VP, Consulting - Financial Services
$250,000–$350,000 year
On-siteNew York, United States or Grand Central, Pennsylvania, United States
Job Summary
Lead end-to-end delivery of enterprise transformation projects in Financial Services, designing consulting methodologies for discovery, requirements, workflows, and governance. Partner with C-suite stakeholders to define business cases, ROI models, and success KPIs while ensuring successful change management across all organizational levels. Manage multi-disciplinary teams to architect solutions integrating CRM, core systems, and AI capabilities, translating complex requirements into actionable workflows and automation on the Kizen platform. Establish project delivery standards, create reusable playbooks, and scope global transformation workstreams to drive measurable outcomes. Act as an executive partner across Sales, Product, Engineering, and Customer Success to scale the Consulting practice and identify upsell opportunities.
Required Qualifications
- 10+ years in enterprise consulting, operations transformation, or professional services
- 4+ years in leadership roles managing large cross-functional delivery teams
- 4+ years of experience in Financial Services industry
- Strong operational background — able to redesign complex business processes
- Proven success leading digital transformation using modern SaaS technologies
- Hands-on experience with workflow automation, process improvement, and AI-enabled change
- Demonstrated ability to create BRDs, process documentation, and implement best practices
- 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
Desired Qualifications
- Experience in Financial Services delivery transformation strongly preferred
- Experience transforming multiple different parts of organizations (i.e GTM, operations, HR) across multiple industries (most relevant to this role - healthcare, insurance, financial services)
- Background in SaaS implementation leadership and/or solution architecture
- Experience scaling a Consulting/Professional Services function in a high-growth environment
- Familiarity with AI automation, intelligent agents, and process optimization frameworks
- Strong change-management expertise — both cultural and operational
- CRM transformation experience (Salesforce, MS Dynamics, etc.)
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