Managing Director

Elios Talent; Boston (MA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation structure

Performance-based incentives

Opportunity to work with top-tier clients

Job summary

A leading Financial Advisory firm is seeking a Managing Director for its Boston office. This highly visible role requires a blend of business development and client leadership aimed at driving value creation for Private Equity clients. The ideal candidate boasts over 10 years of extensive experience in Private Equity or Investment Banking, with proven success in originating and leading engagements. Competitive compensation and significant leadership visibility are offered. This role is instrumental in shaping firm growth and client success.

Qualifications

• 10–15+ years of experience in Private Equity or Investment Banking.
• Proven success in leading advisory engagements.
• Experience working with CFOs on transformation initiatives.

Responsibilities

• Serve as a senior trusted advisor to Private Equity sponsors.
• Originate new business through established networks.
• Lead high-impact initiatives focused on value creation.

Skills

Financial modeling

Relationship management

Business development

Leadership

Negotiation

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA

Professional certifications like CPA, CFA

Job description

Position Overview

We are seeking a highly accomplished Managing Director to join a leading Financial Advisory and Business Consulting firm. This individual will play a critical leadership role in driving value creation for Private Equity clients and their portfolio companies.

The Managing Director will be responsible for originating and leading engagements, building trusted relationships with PE sponsors and C‑suite executives, and delivering strategic, operational, and financial advisory solutions that enhance performance and maximize enterprise value.

This is a highly visible, revenue‑generating role requiring a blend of business development, client leadership, and hands‑on execution across complex financial and operational initiatives.

Key Responsibilities

Private Equity & Client Relationship Management

• Serve as a senior trusted advisor to Private Equity sponsors, portfolio company CEOs, and CFOs
• Build, expand, and maintain deep relationships across PE firms and their portfolio companies
• Act as the primary point of contact for client engagements, ensuring exceptional delivery and long‑term partnership growth
• Identify opportunities to support portfolio companies across the investment lifecycle (pre‑deal, post‑acquisition, hold period, and exit)

Business Development & Revenue Growth

• Originate new business through an established network within the Private Equity ecosystem
• Drive firm revenue by identifying, scoping, and closing advisory engagements
• Partner with firm leadership on go‑to‑market strategy, thought leadership, and brand positioning
• Lead proposal development, pitch presentations, and contract negotiations

Strategic & Operational Advisory

• Lead high‑impact initiatives focused on value creation, including:
• Liquidity management and 13‑week cash flow forecasting
• Working capital optimization and cash acceleration
• EBITDA enhancement and margin improvement strategies
• Finance transformation and CFO‑office optimization
• Advise on complex business challenges including performance improvement, restructuring, and turnaround situations
• Support M&A activities including due diligence, integration planning, and exit readiness

Engagement Leadership & Execution

• Oversee multiple concurrent client engagements, ensuring quality, timeliness, and client satisfaction
• Provide executive‑level oversight on financial modeling, operational initiatives, and transformation programs
• Lead cross‑functional teams to deliver actionable insights and measurable outcomes
• Ensure alignment between client objectives and project execution

Leadership & Talent Development

• Mentor and develop Directors, Vice Presidents, and Associates
• Foster a high‑performance, collaborative team environment
• Provide guidance on best practices in financial advisory, consulting delivery, and client management
• Contribute to recruiting, training, and retention of top consulting talent

Qualifications

Experience

• 10–15+ years of experience in Private Equity, Investment Banking, Transaction Advisory, Restructuring, or top‑tier Financial Consulting
• Proven track record of building and maintaining relationships with Private Equity firms and portfolio company executives
• Demonstrated success in originating and leading advisory engagements within PE‑backed environments
• Experience working closely with CFOs and finance organizations on transformation and value creation initiatives

Technical Expertise

• Deep expertise in financial modeling, including 13‑week cash flow forecasting and integrated financial models
• Strong understanding of capital structures, liquidity management, and operational performance improvement
• Experience with M&A transactions, due diligence, and post‑merger integration
• Ability to translate complex financial and operational data into strategic insights

Leadership & Interpersonal Skills

• Exceptional executive presence and communication skills
• Strong leadership, negotiation, and influencing capabilities
• Entrepreneurial mindset with a strong drive for business development
• Ability to thrive in a fast‑paced, high‑growth, client‑facing environment

Education & Credentials

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• MBA strongly preferred
• Professional certifications such as CPA, CFA, or equivalent are highly desirable

Why Join Us

• Opportunity to work with top‑tier Private Equity firms and high‑growth portfolio companies
• High‑impact role with direct influence on firm growth and client success
• Entrepreneurial environment with significant leadership visibility
• Competitive compensation structure with performance‑based incentives