Lead the growth of our Financial Services practice within the North America region and contribute to thought leadership and growth strategies.
Be a visible leader within the Consulting & Delivery practice and support strategic and operational development in the Americas.
Build and lead a team of consultants and technical engineers across multiple geographies (USA / México / Canada).
Drive the Financial Services Industry GTM with selected key technology partners.
Develop long-term client relationships and play an active role in business development for new and existing clients.
Lead consulting engagements to assess business processes, identify AI & automation opportunities, and recommend solutions that deliver measurable ROI.
Contribute to regional revenue through strategic account expansion and new business development.
Collaborate with the Sales team (Chief Growth Officer & Growth Managers) to identify, qualify, and close strategic opportunities in AI, Automation, and Digital Transformation within the FSI space.
Build and manage executive-level relationships with C-Levels, innovation leaders, and key decision-makers.
Provide strategic advisory services to help clients adopt an “Automation & AI First” approach to maximize value from intelligent automation.
Partner with marketing and delivery teams to develop thought leadership, case studies, and client success stories.
Work closely with our key partners (UiPath, Microsoft, Celonis, Appian) to develop GTM strategies tailored to the FSI sector and support winning new logos and growing existing accounts.
Travel as required to meet with customers and partners to maintain relationships and oversee delivery.
Oversee consulting and engineering delivery of AI-driven solutions that enhance operational efficiency, improve customer experience, and drive strategic business initiatives.
Lead and deliver large, complex client engagements with a focus on operating model design, AI & intelligent automation strategy, and process optimization.
Translate complex data into clear, actionable insights for senior stakeholders and C-suite executives to guide strategic decisions and drive adoption of intelligent automation & Agentic AI.
Act as a trusted advisor to FSI clients on emerging AI technologies & market trends.
Drive cross-functional collaboration between sales, delivery & managed services teams.
Contribute to organizational strategy, service portfolio expansion, and partnership ecosystem development.
Hire, mentor, and develop consulting talent, supporting performance, retention, and career growth.

Requirements

MBA, MSc or advanced degree in Business, Technology, or a related field
Experience in the Financial Services industry: Banking, Insurance or Wealth Management
10+ years of experience in consulting, business development, or digital transformation leadership, preferably in technology or professional services firms
Proven track record of developing and closing complex enterprise deals in AI, Process Mining, Automation (RPA/IPA), or Data Analytics domains
Strong consulting and solutioning experience—ability to translate business challenges into technology-driven solutions
Excellent executive communication, stakeholder management, and negotiation skills
Strong presentation skills (PPT)
Deep understanding of AI, Intelligent Automation platforms and related digital technologies
Experience in driving partnership channels and GTM strategies
Passion for innovation, entrepreneurship, and emerging technologies.
Experience in managing P&L or business units will be a strong plus
Global exposure and experience managing multi-geographical engagements and teams will be a strong plus

Benefits

Health, Dental and Vision Insurance
Life insurance
401(K)
Monthly cell phone and internet stipend
Flexible PTO / Unlimited vacation policy
Recognition and rewards for individual and team achievements
Employee referral program with bonus opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

AIAutomationProcess MiningRPAIPAData AnalyticsDigital TransformationBusiness DevelopmentConsultingSolutioning

Soft skills

Executive CommunicationStakeholder ManagementNegotiationPresentationLeadershipMentoringCollaborationStrategic ThinkingRelationship BuildingInnovation

Certifications

MBAMSc