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CrossCountry Consulting · 2 months ago

Director- Tech-Enabled Finance Transformation (Asset Management)

McLean, VA

Full-time

Hybrid

Director/Executive

15+ years exp

CrossCountry Consulting is an advisory firm dedicated to creating a positive experience for clients and employees. As a Director in the Financial Services Practice, you will support asset managers and private equity firms in improving operational functions, leading project management, client delivery, and business development efforts.

AccountingConsultingFinanceRisk Management

Growth Opportunities

Responsibilities

Lead the development and delivery of services across asset management projects

Spend significant time on project management, staffing, and quality assurance

Be recognized as a subject matter expert in asset management, private credit, and private equity

Interact with clients to determine needs and develop plans for operational improvement

Act as a key leader in the Financial Services practice

Manage client accounts, work plans, staffing, and budgets

Foster client relationships and ensure high-quality service

Manage teams by tracking performance and encouraging continuous improvement

Resolve issues and project conflicts

Develop and execute business development strategies

Lead proposals, presentations, and contract negotiations

Drive revenue growth through client opportunities and account planning

Represent the firm at industry events and build referral relationships

Develop methodologies and new service offerings

Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation

Participate in firm initiatives like recruiting, training, and knowledge sharing

Qualification

Asset managementFund accountingBusiness developmentTeam leadershipCFACAIACPAPMPData analyticsInvestranEFrontILevelAllvueProject managementOperational improvementClient relationship managementQuality assuranceContinuous improvement

Required

15+ years of experience in consulting or internal transformation roles

Asset management experience, including complex fund structures and reporting

Familiarity with platforms like Investran, eFront, iLevel, Allvue, and others

Demonstrated success in business development and team leadership

Willingness to travel up to 30%

This role is based in the DC area; candidates must reside locally and be available to work in the office on a hybrid schedule (minimum of three days per week)