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Your Career at Segal Marco Advisors

Make a difference in people’s lives. Collaborate with colleagues who respect and value each other. Be part of a culture that prioritizes continuous learning.

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Provide trusted advice that improves lives

 

There are many opportunities to develop and apply your expertise. Options include advising clients on how best to invest plan assets; acting as a client’s outsourced chief investment officer (discretionary consulting), providing corporate governance services, such as proxy voting; and researching asset classes and investment managers.

Interns also participate in a speaker series to learn about various aspects of our business.

Your clients could be corporations, state or local governments, colleges/universities, professional services firms, hospitals/healthcare systems and/or professional sports organizations.

Or, you might work on investing the assets of employee benefit plans sponsored by state retirement systems and/or multiemployer plans that are jointly sponsored by unions and contributing employers.

You’ll help create custom solutions to each client’s challenges because we don’t provide one-size-fits-all products.

Have a question about careers at Segal Marco Advisors?

See our FAQs

Enjoy a collaborative culture

You’ll work closely with your colleagues, sharing your unique perspectives on how to provide the best possible advice for each client. You’ll find that colleagues, even at senior levels of the company, work with “open doors,” meaning they’re always ready to answer any questions you may have.

Beyond client work, you’ll be able to meet other colleagues through our companywide, weekly Candid Conversations and at regular events sponsored by our employee-created and employee-run business resource groups. By participating in our Mentorship Program as a mentor or mentee, you’ll have an opportunity to form a deeper relationship with a colleague who works in a different business unit.

Learn about living our values and community involvement.

Balance your professional and private lives

We understand that our colleagues have personal demands on their time that are equally important as their work responsibilities.

That’s one reason we’re a flexible, hybrid organization. We also offer flexible work arrangements.

Those work structures can help you achieve work/life balance.

Get excellent employee benefits

We prioritize our colleagues’ physical and financial well-being.

You’ll have access to excellent employee benefits to support your well-being, including a benefit that is increasingly rare among private sector employers: a pension plan.

  • Health insurance choices
  • Health Savings Account option with a high-deductible health plan
  • Everyday well-being program
  • Dental plan
  • Vision plan
  • Cancer care services
  • Employee assistance program
  • Funeral concierge services
  • Defined benefit pension plan
  • Defined contribution 401(k) profit-sharing plan
  • Life insurance
  • Home insurance discount
  • Auto insurance discount
  • Student loan repayment
  • Financial assistance for purchasing a first home

We also offer paid sabbaticals because we recognize the restorative value of extended time away from work. Sabbaticals are available after only five years of service.

You may use the time for a research project, to pursue a professional development opportunity, to take the trip of a lifetime or to reconnect with family and friends — whatever is most meaningful for you. If you use the time for eligible study, we’ll help with your expenses.

Take advantage of learning opportunities

Learning is one of our values. Consequently, we’re committed to continuous learning.

Numerous ongoing training opportunities are open to all employees, including through our extremely popular Mentorship Program. Since the program began in 2019, more than 1,000 employees from Segal Marco Advisors and Segal have participated, and 98 percent say they would recommend the program to colleagues. In 2025, nearly 25 percent of colleagues are participating in the program as a mentor, a mentee or both.

NEXT, which stands for National Exposure and X[cross]-Training, is a professional development program created and run by employees that’s open to all non-officers and that encourages education, networking and cross-training with peers.

Our Professional Credentials Program provides support to study for the Chartered Financial Analyst (CFA) professional designation.

Grow your own career

You’ll have access to our level-based Career Navigator tool, which will allow you and your manager to plan for the next stage in your career through a series of structured Career Conversations.

We offer suggestions for self-directed training that’s appropriate for your current level in the organization, which can help you get to the next level.

If you’re interested in changing career paths, you can do that here! For more information about our programs to support career development, see the answer to “What type of learning and development opportunities does Segal Marco Advisors offer?” in the “Career development” section of FAQs about careers at Segal Marco Advisors.

Find the right role

Whether you’re just starting out or have years of experience in your field, we may have a role for you..

Early

Mid

Experienced

If you’re still in school, just graduating college or have fewer than five years of experience, there are opportunities in almost every aspect of our business, from practices that provide consulting services to business operations teams, such as Finance and IT. Examples include internships, administrative positions or analyst roles. You’ll learn fast, both from formal training and colleagues who are eager to share their expertise.

If you have from five to 10 years of work experience, you’re ready to contribute to your team and will have opportunities to enhance your skills. Mid-career roles include Senior Associate, Associate Consultant or Consultant roles in a wide variety of content areas. If you’re interested in becoming a people manager, we offer a formal training program to prepare you for that important role.

If you’re a consultant with 10 or more years of experience, our clients will benefit from your expertise. If you’re a seasoned business operations professional, there are also opportunities at Segal.

Check out our current open positions.

If we don’t have the role you’re looking for right now, we’d still like to hear from you.

Send your resume

Once we receive your application, you’ll get an email acknowledgement. If you’re selected to continue to the interview process, our human resources department will be in touch with you. We kindly request that you not use the “contact” form on our website to inquire about your application.

See FAQs about careers at Segal Marco Advisors.

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