Deal Management Director - Strategy and Execution, Financial Services

The opportunity

EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

Within EY-Parthenon's Strategy and Execution sub service line, the Deal Management – Financial Services practice works on the most complex and high-profile global transactions in the financial services sector. You will prepare and execute separation and integration plans, identify ideas and sources of value enhancement, as well as advise on risk mitigation and the successful change of operations, functions and people. You have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning.

Your key responsibilities

As a Director with EY-Parthenon's Strategy and Execution Deal Management – Financial Services – Banking and Capital Markets, you will be a vital member of the team managing and executing operational focused projects. You'll execute and manage projects supporting our client service team in developing and executing strategies for transactions. Part of your role will also involve developing experience across a range of different types of engagements including pre and post deal phases.

Skills and attributes for success

• Project Management - be part of project teams comprising colleagues from across the EY-Parthenon sub-service lines.
• Business and Commercially Driven - working in a fast-paced, exciting environment with strong business acumen to drive value to our clients.
• Business Development - assist in aspects of pursuits, including presentations and client meetings. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work.
• Learning - Learn and develop technical and personal skills to support achievement of career goals, through a blend of structured learning, coaching and experiences.
• Building Relationships - Strong working relationships with senior clients, including influence, advice and support to key decision makers.

To qualify for the role, you must have

• A bachelor’s degree in Business, Accounting, Finance, Engineering, Computer Science, or Analytics and 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience.
• MBA is preferred.
• Significant experience in an M&A consulting environment working with financial services clients, including banking and capital markets,.
• Excellent analytical skills and the confidence to translate complex data into meaningful insights.

• Experience in business integrations, divestitures, and/or carve-outs with a demonstrated aptitude for quantitative and qualitative analysis.
• Experience leading and managing in complex business environments.
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts.
• Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
• The expectation for this role is in person teaming, at client site or in an EY office, a minimum of 60% of the time or on average 3 days a week over the course of an engagement, project or performance year.
• You must either reside in or be in a commutable distance to your office location for this position.
• The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.

Ideally, you will have

• A proven record of excellence in a mergers or acquisitions transactions role.
• Experience gained within another large professional services organization.

• Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
• Established networking skills in a relevant industry.

What we look for

We’re interested in talented professionals with the ability to visualize our clients’ goals and think creatively to facilitate them. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.

What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.  The base salary range for this job in all geographic locations in the US is $220,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.  In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today. 

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click here for additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people.  Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

EY  |  Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

All in to shape the future with confidence.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process,  please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [email protected].