Director – Deal Management, Financial Services

. Prepare and execute separation and integration plans for complex financial-services transactions .

Posted 10/15/2026full-timeUnited StatesLead💰 $220,000 - $235,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in M&A consulting within financial services, focusing on transaction strategies, operational project management, and relationship building with senior clients. Proficient in analytical skills, business integrations, and risk mitigation to drive value enhancement in complex financial transactions.

Highest-signal resume keywords

M&A Consulting ExperienceFinancial Services ExpertiseAnalytical SkillsBusiness Integration ManagementNegotiation and Influencing Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative AnalysisQualitative AnalysisBusiness IntegrationDivestituresCarve-OutsRisk MitigationTransaction Strategy DevelopmentOperational Project ManagementData TranslationClient Advisory

Soft Skills

Relationship BuildingAdaptabilityPrioritizationCoachingNetworking

Tools & Technologies

Microsoft CopilotAI Tools

Certifications & Qualifications

MBA

Industry Keywords

Financial ServicesBankingCapital MarketsMergersAcquisitions

About the role

Key responsibilities & impact

Prepare and execute separation and integration plans for complex financial-services transactions
Identify ideas and sources of value enhancement
Advise on risk mitigation and successful changes to operations, functions, and people
Manage and execute operationally focused projects
Support client service teams in developing and executing transaction strategies
Develop experience across pre-deal and post-deal engagements
Participate in project teams across EY-Parthenon sub-service lines
Assist with pursuits, presentations, and client meetings
Contribute to practice-development initiatives
Build strong working relationships with senior clients and advise and support key decision makers
Learn and develop technical and personal skills through structured learning, coaching, and experiences

Requirements

What you’ll need

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
Significant experience in an M&A consulting environment working with financial services clients, including banking and capital markets
Excellent analytical skills and ability to translate complex data into meaningful insights
Experience in business integrations, divestitures, and/or carve-outs
Quantitative and qualitative analysis aptitude
Experience leading and managing in complex business environments
Ability to prioritize effectively and adapt quickly to new challenges and concepts
Excellent negotiation and influencing skills
Ability to develop long-lasting internal and external relationships
Reside in or be within a commutable distance to the office location
Ability and willingness to travel and work in excess of standard hours when necessary
MBA is preferred
Proven record of excellence in a mergers or acquisitions transactions role is ideally sought
Experience within another large professional services organization is ideally sought
Knowledge of firm-approved AI tools, including Microsoft Copilot, is ideally sought
Established networking skills in a relevant industry are ideally sought

Benefits

Comp & perks

Medical and dental coverage
Pension and 401(k) plans
Flexible vacation policy
EY Paid Holidays
Winter/Summer breaks
Personal/Family Care time off
Other leaves of absence
Professional growth opportunities
Inclusive culture