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Director

Open positions in North America, EMEA & APAC - Hybrid
Reports to - Regional Managing Director

About Elgin White

Elgin White is a specialist financial services consulting firm working with leading buy-side and asset servicing organizations around the globe to improve their performance and realize their business goals. 

Our clients include many of the world’s largest asset managers, investment advisors, pension funds, insurance companies, sovereign wealth funds, securities services, wealth managers, private equity funds, and alternative investment funds, as well as tier one consultancies and software vendors. Our team brings credibility, expertise, and hands-on experience to every client engagement. We are proud of our long-established reputation for building successful partnerships that deliver tangible value.  

We support the full transformation lifecycle, from strategy and target operating model design through to system selection, implementation and optimization, post-implementation support and managed services. Elgin White has proven expertise in managing and resourcing projects within a niche market of vendor applications, spanning all major front, middle and back-office platforms as well as data, reporting, and regulatory packages. We have decades of experience working with leading financial services technology companies including SimCorp, Charles River, Aladdin, InvestCloud, and more. 

Our highly skilled consultants operate either locally, on-shore, near-shore, or remotely, providing our clients with scale and flexibility at competitive rates. 

Job summary

In this role you will be responsible for revenue generation and successful delivery of business change and technology transformation projects. You will direct multiple programs and/or projects simultaneously, defining the delivery approach for engagements, overseeing business development, and managing client relationships. 

You should have 15+ years of senior-level professional consulting experience in buy-side investment management operations and technology. You will have experience planning, managing, and delivering complex, large-scale operational and systems strategies. You will be responsible for formulating integration strategies and ensuring that implementations are completed on time and on budget. 

At Elgin White we expect all staff members to put the client at the center of their work, demonstrate total commitment to quality, and perform at the highest levels. Directors must drive progress in all aspects of their work, including business development, program and project management or delivery-based standardization, and industry standard practices. 

Key responsibilities

New business development & client relationship management 

  • Identify, qualify, and nurture new business opportunities with both new and existing clients
  • Actively contribute to client account strategy and review meetings
  • Support the creation of sales presentation materials, as needed
  • Establish strong relationships with client executive project sponsors, economic buyers, and influencers to ensure client commitment to the Elgin White relationship
  • Build, progress, and grow these client relationships, pre- and post-contract
  • Own the proposal process for each of your client accounts, working with Elgin White executives and Legal to ensure accuracy and efficacy, and reduce time to signing
  • Support marketing efforts through participation in blogs and articles, reports, media interviews, conferences, and vendor/partner events
  • Support Elgin White social engagement activity via LinkedIn

Client project delivery 

  • Successfully lead Project Management Offices working on complex, large-scale projects  
  • Deliver outstanding, executive-level consulting services underpinned with industry best practice advice and buy-side business/system subject matter expertise 
  • Lead the scoping of client and engagement-specific services, define the approaches to use, specify necessary deliverables and create a dependable project timeline 
  • Coordinate with our internal resourcing team to ensure appropriate project staffing
  • Drive all elements required for successful project delivery, from progressing deliverables in a timely manner to managing client relationships to avoid blockers 
  • Support financial reporting relevant to client engagements, including accounting for time and cost – Director time is 20-50% chargeable

Business and personnel progression 

  • Identify, create, and document best practice methodologies relevant to all programs and projects
  • Develop, augment, document and share standardized delivery processes and tools for use by all project teams across the Elgin White business, to continuously improve the scalability and efficiency of project delivery
  • Undertake professional development activities including staff project assessments, mentoring, training, coaching, and recruitment to ensure top quality client service
  • Perform regular evaluations and review professional development of assigned staff

Required experience

Candidates must be able to evidence extensive buy-side domain knowledge and consulting experience within the sectors served by Elgin White. Subject matter expertise in the markets and technologies we specialize in is a mandatory requirement. 

  • 15+ years leading the delivery of large and complex investment operations and technology projects
  • Evidence of ability to attract, develop, and expand both new and existing client relationships
  • Track record for successfully managing executive-level client relationships within large organizations, and understanding the buying cycle for large complex consulting projects
  • Proven ability to build internal and external teams
  • Building knowledge capital throughout Elgin White, to continuously improve business development and delivery capability
  • Expertise across multiple disciplines, including consulting, information technology, system and process re-engineering, work process design, and project management 
  • Proven ability to excel as a people manager, to support staff training and development
  • Excellent written and verbal communication skills
  • Advanced MS Office skills including Word, Excel, Power Point, Visio, and Project

Personal skills

Successful applicants will act with maturity and have confidence in their ability to excel in this role. At Elgin White we expect every Director to: 

  • Be a natural leader who is self-assured, controlled, highly motivated, and empathetic with a positive outlook
  • Be self-motivated and committed to making change happen
  • Have the presence and ability to gain respect and be heard
  • Demonstrate exceptional interpersonal skills and emotional intelligence
  • Be a strong team player, while also having the confidence and ability to work independently
  • Have highly developed reasoning and analytical skills
  • Bring a commercial mindset to every project
  • Be loyal, discreet, reliable, and trustworthy

This role requires the ability to work flexibly across domestic and international time zones, as required. 

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Jeremy Hurwitz

Managing Director - North America

Based in Los Angeles, California, Jeremy founded InvestTech Systems Consulting LLC in 1990. As President and Director the Enterprise Data Management and Architecture Practice for more than 25 years he managed over 50 large investment technology, strategy, and implementation projects for many of the largest global investment management firms. Following the acquisition of his firm by Accenture in 2017, Jeremy remained as Managing Director, Asset Management Lead.

Jeremy joined Elgin White in 2022 to lead the firm’s launch into North America. He is recognized throughout the North America asset management community as a thought leader and innovation architect in the design of enterprise data, analytics, and reporting platforms. His deep knowledge, broad buy-side network, and extensive experience deploying business-outcome-focused technology solutions successfully has accelerated the growth of Elgin White in North America.

Stanley Drasky

Managing Director

Stan joined Elgin White in 2020 following an impressive 30-year career working predominantly for world-class buy-side financial services firms in North America and Europe. He is a renowned buy-side technology leader with a reputation for designing and delivering large-scale transformation initiatives at scale and pace. Currently, Stan is especially active leading infrastructure (cloud and managed services) transformation projects.

His most recent roles prior to Elgin White include Chief Information Officer (EMEA) at State Street and various senior positions during his eight-year tenure at Northern Trust Corporation, including Head of IT & EMEA/Global Director of Fund Administration Technology, Global Director of Asset Management Technology, and Director of Trade Execution Technologies. Stan has also held senior Operational and Technology roles at Nuveen Investments and BNY Mellon.

Throughout his career Stan has been a strategic client or partner of every major front-to-back office technology vendor including SimCorp and Charles River Development.

Erik Schutte

Managing Director

Erik founded Elgin White’s consultancy practice in 2019, which transitioned the firm into a full-service buy-side consultancy and resourcing business. He is an experienced front-to-back business transformation professional and has held several senior management positions during his more than 30-year career in the UK and his native Netherlands, as well as Asia Pacific.

Previous roles include Head of Professional Services at SimCorp, Director at PwC UK, and Managing Director for Wealth & Asset Management Services at Accenture UK & Ireland.