Consulting Director - Banking & Financial Services in Charlotte, NC

$180K - $225K(Ladders Estimates)


Charlotte, NC 28202

Industry: Business Services


11 - 15 years

Posted 49 days ago

  by    Peter Abend

(Note - Big4 or Equivalent Tier1 Consulting firm experience is required) - some travel is necessary - but will be 25% +/-)

A professional in the Consulting and Services Integration ("CSI") service line should be highly experienced in managing consulting relationships at the senior management level to drive our client's strategic agenda. Candidates should possess deep knowledge of the industry, clients, their priorities and pain points. Should have experience proactively identifying complex/subtle problems and guiding the team or client to effective solutions, coordinate and develop cross consulting opportunities and complete services solutions within the account. Candidate will also be responsible to develop joint thought leadership with the ISU/accounts. Ability to focus aggressively on achieving revenue and margin, demonstrating control over the sales pipeline.


• Drive high value client relationships

• Sell and deliver business transformational programs

• Integrate consulting skills to sales and delivery

• Act as trusted advisor to the client and consulting partner of choice internally

• Build domain consulting based solutions leveraging multiple CSI solution practices. Bring together advisory and delivery capabilities of the firm

• Significantly increase the consulting wallet share in large key accounts; meet/exceed revenue targets

• Integrate into the account strategy and become a key component of leadership and driver of overall revenue growth.

• Exhibit thought leadership to establish brand in the client consulting space

• Apply industry domain experience to solve business issues.

• Leverage best practices from other client solutions and delivery

• Create business access to non IT executives

• Develop deep domain based Cx relationships that drive the client's strategic agenda

• Provide business ideas and innovation for strategic positioning of the firm

• Strengthen the consultative skills and leadership within an account

• Develop and leverage internal Services relationships

Candidate should possess a deep understanding in several functional banking domain areas including:

• Corporate Banking

• Private Banking

• Consumer Banking

• Wealth Management

• Lending

• Transaction Services (Securities, Trade, Cash, Item Processing, GFT, Foreign Exchange)

• Asset Management

Required Candidate Attributes:

• In current position for 4 or more years

• Has worked in a top-tier consulting company, preferably the Big-X, for 8+ years

• Has served in a professional services consulting/advisory capacity for 10+ years

• Has experience in any of the following processes for 8+ years (IT Strategy, Customer Experience, Finance Transformation, Program Management, Strategy)

• Banking and financial services industry domain experience: 10 - 12+ years preferred

• Worked at fewer than 3 companies over the past 10 years

Candidate must possess:

• Demonstrated track record of annually generating multi-million dollars of consultative solution sales at Banking and Financial Services clients.

• Verifiable list of senior executive contacts where the phrase 'senior executive' equates to an individual who can give the final say on consulting contracts leading to an annual consulting revenue stream of $10M+.

• Experience with target account business development planning and execution (strategic planning, demand generation, opportunity identifications, opportunity pursuit, sales closure) within (Domain) in clients.

• Previously played "trusted advisor" role to client executives and where applicable, account teams.

• Hands-on experience performing demand generation activities including, but not limited to, attending social client gatherings, creating 'pitch' presentations, delivering pitches, and defining ROI.

• Previous experience in all aspects of "running" a business, including: managing teams, managing to metrics, effective financial management, identifying opportunities for internal collateral/offerings

• Lead the development, maintenance and implementation of consulting business advisory development strategy for select accounts.

• Identify and convert opportunities for services into delivered revenue streams across consulting and other Practice units

• Oversee delivery engagements and handle the issues and follow-on opportunities resulting from this type of role.

• Develop innovative intellectual capital and thought leadership in (Domain) for senior client presentations and external publication.

• Manage all operational aspects of select accounts including but not limited to: account strategy, pipeline management, revenue forecasting, WON management/allocations, revenue/cost/GM management and remediation, unbilled and leakage, etc

• Demonstrated ability to expand client relationships up-line to "CX" level.

• Aggressive analytic and problem solving excellence

• Past experience managing all aspects (sales, delivery and operations) for large clients, a business or line of business

• Superior written and oral communications skills.

• Dynamic time management under pressure and constantly changing priorities.

• Ability to overachieve against personal and team performance metrics in a highly matrixed multi-culture global operating model.

• Strong team player in achieving alignment without consensus

Valid Through: 2019-9-26

$234K - $293K