Client Partnerships · Hybrid, North America · Full-time
Engagement Lead, Financial Services
Own the relationship and the outcome for banks, lenders and insurers, from the first value map to company-wide adoption.
Apply for this roleWhat you'll do
- Shape scope, manage delivery and keep each engagement tied to a number the client's finance team accepts.
- Run weekly value reviews and find the next workflow worth automating.
- Build executive relationships and lead the move from one agent to a connected platform.
- Partner with risk, compliance and model risk management so every agent clears review.
What you bring
- 7+ years in consulting, product or transformation roles at or for financial institutions.
- A track record of shipping technology programs, not just recommending them.
- Fluency in the controls that matter: KYC/AML, model risk, data privacy and audit.
Nice to have
- Experience in trade finance, payments operations or regulatory reporting.