Engagement Director, North America

Commercial Due Diligence Engagement Lead and Director

Alpha FMC

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.

Director, Engagement - Enterprise, West

Legora

ABOUT US Legora is redefining how legal work gets done. Not built for lawyers, built with them. We work alongside the world’s best legal teams, who expect excellence, precision, and speed, and we hold ourselves to the same bar. Our AI-native workspace lets legal professionals move faster, think more clearly, and operate with sharper precision. By analysing thousands of documents in minutes and powering end-to-end workflows, we cut through complexity, teams can focus on what matters: judgment, strategy, and outcomes. 1,000+ customers across 50+ countries trust us, including Cleary Gottlieb, Goodwin, Linklaters, White & Case, Dentons, and Barclays. We’ve scaled to $100M+ in ARR, with teams across Europe, North America and APAC, and continue to expand through acquisitions including Qura, Walter AI and Graceview. We partner with world-class performers: including Aaron Judge and the New York Yankees, Ludvig Åberg (and his caddie), and campaigns featuring Jude Law. Joining Legora means three things. * We lean in: ownership over titles, outcomes over intentions. * We fight for excellence: high standards, direct, ego-free feedback. * We grow together: as a team and with our customers. Mission before ego. Everyone contributes. No one coasts. If you’re driven by impact, pace, and raising the bar. This is the place. ABOUT THE ROLE The way legal work gets done is changing, and Engagement is at the center of that transformation. We're looking for an experienced, strategic Engagement Director to build and lead a multi-layered team within our growing Engagement org that helps the world's top law firms and corporations fundamentally change the way they work with Legora. This is a role for someone who has led change inside large, complex organizations and built and scaled the teams — and the leaders — that deliver it, and knows that real transformation is designed and managed. You will own the adoption and long-term success of an entire vertical (e.g., Enterprise Firms, East or Mid-Market Corps, West) — leading a team of Engagement Associates, Managers, and Senior Managers who build the relationships and define the outcomes, while you reserve yourself for the most strategic accounts and C-suite relationships as the senior strategic advisor who ensures Legora becomes an embedded part of how legal teams operate. At the heart of the role is defining the engagement model for your vertical and building the frameworks and standards your team uses to design each client's adoption playbook and deliver multi-year change-management programs that transform how they work. Across the portfolios in your vertical you'll set the bar for how a tailored roadmap is built, how initiatives are sequenced from initial rollout through firm-wide scaled adoption, how measurable outcomes and ROI are defined, and how the program evolves as new AI capabilities and use cases emerge. You will be critical as we continue to build a best-in-class adoption program at Legora, partnering with Leadership to scale the teams, leaders, and standards that help clients realize measurable ROI, expand successful use cases and transform the way their teams work. WHAT YOU’LL DO You'll lead the post-sale customer experience for a vertical (e.g., Enterprise Firms, East or Enterprise Corporates, East) — owning onboarding, adoption and long-term value realization across every account in it, through the teams and leaders you build. Specifically, you will: * Define the engagement model for your vertical, setting the standard for how your team designs each client's adoption playbook: the tailored change-management approach, stakeholder map and target outcomes for how that customer adopts Legora and transforms the way they work. * Build the operating rhythms — portfolio and pipeline reviews, health inspection, coaching cadences — that keep the team executing against those playbooks at scale, sequencing initiatives from initial rollout to firm-wide scaled adoption and adapting as clients' needs and Legora's capabilities evolve. * Coach the team — including other people managers — to act as strategic advisors who deeply understand client goals and legal workflows, reserving yourself for the most strategic accounts and C-suite relationships, to engage executive sponsors, surface high-impact opportunities, and guide clients toward maximum value from Legora. * Set the standard for how the team drives sustained value through a structured operating cadence: success plans, enablement, stakeholder check-ins, training and value reviews — turning what works across portfolios into repeatable, scalable motions the whole vertical adopts. * Partner with Leadership and orchestrate engagement from cross-functional teams across your vertical to accelerate client success (GTM, Product, Legal Engineering, Engineering, Marketing, Support), maintaining end-to-end context across your portfolio and shaping how Legora delivers value. * Partner with GTM leadership on key commercial moments across the vertical to ensure seamless handoffs, continuity, and a great customer experience, and to identify and realize expansion opportunities — coaching the team to lead these conversations and stepping in on the most complex or strategic renewals and expansions. * Translate vertical-level feedback into action by collaborating closely with Leadership, Product, Engineering, and Marketing to shape roadmap, positioning, and enablement. WHAT YOU BRING You care deeply about customer outcomes and you know that transformation has to be designed and led — and that scaling it across a vertical takes a high-performing team and the leaders to run it. You're proactive, strategic and comfortable steering demanding, senior stakeholders and executive sponsors through significant change. You take pride in being the reason customers — and the teams behind them — adopt, grow and succeed. We're looking for: * A consulting or transformation background, with a demonstrated track record of designing and delivering change-management programs inside large, complex organizations — and building and leading the teams — and leaders — that deliver them at scale. * Experience building the standards and operating rhythms that scale tailored, client-level transformation roadmaps and adoption plans across a vertical and steering them to measurable outcomes. * 10+ years in management consulting, customer success, account management, or a related field, with 5+ years managing client-facing teams — including other managers and team leads — ideally with exposure to high-growth B2B SaaS or Legal Tech. * A track record of owning adoption, retention, and satisfaction across a vertical of enterprise clients and senior stakeholders — and of developing the people and leaders who deliver those outcomes. * Experience working with legal, compliance, or other regulated and complex industries or the ability to learn a complex domain exceptionally fast. * Strong operational discipline; you build inspection frameworks and run tight rhythms that keep multi-workstream initiatives moving across multiple teams and your clients confident. * Excellent communication skills and strong executive presence — written, verbal, and interpersonal. You are trusted in the boardroom with C-suite and legal leaders, coach your team and leaders through them, and roll up your sleeves with hands-on teams. * High EQ: you know when to listen, when to advise, when to coach and when to act — and when to step in versus let your team and leaders lead. * A love of fast-paced, early-stage environments where you build the playbook, the team and the function, not just build for yourself. * Deep data fluency; you read portfolio metrics and account health with rigor and use them to drive decisions across the vertical. WHAT'S IN IT FOR YOU * Global collaboration: Partner with teams and clients domestic and internationally. * Competitive package: Comprehensive salary, benefits, and tools for success. * Meaningful work: Your efforts shape how thousands of lawyers use AI daily. * In-person environment: San Francisco office designed for ambitious builders and company provided lunch daily. * Benefits & Perks: We invest in our people with a comprehensive, thoughtfully designed benefits package: Medical, Dental & Vision * Multiple medical plan options through Aetna and Kaiser Permanente * HSA or Healthcare FSA (based on plan selection) * Dental plans via MetLife * Vision plans via Vision Care Family Support * Generous parental leave * Free access to Maven Clinic * Dependent Care FSA * Free One Medical membership for employees and dependents Additional Perks * Pre-tax commuter benefits * Life Insurance + STD/LTD * 401(K) with generous company match * Unlimited PTO * Robust voluntary benefits, including identity protection (via Aura), legal coverage via MetLife, pet savings programs, and more Legora is an Equal Opportunity Employer At Legora, we believe great teams are built on diversity of thought and experience. We’re proud to be an equal opportunity employer and committed to creating an inclusive, high-performance culture where everyone can do their best work. We welcome people of all backgrounds and don’t discriminate based on race, color, religion, national origin, gender, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by law.

Director, Engagement - Mid Market, West

Legora

ABOUT US Legora is redefining how legal work gets done. Not built for lawyers, built with them. We work alongside the world’s best legal teams, who expect excellence, precision, and speed, and we hold ourselves to the same bar. Our AI-native workspace lets legal professionals move faster, think more clearly, and operate with sharper precision. By analysing thousands of documents in minutes and powering end-to-end workflows, we cut through complexity, teams can focus on what matters: judgment, strategy, and outcomes. 1,000+ customers across 50+ countries trust us, including Cleary Gottlieb, Goodwin, Linklaters, White & Case, Dentons, and Barclays. We’ve scaled to $100M+ in ARR, with teams across Europe, North America and APAC, and continue to expand through acquisitions including Qura, Walter AI and Graceview. We partner with world-class performers: including Aaron Judge and the New York Yankees, Ludvig Åberg (and his caddie), and campaigns featuring Jude Law. Joining Legora means three things. * We lean in: ownership over titles, outcomes over intentions. * We fight for excellence: high standards, direct, ego-free feedback. * We grow together: as a team and with our customers. Mission before ego. Everyone contributes. No one coasts. If you’re driven by impact, pace, and raising the bar. This is the place. ABOUT THE ROLE The way legal work gets done is changing, and Engagement is at the center of that transformation. We're looking for an experienced, strategic Engagement Director to build and lead a multi-layered team within our growing Engagement org that helps the world's top law firms and corporations fundamentally change the way they work with Legora. This is a role for someone who has led change inside large, complex organizations and built and scaled the teams — and the leaders — that deliver it, and knows that real transformation is designed and managed. You will own the adoption and long-term success of an entire vertical (e.g., Enterprise Firms, East or Mid-Market Corps, West) — leading a team of Engagement Associates, Managers, and Senior Managers who build the relationships and define the outcomes, while you reserve yourself for the most strategic accounts and C-suite relationships as the senior strategic advisor who ensures Legora becomes an embedded part of how legal teams operate. At the heart of the role is defining the engagement model for your vertical and building the frameworks and standards your team uses to design each client's adoption playbook and deliver multi-year change-management programs that transform how they work. Across the portfolios in your vertical you'll set the bar for how a tailored roadmap is built, how initiatives are sequenced from initial rollout through firm-wide scaled adoption, how measurable outcomes and ROI are defined, and how the program evolves as new AI capabilities and use cases emerge. You will be critical as we continue to build a best-in-class adoption program at Legora, partnering with Leadership to scale the teams, leaders, and standards that help clients realize measurable ROI, expand successful use cases and transform the way their teams work. WHAT YOU’LL DO You'll lead the post-sale customer experience for a vertical (e.g., Enterprise Firms, East or Enterprise Corporates, East) — owning onboarding, adoption and long-term value realization across every account in it, through the teams and leaders you build. Specifically, you will: * Define the engagement model for your vertical, setting the standard for how your team designs each client's adoption playbook: the tailored change-management approach, stakeholder map and target outcomes for how that customer adopts Legora and transforms the way they work. * Build the operating rhythms — portfolio and pipeline reviews, health inspection, coaching cadences — that keep the team executing against those playbooks at scale, sequencing initiatives from initial rollout to firm-wide scaled adoption and adapting as clients' needs and Legora's capabilities evolve. * Coach the team — including other people managers — to act as strategic advisors who deeply understand client goals and legal workflows, reserving yourself for the most strategic accounts and C-suite relationships, to engage executive sponsors, surface high-impact opportunities, and guide clients toward maximum value from Legora. * Set the standard for how the team drives sustained value through a structured operating cadence: success plans, enablement, stakeholder check-ins, training and value reviews — turning what works across portfolios into repeatable, scalable motions the whole vertical adopts. * Partner with Leadership and orchestrate engagement from cross-functional teams across your vertical to accelerate client success (GTM, Product, Legal Engineering, Engineering, Marketing, Support), maintaining end-to-end context across your portfolio and shaping how Legora delivers value. * Partner with GTM leadership on key commercial moments across the vertical to ensure seamless handoffs, continuity, and a great customer experience, and to identify and realize expansion opportunities — coaching the team to lead these conversations and stepping in on the most complex or strategic renewals and expansions. * Translate vertical-level feedback into action by collaborating closely with Leadership, Product, Engineering, and Marketing to shape roadmap, positioning, and enablement. WHAT YOU BRING You care deeply about customer outcomes and you know that transformation has to be designed and led — and that scaling it across a vertical takes a high-performing team and the leaders to run it. You're proactive, strategic and comfortable steering demanding, senior stakeholders and executive sponsors through significant change. You take pride in being the reason customers — and the teams behind them — adopt, grow and succeed. We're looking for: * A consulting or transformation background, with a demonstrated track record of designing and delivering change-management programs inside large, complex organizations — and building and leading the teams — and leaders — that deliver them at scale. * Experience building the standards and operating rhythms that scale tailored, client-level transformation roadmaps and adoption plans across a vertical and steering them to measurable outcomes. * 10+ years in management consulting, customer success, account management, or a related field, with 5+ years managing client-facing teams — including other managers and team leads — ideally with exposure to high-growth B2B SaaS or Legal Tech. * A track record of owning adoption, retention, and satisfaction across a vertical of enterprise clients and senior stakeholders — and of developing the people and leaders who deliver those outcomes. * Experience working with legal, compliance, or other regulated and complex industries or the ability to learn a complex domain exceptionally fast. * Strong operational discipline; you build inspection frameworks and run tight rhythms that keep multi-workstream initiatives moving across multiple teams and your clients confident. * Excellent communication skills and strong executive presence — written, verbal, and interpersonal. You are trusted in the boardroom with C-suite and legal leaders, coach your team and leaders through them, and roll up your sleeves with hands-on teams. * High EQ: you know when to listen, when to advise, when to coach and when to act — and when to step in versus let your team and leaders lead. * A love of fast-paced, early-stage environments where you build the playbook, the team and the function, not just build for yourself. * Deep data fluency; you read portfolio metrics and account health with rigor and use them to drive decisions across the vertical. WHAT'S IN IT FOR YOU * Global collaboration: Partner with teams and clients domestic and internationally. * Competitive package: Comprehensive salary, benefits, and tools for success. * Meaningful work: Your efforts shape how thousands of lawyers use AI daily. * In-person environment: San Francisco office designed for ambitious builders and company provided lunch daily. * Benefits & Perks: We invest in our people with a comprehensive, thoughtfully designed benefits package: Medical, Dental & Vision * Multiple medical plan options through Aetna and Kaiser Permanente * HSA or Healthcare FSA (based on plan selection) * Dental plans via MetLife * Vision plans via Vision Care Family Support * Generous parental leave * Free access to Maven Clinic * Dependent Care FSA * Free One Medical membership for employees and dependents Additional Perks * Pre-tax commuter benefits * Life Insurance + STD/LTD * 401(K) with generous company match * Unlimited PTO * Robust voluntary benefits, including identity protection (via Aura), legal coverage via MetLife, pet savings programs, and more Legora is an Equal Opportunity Employer At Legora, we believe great teams are built on diversity of thought and experience. We’re proud to be an equal opportunity employer and committed to creating an inclusive, high-performance culture where everyone can do their best work. We welcome people of all backgrounds and don’t discriminate based on race, color, religion, national origin, gender, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by law.