Integration and Carve Out Engagement Lead / Engagement Director, London

• Engagement Lead (EL): 7+ years of relevant experience, with a proven track record of leading integration or separation planning in financial services across IT and business workstreams. - Engagement Director (ED): 10+ years of relevant experience, with a proven track record of leading integration or separation planning in financial services across IT and business workstreams. Key Responsibilities

The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice development. Integration & Separation Engagements

• Lead pre-deal integration and separation planning engagements, developing a deal impact assessment with clear picture of Day 1 close requirements and operating model changes across business functions, operations and IT

• Design target operating models and integration or separation blueprints that reflect the transaction thesis and the realities of financial services operating environments. - Build integration or separation strategies, governance frameworks, and Day 1 readiness plans that set programs up for success from the outset. - Lead Day 1 planning and mobilization, establishing the workstream structure, priorities, decision-making cadence, and early milestones required to to support the client and drive the deal to a successful Close. - Assess IT and Operations synergy opportunities and quantify integration cost and benefit cases, translating findings into actionable recommendations for deal teams and leadership. - For carve-outs, evaluate standalone operating model impacts across IT and business functions and assess TSA requirements and exit planning considerations. - Evaluate how AI, data platforms, and emerging technologies can support post-deal value creation, incorporating these perspectives into integration or separation design. Client & Stakeholder Management

• Build and maintain trusted relationships with senior client stakeholders, including Heads of Business Units, CFOs, COOs, and CTOs. - Structure and present conclusions clearly to both technical and non-technical audiences, ensuring insights are commercially grounded and decision-ready. - Lead and facilitate cross functional client workshops throughout the merger process, driving alignment across stakeholders on operating model design and integration decisions, and ensuring each session produces clear, tangible outputs—including prioritized decisions, action items, and next step ownership. Team & Practice

• Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team. - Support business development efforts, including proposals, client pitches, and thought leadership. Technology & Operations Due Diligence

In addition to integration and separation work, Engagement Leads may support targeted technology and operations due diligence engagements, including:

• Assessing enterprise technology environments, architecture, and operational resilience in the context of a transaction thesis. - Identifying IT and operational risks, standalone cost implications, and integration considerations relevant to deal execution. - Contributing technical and operational findings to broader deal team workstreams. What We’re Looking For

• 7+ years of relevant experience in integration and separation planning, design, or post-merger transformation within financial services. - Experience in the Financial Services industry is essential, including a solid understanding of the sector’s value chain, key market participants, and emerging trends, along with deep specialization in at least one subsector such as Asset Management, Asset Servicing, Wealth Management, Banking, Insurance, and/or the associated Financial Services FinTech ecosystem

• Strong track record of leading pre-deal and early post-close workstreams across IT and business functions, with experience designing operating models and mobilizing deal transaction programs. - Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights. - Proven experience leading teams and managing senior client relationships. - Solid understanding of financial services operating models, technology landscapes, and regulatory considerations. - Familiarity with technology or operational due diligence is advantageous. What We Offer

• Competitive base salary with profit share scheme. - 25 days annual leave plus bank holidays. - Flexible benefits including private health insurance, life insurance, and income protection. - Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC.