We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
As a manager in RSM’s growing Financial Services Risk Consulting practice, you will have the opportunity to leverage your financial services, credit, risk, and due diligence experience while continuing to grow your leadership and client management skills. You will work with leading financial institutions and specialty finance organizations on complex engagements involving lender due diligence, credit risk, asset-backed lending, loan portfolios, and related financial services transactions .
In our Financial Services Risk Consulting practice, our team works alongside lenders, investors, risk and internal audit functions, and other stakeholders to evaluate risks, assess controls and processes, and provide insights that support informed lending and investment decisions.
Key Responsibilities
Client Experience
Lead and manage lender due diligence and risk consulting engagements for financial institutions, lenders, investors, and specialty finance organizations.
Assess the design and effectiveness of credit, operational, servicing, compliance, and risk management controls .
Review and evaluate third-party diligence, audit, agreed-upon procedures, collateral examination, and other supporting reports as part of the overall diligence process.
Identify and assess credit, collateral, operational, compliance, and reporting risks , and develop practical recommendations to address identified issues.
Support diligence related to asset-backed lending, warehouse facilities, portfolio acquisitions, securitizations, and other structured or specialty finance transactions .
Lead client discussions and interviews with lenders, borrowers, originators, servicers, finance teams, risk management, internal audit, and other transaction stakeholders .
Prepare and present diligence findings, risk assessments, and recommendations to senior client stakeholders.
Own management-level relationships and serve as a trusted advisor throughout the engagement lifecycle.
Manage multiple engagements, teams, timelines, and deliverables while maintaining responsibility for engagement economics and client expectations.
Talent Experience
Manage, motivate, and mentor teams delivering complex financial services and lender due diligence engagements.
Provide technical guidance and coaching in areas including credit risk, loan review, due diligence, financial controls, and risk assessment .
Support the development of team members through on-the-job coaching, feedback, and training.
Assist with developing training content and resources related to areas of subject-matter expertise. Manager - FSRC
Business Development
Build and maintain relationships with financial institutions, lenders, investors, and other industry stakeholders.
Identify opportunities to expand client relationships and support growth within the lender due diligence and financial services risk space.
Communicate with prospects to understand their needs and develop appropriate scope, delivery plans, and budgets .
Contribute to proposals, presentations, and other pursuit materials.
Develop and share financial services and risk-related thought leadership.
Position Qualifications
Bachelor’s or Master’s degree in business, accounting, finance, or a related discipline.
5+ years of experience in lender due diligence, transaction advisory, credit risk, loan review, structured finance, asset-backed securities (ABS), securitization, or asset-based lending within a consulting, accounting, financial institution, or…