Senior Manager, Mergers & Acquisitions (Financial Services)

The role

This leader will manage complex client engagements and lead the Insurance Value Creation vertical. The role involves driving business development, mentoring teams, and advising executive stakeholders on M&A activities.

What you will do

• Lead complex technology, operations, and business transformation engagements for Private Equity and Corporate Strategic clients.
• Serve as a trusted advisor to executive client stakeholders.
• Lead pre-close technology and operational due diligence efforts.
• Oversee post-close integration, separation, and transformation programs.
• Provide executive-level guidance on technology investments and operating models.
• Manage engagement scope, quality, financial performance, staffing, and client satisfaction.
• Lead executive steering committees, workshops, and client presentations.
• Define and execute the strategic direction of the Insurance M&A practice.
• Develop methodologies, frameworks, and intellectual property.
• Mentor, coach, and develop consultants, managers, and senior consultants.

Required qualifications

• 8+ years of consulting, M&A advisory, technology consulting, or operational leadership experience within the Insurance industry.
• Significant experience leading technology and operational due diligence, post-merger integration, carve-outs, and value creation initiatives.
• Demonstrated success managing complex consulting engagements and leading multidisciplinary teams.
• Proven track record developing executive-level client relationships and serving as a trusted advisor to C-suite stakeholders.
• Experience leading business development efforts.
• Strong understanding of enterprise technology, cloud platforms, software products, digital transformation, data strategy, and technology operating models.
• Exceptional communication, executive presentation, negotiation, and stakeholder management skills.
• Strong financial acumen with experience managing engagement economics and profitability.
• Proven ability to coach, mentor, and develop consulting teams.
• Bachelor's degree required.
• Ability to travel up to 30%.
• Authorization to work permanently in the United States without sponsorship.

Nice to have

• MBA or other advanced degree
• Deep expertise across Insurance subsectors, including brokers, carriers, MGAs, InsurTech, insurance services/BPO, and FinTech

Benefits

• Medical, dental, vision, and basic life insurance
• 401k plan
• Employee stock ownership program
• Annual bonuses
• Unlimited flexible time off
• Ten paid holidays
• Ten weeks of paid parental leave

Before you apply

• Authorization to work permanently in the United States without sponsorship

About the company

West Monroe is a global business and technology consulting firm. They focus on bringing a collaborative, flexible, and tenacious mindset to consulting to create measurable value for clients.