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
Choose from Health Savings Plan, HRA, or PPO, whichever best fits your healthcare needs and budget.
Parental leave
Take the time you need to welcome and care for your growing family, with leave designed to support you through this milestone.
Training and development
Access structured, project-specific training and continuous learning opportunities that help you grow in your role and career.
Two-way transport
Enjoy stress-free commuting with two-way cab pick-up and drop-off facilities for every shift.
