US Only Job Description Template (Visa Sponsorship Not Offered)

Required

• You are a strategic leader with 7-10 years of experience navigating unstructured enterprise problems. To be successful in this role, you must possess a hybrid background that bridges institutional financial services and elite business strategy. We are looking for candidates who fit one of the following exact trajectories:
• The Banker turned Consultant: You began your career in risk management, capital markets, or retail/commercial banking operations at a major financial institution, and subsequently pivoted into Management Consulting, Strategy, or SaaS Value Engineering.
• The Consultant turned Banking Digital Strategist: You began your career at an MBB, Big 4, or elite tech consultancy, built a deep portfolio of quantified business cases in digital transformation, and subsequently specialized heavily within Retail Banking, Commercial Banking, or FinTech.
• The Non-Negotiables
• Value-Led Consulting: Proven track record in consultative value-selling, value engineering, or account strategy for enterprise SaaS digital transformations.
• Next-Gen Tech Fluency: Functional understanding of Generative AI, process mining, and their intersection with enterprise financial systems and core banking platforms (e.g., FIS, Fiserv, Temenos, or SAP Banking).
• Banking Domain Expertise: Deep knowledge in 2+ areas across Credit Risk & Underwriting, Wealth Management/Advisory, Payments & Clearing, Capital Markets, Asset/Liability Management (ALM), or KYC/AML Operations.
• Back-Office & Compliance: Strong grasp of financial services risk management frameworks, internal controls, and major regulatory mandates (e.g., Dodd-Frank, Basel III/IV, SEC, FINRA, CFPB).
• Education & Certifications
• B.S. or M.S. in Finance, Economics, Financial Engineering, Computer Science, Data Science, or Business Administration.
• LSS Black Belt, Lean/Six Sigma, or Advanced Data Analytics / CFA / FRM certifications are a major plus.
• Visa sponsorship is not offered for this role.