About the role
- Lead solution consulting engagements that translate complex financial services challenges into technology-led transformation programs.
- Operate at the intersection of financial services operations, digital transformation, and technology solution design.
- Partner with clients, sales teams, architects, and delivery leaders to shape strategic transformation opportunities.
- Drive solution framing across AI, automation, data modernization, cloud applications, and operational transformation initiatives.
- Support presales, discovery workshops, proposal development, and executive-level client engagements.
Job Description
- Conduct client discovery sessions to identify operational challenges and transformation opportunities.
- Structure business problems into clear transformation themes, solution frameworks, and value propositions.
- Design solution approaches aligned to AI-enabled operations, automation, data modernization, and digital transformation services.
- Develop transformation roadmaps, implementation strategies, and operating models.
- Partner with technology architects and delivery teams to create compelling solution proposals and RFP responses.
- Provide financial services domain advisory across lending, payments, customer servicing, compliance, and risk functions.
- Support executive client conversations related to technology modernization and business transformation initiatives.
Qualifications
- Bachelor’s degree in Business Administration, Finance, Technology, Engineering, or a related discipline.
- MBA or equivalent postgraduate qualification preferred.
- Certifications in Financial Services, Digital Transformation, Cloud Technologies, AI, or Consulting methodologies are advantageous.
- 8–15 years of experience in consulting, solution consulting, digital transformation, business transformation, or financial services technology roles.
- Demonstrated experience supporting presales, solution design, proposal development, and client-facing consulting engagements.
- Strong exposure to financial services operations, technology modernization, or transformation initiatives.
- Experience working with cross-functional teams including Sales, Product, Architecture, Delivery, and Operations.
- Track record of leading discovery workshops and translating business challenges into structured technology solutions.
- Experience engaging with senior client stakeholders and executive leadership teams.
- Strong understanding of financial services operating models across lending, payments, customer servicing, compliance, and risk management.
- Expertise in solution consulting, problem structuring, transformation planning, and value proposition development.
- Knowledge of AI-enabled operations, intelligent automation, workflow transformation, and data modernization initiatives.
- Strong proposal development, RFP response management, and business case creation capabilities.
- Ability to develop transformation roadmaps, operating models, and implementation strategies.
- Excellent executive communication, presentation, facilitation, and storytelling skills.
- Strong stakeholder management skills with the ability to influence senior business and technology leaders.
- Ability to bridge business requirements and technology solutions in complex transformation environments.
- Strong analytical thinking, consulting mindset, and structured problem-solving capabilities.
Perks & Benefits
Medical Insurance
You can choose a medical plan from Health Savings Plan, HRA and PPO that is relevant to your health care needs and budget
Parental leave
You can choose a medical plan from Health Savings Plan, HRA and PPO that is relevant to your health care needs and budget
Training and development
You can choose a medical plan from Health Savings Plan, HRA and PPO that is relevant to your health care needs and budget
Two-way transport
You can choose a medical plan from Health Savings Plan, HRA and PPO that is relevant to your health care needs and budget
