Managing Director

J.S. Held; Houston (TX); On-site; USD 280,000 - 290,000; Full time

Benefits offered by this job

Remote work possible

401k match

Medical, Dental, Vision Insurance

Commuter Benefit

Flexible Time Off

Job summary

J.S. Held is a global consulting firm seeking a Managing Director to oversee engagements from client meetings to deliverables and financial analyses. You will supervise Ocean Tomo and coordinate with the CEO and Business Unit Lead to drive high-quality advice for clients.

The role requires leading teams, managing complex assignments, and developing revenue growth strategies while maintaining strong relationships with key decision-makers.

Qualifications

• Bachelor's or Master's in finance, accounting, business, or economics from a highly regarded program.
• CPA/CFA preferred; proven testifying or case management experience is a plus.
• Demonstrated ability to manage client relationships and deliver high-quality work.

Responsibilities

• Lead operational turnaround management and financial restructuring engagements.
• Provide expertise in investment banking, valuation, litigation support, and asset disposition.
• Manage and lead teams of J.S. Held personnel; supervise Ocean Tomo integration.
• Interact with client teams, shareholders, lenders and other stakeholders.
• Produce deliverables and drive go-to-market strategies to grow revenue.
• Direct and review staff work; train and mentor junior professionals.

Skills

Leadership

Client relationship management

Strategic advisory

Communications skills

Education

Finance, accounting, business or economics degree

CPA/CFA preferred

Job description

Company Description

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

Job Description

The Managing Director oversees all phases of engagements, including meeting with clients and/or counsel to gather information forreports and financial analyses/models, analyzing and critiquing opposing parties' claims, managing staff, and working closely with other Managing Directors of the firm. The primary responsibility of the position is to enable, drive, and deliver high-quality advice and recommendations to clients as the lead relationship owner and testifier. This person will be responsible for supervising Ocean Tomo, a part of JSHeld professionals to deliver work product. The executive will oversee and manage Ocean Tomo, a part of the JSHeldteam, to ensure that high-quality work product isgenerated. This role reports to the Business Unit Lead and the CEO.

The candidate will join an experienced and closely-knit team of professionals, with deep experience in leading, planning and solving the most complex client situations.

• Lead operational turnaround management and financial restructuring engagements;
• Provide expertise and leadership in investment banking, valuation, litigation support, and asset disposition roles of our clients;
• Manage and lead teams of JS Held personnel;
• Lead interaction with client teams, shareholders, lenders and other stakeholders
• Manage multiple projects simultaneously;
• Work under stress in crisis situations with limited resources and tight deadlines;
• Produce deliverables;
• Provide marketplace-leading skills in business development efforts to develop and further cultivate both existing and new referral source relationships within the legal, lending, and investor communities in generating revenue opportunities;
• Collaborate with internal stakeholders to develop and implement go-to-market strategies related to driving revenue growth;
• Provide support in other ad-hoc tasks as requested.

Additional responsibilities include:

• Managing complex assignments from concept through delivery
• Identifying and converting new business opportunities
• Writing reports, presentations and other materials
• Managing and delivering the highest quality work product
• Daily management of engagements including meetings with clients and counsel
• Managing all aspects of the client relationship
• Providing executive level representation at meetings with prospects, clients and tech/channel partners at the C-Suite level
• Critiquing opposing parties' claims
• Providing expert testimony
• Managing and reviewing the work of staff on the engagement
• Provide thought leadership in areas of expertise to assist in business development and building of brand
• Directing and review staff in all aspects of the project
• Training and develop staff on technical concepts
• Assist in the hiring mentoring of new staff

Qualifications

Required Qualifications

• Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program
• 10 plus years of litigation consulting or intellectual property valuation experience
• CPA/CFA preferred
• Testimony experience (preferred) or full case management of a testifying expert
• Demonstrated success in maintaining business relationships with key decision makers
• Superior interpersonal and project management sills
• Capable of taking full responsibility for delivering high quality work product
• Established reputation for high-level of professional expertise
• Distinguished academic achievement
• Attention to detail and quality control
• Results driven, persuasive and persistent
• High degree of professionalism, integrity and flexibility
• Excellent oral and written communication skills including the ability to conduct one-on-one and one-on-multiple meetings
• Great attitude and client presence

Physical and Mental Job Qualifications

• Travel as needed

Additional Information

Additional Information

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

• Our flexible work environment allows employees to work remotely, when needed
• Flexible Time Off policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

A reasonable estimate of the salary range for this role is $280k - $290k.Any offered salary range is based on a wide array of factors including but not limitedto skillset,experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read theJ.S. Held Online Privacy Noticeand hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

Please explore what we’re all about atwww.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering.

J.S. Held is an equal opportunity employer. Qualified applicants are considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request a reasonable accommodation during the recruitment process, please email [email protected]. Include "Applicant Accommodation" in the subject line, along with your request and contact information.

All your information will be kept confidential according to EEO guidelines.