Alphafmcroles

Integration and Carve Out Engagement Lead / Engagement Director, New York

New York · Director

Sponsorship not specified$230k-$330kDetected 57 days ago

Stakeholder ManagementBusiness DevelopmentRecruitingCadenceCommunicationProblem Solving

About the role

Alpha FMC is PE-backed with material investment committed to growing our Strategy & Deals practice, and Integration & Separation is a strategic priority.
From day one, you will carry real client responsibilities and have a direct hand in determining the success of the practice.
The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice development.

Responsibilities

Lead pre-deal integration and separation planning engagements, developing a deal impact assessment with clear picture of Day 1 close requirements and operating model changes across business functions, operations and IT
Design target operating models and integration or separation blueprints that reflect the transaction thesis and the realities of financial services operating environments.
Build integration or separation strategies, governance frameworks, and Day 1 readiness plans that set programs up for success from the outset.
Evaluate how AI, data platforms, and emerging technologies can support post-deal value creation, incorporating these perspectives into integration or separation design.
Build and maintain trusted relationships with senior client stakeholders, including Heads of Business Units, CFOs, COOs, and CTOs.
Lead and facilitate cross functional client workshops throughout the merger process, driving alignment across stakeholders on operating model design and integration decisions, and ensuring each session produces clear, tangible outputs-including prioritized decisions, action items, and next step ownership.
Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team.
Support business development efforts, including proposals, client pitches, and thought leadership.
Engagement Lead / Engagement Director, New York
Our engagements deliver targeted assessments of technology risk, value creation potential, and operational resilience - enabling investors and corporate clients to make well-informed transaction decisions.

Requirements

Strong track record of leading pre-deal and early post-close workstreams across IT and business functions, with experience designing operating models and mobilizing deal transaction programs.
Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights.
Proven experience leading teams and managing senior client relationships.
Familiarity with technology or operational due diligence is advantageous.
Lead Day 1 planning and mobilization, establishing the workstream structure, priorities, decision-making cadence, and early milestones required to to support the client and drive the deal to a successful Close.

Compensation

$230,000 to $330,000 and is subject to change based on salary benchmarking.
In addition to this salary, employees would be eligible for both variable and non-variable benefits.
The base salary range for this position is: $230,000 to $330,000 and is subject to change based on salary benchmarking.

Benefits

Competitive salary with annual profit-sharing opportunity
25 days of annual paid time off
Supplemented medical, dental and vision coverage
In addition to this salary, employees would be eligible for both variable and non-variable benefits.
Assess IT and Operations synergy opportunities and quantify integration cost and benefit cases, translating findings into actionable recommendations for deal teams and leadership.

Company info

Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry.
Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services.
We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements.

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