Managing Director, Forensics - Financial Services Resilience Practice Leader (Dallas)

Managing Director, Financial Services Operational Resilience

BDO's Resilience practice is a recognized leader in helping organizations anticipate, prepare for, respond to, and recover from disruptive events. Our multidisciplinary team delivers a comprehensive suite of servicesincluding Operational Resilience, Business Continuity, Crisis Management, Cyber / IT Disaster Recovery, and Third-Party Risk Managementto clients across industries.

Reporting directly to the Resilience Practice leader, the Managing Director grows and strengthens our Financial Services operational resilience offering. Working in a hybrid environment, they are responsible for driving new business, leading client engagements, shaping practice strategy, and mentoring junior team members. The Managing Director will be expected to achieve specific sales targets, playing a pivotal role in expanding our market presence and ensuring the continued delivery of high-impact, innovative solutions to our clients.

Job Duties

• Mature and lead the Resilience practice's financial services industry offerings
• Originate work through strong market relationships
• Lead client pitches, development of proposals and new relationships through CRM
• Establish engagement budgets, coordinate deliverables, and maintain appropriate project management to ensure engagements are delivered on time, on budget, and as promised
• Proactively identify project risks and issues and resolve them in a timely manner
• Cultivate and maintain strong, trust-based strategic relationships with key client decision makers
• Identify revenue growth opportunities and coordinate business development efforts including drafting and issuance of statements of work
• Oversee multiple client engagements
• Provide clients with strategic guidance (written and verbal) in the disciplines of business continuity, crisis management, resiliency, and / or enterprise risk management
• Recommend enhancements to client operations and infrastructure to strengthen risk management capabilities
• Contribute to the development of methodologies and intellectual capital
• Apply AI and data-driven solutions to build scalable and forward-looking strategies
• Exhibit mastery of consulting methodology, materials, tools, and risk management software
• Other duties as required

Supervisory Responsibilities

• Supervises the day-to-day workload of Directors, Senior Managers, Managers, Senior Associates and Associates on assigned engagements and reviews work product
• Acts as Career Advisor to professionals in the practice as appropriate
• Provides strong leadership, technical guidance, coaching, support and confidence building to managers and junior consultants ensuring they are trained on all relevant tools and techniques
• Evaluates the performance of team members and assists in the development of goals and objectives to enhance professional development
• Manages consulting, financial and operational numbers, such as utilization, realization, margin, sales pipeline
• Demonstrates ability to grow, expand, cross-sell accounts
• Manages economics of the Financial Services practice area to include determining and administering the services of the practice, overseeing professionals and ensuring engagements achieve engagement metrics

Qualifications, Knowledge, Skills, and Abilities

Education :

• Bachelor's degree, required; major in Business Administration or Risk Management, preferred
• Master of Business Administration (MBA), preferred

Experience :

• Fifteen (15) or more years of consulting experience in financial services, operational risk management, business continuity or crisis management, required
• Experience successfully building new business and leading engagements within the professional services industry, required
• Experience with resilience and industry specific regulatory requirements (i.e., FFIEC, FRB, NYDFS, and DORA), required

Licenses / Certifications :

• DRII, BCI, and / or Series 7, preferred

Software :

• Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
• Experience with Teams, or other web-based meeting applications, preferred
• Experience with SharePoint and familiarity with cloud-based CRM tools, preferred
• Familiarity with risk and / or resiliency software (e.g. Archer, Fusion, Origami, ServiceNow Fairchild, etc.), preferred

Other Knowledge, Skills & Abilities :

• Entrepreneurial mind-set and self-motivated
• Excellent verbal and written communication skills
• Willing and able to travel, when necessary

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range : $200,000 - $400,000

Maryland Range : $200,000 - $400,000

NYC / Long Island / Westchester Range : $200,000 - $400,000