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Vice President, Consulting Services

Vice President, Consulting Services

Palm TreeChicago, IL, US
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Vice President

The Vice President position at Palm Tree is a senior management role that blends strategic execution with client engagement and team development. Ideal candidates will bring 7+ years of relevant experience, including a strong background in managing consulting engagements. This role plays a pivotal part in delivering high-impact financial and operational insights to clients. Vice Presidents lead client projects, mentor junior staff, and drive firm growth through business development and thought leadership initiatives.

Responsibilities

  • Lead and manage client engagements, ensuring the delivery of actionable solutions across financial, operational, and transactional challenges.
  • Oversee the design and execution of workstreams, including complex quantitative analyses and financial modeling.
  • Provide final quality control for client deliverables, updates, and board-level presentations.
  • Guide clients through critical decision-making processes, integration planning, and value creation initiatives.
  • Act as the primary point of contact for clients, fostering trust and long-term relationships.

Leadership and Team Development

  • Mentor and develop junior team members, fostering a high-performance, collaborative culture.
  • Ensure the quality and timeliness of work produced by the team, maintaining Palm Tree's high standards of excellence.
  • Support internal training initiatives and share best practices across the firm.

    • Strategic Contributions

  • Contribute to business development efforts, including client relationship management and proposal development.
  • Identify opportunities for growth within existing client accounts and new markets.
  • Participate in firm-building initiatives, such as talent acquisition, thought leadership, and process improvement.

    • Qualifications

  • Education / Credentials : Candidates must have a bachelor's degree in accounting, finance, business, or a related discipline; a CPA or CFA qualification is considered an advantage.
  • Experience : 7+ years of relevant experience in financial consulting, investment banking, private equity, or corporate / portco finance. Proven track record of managing client engagements and leading teams in a client services environment.
  • Technical Skills : Advanced proficiency in financial modeling and tools such as Microsoft Excel and PowerPoint. Experience with BI tools or data visualization platforms is a plus.
  • Soft Skills : Initiative-taking, motivated, and self-starter attitude. Analytical and critical thinking abilities with meticulous attention to detail. Thrives under pressure in fast-paced settings. Excellent written, verbal, and interpersonal communication skills.

    • Other Qualities We Value

  • Commitment to delivering high-quality work and continuous improvement.
  • A collaborative, team-oriented mindset with a willingness to support colleagues.
  • Proactive, self-starter attitude with a focus on innovation and problem-solving.
  • Strong alignment with Palm Tree's core values of integrity, collaboration, and excellence.

    • Compensation and Benefits

  • Base salary of $150k-$200k, with performance / metric-driven bonuses.
  • Comprehensive benefits package, including health insurance, 401(k) with matching contributions, and unlimited paid time off.
  • Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
  • Opportunities for career advancement in a merit-based, entrepreneurial culture.

    • About Palm Tree

    Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve-outs, recapitalizations, restructurings, and performance improvement initiatives. The firm's unique model combines the expertise of private equity, Big-4 accounting, and investment banking, delivering actionable solutions tailored to the challenges of middle-market businesses.

    Our Commitment to Diversity, Inclusion, Equity, & Access

    Our people are our greatest asset. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish. We believe that the diversity of our people strengthens our work for clients and the well-being of our company. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of different backgrounds, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more. Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member.

  • PLEASE BE ADVISED THAT WE ARE NOT PRESENTLY ENGAGING OUTSIDE RECRUITERS OR HEADHUNTERS FOR THIS SEARCH.
  • An unsolicited resume submission could inadvertently disqualify a candidate's application. Qualified candidates should apply directly through this portal.
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    Vice President • Chicago, IL, US