Senior Director, Managing Partner Transitions
Core
Lead financial strategy and execution for Managing Partner appointments, office capitalization, ownership transitions, and strategic changes across the field organization.
Role type
Senior Director, Corporate Finance & Transaction Strategy
Builds
Financial arrangements for leadership succession, office capitalization, and business transitions
Domain
Financial Services / Corporate Finance / M&A
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery (financial strategy & transition execution)
Required skills
Advanced financial modeling, valuation, due diligence, scenario analysis, M&A experience, capital allocation, liquidity management, executive negotiation, team leadership
Preferred skills
MBA, experience in financial services/insurance/distribution/franchise models
Technologies
Financial modeling tools, governance platforms
Responsibilities
Lead end-to-end financial strategy for Managing Partner appointments and office capitalization; Assess office capital needs and develop capitalization recommendations; Structure and negotiate transition-related financial arrangements; Lead financial analysis for mergers, acquisitions, and succession events; Develop decision-ready financial recommendations for governance committees; Oversee programs for outgoing leader retirement and incoming leader onboarding; Lead and develop a team for financial modeling and deal analysis.
Seniority
Senior Director, hands-on IC with team leadership