Senior Manager, M&A (Insurance Value Creation)

Responsibilities

• Lead complex technology, operations, and business transformation engagements for Private Equity and Corporate Strategic clients across the transaction lifecycle, including platform acquisitions, mergers, integrations, carve-outs, and value creation initiatives.
• Serve as a trusted advisor to executive client stakeholders, including CIOs, CTOs, CFOs, business leaders, and Private Equity operating partners.
• Lead pre-close technology and operational due diligence efforts by assessing risks, identifying value creation opportunities, and developing actionable recommendations for investors and corporate buyers.
• Oversee post-close integration, separation, and transformation programs, including Day 1 readiness, operating model design, technology modernization, systems integration, data strategy, and digital transformation initiatives.
• Provide executive-level guidance on technology investments, operating model decisions, organizational design, and transformation roadmaps.
• Ensure successful engagement delivery by managing scope, quality, financial performance, staffing, and client satisfaction across multiple concurrent engagements.
• Lead executive steering committees, workshops, and client presentations while effectively managing complex stakeholder environments.
• Identify risks, resolve issues proactively, and drive measurable business outcomes for clients.

Qualifications

• 8+ years of consulting, M&A advisory, technology consulting, or operational leadership experience within the Insurance industry.
• Deep expertise across Insurance subsectors, including brokers, carriers, MGAs, InsurTech, insurance services/BPO, and FinTech.
• Significant experience leading technology and operational due diligence, post-merger integration, carve-outs, and value creation initiatives for Private Equity investors and corporate strategics.
• Demonstrated success managing complex consulting engagements and leading multidisciplinary teams.
• Proven track record developing executive-level client relationships and serving as a trusted advisor to C-suite stakeholders.
• Experience leading business development efforts, including originating opportunities, developing proposals, and expanding client accounts.
• Strong understanding of enterprise technology, cloud platforms, software products, digital transformation, data strategy, and technology operating models.
• Exceptional communication, executive presentation, negotiation, and stakeholder management skills.
• Strong financial acumen with experience managing engagement economics and profitability.
• Proven ability to coach, mentor, and develop consulting teams while fostering an inclusive, collaborative culture.
• Bachelor's degree required; MBA or other advanced degree preferred.

Benefits

West Monroe offers a competitive total rewards package, including a bonus structure and benefits. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity. Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program, and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.