Director

Job Description

Meradia - Director

This is a hybrid position. The ideal candidate is based in the Greater Philadelphia, Boston, or New York City area and is open to partial commuting and occasional travel for work.

Meradia has been a trusted partner in the investment management industry since 1997, offering strategic advisory and implementation services that blend technical expertise with a dedication to client success. Our mission is to help clients navigate complex challenges, streamline operations, and achieve their goals.
 
We seek ambitious, talented individuals who are passionate about delivering exceptional results. Our consultants collaborate with a diverse range of clients to create impactful solutions. The ideal candidate is a proactive self-starter with strong communication skills, attention to detail, and a proven background in the financial sector.
 
At Meradia, we prioritize and invest in our employees' growth and offer competitive compensation, comprehensive benefits, and continuous professional development opportunities, including mentorship and industry events. If you seek a fulfilling career in consulting, we encourage you to apply to join our team!

www.meradia.com

REQUIREMENTS

• Provide strategic direction for initiatives such as outsourcing selection, operating model redesign, technology implementation, M&A analysis, and data governance
• Drive business development efforts, identifying and pursuing new opportunities to expand the firm’s client base
• Provide executive oversight on major client engagements and drive business development within the asset management industry
• Act as the primary point of contact for major projects, collaborating with C-level executives (COO, CTO) to align project outcomes with client goals
• Develop senior advisory relationships, leveraging expertise to convert executive-level interactions into long-term consulting engagements
• Lead program management efforts on engagements, overseeing all day-to-day execution activities
• Present at industry conferences, representing the firm’s expertise and engaging with potential clients
• Develop and maintain project plans, status memos, procedural and operational documentation
• Recruit, mentor, and retain consulting professionals to support the firm’s growth targets
• Ability to travel - you will likely spend a significant amount of time onsite with our clients. This travel can be as much as 50% to 80% of a work week and may be international. In addition, you must have a valid driver's license as many clients are not within range of public transportation.

SKILLS & ABILITIES

• Strategic thinking; transformations are difficult and the ideal candidate will help our clients navigate them successfully
• Highly skilled in presenting ideas and complex concepts to C-suite audiences
• Experience designing, developing and implementing technology solutions in the investment services industry
• Ability to scope, plan, and execute large-scale consulting engagements
• Expertise in cultivating long-term, trust-based relationships with clients and stakeholders
• Proven ability to lead multi-disciplinary teams and manage complex initiatives
• Skilled in navigating dynamic client environments and challenging project scenarios
• Experience managing systems implementation and development projects that impact multiple departments and redefine operational processes
• Working knowledge of platforms supporting front, middle, and back-office functions (e.g., OMS, Portfolio Accounting, Performance)
• Proven record of analyzing business processes and developing practical solutions that drive efficiency, improve client service, and reduce risk
• Ability to assess and document business needs including systems, data, integration, workflows, output, reports and the economic/operational impact of each
• Strong analytical and data testing skills
• Excellent interpersonal, verbal, and written communication skills

KNOWLEDGE & EXPERIENCE

• Strong functional, technical, and operational expertise of the investment management industry
• In-depth knowledge of leading service provider solutions and technology platforms in the investment management space
• Deep knowledge of front, middle and back-office operations in investment management organizations, with a strong understanding of institutional client reporting
• 15+ years of experience in the asset management industry, with expertise across front, middle, and back-office operations
• Proven track record of success in managing large-scale strategic initiatives, developing operating models, and serving as a thought leader in the financial consulting space
• Proven business development skills, with the ability to identify and secure new consulting opportunities.
• Strong knowledge of a broad range of investment management products including US and global equities, fixed income and derivative products
• Strong track record of thought leadership through publications, white papers, and conference presentations

EDUCATION

• Bachelor’s degree in Computer Science, Engineering, Finance, Accounting, Economics, Business Administration, or a related field (required)
• MBA or Master’s degree (preferred).
• Prior experience in investment management and/or consulting within the industry
• Professional certifications such as CFA, CIPM, CAIA, or PMP (preferred).
• 15+ years of relevant experience in the financial industry