Management Consulting - Technology Industry Advisory Principal

Reposted 16 Days Ago
Be an Early Applicant
New York, NY, 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
Serve as a trusted regulatory and technology advisor to financial services clients. Lead multidisciplinary teams, build third-party relationships, drive business growth, manage P&L and client portfolios, deliver managed services and compliance remediation, mentor future leaders, and lead digital transformation initiatives.
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 Principal, Consulting role involves leveraging regulatory technical expertise and financial services industry experience to advise clients and develop innovative solutions. This position requires managing multidisciplinary teams, building third-party relationships, and driving business growth through strategic initiatives. Candidates should have extensive professional experience, strong leadership skills, and a proven track record in delivering high-quality managed services.

Responsibilities:

As a Principal, you will need to:

  • Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience. 

  • Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.

  • Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.

  • Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.

  • Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.

  • Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.

  • Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.

  • Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.

  • Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.

  • Responsibility for managing P&L, including driving net services and managing to margin metrics

  • Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.

  • Recruit and retain future leaders of the firm.  

  • Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.

  • Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.    

Required Qualifications:

  • A minimum of 12 years of relevant professional experience

  • Experience driving people, process, and technology improvement across multiple groups aligned with strategy

  • Proven record of delivering high quality managed services to clients

  • Deep knowledge and experience of financial reporting, policy development and transaction related business activities

  • Successful track record of building and growing a security and privacy practice

  • Recent successful experience in cultivating new business and related market-facing activities for existing or expanded services

  • Excellent presentation and communication skills targeted to C-level management, public groups, and/or board of directors

Preferred Qualifications:

  • Undergraduate Degree in finance, accounting, information technology or in another related discipline

  • CPA, CA or equivalent

  • Extensive experience in a public accounting firm or professional services firm

  • Demonstrated senior leadership experience, examples include controller, CFO, CIO, CEO, Operations Leader, etc.

  • Demonstrated experience with managed services and other implementation methodologies and program management techniques.

  • Global operational and accounting experience

  • Experience in leading projects related to digital transformation or financial systems selection/implementation

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

  • A minimum of 12 years of relevant professional experience
  • Experience driving people, process, and technology improvement across multiple groups aligned with strategy
  • Proven record of delivering high quality managed services to clients
  • Deep knowledge and experience of financial reporting, policy development and transaction related business activities
  • Successful track record of building and growing a security and privacy practice
  • Recent successful experience in cultivating new business and related market-facing activities
  • Excellent presentation and communication skills targeted to C-level management, public groups, and/or board of directors
  • Undergraduate Degree in finance, accounting, information technology or related discipline
  • CPA, CA or equivalent
  • Extensive experience in a public accounting firm or professional services firm
  • Demonstrated senior leadership experience (e.g., controller, CFO, CIO, CEO, Operations Leader)
  • Demonstrated experience with managed services, implementation methodologies and program management techniques
  • Global operational and accounting experience
  • Experience leading digital transformation or financial systems selection/implementation projects

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: Chicago, IL
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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