Management Consulting Partner - Tech Advisory Solutions

Reposted 8 Days Ago
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San Francisco, CA, USA
In-Office
Expert/Leader
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Experience the power of being understood.
The Role
Lead tech advisory engagements by developing digital strategy, advising clients on IT transformations and ERP/CRM initiatives, managing multidisciplinary teams, driving business development, and mentoring staff to deliver high-quality managed services and measurable client outcomes.
Summary Generated by Built In

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

The Partner, Consulting role involves leveraging regulatory technical expertise and financial services industry experience to become a trusted advisor to clients. This position requires leading the development of innovative solutions, managing multidisciplinary teams, and driving business growth through effective client relationships and strategic initiatives. Candidates should have extensive professional experience, strong leadership skills, and a proven track record in delivering high-quality managed services.

We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting – Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients’ digital technology environments

 

Responsibilities

  • Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.

  • Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.

  • Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.

  • Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.

  • Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.

  • Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)

  • Serve as a liaison between stakeholders and users

  • Define business requirements for a number of different types of technology engagements

  • Interact and communicate effectively with managers and middle management executives

  • Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence

  • Provide analysis, development and documentation of improvement opportunities

  • Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges

  • Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients

  • Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations

  • Effectively document and communicate your insights and plans to cross-functional team members and management

  • Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions

  • Prioritize initiatives based on business needs and requirements

  • Provide leadership, training, coaching, and guidance to junior staff

  • Gather critical information from meetings with various stakeholders and produce useful reports

  • Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team member

  • Network internally and externally to develop sales opportunities

  • Establish yourself as a trusted advisor to clients, while managing their expectations

  • Manage multiple projects and project teams to deliver exceptional client experience

Qualifications

  • A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services

  • Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components

  • Experience with ERP, CRM, financial reporting, portal, accounting systems

  • Industry experience in one or more of our key industries – Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.

  • Strong oral and written communication skills, including high-impact client-facing communications

  • Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems

  • Solid understanding of IT application lifecycle, IT general controls and methods

  • Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations

  • Experience building and maintaining client relationships and sales

  • Basic understanding of Data Privacy regulations

  • Familiarity with methodologies, tools, and approaches to support the practice

  • Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word

  • Bachelor’s degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA

  • Ability and willingness to travel up to 50% locally and nationally

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

Skills Required

  • 12-15 years delivering digital strategies, IT transformations, technology integration, outsourcing, or management consulting services
  • Experience selling and delivering IT consulting services/solutions encompassing digital strategy, people, process, technology and infrastructure
  • Experience with ERP, CRM, financial reporting, portal, and accounting systems
  • Industry experience in Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector
  • Strong oral and written communication skills and high-impact client-facing communications
  • Critical thinking and creative problem-solving skills
  • Solid understanding of IT application lifecycle, IT general controls and methods
  • Experience with project management, business process re-engineering, BI software design and implementation, ERP implementation, or merger/integrations
  • Experience building and maintaining client relationships and sales
  • Basic understanding of Data Privacy regulations
  • Familiarity with methodologies, tools, and approaches to support the practice
  • Experience with Microsoft Project, Visio, PowerPoint and Word
  • Bachelor's degree in Information Technology, MIS, Computer Science or related field and/or a technology-focused MBA
  • Ability and willingness to travel up to 50% locally and nationally

RSM US LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RSM US LLP and has not been reviewed or approved by RSM US LLP.

  • Parental & Family Support Benefits include up to $50,000 in fertility coverage, up to $20,000 for adoption or surrogacy, 12 weeks of paid parental leave, six weeks of paid family caregiver leave, and backup care support. Feedback suggests these programs are a standout strength for parents and caregivers.
  • Leave & Time Off Breadth Time off provisions include self-managed PTO for associates and above, at least 14 paid holidays, and additional wellbeing days. Feedback suggests this breadth helps offset mid-market base pay perceptions.
  • Healthcare Strength Health offerings include two HDHP medical plans with firm HSA contributions, dental and vision coverage, telehealth, and a mental-health platform with free coaching/therapy sessions. Feedback suggests the combined health and wellbeing resources enhance total rewards.

RSM US LLP Insights

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The Company
HQ: London
19,318 Employees
Year Founded: 1926

What We Do

RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. For more information, visit rsmus.com.

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