Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Director, Transaction Advisory Services

Confidential

Managing Director, Transaction Advisory Services

About the Company

Globally recognized organization providing transaction advisory services with extensive resources and collaborative teams.

Industry
Accounting

Type
Partnership

About the Role

The Company is seeking a Managing Director for Transaction Advisory Services (TAS) to lead and drive impactful M&A advisory services, particularly for middle-market transactions. The successful candidate will be responsible for leading both buy-side and sell-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual with a minimum of 10 years' experience in M&A advisory services, a Bachelor's degree in business, finance, or a related field, and an MBA is preferred. The Managing Director will be expected to collaborate with regional teams across multiple countries, build and grow their own franchise, and contribute to a culture of inclusivity and excellence. Key responsibilities include developing and executing sales and marketing strategies, mentoring and developing staff, ensuring the quality of client deliverables, and managing day-to-day aspects of client relationships and projects. The ideal candidate for the Managing Director, TAS position at the company will have a proven track record in generating new business, cultivating client relationships, and a strong proficiency in MS Office applications. They should possess excellent leadership and management skills, with the ability to lead within a matrixed organization, and have experience in marketing services to enhance the organization's visibility and reputation. The role demands a leader who can communicate complex regulatory, financial, and strategic issues clearly, and who is adept at engaging with diverse teams and clients to ensure successful outcomes. While not mandatory, preferred sector experience includes technology, industrials, consumer, healthcare, ADG, and business services. The position is well-suited for a candidate who can position themselves as a leader in a hybrid work environment, balancing flexibility and collaboration.

Functions

  • Finance
  • Business Development
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Transaction Advisory Services in Charlotte, NC vacancy
  • $195.42k - $370.53k

    The KPMG Advisory practice is at the forefront of transformation...  ...seeking a Technical Director - Accounting Advisory Services in Accounting Advisory...  ...advisory assistance on transactions involving consolidation,...  ...development team of associates to managers around similar technical... 
    Suggested
    H1b
    Local area

    KPMG

    Charlotte, NC
    4 days ago
  •  ...Managing Director, M&A Advisory About the Company Full-service financial advisory platform serving middle-market companies with M&A, capital markets, and valuation...  ...role include leading M&A and capital markets transactions across various sectors, managing the deal... 
    Suggested
    Remote work

    Confidential

    Charlotte, NC
    1 day ago
  • $200k - $290k

     ...The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated...  ...organizations (including the SEC, FINRA, and MSRB), including managing routine interaction, regulatory inquiries, and... 
    Suggested
    Full time
    Part time
    Work experience placement
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    1 day ago
  •  ...1(k) matching and financial advisory servicesTeam and community engagement...  ...buy-side and sell-side transactions, which includes:Data...  ...leaders on a daily basisLeading management meetingsPreparing and reviewing...  ...audits and related services for a diverse client base, and... 
    Suggested
    Full time
    Work at office

    Embark Consulting

    Charlotte, NC
    17 hours ago
  • $124.7k - $179.5k

    CFO Advisory, Accounting Advisory Manager (Not-for-Profit)As a result of continued growth...  ...delivering advisory services tailored to not-for-profit...  ...consolidation accounting, and other transaction or reporting needs Assist...  ...such as boards of directors, finance committees, and... 
    Suggested
    Full time
    Work experience placement
    Local area
    Remote work

    Cherry Bekaert

    Charlotte, NC
    3 days ago
  • $112.1k - $225.5k

     ...leading provider of professional services to the middle market...  ...forecasting, valuation, and transaction-related analyses.Develops and...  ...materials for executive, board, and management audiences.Serves as a...  ...activities in a consulting, advisory, banking, or corporate environment... 
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Charlotte, NC
    3 days ago
  • $200k

     ...provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned...  ...services, insurance services, human capital management, education and training, real estate...  ..., public comparables, historical M&A transactions, etc.)Preparing comprehensive... 
    Full time
    Work at office
    Local area
    Remote work

    MUFG

    Charlotte, NC
    1 day ago
  • $250k

     ...President on our Healthcare Services team in New York, NY, San Francisco...  ...experienceMeaningful M&A transaction experience requiredAbility...  ...financial modelingClient management skillsAbility to build relationships...  ...sponsors to provide advisory and financing services related... 
    Full time

    Piper Sandler Companies

    Charlotte, NC
    3 days ago
  • $101k - $203k

     ...leading provider of professional services to the middle market globally...  ...RSM.RSM is looking for a Manager to join our Deals Accounting...  ...Finance practice with a focus in Transaction Accounting service line....  ...accounting and financial or business advisory guidance to... 
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Charlotte, NC
    3 days ago
  • $161.93k - $269.88k

    Position Summary The Senior Manager will play a key role within our Capital Markets Transactions (CMT) group within Assurance--...  .... At Deloitte, we provide services using an approach designed to...  ...operations of IPO, SPAC, and other CMT advisory engagements. You’ll closely... 
    Work at office
    Local area
    Remote work
    Visa sponsorship

    Deloitte

    Charlotte, NC
    17 hours ago
  •  ...Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices —...  ...Elliott Davis’ overall Digital Practice. The SOC/PCI/HITRUST Managing Director is responsible for the financial performance and sustained growth... 
    Full time
    Contract work
    Work at office
    Flexible hours

    Elliot Davis

    Charlotte, NC
    17 hours ago
  •  ...Grant Thornton is seeking an Accounting Advisory Manager to join our team in Chicago, IL....  ...that consult with Grant Thornton | Stax Transactions clients on complex accounting transactions...  ...with clients about engagement and service expectations; resolving technical and... 
    Internship
    Seasonal work
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Grant Thornton

    Charlotte, NC
    17 hours ago
  • $113k - $188k

    Manager Advisory Services What will you be doing: The Manager works collaboratively within a team of highly qualified Advisory consultants to deliver performance improvement to healthcare systems. This position will be primarily responsible for performing billable... 
    Full time
    Part time
    For contractors
    Work experience placement
    Local area
    Remote work

    Premier, Inc.

    Charlotte, NC
    3 days ago
  • As an Accounting Advisory Manager, you will:Support the performance of engagements by managing and delivering timely and accurategovernmental...  ...fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities... 
    Full time
    Work experience placement
    Work at office
    Local area

    Cherry Bekaert

    Charlotte, NC
    3 days ago
  •  ...Third Bank. ABOUT THE ROLE The Public Finance Managing Director is a leader on Fifth Third’s Public Finance...  ...Drive fee income growth through origination of marquee transactions and strategic advisory services. Cultivate relationships with senior public sector... 
    Bank staff
    Internship

    Fifth Third

    Charlotte, NC
    1 day ago
  • $179.5k - $280.5k

    Position SummaryThe CFO Advisory Director leads the execution and quality assurance of accounting...  ...for overseeing accounting positions, managing delivery timelines, and identifying risks...  ...and proactively manage risks in client service deliveryDeliver timely, high-quality,... 
    Full time
    Work experience placement
    Work at office
    Local area

    Cherry Bekaert

    Charlotte, NC
    17 hours ago
  •  ...- whether shaped by military service, community college education,...  ...nature of the Sports Finance & Advisory team and attract candidates who...  ...acquisition financings, and syndicated transactions. The CO will partner closely with relationship managers, product specialists, and risk... 
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Charlotte, NC
    14 days ago
  • $155k - $259k

     ...originating and capturing new revenue cycle operations and managed services opportunities, with a strong emphasis on white-space prospecting...  ...exposure to revenue cycle operations, managed services, and transaction-heavy environments. Recognized expertise in healthcare... 
    Full time
    Remote work
    Flexible hours

    Guidehouse

    Charlotte, NC
    3 days ago
  •  ...Vice President Transaction Development Consumer & Retail in Global Banking Join J.P. Morgan...  ...sourcing and pipeline development Manage multiple concurrent initiatives with disciplined...  ...capital markets roles, including advisory, industry or sponsor coverage, or private... 
    Work at office
    Home office

    Chase

    Charlotte, NC
    17 hours ago
  •  ...Consulting is a people-first management consulting firm partnering...  ...leading healthcare and financial services organizations to drive...  ...Manager -level M&A Valuation & Transaction Strategy leader to partner...  ...· Big 4 Transaction Advisory · Healthcare Financial Due... 
    Work at office

    Ember Group Consulting

    Charlotte, NC
    6 days ago
  • $221.41k - $280.07k

     ...Alliance Sales Executive, Associate Director: ServiceNow – Financial Services The Opportunity As a ServiceNow...  ..., insurance, and wealth & asset management. You will proactively create demand...  ...style—trusted advisor, not transactional seller Strategic thinker with the... 
    Summer holiday
    Flexible hours

    EY

    Charlotte, NC
    3 days ago
  •  ...tax, assurance and consulting services with industry-leading...  ...experienced M&A Tax Senior Manager to lead the day-to-day execution...  ...acquisitions, and other strategic transactions. This role is highly visible...  ...public accounting, Big 4, advisory firm, or comparable... 
    Full time
    Contract work
    Work at office
    Local area
    Remote work
    Flexible hours

    Elliot Davis

    Charlotte, NC
    4 days ago
  • $195k - $215k

    Finance Director, Shared Services Position Overview We are partnering with a rapidly growing mid-sized...  ..., and improve profitability while managing a small team. The Finance Director, Shared...  ....Identify opportunities to improve transaction efficiency, reduce processing costs,... 
    Remote work

    CRG

    Charlotte, NC
    4 days ago
  • $1,500 per month

     ...solutions company with two divisions: HR Advisory (behavioral health and HHS focus) and...  ...convert, the rest is yours to build), transactional services sales, a hand-holding environment....  ...Run Discovery Calls with Executive Directors, Practice Owners, Clinical Directors,... 
    Contract work

    The Wilkinson Firm

    Charlotte, NC
    2 days ago
  • $88.9k - $168.3k

     ...are the leading provider of professional services to the middle market globally, our...  ...right fit for you!RSM is looking for a Manager to join our Accounting and Finance Consulting...  ...AFC) practice with a focus in Financial Advisory. Changing economies, new accounting policies... 
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    Charlotte, NC
    17 hours ago
  •  ...Senior Managing Director, In-Service Program Implementation About the Company Influential organization combatting educational inequity Industry Education Management Type Non Profit Founded 1990 Employees 1001-5000 Categories Non Profit... 
    Weekend work
    Afternoon shift

    Confidential

    Charlotte, NC
    1 day ago
  • $163.4k - $322.1k

    Position Summary Associate Vice President, Engineering Managed Services Join our AI & Engineering team in transforming technology...  ...are tailored to each client’s needs, offering engineering-led advisory, implementation, and operational capabilities to accelerate innovation... 
    Local area
    Flexible hours

    Deloitte

    Charlotte, NC
    1 day ago
  • $116.2k - $242k

     ...serving the global financial services marketplace and the only...  ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...The International Tax and Transaction Services practice is...  ...capital agenda – Transaction Tax Advisory, International Corporate Tax... 
    Permanent employment
    Full time
    Summer holiday
    Flexible hours

    EY

    Charlotte, NC
    2 days ago
  • $146.5k - $234k

     ...career paths - whether shaped by military service, community college education, or a...  ...Join us!Job Description:The Treasury Advisory Executive (Director) is a senior member of the Global...  ...Sales, Client Coverage, and Product Management teams, while maintaining a primary focus... 
    Full time
    Work at office
    Local area
    Flexible hours
    Day shift

    Bank of America

    Charlotte, NC
    3 days ago
  • Senior Vice President, Legal Services & Compliance About the...  ...legal advice to the Board of Directors and overseeing the organization...  ..., privacy, and risk management functions. This role requires...  ...issues, including contracts, transactions, and litigation. The ideal candidate... 
    Contract work

    Confidential

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Transaction Advisory Services. Be the first to apply!