Financial Services Industry Consulting Principal - Transaction Advisory Services

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

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.

Role Responsibilities:

• TAS Partners 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.

Qualifications and Experience:

• 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%)

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.