Director, Complex Financial Instruments Valuation

RSM US LLP; New York (NY); Hybrid; USD 161,000 - 323,000; Full time

Job summary

RSM US LLP is seeking a Director of Business Valuation focused on Complex Financial Instruments to join the Valuation Team. The role emphasizes client relationships, engagement leadership, and market growth across financial instruments and derivatives.

You will develop strategy, mentor staff, and drive cross-selling while representing thought leadership in a major consulting environment. Hybrid work options apply in the US.

Qualifications

• Bachelor's degree in a quantitative field; MBA preferred.
• 8+ years of management/supervisory experience.
• Experience valuing complex financial instruments.
• Proficiency with option pricing, Monte Carlo and binomial models.
• Experience with Capital IQ and Bloomberg.

Responsibilities

• Establish a sales and marketing process for the Valuation practice.
• Maintain an established referral network.
• Manage client relationships and CFI engagement teams.
• Mentor and train valuation staff.
• Promote cross-selling with other service lines and initiatives.
• Demonstrate thought leadership and integrate firm strategy.

Skills

Leadership

Client relationships

Financial analysis

Valuation experience

Communication

Education

Bachelor's in quantitative field

MBA preferred

ABV/CPA/ASA/CFA

Tools

Capital IQ

Excel

PowerPoint

Bloomberg

MatLab/R

Job description

RSM US LLP is seeking a Director of Business Valuation focused on Complex Financial Instruments to join the Valuation Team. The role emphasizes client relationships, engagement leadership, and market growth across financial instruments and derivatives.

You will develop strategy, mentor staff, and drive cross-selling while representing thought leadership in a major consulting environment. Hybrid work options apply in the US.