Senior Consultant, Customer & Operations, Financial Services

KPMG

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years of management consulting or relevant Financial Services experience
  • Experience with institutions in banking, insurance, wealth, or capital markets
  • Familiarity with customer experience and operational transformation projects
  • Strong analytical skills for data and insights synthesis
  • Proficient in translating business requirements into actionable processes
  • Solid project and stakeholder management skills
  • Ability to thrive collaboratively while working independently

Responsibilities

  • Lead components of client engagements in customer experience and operational transformation
  • Translate business needs into effective process designs and implementation roadmaps
  • Conduct assessments and identify efficiency opportunities
  • Support large-scale transformation initiatives integrating business and technology
  • Apply structured problem solving and data analysis to client issues
  • Prepare client-ready deliverables including presentations and reports
  • Mentor junior team members and contribute to team culture
  • Engage in business development activities, including proposals and thought leadership

Benefits

  • Fostering a respectful, inclusive, and barrier-free workplace
  • Commitment to employee development and continuous improvement
  • Support for adjustments and accommodations during recruitment
  • Emphasis on a diverse workforce and bringing one's whole self to work
  • Opportunities for exposure to various engagements and skill development
Full Job Description
Overview

As a Senior Consultant, you will be a key contributor on high-impact engagements, working alongside experienced leaders, global subject matter experts, and motivated teams to help our clients translate strategy into practical action.

This role is ideal for consultants who want to:
  • Work on complex, end-to-end transformation programs
  • Build credibility with senior client stakeholders
  • Develop deep expertise in Financial Services
  • Grow toward a Manager role in a supportive, human-centric environment


You will be exposed to a wide range of engagements, including customer experience transformation, target operating model design, process optimization, and large-scale business and digital change initiatives.

What you will do

As a Senior Consultant, you will contribute to and lead defined components of client engagements, including:
  • Delivering workstreams across customer experience, operational transformation, and target operating model design within Financial Services
  • Translating business and customer needs into process designs, operating models, and actionable implementation roadmaps
  • Conducting current-state assessments, process and value stream analysis, and identifying opportunities for efficiency, risk reduction, and improved customer outcomes
  • Supporting large-scale business and digital transformation programs, including the integration of business, process, and technology changes
  • Applying structured problem solving, data analysis, and financial / operational insight to solve complex client issues
  • Owning defined workstreams, including planning, execution, and delivery of high-quality, client-ready outputs
  • Preparing presentations, reports, and executive-level insights for client stakeholders
  • Working collaboratively with clients, engagement leaders, and global subject matter experts to deliver innovative solutions
  • Coaching and mentoring junior team members and contributing to a strong, inclusive team culture
  • Supporting business development activities, including proposals, thought leadership, and client pursuits

What you bring to the role

  • 3-6 years of experience in management consulting, advisory, or relevant Financial Services industry roles
  • Experience working with Financial Services institutions (banking, insurance, wealth, or capital markets)
  • Exposure to customer experience, operational transformation, or digital enablement initiatives
  • Experience contributing to projects spanning strategy, operations, and technology-enabled change
  • Strong structured thinking and problem-solving capabilities
  • Ability to analyze data, synthesize insights, and communicate clearly with senior stakeholders
  • Experience translating business requirements into process, operating model, or service design solutions
  • Solid project management and stakeholder management skills
  • Ability to work independently with guidance, while thriving in collaborative team environment


Providing you with the support you need to be at your best

Our Values, The KPMG Way

Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters

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