Job Description :

Role: Principal, Digital Financial Services Consultant

Duration: FTE

Location: Remote for now but prefer people who are in east coast and Chicago area

 We are looking for business consultants- with experience in either

  1. Wealth management or
  2. Asset Management or
  3. Retail Banking

Main skills

  1. Experience in digital transformation must
  2. Experience as a product owner in Financial Services
  3. Not looking for tech Financial Service people but more Financial Services business consultants with experience in digital projects


  • You will support our Financial Services market segment from pre-sale opportunities, active pursuits, and throughout the project lifecycle from strategy to product development services
  • Leverage your Financial Services domain subject matter expertise, in-depth consulting foundation skills, and hands-on transformational experience to delivery advisory services in support of technology-enabled business change
  • Drive the narrative around the digital journey for the C-Suite by leading, developing, and articulating digital strategies that shape the Financial Services industry
  • Stay at the forefront of digital trends that are disrupting Financial Services. You will be an ambassador for change. You will solve business problems and drive growth for clients through digital transformation
  • Take leading roles working with multi-disciplinary teams, facing off with client stakeholders, SME’s and managing client relationships
  • Act in a product owner capacity focusing on creation of product roadmaps, managing product backlog and feature prioritization, creating user stories, and actively working as part of an agile team throughout product development
  • Increase our presence in the marketplace via participation in conferences, development of thought leadership, and recruiting

 What you have.....

  • Minimum 6+ relevant combined industry and consulting experience (manager/senior manager levels) i.e. a “Big-4” and/or consultancy boutiques/system integrators
  • Possess an in-depth understanding of Retail Banking Financial Services domain knowledge. Specializations include loan origination and servicing, traditional and nontraditional lending, lending regulatory space, operating models, risk management, corporate functions, digitalization solutions, and product offerings
  • Experience with digital innovation, customer experience, and the “FinTech” eco-systems and advising clients on market dynamics and trends – with a focus on digital
  • Deep understanding of the Software Development Life Cycle, Agile Development, and a strong desire to be at the forefront of Digital Transformation
  • Demonstrated success in growing client relationships, driving revenue and leading teams
  • Strong experience with stakeholder engagement, organization alignment, change planning, change measurement and communication requirements for large-scale transformations
  • Robust project management methodology and experienced with the multi-disciplinary project teams and environments
  • Skilled at analyzing complex business issues with the ability to effectively communicate these issues to clients
  • Able to anticipate and identify risks and drive action to mitigate and resolve issues as they occur
  • Strong problem solver and creative thinker with gravitas

Similar Jobs you may be interested in ..