What We Do

No matter what search project we focus on, the success of that project is predicated on the strength of the partnership that we create with our client.

At the M Consulting Group, we value each client partner and recognize their importance throughout the search process. We pride ourselves not only on our proven search process, but our level of communication and commitment to providing the highest level search experience for both the client and the candidate.
Areas of Expertise:
  • Retirement
  • Insurance
  • Annuities
  • Investments

Sales/Business Development

  • Retirement Plans
  • Investment Only (DCIO)
  • Institutional
  • Mutual Fund
  • Annuity

Leadership

  • Executive/C-Suite
  • Senior Level
  • External Sales
  • Internal Sales

Relationship Management
Key Account Management
Business Development
Financial/Investment Adviser




Industry Exposure:
  • Board of Directors, KnowHow 401(k)-Training & Development
  • Authored a White Paper entitled Client Relationship Management Benchmarking & Analysis
  • Custom Wholesaler Training Programs
  • Wholesaler Profile and Benchmarking
Sample Search Projects:

Executive
  • Chief Executive Officer, Private Equity
  • Chief Investment Officer, Retirement & Wealth Management
  • President, HR Benefits
  • Managing Principal, Insurance

Sales & Relationship Management
Retirement
  • Divisional & Regional Sales Director
  • TPA Relationship Manager (Created Team)
  • TPA Business Development Manager (Designed and Recruited Team)
  • 403(b) Wholesaler
  • Pension Consultant
  • National Accounts/Client Relationship Manager
  • Retirement Sales Associate (Internal Wholesaler)

Insurance & Annuities
  • Senior Vice President, Insurance Division
  • Regional Vice President (Built out annuity sales team)
  • Business Development Director

Investment/DCIO
  • Fund Wholesaler
  • Investment Adviser (s)

Sales Leadership
  • National Director, Executive Benefits-COLI/BOLI
  • Senior Vice President, Rollover & Income Solutions
  • National Sales Manager-Direct Sold Retirement Plans
  • Divisional Director-Fixed Income Sales
  • National Sales Leader, Collective Trust Products & Mutual Funds
  • Divisional Sales Manager, Retirement Plans
  • Division Head, Retirement

Results Driven Executive Search for the Insurance and Financial Service Markets