Partner, Assurance Services | Financial Services (Broker-Dealer)
On-siteChicago, Illinois, United States or Charlotte, North Carolina, United States
Job Summary
Lead client engagements as a trusted advisor, delivering high-value strategic, technical, and operational guidance while providing executive oversight to ensure quality and timeliness. Drive revenue growth by executing market expansion plans, building referral networks, and identifying opportunities for service innovation within the Financial Services sector. Recruit, mentor, and develop top talent by leading engagement teams, providing performance oversight, and fostering a diverse, inclusive environment that supports employee growth and succession planning.
Required Qualifications
- 12+ years of experience and demonstrated track record of leadership within a professional services firm
- Strong technical expertise in the relevant discipline (Assurance)
- Proven success driving revenue growth, client expansion, and practice development
- Reputation for exceptional client service, strategic thinking, and collaborative leadership
- Demonstrated ability to mentor, inspire, and build high performing teams
- High ethical standards
Desired Qualifications
- Deep Financial Services and Broker-Dealer industry experience
- Experience operating in high growth, multilocation, or national firm environments
- Prior partner or executive leadership experience
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