CrossCountry Consulting · 1 hour ago
Director- Asset Management & Alternative Investments
Dallas, TX
Full-time
Onsite
Director/Executive
15+ years expCrossCountry Consulting is an advisory firm focused on creating positive experiences for clients and employees. As a Director in the Financial Services Practice, you will lead asset management projects, improve operational functions, and develop tailored solutions for clients while managing teams and fostering client relationships.
AccountingConsultingFinanceRisk Management
Hiring Manager
Oonagh Clarke
Responsibilities
Lead the development and delivery of services across asset management projects
Spend significant time on project management, staffing, and quality assurance
Be recognized as a subject matter expert in asset management, private credit, and private equity
Interact with clients to determine needs and develop plans for operational improvement
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
Act as a key leader in the Financial Services practice
Manage client accounts, work plans, staffing, and budgets
Foster client relationships and ensure high-quality service
Manage teams by tracking performance and encouraging continuous improvement
Resolve issues and project conflicts
Develop and execute business development strategies
Lead proposals, presentations, and contract negotiations
Drive revenue growth through client opportunities and account planning
Represent the firm at industry events and build referral relationships
Develop methodologies and new service offerings
Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation
Participate in firm initiatives like recruiting, training, and knowledge sharing
Qualification
Required
15+ years of experience in consulting or internal transformation roles
Asset management experience, including complex fund structures and reporting
Familiarity with platforms like Investran, eFront, iLevel, Allvue, and others
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Demonstrated success in business development and team leadership
Bachelor's degree
Willingness to travel up to 30%
This role is based in the Dallas area; candidates must reside locally and be available to work in the office
Preferred
CFA, CAIA, CPA, or PMP preferred
Benefits
Comprehensive healthcare options, including medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs
Company
CrossCountry Consulting
CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.
501-1000 employees
H1B Sponsorship
CrossCountry Consulting has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (7)
2023 (5)
2022 (7)
2021 (15)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
$1.5M2022-12-06Acquired
2021-02-11Series Unknown· $1.5M
Leadership Team
Erik Linn
Co-Founder and Managing Partner
Amy M. Seibel
Chief Financial Officer
Recent News
2025-12-09
Company data provided by crunchbase