Senior Director – Deal Management, Financial Services

. Lead and execute operationally focused projects for EY-Parthenon’s Strategy and Execution Deal Management – Financial Services practice .

Posted 10/21/2026full-timeUnited StatesSenior💰 $250,000 - $290,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading operational projects within financial services, focusing on M&A consulting, business integrations, and risk mitigation. Proven ability to build relationships with clients and mentor teams while delivering strategic insights and managing complex business environments.

Highest-signal resume keywords

M&A Consulting ExperienceBusiness IntegrationsQuantitative Analysis SkillsNegotiation SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical SkillsTransaction StrategiesSeparation PlansIntegration PlansValue EnhancementRisk MitigationComplex Data TranslationDivestituresCarve-OutsProject Management

Soft Skills

CoachingMentoringInfluencing SkillsAdaptabilityPrioritization

Tools & Technologies

Microsoft CopilotAI Tools

Certifications & Qualifications

MBA

Industry Keywords

Financial ServicesBankingCapital MarketsAsset ManagementInsuranceProfessional Services

About the role

Key responsibilities & impact

Lead and execute operationally focused projects for EY-Parthenon’s Strategy and Execution Deal Management – Financial Services practice
Execute and manage projects supporting client service teams in developing and executing transaction strategies
Prepare and execute separation and integration plans
Identify ideas and sources of value enhancement
Advise on risk mitigation and successful changes to operations, functions, and people
Lead project teams comprising colleagues across EY-Parthenon sub-service lines
Drive client pursuits, presentations, and client meetings
Contribute to practice development initiatives
Coach and mentor staff toward their career goals
Build strong working relationships with senior clients and advise key decision makers

Requirements

What you’ll need

Bachelor’s degree in Business, Accounting, Finance, Engineering, Computer Science, or Analytics and 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience
Significant experience in an M&A consulting environment working with financial services clients, including banking, capital markets, asset management, and/or insurance
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 skills
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
Must 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 preferred
Proven record of excellence in a mergers or acquisitions transactions role preferred
Experience within another large professional services organization preferred
Knowledge of firm-approved AI tools, including Microsoft Copilot preferred
Established networking skills in a relevant industry preferred

Benefits

Comp & perks

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