Integration And Carve Out Engagement Lead/Director (Fintech)

TL;DR

Integration And Carve Out Engagement Lead/Director (Fintech): Leading pre-deal integration and separation planning for financial services clients with an accent on target operating models and Day 1 readiness. Focus on designing integration blueprints, assessing technology risk, and managing senior stakeholder relationships to drive transaction success.

Location: New York

Salary: $230,000 – $330,000

Company

Leading global consulting firm specializing in the financial services industry, supporting clients across asset management, wealth management, and insurance.

What you will do

• Lead pre-deal integration and separation planning, developing deal impact assessments and Day 1 close requirements.
• Design target operating models and integration/separation blueprints aligned with the transaction thesis.
• Establish governance frameworks and Day 1 readiness plans to ensure successful program mobilization.
• Quantify IT and operations synergy opportunities and evaluate standalone operating model impacts for carve-outs.
• Manage trusted relationships with senior stakeholders, including CFOs, COOs, and CTOs, and facilitate cross-functional workshops.
• Mentor team members, support business development efforts, and help shape the firm's AI and tech due diligence capabilities.

Requirements

• 7-10+ years of experience in integration and separation planning or post-merger transformation within financial services.
• Deep specialization in Asset Management, Wealth Management, Banking, Insurance, or the FinTech ecosystem.
• Proven track record of leading pre-deal and early post-close workstreams across IT and business functions.
• Strong analytical and communication skills to distill complex findings into actionable insights for senior leadership.
• Experience leading teams and managing high-level client relationships.
• Must be based in New York.

Nice to have

• Familiarity with technology or operational due diligence.

Culture & Benefits

• Competitive base salary with annual profit-sharing opportunities.
• 401k matching and 25 days of annual paid time off.
• Comprehensive medical, dental, and vision coverage.
• Support for professional qualifications, including CFA and IMC.
• Opportunity to directly influence the growth and direction of the Strategy & Deals practice.