Strategy & Transformation Director – Financial Services

Posted: Thursday, 14 August 2025
Valid Thru: Saturday, 13 September 2025
Index Requested on: 08/14/2025 19:51:04
Indexed on: 08/14/2025 19:51:04

Location: New York, NY, 10001, US

Industry: Advertising and Public Relations
Occupational Category: 13-0000.00 - Business and Financial Operations
Type of Employment: FULL_TIME

Alvarez & Marsal Financial Services Industry Group, LLC is hiring!

Description:

Description

About Alvarez & Marsal

Alvarez & Marsal (A& M) is a global consulting firm with over 10, 000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A& M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A& M.

The Team

Alvarez & Marsal's Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate the complex industry challenges, and harness rapid technological changes that drive market advantage.

We provide end-to-end portfolio and M& A services; deliver innovation, revenue growth and efficiency through business transformation; and execute rapid solutions to turn around businesses. Clients can expect bottom line results through action-oriented leadership and success-aligned fee arrangements, delivered by our global team of turnaround experts, industry operators, digital leaders, and regulatory specialists. Visit us here to find out more about A& M's Financial Services Industry group.

How you will contribute

You are a seasoned strategy consultant with a strong foundation in Financial Services and a reputation for delivering results. Trusted by senior executives to navigate disruption, you bring structure to ambiguity, clarity to complexity, and action to strategy. You thrive in dynamic, fast-paced environments and are excited by the opportunity to lead transformation across Asset & Wealth Management, Financial Markets Infrastructure, and Banking. You're ready for a high-impact role where you'll work closely with C-level clients and internal leaders to drive growth, operational improvement, and innovation.

This is a hybrid, in-office role based in New York or Boston.

The work
  • Lead engagements end-to-end, overseeing planning, execution, and delivery across multiple workstreams.
  • Manage client relationships, serving as a trusted advisor and ensuring alignment of project delivery with client expectations and strategic goals.
  • Drive strategic problem-solving, synthesizing data and insights into clear, actionable recommendations.
  • Present findings and value-driven insights to senior client stakeholders with clarity and confidence.
  • Support business development, including proposal development, client pitches, and identifying new whitespace opportunities.
  • Shape client agendas, using your industry perspective and strategic acumen to influence outcomes.
  • Develop IP and thought leadership, staying ahead of industry shifts in fintech, AI, and digital innovation.
  • Mentor and develop junior team members, providing hands-on coaching and helping cultivate a high-performing, collaborative culture.
  • Contribute to firm growth, by bringing new ideas, building capabilities, and expanding our footprint in the Financial Services sector.


Qualifications
  • 8+ years of experience in strategy consulting, preferably at a top-tier firm (MBB, Big 4 Strategy, or equivalent).
  • Deep expertise across Financial Services sectors, including:
    • Asset & Wealth Management
    • Financial Markets Infrastructure (e.g., exchanges, custodians, data providers)
    • Banking
  • Demonstrated leadership in one or more of the following domains:
    • Growth strategy & business model innovation
    • Cost transformation & operational performance
    • Deal strategy (due diligence, PMI, carve-outs, 100-day plans)
    • Pricing strategy & revenue optimization
    • Data, digital, and platform modernization
    • Emerging tech: AI, analytics, digital product strategy
  • Strong leadership skills with a track record of managing teams and complex projects.
  • Exceptional communication and presentation abilities, with strong storytelling and executive presence.
  • Analytical strength and comfort working through unstructured challenges and ambiguous data.
  • Highly proficient in PowerPoint and Excel, with the ability to translate insight into impact.
  • Bachelor's degree required; MBA or other advanced degree preferred.


Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Your journey at A& M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A& M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD& D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A& M's benefits programs

The salary range is $150, 000 - $200, 000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A& M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

A& M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

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Responsibilities:

Please review the job description.

Educational requirements:

  • high school

Desired Skills:

Please see the job description for required or recommended skills.

Benefits:

Please see the job description for benefits.

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