The Managing Director of Performance Improvement will lead client engagements, develop strategies for operational and financial enhancements, and mentor junior team members, driving overall client value and business growth.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB), Valuations and Turnaround & Restructuring Services (TRS).
The PI team partners with private equity sponsors, lenders and corporates to drive value creation, performance enhancement and transformation across the business and investment lifecycle. This high-output, low-ego team delivers strategy through execution that is tailored to each client’s needs.
The Managing Director, PI at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director, PI is instrumental in expanding the PI practice and bolstering our playbook for providing end-to-end performance improvement services. The Managing Director, PI will report directly to the PI Practice Line Leader and will source and lead client engagements across various industries and services working directly with client teams to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Work with the Portage Point team of Associates to Managing Directors to lead execution of all deliverable workflows within scope, on time and within budget, often across multiple engagements
- Deliver value creation plans with quantum and speed of opportunity capture
- Create prioritized tactical action plans with deadlines and drive those action plans to completion through interim management, project management, direct execution or execution advisory
- Support business functions to create and implement new assets, artifacts and governance
- Lead completion of client deliverables and presentations with high-degree of clarity, rigor and attention to detail
- Leverage network and relationships to yield and maintain an active referral base of high-quality opportunities
- Lead project origination and sales, including developing proposals and pitching to senior executives, private equity firms, lenders, lawyers and other related stakeholders
- Serve in interim leadership roles, including functional line management and CXO
- Support development of service-line playbooks, proprietary perspective and thought leadership
- Provide coaching and mentorship to junior team members
- Lead or support internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Lead talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 15 plus years of advisory experience across several of the following areas: financial assessment & office of the CFO, sales effectiveness, acquisition & merger integration, organizational realignment, business process optimization, working capital optimization, cost out and interim management
- Proven ability to build rapport with and influence senior executives, middle managers, line workers, private equity firms, lenders and lawyers and deliver high-value work that exceeds client expectations
- Experience advising clients and making decisions that demonstrate expertise, synthesizing the core drivers of both the clients’ business, situational analyses and the underlying complexity of the situation to maximize value
- Personal network and relationships that yield new PI opportunities and engagements as well as ability to cross-sell complementary service offerings and expand network
- Strong executive presence and communication skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Similar Jobs
21 Days Ago
Financial Services
The Managing Director will lead operational due diligence, value creation planning, and post-merger integration, driving performance improvement for middle market clients.
Top Skills:
Project Management Expertise
Financial Services
The Managing Director will expand the Performance Improvement practice, lead client engagements, and develop tailored solutions to operational and financial challenges across various industries.
Top Skills:
CRMDigital Marketing Platforms
.png)
Greentech • Hardware • Internet of Things • Machine Learning • Software • Business Intelligence • Agriculture
The Territory Manager will drive new business growth, manage customer relationships, execute sales strategies, and ensure customer success in Texas, focusing on ranchers and the agricultural sector.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
