Vice President, Consulting Services

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

Strategic Contributions

Qualifications

Other Qualities We Value

Compensation and Benefits

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.