Managing Director

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

Benefits offered by this job

Remote work flexibility

Flexible time off policy

Medical, dental, and vision insurance

401k match

Commuter benefits

Job summary

J.S. Held LLC in Houston is seeking a Managing Director to oversee all phases of engagements, from client meetings to reports and financial analyses. You will lead staff and supervise Ocean Tomo, serving as the lead relationship owner and testifier for high-stakes matters.

The role demands executive-level interaction with clients, counsel, shareholders, lenders, and other stakeholders; you will drive business development, craft go-to-market strategies, and ensure top-quality work under pressure.

Qualifications

• Bachelor's or Master's in finance, accounting, business or economics from a highly regarded program
• 10+ 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 skills
• Capable of delivering high quality work product
• Established reputation for high-level professional expertise
• 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 meetings with clients and counsel

Responsibilities

• Lead operational turnaround management and financial restructuring engagements
• Provide expertise in investment banking, valuation, litigation support, and asset disposition for 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 tight deadlines
• Produce deliverables
• Develop business opportunities with legal, lending, and investor communities
• Collaborate to develop go-to-market strategies for revenue growth
• Provide support in ad-hoc tasks as requested
• Oversee and review staff work on engagements
• Provide thought leadership to assist in business development

Skills

Leadership

Relationship management

Strategic thinking

Project management

Communication

Education

Bachelor's or Master's in Finance/Accounting/Business/Economics

CPA/CFA preferred

Job 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 for reports 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 JSHeld team, to ensure that high-quality work product is generated. 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

Some of the Benefits We Have Include

• Our flexible work environment allows employees to work remote, 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 limited to 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, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Please explore what we’re all about at www.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 [e-mail]. 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.