Senior Manager, Mergers & Acquisitions (Insurance)

West Monroe; New York (NY); On-site; USD 229,800 - 270,300; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Employee stock ownership program

Annual bonuses

Unlimited flexible time off

Ten paid holidays

Paid parental leave

Job summary

West Monroe is seeking a Senior Manager with M&A expertise to lead our Insurance Value Creation practice in the United States. You will guide complex technology, operations, and business transformations for Private Equity and corporate strategic clients across the transaction lifecycle, from pre-close diligence to post-close integration and value creation initiatives.

You will mentor teams, shape the practice’s strategic direction, and lead business development with senior insurers and PE

Qualifications

• 8+ years in consulting, M&A advisory, or related leadership roles.
• Deep expertise across insurance subsectors including brokers, carriers, MGAs, and InsurTech.

Responsibilities

• Lead complex technology, operations, and business transformation engagements across the transaction lifecycle.
• Serve as a trusted advisor to CIOs, CTOs, CFOs, and Private Equity operating partners.
• Oversee pre-close technology and operational due diligence efforts by assessing risks and identifying value creation opportunities.
• Direct post‑close integration, separation, and transformation programs.
• Provide executive guidance on technology investments, operating model decisions, and transformation roadmaps.
• Ensure successful engagement delivery by managing scope, quality, financial performance, staffing, and client satisfaction across multiple engagements.
• Lead executive steering committees, workshops, and client presentations.
• Identify risks, resolve issues, and drive measurable business outcomes for clients.

Skills

Executive stakeholder management

Strategic thinking

Cloud & data strategy

Education

Bachelor’s degree

MBA or equivalent

Job description

At West Monroe, we pride ourselves on bringing a different mindset to consulting—one that is highly collaborative, flexible, and tenacious. Our people‑first culture is core to our identity, and we are committed to fostering an inclusive and diverse environment where unique perspectives drive impactful results. Our Insurance practice partners with Private Equity and Corporate Strategic clients to transform insurance brokers, carriers, MGAs, InsurTechs, and insurance services organizations. We help clients navigate the full transaction lifecycle—from pre‑close due diligence through post‑close integration and value creation—while enabling long‑term growth through operating model transformation, technology modernization, data and analytics, and digital strategy.

We are seeking a Senior Manager with deep experience in Mergers & Acquisitions (M&A) to help lead our growing Insurance Value Creation vertical.

Responsibilities

Client Leadership

• Lead complex technology, operations, and business transformation engagements for Private Equity and Corporate Strategic clients across the transaction lifecycle, including platform acquisitions, mergers, integrations, carve‑outs, and value creation initiatives.
• Serve as a trusted advisor to executive client stakeholders, including CIOs, CTOs, CFOs, business leaders, and Private Equity operating partners.
• Lead pre‑close technology and operational due diligence efforts by assessing risks, identifying value creation opportunities, and developing actionable recommendations for investors and corporate buyers.
• Oversee post‑close integration, separation, and transformation programs, including Day 1 readiness, operating model design, technology modernization, systems integration, data strategy, and digital transformation initiatives.
• Provide executive‑level guidance on technology investments, operating model decisions, organizational design, and transformation roadmaps.
• Ensure successful engagement delivery by managing scope, quality, financial performance, staffing, and client satisfaction across multiple concurrent engagements.
• Lead executive steering committees, workshops, and client presentations while effectively managing complex stakeholder environments.
• Identify risks, resolve issues proactively, and drive measurable business outcomes for clients.

Practice Leadership

• Help define and execute the strategic direction of West Monroe’s Insurance M&A practice.
• Develop and enhance methodologies, frameworks, accelerators, and intellectual property supporting technology due diligence, post‑close execution, and value creation.
• Collaborate across West Monroe practices—including Software, Infrastructure, Cybersecurity, Data & AI, and Customer Solutions—to deliver integrated client solutions.
• Mentor, coach, and develop consultants, managers, and senior consultants while fostering a collaborative, high‑performing team culture.
• Play an active role in recruiting, onboarding, performance management, and career development of team members.
• Contribute thought leadership through market insights, publications, conference participation, and industry events.

Business Development

• Lead business development activities by cultivating executive relationships with Private Equity firms, strategic acquirers, and insurance executives.
• Identify, qualify, and pursue new business opportunities while expanding existing client relationships.
• Lead proposal development, solution design, pricing strategy, staffing plans, and pursuit teams.
• Develop account strategies that generate repeat business and long‑term client partnerships.
• Represent West Monroe at Insurance, M&A, and Private Equity industry events while strengthening the firm’s market presence.

Qualifications

• 8+ years of consulting, M&A advisory, technology consulting, or operational leadership experience within the Insurance industry.
• Deep expertise across Insurance subsectors, including brokers, carriers, MGAs, InsurTech, insurance services/BPO, and FinTech.
• Significant experience leading technology and operational due diligence, post‑merger integration, carve‑outs, and value creation initiatives for Private Equity investors and corporate strategics.
• Demonstrated success managing complex consulting engagements and leading multidisciplinary teams.
• Proven track record developing executive‑level client relationships and serving as a trusted advisor to C‑suite stakeholders.
• Experience leading business development efforts, including originating opportunities, developing proposals, and expanding client accounts.
• Strong understanding of enterprise technology, cloud platforms, software products, digital transformation, data strategy, and technology operating models.
• Exceptional communication, executive presentation, negotiation, and stakeholder management skills.
• Strong financial acumen with experience managing engagement economics and profitability.
• Proven ability to coach, mentor, and develop consulting teams while fostering an inclusive, collaborative culture.
• Bachelor’s degree required; MBA or other advanced degree preferred.
• Ability to travel up to 30%; travel is typically short‑term (2–3 days on‑site per diligence project, with higher travel during post‑close execution).
• Authorization to work permanently in the United States without sponsorship.
• A commitment to inclusion, diversity, and openness to new ideas and perspectives.

Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices.

• Seattle or Washington, D.C. - $209,800—$246,800 USD
• Los Angeles - $219,800—$258,500 USD
• New York City or San Francisco - $229,800—$270,300 USD
• Other locations - $199,800—$235,000 USD

Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.

West Monroe is an Equal Employment Opportunity Employer

We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law.

To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.

If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to [e-mail].

Please review our current policy regarding use of generative artificial intelligence during the application process.

If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linkedhere.