ADVISORY DIRECTOR JOB DESCRIPTION

An Advisory Director owns something most senior professionals never get: a named book of client relationships and a practice line they are accountable for growing. The role sits at the Director tier of a consulting firm, above engagement delivery managers and below Partners or Managing Directors, carrying responsibility for both revenue generation and team development. What makes it genuinely hard is that the same person who closes new mandates must also ensure those engagements meet quality standards, manage utilization targets, and develop the next generation of consultants below them. Firms serving private equity groups, public-sector organizations, and financial services clients consistently fill this seat with professionals who can hold a C-suite conversation and run a profitable portfolio simultaneously.

As the Advisory Director, you lead client engagement delivery, business development, and team performance across a defined practice area within a professional services firm. You operate with a high degree of autonomy, collaborating with Partners, engagement teams, and external clients to grow revenue, maintain quality standards, and develop junior staff.

Career Impact: Directors who build a recognized specialization in areas such as transaction advisory, regulatory risk, or IT strategy command Partner-track consideration and market-visible credibility within professional services.

Business Impact: The engagements this role closes and delivers directly determine whether clients make sound decisions on transactions, compliance programs, or operational transformations worth millions of dollars.

Growth Opportunity: The combination of business development ownership and people management at this level accelerates the skills needed to move into a Managing Director or Partner role within three to five years.

• Lead client engagement delivery across multiple concurrent mandates, ensuring work products meet scope, timeline, and quality standards.
• Drive business development activities including proposal writing, client targeting, account planning, and pursuit strategy for new and follow-on work.
• Own engagement financials covering utilization, billing rates, realization, WIP, and profitability against budget.
• Direct the work of engagement teams by delegating tasks, conducting performance reviews, and maintaining standards across deliverables.
• Develop client relationships at the executive level by demonstrating subject matter expertise and identifying opportunities to expand the scope of services.
• Coach and mentor junior staff through formal reviews, on-the-job guidance, and career development conversations.
• Contribute to practice-building initiatives including thought leadership, marketing materials, conferences, and internal capability development.
• Monitor regulatory developments, market trends, and emerging client needs to sharpen service offerings and advisory positioning.

• Bachelor's degree in business, finance, accounting, or a related field, or equivalent work experience.
• 10 or more years of client-facing professional services experience, with at least 5 years in an engagement leadership or advisory capacity.
• Demonstrated track record of meeting or exceeding sales targets and growing a client portfolio within a consulting or advisory firm.
• Proven ability to manage engagement financials including budgeting, staffing decisions, and profitability oversight across concurrent mandates.
• Strong executive communication skills, with experience presenting findings and recommendations to C-suite stakeholders and board-level audiences.
• Experience managing and developing teams of professional staff, including performance reviews, coaching, and career guidance.
• Working knowledge of internal controls, risk frameworks, or regulatory compliance relevant to the firm's service lines.
• Ability to obtain and maintain required professional certifications or security clearances as defined by engagement requirements.

• CPA, CIA, CISA, CFE, CISSP, or other recognized professional certification directly relevant to the practice area.
• Prior experience in a Big Four or large regional professional services firm, with familiarity with engagement acceptance and risk management processes.
• Demonstrated success building a Transaction Advisory, Risk Advisory, or Regulatory Advisory practice from a growth stage.
• Experience managing multi-geography or cross-functional engagements involving government, financial services, or private equity clients.

• Utilization rate against target billable hours, reflecting productive engagement deployment across the portfolio.
• Revenue attainment versus individual sales target for new and follow-on client work each fiscal year.
• Engagement realization rate, measuring billed revenue against budgeted fees across managed mandates.
• Client retention rate within the managed portfolio, indicating relationship depth and delivery consistency.
• Number of staff promoted or advanced under direct coaching and people management, tracked annually.
• Typical tools: engagement management platforms (commonly Salesforce or equivalent CRM); financial tracking (commonly Excel-based WIP and billing systems).

• Base Salary Range: $175,000 to $240,000 per year depending on firm size and practice area.
• Bonus: Performance-based, typically 20 to 35 percent of base salary tied to sales and utilization targets.
• Equity: Partnership track or profit-sharing available at select firms; equity grants uncommon below Partner level.
• Health Benefits: Comprehensive medical, dental, and vision coverage; employer contributions standard.
• PTO: 20 to 25 days per year; firm holidays and occasional flex arrangements vary by employer.
• Common Perks: Professional development stipend, CPA or certification reimbursement, travel expense coverage, 401(k) with employer match.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Candidates for this position are considered without regard to race, color, religion, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Consistent with the Americans with Disabilities Act, reasonable accommodations will be made for qualified applicants and employees upon request. Final offers are contingent on successful completion of a background check, which may include verification of education, employment history, and professional credentials. Applicants must be authorized to work in the United States without sponsorship.

The Advisory Director leads BMS's Cyber Third-Party Risk Management Program, overseeing vendor risk assessments, supply chain security, and cyber integration across a global biopharma enterprise spanning oncology, cardiovascular, and immunoscience. Partnering with Cybersecurity, Procurement, Legal, and Business Lines, this role shapes the frameworks and playbooks that protect the organization through acquisitions, divestitures, and ongoing third-party compliance.

Key Responsibilities

• Provide leadership, strategic direction, oversight and management of BMS's Cyber TPRM Program to lead the successful execution of the program framework elements in accordance with BMS's guiding principles and enterprise risk appetite.
• Enhance and maintain a sustainable Cyber TPRM framework including procedures and playbooks that drives ongoing identification and management of security and privacy risks within the BMS supply chain and compliance with regulatory requirements.
• Lead a team in the overall management of the Cyber TPRM Program to identify, monitor, and mitigate risks of new and existing third-party vendors through risk assessments, contractual considerations, remediation, and continuous intelligence based monitoring.
• Actively engage and collaborate with internal stakeholders and subject matter specialists across various business units, corporate functions and risk groups to contribute to the effective management of third party relationships.
• Identify emerging supply chain security and privacy risks and continuously adapt the Cyber TPRM program to proactively address emerging threats.
• Partner with Cybersecurity, Procurement, Legal, and the Business Lines to ensure compliance of Cyber TPRM policies, procedures, processes and escalation of issues.
• Bring strategic and innovative thought leadership to Cyber TPRM key stakeholders to drive continuous collaboration, adoption and performance improvement opportunities.
• Partner with Cyber Governance to develop standardized reporting, key metrics and risk indicators to provide intelligence based risk information to Cyber Leadership, Procurement and Business partners.
• Develop reports to present to program steering committees, cross-functional management committees and BMS Leadership Committees, as required.
• Oversee implementation of cyber integration ensuring on-time, on-budget, and results within enterprise risk appetite, and oversee transition of responsibilities as defined in new operating model.
• Develop a playbook in cooperation with Cybersecurity peers to assess future acquisition/divestiture work and enable cyber resilience through acquisition and divestiture work.

Required Qualifications

• Bachelor's degree or 15 years relevant experience.
• Minimum 10 years' experience in relevant cybersecurity domains.
• Proven understanding of cybersecurity risk assessment and risk management procedures and methodologies, with experience leading and promoting risk discussions based on qualitative and quantitative data.
• Knowledge of common information security management frameworks such as ISO/IEC 27001, ITIL, COBIT, NIST 800-53, and Cybersecurity Framework.
• Strategic ability to develop highly effective risk management strategies, with demonstrated ability to successfully manage projects, people and resources in a global business environment.
• Strong analytical and negotiating skills, with ability to develop actionable recommendations and implementation plans.
• Excellent written and verbal communication skills, and strong management skills with emphasis on people development.
• Outstanding cross-functional leadership skills, viewed as credible by business unit and functional leaders, with willingness to constructively challenge senior management thinking on key cybersecurity and privacy supply chain issues.
• Visionary leader with a global business perspective.

Embedded within Business Advisory and Data Operations, the Advisory Director oversees qualitative and quantitative project quality, research design, and workflow efficiencies for a portfolio of client engagements. Working closely with Sales, Data Operations, Research Excellence, and Data Science teams, this role builds trusted client relationships and develops junior staff to deliver research-driven strategies that have direct impact on client business outcomes.

Core Functions

• Create impactful communications and presentations.
• Build and maintain strong relationships with current and prospective clients through effective client relationship management and advisory.
• Deeply understand client's business, how they make money, and competitive landscape.
• Oversee the design and deliverable creation, ensuring that research is effectively translated to insights and actionable strategies that have a meaningful impact on client's business.
• Collaborate effectively with Sales, Data Operations, Research Excellence, and Data Science teams to ensure clients' business issues and needs are addressed at each stage of the engagement.
• Partner on the creation of all client deliverables including reports, proposals, analytical plans, and budgets, ensuring highest quality and accurate pricing.
• Monitor budgets and project scope; partner to keep projects profitable and on time.
• Participate in talent selection and high performing team-building efforts; mentor and train junior staff.
• Create thought leadership content and contribute to refining offerings and marketing materials.

Qualifications & Experience

• Bachelor's degree in Marketing, Business, or related field required, advanced degree is a plus.
• 7–10 years of experience.
• Proven experience networking and developing trusted client relationships, with a strong track record of growing accounts to significant size.
• Experience in fast paced client and supplier environments, including leading change management efforts, strategic workshops, activations, and planning sessions.
• In-depth knowledge and experience in Financial Services, Healthcare, Insurance, Transportation, Consumer/Retail, and Technology.
• Proficient in MS Word, PowerPoint, and Excel, experience with data analytics software a plus.
• Entrepreneurial approach with proven strategic and analytical thinking skills and ability to translate insights into specific business actions.

Strong collaborator with ability to forge effective relationships across various constituents in a distributed and non-hierarchical organization, and ability to thrive in a heavily matrixed environment.

Proven skills in writing and compelling storytelling.

Reporting to the Risk Advisory service line leadership, the Advisory Director executes client engagements, manages business development activities, and drives utilization targets across Grant Thornton's Public Sector practice serving government organizations. Partnering with engagement teams, coachees, and campus recruiting pipelines, this role delivers creative, cost-effective solutions in financial management, IT, human capital, and performance management for public-sector clients.

Primary Duties

• Perform engagement management responsibilities including performance reviews, task delegation, project scheduling, project financials, quality review and client management.
• Meet or exceed sales targets for new and follow-on work.
• Manage business development activities such as proposals, capture, account teams, whitepapers, conferences, and other thought leadership materials.
• Meet or exceed targeted billing hours (utilization).
• Act as performance manager (coach) for up to four coachees outside of engagement responsibilities.
• Interview campus and/or experienced candidates.

Education & Experience

• Bachelor's degree required from an accredited college or university in a related field.
• Ability to obtain and maintain certain job-related certifications if no job-related advanced degrees.
• Ability to communicate clearly in writing and verbally, coach and mentor junior staff members.
• Ability to obtain and maintain a security clearance and firm independence, and abide by firm ethics requirements.
• U.S. citizenship may be required, ability to work in the United States indefinitely required, ability to work overtime on occasion, sit in an office environment for long periods of time, and travel as required.

Sitting at the intersection of real estate market analysis and departmental leadership, the Advisory Director generates recommendations on site feasibility, pricing, and product for MLA Canada clients while leading all Advisory department functions and workflows. Operating across business development, client relations, and media outreach, this role aligns the Advisory team with MLA Canada's organizational purpose and drives new advisory business in the residential and multi-family market.

Duties

• Analyze data and generate recommendations on site feasibility, pricing and product for MLA Canada clients.
• Lead client meetings and envisioning sessions.
• Assist senior leadership team with industry speaking events and media outreach.
• Proactively research new reporting methods, global real estate design trends, construction methods and demographic/purchaser trends.
• Conceptualize and proof all MLA Advisory reports.
• Support the business development team in identifying potential clients and lead pitch meetings with senior leaders.
• Lead all departmental functions and manage MLA Advisory workflows.

Skills & Qualifications

• Relevant degree from a recognized institution.
• 8+ years' experience in real estate and 5+ years' managing/mentoring a team.
• Strong knowledge of real estate intel and strong industry connections.
• Experience with Altus, Urban Analytics, CMHC, MLS, etc.
• Proficiency with Google and MS Office 365 applications.

Benefit: MLA offers our team members an unparalleled opportunity to work within a growing company. Our purpose is to create and innovate meaningful real estate experiences. We are passionate. We are thoughtful. We are deeply committed to growing leaders, and building best in class services. In addition to a competitive compensation structure, we offer an amazing opportunity for personal growth and development, a defined bonus structure, a comprehensive benefits package, an opportunity to work with the best of the business, paid vacation time between Christmas and New Years, fitness and wellness allowances, flexible and remote working environment, maternity leave top up for expecting mothers, and a collaborative, innovative and fun working environment.

A key member of PwC's integrated deals and real estate valuation team, the Advisory Director delivers independent valuation reports for M&A, financial reporting, taxation, and disputes across core and alternative Canadian real estate asset classes including pension funds, REITs, and private equity portfolios. Collaborating across corporate finance, restructuring, and national PwC networks, this role grows the valuation practice through client relationships, thought leadership, and team development.

Functions

• Contribute to the growth of a scaling real estate valuations practice through leveraging the firm's network and own sphere of influence.
• Deliver in-depth understanding of property and portfolio value along with relevant technical and industry knowledge.
• Lead the real estate assurance support function including review of valuation methodologies and assumptions to support financial statements for real estate clients such as pension funds, REITs, and developers.
• Grow relationships with existing clients by demonstrating subject matter expertise and knowledge.
• Provide independent, expert valuation reports for M&A, financial reporting, disputes, taxation, corporate planning and governance.
• Participate in the deals ecosystem by supporting corporate finance, restructuring, and value creation practices with real estate scope.
• Contribute to thought leadership, pitches, proposal development and other business development activities.
• Lead real estate valuation project teams and contribute to team development through coaching and sharing technical knowledge across the national and global PwC network.

Requirements

• AACI designation required.
• Considerable experience as a team leader supervising diverse teams, with a demonstrated commitment to valuing differences, developing and coaching diverse teams, and ensuring diverse perspectives are heard.
• Dynamic, entrepreneurial style to identify and execute on new market opportunities, with proven ability to manage multiple project workflows and deliver on time.
• Strong technical skills with Argus Enterprise and Microsoft Excel.
• Strong commitment to identifying and addressing client needs and building, maintaining, and utilizing client networks and community involvement, proactive, takes ownership of tasks and assignments, experienced at preparing and/or coordinating complex written and verbal materials.

Consistent delivery of high-quality client and engagement acceptance decisions depends on the Advisory Director, who applies specialist knowledge of IT professional services to consult through KPMG's Risk Management Processes and direct multiple key programs. Based within the Risk Management organization and collaborating with engagement partners, internal legal groups, and pursuit teams, this role advances process improvement, quality reviews, and the development of a mid-sized team of entry-level through intermediate professionals.

Accountabilities

• Apply comprehensive or specialist-level knowledge of IT professional services to review and consult through Risk Management Processes including client and engagement acceptance evaluations, contractual escalations, and evaluation of new services.
• Collaborate with engagement and pursuit teams to evaluate engagement opportunity viability and maximize pursuit strategy by engaging and directing opportunities to the most appropriate service networks.
• Interface, partner and collaborate regularly with engagement partners, internal legal and compliance groups to gain consensus, provide guidance, training and resolve questions.
• Direct multiple key projects, programs and initiatives requiring advanced technical knowledge; make independent decisions on high risk and complex matters.
• Identify and implement process improvement opportunities and lead Risk Management support of internal quality reviews.
• Provide active coaching, mentoring and knowledge-sharing with junior staff; manage team members' work product and have people management responsibility for a mid-sized to small team.

Experience & Qualifications

• Bachelor's degree from an accredited college or university.
• Minimum ten years of recent related work experience in IT professional services, preferably with a focus in system implementations, including at least three years in scoping, defining and contracting for IT professional services.
• Strong communication skills and experience working with executives to identify and resolve issues, formulate strategies and prepare action plans.
• Ability to manage multiple concurrent programs, with outstanding verbal and written communication, collaboration, negotiation and influencing skills.
• Skills to direct, motivate and empower others toward organizational goals ensuring efficient allocation of resources across multiple functions and execution of strategic initiatives.
• Ability to address emerging opportunities and determine how the organization should be organized and staffed to realize them.

As the Advisory Director, this role leads a team and program to identify, assess, and provide effective challenge on cybersecurity risk across business divisions, producing technical assessments of control design and delivering risk-informed recommendations to senior management and regulatory agencies. The broader organization relies on this work to maintain oversight of emerging cyber threats, influence risk decisions at all levels, and sustain a second-line-of-defense posture aligned with financial sector regulatory expectations.

Activities

• Play a lead role in identifying areas of cyber risk to provide oversight, analysis, effective challenge, and risk-informed recommendations.
• Provide and manage the production of technical assessments of the effectiveness and design of cybersecurity controls.
• Conduct assessments and draft reports for senior management, regulatory agencies, and the Board of Directors as needed.
• Manage a team of cybersecurity professionals; set vision and direction, manage performance and career development of associates.
• Stay current on emerging cyber threats and risk management approaches.
• Collaborate effectively with stakeholders and leaders across multiple organizations to achieve objectives.
• Coordinate program-related activities and deliverables to ensure effective collaboration within the team and across stakeholder groups.

Technical Qualifications

• Bachelor's degree or military experience.
• At least one professional security management certification: CISSP, CISM, CRISC, or Security+ CompTIA.
• At least 7 years of hands-on cybersecurity operations experience, including at least 5 years with cybersecurity, Identity & Access Management, Active Directory, Single Sign On, and Privileged Access Management; at least 2 years with public cloud infrastructure and security principles; and at least 2 years managing, consulting, auditing, or working in information security, technology, or risk management.
• At least 5 years of experience managing personnel.
• Familiarity with NIST Cybersecurity Framework controls, NIST 800-53, ISO 27000-1, and financial sector regulatory practices and second line of defense effective challenge.
• Excellent written and verbal communication skills with ability to articulate complex technical concepts clearly and concisely to executives and senior decision-makers.
• Ability to manage multiple projects while maintaining superior results, work cross-functionally, and lead work among a team, execution oriented and self-motivator, passion and expertise in cybersecurity with ability to be confident, respectful, and articulate when registering dissenting or unpopular opinions.

Advisory Director builds the standardized frameworks, templates, and intake processes that underpin CIBC's US Anti-Money Laundering Advisory function, overseeing risk assessments for new products, regulatory change, and third-party arrangements. Success in the position means formalizing reputation risk assessments for the Chief AML Officers, providing effective challenge on business Risk Self Assessment results, and keeping the program aligned with evolving US AML laws and sanctions requirements.

Operational Focus

• Assess money laundering, terrorist financing and sanctions risks associated with new products and services, regulatory change, third party arrangements, and during the risk self-assessment process.
• Collaborate with AML, infrastructure and business team members to evaluate internal and external changes, document risks and controls, and prepare formal assessments.
• Monitor regulatory change and industry news to proactively identify risks and control enhancements to ensure regulatory compliance and maintain a risk-based Anti-Money Laundering Program.
• Lead discussions with business and infrastructure partners to evaluate new products, initiatives, technology upgrades, and vendors to identify ML/TF and sanctions risks and recommend control enhancements.
• Collaborate with AML Advisory team members to provide effective challenge on business Risk Self Assessment results leveraging risk and control data.
• Formalize client-centric reputation risk assessments for presentment to the US and Enterprise Chief AML Officers.
• Develop standardized templates, processes, and guidelines for US AML Advisory intake to create consistency, monitor adherence to service level agreements, and identify and implement efficiencies.

Education & Experience

• Undergraduate degree in business or related field, advanced degree preferred.
• Certified Anti-Money Laundering Specialist (CAMS) certification preferred.
• 7–10 years of experience interpreting and implementing financial services regulatory programs, preferably related to anti-money laundering and/or enterprise risk management.
• Knowledge of US AML laws and regulations as well as familiarity with US Sanctions programs and financial services operations, infrastructure and payment processing.
• Judgment and problem-solving skills to provide input and advice to lines of business on risk management controls, ability to interpret complex regulatory issues to provide sound guidance.
• Interpersonal and relationship management skills to build trust amongst stakeholders and work collaboratively with lines of business, strong time management skills and ability to manage competing priorities across multiple projects simultaneously.

The Advisory Director produces IT strategy engagements and project proposals that help senior client executives in retail and financial services translate technology challenges into actionable solutions within Avanade's Technical Advisory practice. Partnering with account teams, sales individuals, and Advisory peers, this role expands the Applications & Infrastructure pipeline and advances client relationships by monitoring technology trends and guiding teams through structured problem-solving.

Key Deliverables

• Manage and lead the delivery of a broad range of IT strategy and multiple technical advisory engagements.
• Work with senior client executives to identify their business problems and develop the right approach and analytical solutions.
• Write complete project proposals including shaping the proposed solution and collaborating with other Avanade individuals to secure new client work.
• Play a leading role in business development and sales activities by working closely with account and sales teams to ensure proposition and solution alignment.
• Guide the team through problem definition, issue identification and work plan development using problem solving principles and previous experience.
• Monitor technology trends and raise awareness of capabilities and innovations in selected domains of expertise.

Position Requirements

• 10+ years of experience in consulting and advisory with a solid focus on Applications & Infrastructure technology implementation, transformation and strategy in the retail or financial services industry.
• Previous experience working on multiple workstreams and engagements in a highly matrixed external client-facing environment with talent, project, and budget management responsibilities.
• Experience selling, advising and delivering Applications & Infrastructure projects such as CIO strategy, IT operating model, emerging technology transformation, or cloud transformation assessments.
• Good ability to translate business requirements and work with solution architects to develop plausible technical solutions.
• Aptitude for critical and analytical thinking with capacity to accept out-of-the-box solutions.
• Good interpersonal skills with the ability to work with clients to establish requirements in non-technical language.

Embedded within Prescient's advisory team serving a PE-backed biopharma consultancy, the Associate Director, Advisory develops and commercializes client portfolios by integrating therapeutic, clinical, and commercial expertise across product and company life cycles. Working closely with project teams, account leads, and the marketing function, this role grows revenue in existing and new US biopharma accounts while mentoring Advisory team members and publishing thought leadership that strengthens the firm's market presence.

Areas of Ownership

• Ensure three-dimensional management of client engagements including design, planning, client and people management, evidence collection, analysis and reporting.
• Seek out new business within existing accounts and pursue opportunities with new brands.
• Collaborate with other members of the project and account teams to ensure clients experience best-in-class customer service.
• Act as a valued subject matter expert externally and mentor junior staff internally.
• Collaborate with the marketing team to develop and publish thought leadership content that has a meaningful impact on Prescient's brand and business development activities.
• Mentor the members of the Advisory team by identifying their strengths and opportunities and supporting their development; ensure sustained focus on delivering concise, impactful insights of value to clients.

Knowledge Skills & Abilities

• PhD in life sciences, MD, MS/MBA combination, or MBA.
• More than 7 years of professional experience, of which at least 5 years are in consulting, strategy, or business development.
• Excellent business development skills to cultivate and grow existing client relationships, with strong account management skills.
• Exceptional framing and solution-forming skills.
• Extensive experience leading and developing consulting account teams.
• Confident communication skills to interact with clients on a peer-to-peer basis and provide subject matter expertise.

Reporting to the Partners leading the London Regulatory and Risk practice, the Advisory Director drives day-to-day delivery of Section 166 reviews, FCA/PRA reporting, and governance advisory services for Banks, Investment, Wealth, and Asset Management clients. Partnering with multi-disciplinary teams across WAM and Banking practice, this role refines the practice's multi-year strategy, runs large-scale RFPs, and develops junior management capability to sustain growth across the regulatory advisory business.

Role Responsibilities

• Provide clients with assurance and advisory services over regulatory, risk, governance and control frameworks.
• Lead delivery of Section 166 reviews and reporting to the FCA/PRA as part of a wider multi-disciplinary team.
• Build and leverage both internal and external relationships to support Partners and peers in driving business development and sales activities.
• Be a role model to the wider team by showcasing values and principles, leading from the front and by example.
• Lead the pursuit of business development opportunities within Regulatory and Risk.
• Lead goal development and coaching of staff to enable the growth of the junior management team; support development of junior team members through formal training, on-the-job training, and informal coaching and mentoring.
• Present at regulatory presentations, client forums and training initiatives.

Professional Experience

• Extensive experience in developing, selling and delivering regulatory solutions for financial services clients in a multi-disciplinary environment, including ability to work across WAM and Banking practice with both retail and wholesale clients.
• Knowledge of prudential and conduct regulation, ability to run large-scale RFPs bringing global capabilities together and a proven track record in shaping and delivering a multi-year strategy to support firm-wide goals.
• Strong project management skills and ability to lead a team of professional staff including decision-making, time management, prioritisation, organisation and evaluative skills.
• Strong stakeholder and relationship management skills with ability to develop and maintain strong internal and external networks, proven track record in sales and building client relationships demonstrating networking, sales and influencing skills.
• Proven track record in thinking beyond own capability area and collaborating proactively, desire to lead a diverse team with a collaborative attitude and enthusiasm for coaching and developing others.

Sitting at the intersection of infrastructure finance and local government strategy, the Advisory Director builds UKIB's local authority lending business by originating and screening investment projects across UK cities in support of the Bank's net zero and local growth goals. Operating across ExCo investment committees, central and devolved government departments, and senior Bank colleagues, this role develops the product offering, manages deal teams, and establishes UKIB's profile as the leading partner for local government infrastructure.

Strategic Initiatives

• Establish the Bank's leadership in the local government infrastructure sector; build credible rapport with city CEOs and local leaders and own the primary relationship with cities across the UK.
• Originate, identify and screen potential projects for UKIB; make recommendations to ExCo investment committee on eligibility of projects based on commercial and policy impact viability.
• Lead a deal team in the negotiation and due diligence process.
• Develop UKIB's product offering responding to local authority infrastructure financing needs; work closely with the bank's advisory function to identify projects and drive the overall pipeline.
• Actively lead engagement with key stakeholders and thought leaders at local, national and UK levels including central and devolved government departments; build the profile of UKIB in local government by speaking at events and conferences to generate new opportunities.
• Develop capability in the team and organisation; manage and resource teams to deliver business targets and play a leadership role in building the culture of the broader organisation.
• Work in an open, constructive and collaborative manner with senior colleagues across the Bank to share expert knowledge, construct sector strategies and assess the suitability of prospective deals.

Background & Experience

• Proven experience in financing or delivering local infrastructure investment, including experience building new business areas and teams.
• Experience of working with both government finance and institutional investors.
• Experience managing formal lending processes including negotiation, due diligence, and review of contracts and assessment of risks.
• Commercially astute with excellent negotiation skills.
• Ambassador for the green growth mission, able to contribute to the culture of the organisation.

A key member of RSM's nationally recognized Transaction Advisory Services practice, the Advisory Director oversees multiple financial due diligence engagements for private equity and corporate buyers while identifying business opportunities and advancing go-to-market strategies. Collaborating with deal teams serving both buy-side and sell-side mandates, this role develops team vision, coaches staff, and builds the client relationships that sustain a high-performing M&A advisory practice.

Job Functions

• Lead and manage multiple challenging financial due diligence engagements and participate in transactions related to acquisitions by private equity investor groups and strategic corporate buyers.
• Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.
• Utilize proven business development skills to build upon transaction advisory services work.
• Identify business opportunities and enhance go-to-market strategies.
• Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.

Education & Experience

• Bachelor's degree required; master's degree preferred.
• Approximately 10 years of related work experience including 5 years with financial due diligence and 5 years on the advisory side; Big Four or similar consulting background.
• Successful track record of building and growing a Transaction Advisory Service practice, including experience servicing private equity groups, developing and supervising staff, and operating in a professional services firm or large consultancy.
• Demonstrated thorough knowledge to identify and address client needs, build and sustain meaningful client relationships, and understand the client's business.
• Keeps up to date with the Transaction and Advisory Services industry and Private Equity groups.
• Must possess a high degree of integrity and confidentiality; must be willing and able to travel approximately 25–30%.

Growing CohnReznick's commercial and residential real estate advisory practice through client relationships, technology platform work, and business development depends on the Real Estate Advisory Director, who leads project teams and serves as the firm's real estate industry authority. Serving as liaison between CohnReznick Advisory leadership, real estate clients, and industry peers, this role advances practice strategy while advising on business transformation, ERP systems, and operations across diverse real estate portfolios.

What You'll Do

• Lead, manage and grow commercial and residential real estate advisory practice.
• Work with leaders across CohnReznick Advisory to drive strategy, go-to-market efforts, growth, and direction of real estate advisory practice.
• Identify, foster and lead business development opportunities.
• Lead, coach and mentor junior team members to foster a collaborative, high-performing organization.
• Act as the Advisory real estate industry leader and liaise with other CohnReznick real estate industry leaders.
• Manage project teams and ensure value of delivery, execution, quality assurance, and adherence to budgets and timelines.
• Work with stakeholders, clients and internal project teams to understand business needs, interpret information and reporting requirements, and perform testing on customized technology platforms and ERP systems.
• Advise real estate clients on strategy, business transformation, operations, and technology projects.
• Build and foster strong client relationships and provide business process and technology subject matter expertise in commercial and residential real estate.

Background & Experience

• Bachelor's degree in real estate, business administration, or related field with classes in finance, accounting and economics; master's degree a plus.
• Approximately 12–15+ years of real estate industry experience; demonstrated experience building and fostering strong client relationships, including experience working with international clients.
• Exposure and knowledge of facilities and building infrastructure management.
• Knowledge and experience of Yardi, JDE, MRI, RealPage, and/or Argus; advanced skills in Visio, SharePoint, and PowerPoint.
• Strong work ethic and attention to detail.
• Willing to travel up to 20%.

As the Advisory Director in Finance Advisory Services, this role leads high-effort finance transformation projects across countries, regions, and global operations for ISS World Services A/S, while covering interim CFO and Finance Director vacancies as needed. The Finance Advisory Services team relies on this work to deploy Group policies, drive working capital and cost optimization, and develop less senior team members across an international, matrixed operating environment.

Day-to-Day Responsibilities

• Serve as project lead on high-effort/high-value projects in countries, regions and global operations.
• Be available for interim deployment on key senior finance vacancies including CFO and Finance Director positions.
• Support professional development of less senior team members within FAS.
• Connect with key stakeholders to ensure alignment and buy-in, and deploy Group policies and best practices across business units.
• Strive for optimization and efficiencies across business units.
• Cover key senior finance vacancies on an interim basis.

Qualifications & Experience

• Master's degree in finance, accounting, or equivalent.
• Minimum ten years of relevant work experience, with a track record of working with management and C-level; experience from management consulting is an advantage.
• Previous experience working as a leader, lead consultant, and/or project lead in an international operational environment, willing to potentially relocate to take on senior finance leadership positions.
• Strong commercial acumen, decision-making, and organizational skills, proactive, data-minded individual with a drive for continuous improvement.
• Strong stakeholder management skills with understanding of matrix organization complexity; strong communication and influential skills at all levels, spoken and written.
• Ability to work independently while maintaining a strong team ethic, attention to detail without losing sight of broader objectives.

Advisory Director coordinates Risk & Compliance client engagements and internal firm initiatives for CrossCountry Consulting's San Francisco office, preparing deliverables, presentations, and project administration that support practice growth. The work directly supports firm leadership and client executives by translating findings into recommendations and fostering a collaborative team environment across recruiting, business development, and marketing committees.

Scope of Work

• Partner directly with leadership to support and make decisions in the best interest of the growth of the San Francisco office.
• Participate in and/or lead teams providing Risk & Compliance services for clients.
• Communicate effectively with clients to convey project findings, updates and recommendations.
• Create presentations that effectively inform and influence clients.
• Prepare high quality deliverables and collaborate with CrossCountry and client team members regarding business issues and potential solutions.
• Assist with project administration including project setup and planning, budgeting, account management, and billing.
• Foster a spirit of collaboration among team members and participate in advancing the firm and Risk & Compliance practice through committees and internal initiatives such as recruiting, business development, and marketing.

Skills & Qualifications

• Bachelor's degree or higher in accounting, finance, information systems, or a similar business or technical discipline.
• Certifications desired: CIA, CPA, CISA, or CFE.
• Professional services experience in a client-facing role at a consulting firm, Big Four accounting firm, or commensurate industry experience.
• Strong technical and analytical skills in business processes, accounting, and finance; working knowledge of risks and internal controls.
• Professionalism and discretion in interacting with executives and clients; excellent verbal and written communication skills; strong attention to detail and organizational skills.
• High energy, creativity, confidence, flexibility, and entrepreneurial spirit; adaptable in high-pressure situations and able to work autonomously.

The Advisory Director creates client-facing engagements that address complex M&A, divestiture, IPO readiness, and technical accounting challenges, working alongside client management, auditors, and advisors to implement best practices in financial reporting. Collaborating across a firm of accounting and advisory professionals, this role manages existing client relationships, leads SEC filing reviews, and contributes to strategic initiatives that support the continued growth of the practice.

Leadership Responsibilities

• Lead engagements advising clients on complex mergers and acquisitions, divestitures, IPO readiness, interim management and various technical accounting matters.
• Lead the review of financial statements and other SEC filings.
• Lead the development of financial models, forecasts and related analyses.
• Oversee the design and implementation of business process improvement initiatives.
• Act as a liaison between client senior management and their auditors.
• Manage existing client relationships and pursue new client opportunities.
• Participate in various strategic initiatives to facilitate the continued growth of the firm.
• Serve as a subject matter expert in several chosen areas.

Education & Experience

• Bachelor's degree in accounting; advanced degree preferred.
• Big Four or large regional public accounting, auditing, and/or accounting advisory experience.
• Expert knowledge of US GAAP and SEC reporting.
• Excellent interpersonal, verbal and written communication skills; team oriented with strong desire to contribute to the growth and success of the firm.
• Capable of leading multiple client engagements simultaneously.
• Willingness to travel to client locations including occasional overnight travel.

Reporting to the Collaboration & Content Business Unit, the Solution Advisory Director executes post-deployment client reviews, usage data analysis, and product enhancement coordination to optimize adoption of Intapp's OnePlace platform across legal and professional services organizations. Working closely with Practice Group Leads, product teams, and client community moderators, this role elevates client retention and referenceability by turning usage benchmarks and predictive KPIs into actionable system recommendations.

Strategic Responsibilities

• Consult with clients post-deployment to ensure they are capitalizing on all available features and that the solution is configured appropriately to the client's organizational model and needs.
• Proactively conduct solution reviews to assess effective adoption, gauge product usage, identify client business issues and requirements, and coordinate with required internal resources to drive timely resolution.
• Coordinate with Collaboration & Content Practice Group Leads to advise on marketplace trends and provide introductions to specialists where appropriate.
• Articulate the benefits of OnePlace Collaboration & Content to all levels of a client organization including business line managers and C-level executives.
• Lead and support Collaboration & Content user community events and be an active moderator and contributor to online client communities.
• Serve as a visible presence in the marketplace, demonstrating technology expertise and thought leadership at conferences, events, and industry programs.
• Proactively engage with clients to interpret usage data, develop benchmarks and predictive KPIs, and recommend modifications of system usage.
• Monitor and analyze client base to identify trends in product health and make recommendations for client outreach programs to improve retention rates.
• Curate product enhancement requests, manage the review process with the Product organization, and coordinate responses to clients.
• Serve as a member of the Business Unit's Client Experience team; analyze data, follow trends, formulate recommendations, and execute programs to optimize the client journey and result in high client satisfaction.

Minimum Qualifications

• Bachelor's degree.
• Substantial experience in the legal or professional services industry in a technology role; experience in enterprise software or document management administration a plus.
• Familiarity with Microsoft 365 and Teams required, familiarity with iManage, NetDocuments, or Repstor/Intapp applications a distinct advantage.
• Strong business acumen, client service mentality, and analytical skills with ability to collect and analyze input from multiple sources.
• Superior verbal and written communication skills including ability to listen carefully, influence and network with a broad spectrum of internal colleagues and external clients.
• Strong time management skills, ability to multi-task, prioritize, and travel up to 20% of the year.
• Resourceful problem-solver, driven by results, comfortable working in a start-up environment, and a reliable team player.

Reporting to healthcare consulting leadership, the Advisory Director guides feasibility studies, facility development, and operational transformation engagements across healthcare providers in the Middle East and Africa, from business plan through commissioning and full operations. Partnering with planning teams, designers, JCI accreditation bodies, and C-level healthcare executives, this role enables providers to establish and optimize facilities that meet local and international regulatory standards.

Ownership Areas

• Implement the goals and objectives set out in the annual business plan through leadership, coaching and mentoring of healthcare consulting management.
• Deliver projects on time, on budget, and at the highest quality.
• Develop and maintain client relationships.
• Lead the continued development of healthcare operations advisory in-house expertise, methodologies, and team members.
• Lead periodical project meetings and presentations; ensure client is adequately briefed on project progress.
• Develop healthcare facilities from business plan through design, construction, equipment, commissioning, and opening to operations, conduct due diligence and manage green/brownfield projects.
• Lead feasibility studies to establish healthcare facilities and operations in Middle East and Africa, covering strategy, operational transformation, operating model, PPP, pricing strategy, health insurance negotiation, commissioning, SOPs, policies, and operational KPIs.

Required Qualifications

• Master's degree in Healthcare Administration.
• 10+ years' experience working for a Healthcare provider at a C-level managing Healthcare operations; experience in driving JCI accreditation and registration with a relevant professional association.
• Advanced knowledge of local and international regulatory requirements and policies for healthcare facilities design, healthcare delivery systems, and how design impacts public/private spaces and staff and patient flow.
• Experience in a variety of healthcare settings including public, private, tertiary hospitals, and rehabilitation facilities; demonstrated experience in a variety of project types and delivery methods.
• Pro-active attitude, attention to detail, organized, with a strong desire to attract top clients and the best projects, ability to communicate both verbally and in writing including conveying medical operations concepts to planning and design teams.
• English and Arabic required.

Sitting at the intersection of client service and practice leadership, the Risk Advisory Director drives capture strategies, manages engagement profitability, and coordinates talent development to grow a risk advisory practice serving regulated industries that require RAAS and specialized compliance reporting. Operating across a public accounting or industry environment and collaborating with engagement teams and firm leadership, this role sustains practice growth by expanding services to existing clients and securing new ones.

Executive Functions

• Develop and drive client capture strategies and account plans.
• Ensure that services to clients are of the highest quality and consistently applied across clients.
• Manage profitability of engagements including staffing levels, utilization, salaries, billing rates, realization, WIP, accounts receivable, and controllable expenses to achieve excellent financial results.
• Consistently grow the practice through expansion of services to existing clients and obtaining new clients.
• Recruit, develop and retain talent.

Required Qualifications

• Bachelor's degree in business, economics, finance, or accounting; master's degree (MBA, MPA, or similar) preferred.
• CPA preferred, CIA, CFE, CISA, or similar certifications desired.
• Minimum of 10 years of experience within a public accounting firm or industry environment performing internal audit, consulting, or risk services.
• RAAS and regulatory compliance background across regulated industries that require special reporting.
• Knowledge and experience with international operations, shared service centers, and designing tools to automate key compliance processes and functions including RPA and AI; demonstrated ability to embrace and leverage technology.
• Strongest traits must be in client service and business development; strong leadership and staff development skills with excellent problem-solving, organizational, and analytical skills.
• Must demonstrate eligibility to work in the United States; work sponsorship not available.