Guidehouse

Associate Director - Commercial Financial Services (Insurance)

Guidehouse • $162K — $270K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required.
  • 7-10 years of experience in insurance, financial services, or management consulting.
  • Deep knowledge of life insurance, annuities, and wealth management.
  • Proven ability to manage complex client relationships and grow business opportunities.
  • Experience leading large-scale transformation initiatives in customer experience and technology.

Responsibilities

  • Lead business development efforts, including opportunity identification and proposal development.
  • Serve as account leader, driving sales and ensuring contract compliance.
  • Act as a trusted advisor to client executives on business strategies.
  • Become a recognized leader in the insurance industry, providing insights and innovative solutions.
  • Focus on delivering measurable client outcomes and growing Guidehouse's contributions.

Benefits

  • Medical, Rx, Dental & Vision Insurance
  • Personal and Family Sick Time & Company Paid Holidays
  • Parental Leave and Adoption Assistance
  • 401(k) Retirement Plan
  • Tuition Reimbursement and Skills Development Opportunities
Full Job Description

Job Family:

Management Consulting


Travel Required:

Up to 10%


Clearance Required:

None

What You Will Do:


As an Associate Director in Guidehouse’s Commercial Financial Services sector, you will be a leader of some of our largest Insurance industry accounts with broad responsibility across business development, client relationship management, staff development, client delivery, and internal operations. Specific responsibilities will include:


  • Leading and assisting in business development efforts through opportunity identification, capture planning, proposal development, SOW review, and pricing strategy.
  • Serving as an account leader responsible for expanding Guidehouse's presence within client accounts, driving sales, overseeing deliverables, ensuring contract compliance, managing engagement financials, and maintaining corporate compliance standards.
  • Acting as a trusted advisor to client executives and senior stakeholders, helping shape and execute business strategies related to growth, customer experience, operating model transformation, and technology-enabled change.
  • Becoming a recognized insurance industry leader within Guidehouse and among clients by bringing insights, best practices, and innovative solutions that strengthen Guidehouse's market reputation and expand our footprint.
  • Maintaining a relentless focus on delivering measurable client outcomes and growing Guidehouse's contribution to client success while operating within the firm's strategic priorities and operating framework.
  • Modeling courage, accountability, and sound judgment while navigating complex business, organizational, and client challenges.
  • Driving transformational change by challenging teams to optimize both short-term execution and long-term business outcomes for clients and Guidehouse.
  • Leading strategic initiatives that span business transformation, operations, customer experience, technology modernization, and organizational effectiveness.
  • Engaging, mentoring, coaching, and inspiring consulting teams to achieve continuous improvement and deliver exceptional client service.
  • Reviewing and analyzing contractual revenue, engagement profitability, forecasting, and budgeting while partnering with practice leadership on account planning activities.
  • Guiding and mentoring team members and supporting performance management, career development, and talent growth.
  • Providing input on staffing plans, resource deployment, talent acquisition, and employee retention strategies.
  • Facilitating executive steering committees, strategic workshops, business reviews, and cross-functional stakeholder meetings.
  • Driving execution of complex programs by coordinating cross-functional workstreams, managing risks and dependencies, and ensuring timely delivery of high-quality outcomes.
  • Developing executive-level presentations, business cases, transformation roadmaps, operating model recommendations, and strategic assessments for senior client leadership.
  • Providing onsite leadership presence in corporate and client offices.

What You Will Need:


  • Bachelor's Degree.
  • Seven (7) to Ten (10) years of professional experience in insurance, financial services, management consulting, corporate strategy, business transformation, or a related field, including experience leading client-facing engagements.
  • Deep knowledge of the life insurance, annuity, wealth management, or broader financial services industry.
  • Demonstrated ability to build, expand, and manage complex client relationships while growing consulting engagements and business opportunities.
  • Experience leading large-scale strategic, customer experience, operating model, digital, or technology-enabled transformation initiatives.
  • Expertise in technology and operations optimization.
  • Business process improvement, automation, organizational transformation, and change management experience.
  • Business architecture and operating model design experience.
  • Strong executive communication, presentation, facilitation, and stakeholder management skills.
  • Experience developing executive-level presentations, business cases, strategic recommendations, implementation roadmaps, and board-ready materials.
  • Proficiency in project and program management practices, including management of complex cross-functional initiatives.
  • Experience supporting long-term client engagements, including capture management, pricing, contract compliance, delivery oversight, and financial management.
  • Solid understanding of engagement economics, forecasting, budgeting, and revenue management.
  • Advanced proficiency in PowerPoint, Excel, and Word.
  • Excellent communication and presentation skills.
  • Ability to work onsite with clients and Guidehouse teams, including a minimum of three days per week in a Manhattan-based client office.
  • Candidates not local to the New York City metro area will be required to relocate themselves to the NYC/NJ area as they will need to be on client site and Guidehouse office.

What Would Be Nice To Have:


  • Master's Degree in a related field.
  • PMP, Agile, Prosci, or other relevant professional certification.
  • Experience supporting growth strategy, customer experience (CX), distribution transformation, or enterprise transformation initiatives within insurance or financial services organizations.
  • Experience leading large-scale technology, digital, operational, or business transformation implementations.
  • Established professional network within the life insurance or broader financial services industry.
  • Experience leading multi-disciplinary consulting teams and managing large strategic client accounts.

The annual salary range for this position is $162,000.00-$270,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.


What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

  • Medical, Rx, Dental & Vision Insurance

  • Personal and Family Sick Time & Company Paid Holidays

  • Position may be eligible for a discretionary variable incentive bonus

  • Parental Leave and Adoption Assistance

  • 401(k) Retirement Plan

  • Basic Life & Supplemental Life

  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

  • Short-Term & Long-Term Disability

  • Student Loan PayDown

  • Tuition Reimbursement, Personal Development & Learning Opportunities

  • Skills Development & Certifications

  • Employee Referral Program

  • Corporate Sponsored Events & Community Outreach

  • Emergency Back-Up Childcare Program

  • Mobility Stipend

About Guidehouse

Guidehouse is a management consulting firm headquartered in Washington, D.C. The firm provides consulting services to clients in the public and commercial sectors, with a focus on energy, financial services, healthcare, national security, and aerospace and defense. Guidehouse was founded in 2018 as a spin-off from PwC. The firm has over 7,000 employees and operates in more than 50 locations worldwide.
Learn more about Guidehouse
Size
8,000 employees
Industry
Founded
2018

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