Senior Managing Director, Data & Technology, Digital Transformation Financial Services

Ankura is a team of excellence founded on innovation and growth.

Practice Overview
Ankura’s Digital Transformation practice has a wide range of technical skills and work closely with the firm’s business experts to rapidly modernize companies focused on improving top-line and bottom-line performance. The skill sets within the group include information technology, data platform development, data analytics and reporting, application development, and artificial intelligence.

Our Digital Transformation team assist our clients to rapidly advance across stages of digital maturity from a solid IT foundation to sophisticated enterprise data platforms that enable real-time information, process automation, and custom applications designed to improve business performance.

This position is particularly focused on selling and delivering services in the financial services industry. This will include both going to market and working on projects jointly with our financial services industry business experts as well as direct-to-market digital transformation services.

Role Overview

The Digital Transformation Senior Managing Director role is an executive level position focused on driving significant new business origination, delivering complex client engagements, and scaling our Digital Transformation team. The ideal candidate possesses a proven track record for digital related services in Financial Services and/or Insurance industries. The candidate will be a "person of stature" and self-sustaining rainmaker who generates $3 - $5 million+ annually. This role requires an individual who is both a deep technical expert and a proven rainmaker capable of building a team, defining a strategy, and driving a substantial book of business.

Responsibilities

• Initiates and converts business opportunities and collaborates with other Senior Managing Directors to sell and deliver engagements that generate $3 - $5 million+ annually

• Establish the strategic roadmap and go-to-market plan for IT Transformation, aligning it with the firm’s global growth objectives

• Develop and implement a clear strategy into the firm’s service offerings and processes to help drive new revenue opportunities

• Serve as the executive engagement partner and quality assurance oversight for all major Financial Services related digital transformation projects, ensuring client satisfaction and driving follow-on work

• Lead comprehensive IT engagements advising Financial Services and Insurance clients on deal strategy, EBITDA proforma assessments, key risks, and transformation opportunities

• Serve as the expert lead for complex IT carve-out and divestiture projects, applying an end-to-end strategy and execution methodology. Key focus areas include Day One readiness, Transitional Service Agreements (TSA) management, and cost-to-separate analysis.

• Lead cross-functional post-close projects, including integration PMO leadership, to achieve cost synergy capture and operational optimization

• Advise on areas such as application consolidation, operating model design, and employee re-organization

• Design, craft and deliver client proposals, presentations, and marketing materials

• Participate in business development activities such as public speaking events, conferences, seminars, marketing events and client meetings

• Serve as a thought leader within the organization IT Transformation innovation, sharing knowledge and best practices

• Market research and analysis, GTM strategy development, and sales enablement

• Responsible for innovating and enhancing the D&T business group technological capabilities and offerings

Requirements

• BA/BS in Computer Science, Engineering, Business Analytics, or another analytical area

• 15+ years of progressive experience in M&A advisory, with a deep focus on Financial Services and/or Insurance within consulting

• Proven track record with Financial Services & Insurance clients

• The candidate will possess a strong personal brand and deep market-making relationships resulting in a robust flow of inbound calls and bookings

• A successful track record of revenue generating $3 - $5 million+ annually

• Strong background in financial analysis, including developing and tracking one-time cost to achieve models, synergy analysis, and reporting financial metrics to executive committees

• Experience with end-to-end strategy and execution carveout or merger technology

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