Senior Managing Director, Data & Technology, IT Transformation Financial Services

Ankura•Wyoming, MI

26d•Remote

About The Position

Ankura is a team of excellence founded on innovation and growth. Practice Overview Ankura’s Data & Technology Business Group includes client services in the areas of Data Analytics & AI, Analytics & Data Strategy, and Cybersecurity. Our Data & Technology team helps our internal and external customers design, execute and test innovative solutions in each of our respective areas. Role Overview The IT Transformation Senior Managing Director role is an executive level position focused on driving significant new business origination, delivering complex client engagements, and scaling our corporate M&A IT advisory team. The ideal candidate possesses a proven track record across the M&A transaction lifecycle with deep expertise in Financial Services and/or Insurance IT transformation. The candidate will be a "person of stature" and self-sustaining rainmaker who generates $3 - $5 million+ annually. This role requires an individual who is both a deep technical expert and a proven rainmaker capable of building a team, defining a strategy, and driving a substantial book of business.

Requirements

BA/BS in Computer Science, Engineering, Business Analytics, or another analytical area
15+ years of progressive experience in M&A advisory, with a deep focus on Financial Services and/or Insurance within consulting
Proven track record with Financial Services & Insurance clients
The candidate will possess a strong personal brand and deep market-making relationships resulting in a robust flow of inbound calls and bookings
A successful track record of revenue generating $3 - $5 million+ annually
Strong background in financial analysis, including developing and tracking one-time cost to achieve models, synergy analysis, and reporting financial metrics to executive committees
Experience with end-to-end strategy and execution carveout or merger technology

Responsibilities

Initiates and converts business opportunities and collaborates with other Senior Managing Directors to sell and deliver engagements that generate $3 - $5 million+ annually
Establish the strategic roadmap and go-to-market plan for IT Transformation, aligning it with the firm’s global growth objectives
Develop and implement a clear strategy into the firm’s service offerings and processes to help drive new revenue opportunities
Serve as the executive engagement partner and quality assurance oversight for all major Financial Services related M&A and transformation projects, ensuring client satisfaction and driving follow-on work
Lead comprehensive IT engagements advising Financial Services and Insurance clients on deal strategy, EBITDA proforma assessments, key risks, and transformation opportunities
Serve as the expert lead for complex IT carve-out and divestiture projects, applying an end-to-end strategy and execution methodology. Key focus areas include Day One readiness, Transitional Service Agreements (TSA) management, and cost-to-separate analysis.
Lead cross-functional post-close projects, including integration PMO leadership, to achieve cost synergy capture and operational optimization
Advise on areas such as application consolidation, operating model design, and employee re-organization
Design and implement solutions for G&A functions (Finance, HR, IT), including mapping corporate strategy to a new functional operating model and designing global risk mitigation and KPI tracking tools
Design, craft and deliver client proposals, presentations, and marketing materials
Participate in business development activities such as public speaking events, conferences, seminars, marketing events and client meetings
Serve as a thought leader within the organization on M&A and IT Transformation innovation, sharing knowledge and best practices
Market research and analysis, GTM strategy development, and sales enablement
Responsible for innovating and enhancing the D&T business group technological capabilities and offerings