Management Consulting - Tech Advisory Solutions Principal

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.

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.

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.    

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 members

• 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.