Tech Due Diligence Engagement Lead/ Director, New York

Commercial Due Diligence Engagement Lead / Engagement Director New York  About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Commercial Due Diligence (CDD) practice within the Strategy & Deals team and are seeking a senior leader to drive high-profile buy-side and sell-side engagements in New York. This role focuses on market strategy, growth diagnostics, and commercial risk, providing investors and corporate clients with the insight needed to underwrite and defend transaction decisions.   Tenure Guidance * Engagement Lead (EL): 7–10 years of relevant experience, with exposure to M&A transactions and team leadership. * Engagement Director (ED): 10+ years of relevant experience, with extensive subject-matter expertise, client ownership, and strategic advisory experience. * Responsibilities are structured to allow candidates to position themselves at the appropriate level based on experience, subject-matter depth, and deal ownership.   Key Responsibilities The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice-level contribution, and will have a higher expectation for business development activities.   Engagements * Lead Commercial Due Diligence engagements end-to-end, covering market attractiveness, competitive positioning, customer economics, and growth strategy. * Frame and test investor hypotheses on market growth, competitive dynamics, and commercial risk, identifying structural headwinds, customer concentration, and go-to-market constraints that could affect investment value. * Advise clients on growth strategy, market positioning, and commercial risk mitigation, translating findings into actionable commercial and investment insights. * Assess target’s maturity relative to market best practice and peers within Financial Services, FinTech, and related B2B Services (commercial strategy, growth trajectory, customer economics, and competitive positioning). * Partner with Alpha's Technology DD, Operations DD, and Strategy teams to provide integrated perspectives on value creation and risk.   Client & Stakeholder Management * Build and maintain senior client relationships, engaging with PE deal teams, portfolio company management teams, and bankers to inform transaction decisions and support value creation. * Take a lead role in shaping client communications, engagement direction, and IC-ready deliverables. * Structure and present conclusions clearly to both commercial and non-technical, IC-level audiences.   Team & Practice * Manage and mentor engagement teams, ensuring delivery excellence, fostering analytical rigor, and guiding junior colleagues through complex CDD workstreams. * Contribute to practice growth through thought leadership, business development, and the advancement of Alpha's CDD frameworks and AI-enabled analytics.   What We're Looking For * 7+ years of direct, relevant experience in Commercial Due Diligence, growth strategy, and M&A strategic advisory at a senior level (see Tenure Guidance above). * Strong track record leading or materially contributing to buy-side and sell-side CDD engagements within M&A or private equity transactions. * Sector depth in Financial Services, FinTech, Insurance, Wealth/Asset Management, or FS-related B2B Tech/Services. * Strong analytical grounding in market sizing, growth diagnostics, customer economics, and competitive positioning. * Proven ability to translate commercial findings into investment-grade insights and recommendations. * Strong client leadership and stakeholder management skills, capable of engaging senior PE and portfolio-company executives. * Experience managing teams and mentoring high-performing consultants. * MBA preferred (or equivalent advanced degree/experience).   What We Offer * Opportunity to work directly with senior leaders and blue-chip clients in the financial services and private equity sectors. * Entrepreneurial, collaborative environment with significant responsibility early on. * Ability to work on projects for clients across North America and Europe. * Competitive salary with annual profit-sharing opportunity and a clear path for career progression. * 401(k) matching. * 25 days of annual paid time off. * Supplemented medical, dental, and vision coverage. * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC.   There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. The base salary range for this position is: $230,000 to $330,000 and is subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

You love transforming complex operational activities into intuitive and progressive tech solutions. In this role, you’ll shape the future of Ethics & Compliance by owning product management end-to-end. You will get to translate the vision and strategy into execution, deliver a market-leading AI‑powered roadmap, partner closely with an awesome, globally dispersed team that includes product marketing, engineering, UX/design, to turn real customer insights into scalable, high‑impact solutions. If you thrive on transformational change, influencing cross‑functional teams while leading your own, and building commercially attractive products that truly move the needle for customers, this is where your expertise in product leadership and agile development will give you something to sink your teeth into.   Here’s a breakdown of what you’ll do (not all of it, just the important stuff):  * Deliver product strategy to transform six related products into one interoperable AI-powered Ethics offering over the next 12 months  * Translate customer needs and market insights into clear product direction and priorities   * Set and manage the roadmap, using market intelligence to quantify, scope and sequence the offering, iterating based on market feedback  * Partner closely with engineering and UX/product design to ship high-quality products on time   * Lead and develop a team of experienced product managers  * Drive product discovery, define requirements, and manage backlogs across multiple teams   * Track performance (usage, adoption, outcomes) and continuously improve the product portfolio  These are the essentials you’ll need to get an interview:  * You have built, shipped, and iterated B2B Enterprise SaaS products as well as AI assistants and Agents   * You are commercially minded and evaluate product success in terms of revenue as well as its utility  * You have owned a product portfolio  * Worked in a combination of Start-up, Scale-up and 'Corporate’ companies  * Experience working closely with engineering and product design in agile development environments   * Clear communicator with the ability to influence stakeholders at all levels   * Thrive in a fast-paced, outcome focused environment  It would be great if you had these / done this too, but we’ll support you if you don’t:  * Domain knowledge in either risk, compliance, due diligence, or adjacent regulated industries   * Familiarity with global regulatory environments or third-party risk ecosystems   * Experience with platform integrations, APIs, or ecosystem-based products    * Experience building and taking net new products to market, or evolving an immature product  * Experience integrating individual products together, knowing how to balance existing customer needs with new customer acquisition     About Us Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster.  At Diligent, we're building the future with people who think boldly and move fast.  Whether you're designing systems that leverage large language models or part of a team reimaging workflows with AI, you'll help us unlock entirely new ways of working and thinking.  Curiosity is in our DNA, we look for individuals willing to ask the big questions and experiment fearlessly - those who embrace change not as a challenge, but as an opportunity.  The future belongs to those who keep learning, and we are building it together.  At Diligent, you’re not just building the future - you’re an agent of positive change, joining a global community on a mission to make an impact. Learn more at diligent.com or follow us on LinkedIn [https://www.linkedin.com/company/diligent-board-member-services/mycompany/verification/] and Facebook [https://www.facebook.com/DiligentCorporation/]     What Diligent Offers You  * Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients * We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few * We have teams all over the world. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney. * Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding. Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.  Headquartered in New York, Diligent has offices in Washington D.C.,  London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney.   To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to work onsite at least 50% of the time. We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community.   We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's EEO Policy [https://www.diligent.com/company/eeo-policy/] and Know Your Rights [https://www.diligent.com/-/media/project/diligent/master/eeo-is-the-law-poster-eeocselfprintposter-and-ofccp-supplement-from-20170719.pdf?rev=96fafda8-f51d-44b6-a380-9af42898f526&hash=614AE342F4AB51A091EA3E15F84F7E49]. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at recruitment@diligent.com [recruitment@diligent.com]. At Diligent, we recognize the value of a diverse global workforce. Visa sponsorship may be available for select positions based on business needs and specific role requirements. Sponsorship decisions are evaluated on a case-by-case basis, and eligibility should not be assumed for all opportunities. To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.