $217,725, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location.
**Work Personas**
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here ( . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.
**Equal Opportunity Employer**
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
**Accommodations**
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact for assistance.
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For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
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