Financial Services Industry Consulting Principal - Transaction Advisory Services

RSM • New York, NY

99d

About The Position

RSM is looking to hire a Partner to join Transaction Advisory Services - Financial Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our M&A group services include buy-side diligence and sell-side diligence. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals.

Requirements

• Big Four or similar consulting background
• Extensive experience in financial services - Asset Management, Insurance, Specialty Finance, FinTech etc.
• A bachelor's degree, master's degree preferred
• Approximately 10 years of related work experience: 5+ years' experience with financial due diligence and 5+ years' experience on advisory side; prior experience at the Partner level in Financial Services.
• Successful track record of building and growing a Transaction Advisory Service Practice, building/managing a client base, and managing revenue
• Experience servicing private equity groups (PEG)
• Experience with developing and supervising staff both on engagements and in their career
• Demonstrated thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy
• Demonstrates thorough abilities to identify and address client needs, including developing and sustaining meaningful client relationships and understand the client's business
• Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements
• Must possess a high degree of integrity and confidentiality
• Must be willing and able to travel when necessary (approximately 25-30%)

Responsibilities

• Lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers.
• Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.
• Utilize proven business development skills to build upon transaction advisory services work.
• Identify business opportunities and enhance go-to-market strategies.
• Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.

Benefits

• Competitive benefits and compensation package
• Flexibility in your schedule

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees