Director, Consulting - Financial Services
$200,000–$280,000 year
On-siteNew York, United States or Grand Central, Pennsylvania, United States
Job Summary
Lead multi-disciplinary teams to drive go-to-market motions and deliver production-ready AI solutions for financial services clients. Partner with the VP of Consulting to qualify opportunities, shape the consult-to-platform narrative, and execute workshops that map current-state bottlenecks to future-state architectures. Own end-to-end delivery roadmaps, ensuring high-quality, scalable deployments while managing resources with consultancy precision. Act as the technical bridge between client requirements and Product/Engineering teams to evolve the platform for enterprise needs. Develop global delivery frameworks and playbooks to scale the consulting motion, focusing on real-world metrics like speed to value and platform stickiness.
Required Qualifications
- 10+ years of high-impact experience at a top-tier consultancy or a high-growth SaaS platform
- Deep experience in Financial Services industry
- A proven track record of managing complex client engagements from first meeting to proven value
- The ability to take a messy, manual business process and re-architect it into a clean, automated workflow
- The ability to command a room of C-suite stakeholders and pivot from high-level strategy to granular execution
- Experience leading cross-functional or technical delivery teams, including engineers
- Demonstrated ability to create BRDs, process documentation, and implement best practices
- Comfortable operating in both pre-sales and delivery contexts
- Experience deploying platforms such as CRM, ERP, EMR, RPA, or low-code solutions
- Understanding of data architectures and enterprise integration patterns (APIs, ETL, etc.)
- Executive-level presence with strong consulting rigor and stakeholder influence
- Highly organized — able to oversee multiple programs while maintaining quality
- Experience working with AI, automation, data platforms, or modern enterprise software (fluency over depth)
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