VP, Consulting - Financial Services

Kizen

$250K — $350K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in enterprise consulting, operations transformation, or professional services
  • 4+ years in leadership roles managing large cross-functional delivery teams
  • 4+ years of experience in the Financial Services industry
  • Strong operational background with complex business process redesign experience
  • Proven success in leading digital transformation using modern SaaS technologies
  • Hands-on experience with workflow automation, process improvement, and AI-enabled change
  • Executive-level presence with strong consulting rigor and stakeholder influence

Responsibilities

  • Lead end-to-end delivery of enterprise transformation projects in the Financial Services industry
  • Design and execute consulting methodologies for discovery, requirements, workflows, and governance
  • Partner with C-suite stakeholders to define business cases, ROI models, and success KPIs
  • Ensure successful change management at every organizational level
  • Lead multi-disciplinary teams to design and deliver enterprise-wide change
  • Integrate digital solutions to unlock competitive advantage
  • Translate complex business requirements into actionable workflows and automation on the Kizen platform

Benefits

  • Career Growth Opportunities
  • Engaging Work Culture
  • Top-Tier Compensation
  • Equity Package
  • Healthcare Coverage
  • Professional Development Stipends
  • PTO
Full Job Description
Location: New York (Grand Central), NY (In-office 4x per week)

Company: Kizen, www.kizen.com
About the Role

As our VP, Consulting - Financial Services, you will lead client engagements, shape delivery strategy, and drive consulting-led platform in financial services vertical.

You'll combine leadership, operational excellence, and technology know-how to design future-state operating models, facilitate change across diverse stakeholder groups, and establish Kizen as a trusted partner for our customers' long-term digital transformation.

You will start as a player-coach leading enterprise delivery hands-on and being an MVP when required - while you are scaling our Consulting practice, including processes, governance models, and delivery standards that support rapid and high-quality customer value realization.

If you are passionate about helping organizations transform how work gets done and - recognize the incredible opportunity we have in front of us with AI to improve lives and work for everyone - this role is for you.
What You'll Be Doing
  • Leading end-to-end delivery of enterprise transformation projects in Financial Services industry
  • Designing and executing consulting methodologies discovery, requirements, workflows, and governance
  • Partnering with C-suite stakeholders to define business cases, ROI models, and success KPIs
  • Ensuring successful change management at every level of the organization including the front lines
  • Lead multi-disciplinary teams to design and deliver enterprise-wide change across industries
  • Integrate digital solutions to unlock competitive advantage
  • Play a key role in understanding and interpreting our clients' business challenges and goals, and working with our design and technology teams to deliver elegant user experiences
  • Translating complex business requirements into actionable workflows and automation on the Kizen platform
  • Developing Business Requirements Documents (BRDs), process maps, and future-state operating models
  • Leading change management programs to drive adoption and measurable transformation outcomes
  • Establishing standards for project delivery, quality, reporting, and velocity
  • Architecting solutions involving integrations across CRM, core systems, data platforms, and AI capabilities
  • Scoping workstreams, resource plans, and delivery timelines for large global transformations
  • Creating reusable assets, playbooks, and process frameworks to scale delivery excellence
  • Identifying upsell opportunities by uncovering new automation and workflow efficiencies
  • Acting as a key executive partner across Sales, Product, Engineering, and Customer Success
Requirements
  • 10+ years in enterprise consulting, operations transformation, or professional services
  • 4+ years in leadership roles managing large cross-functional delivery teams
  • 4+ years of experience in Financial Services industry
  • Strong operational background - able to redesign complex business processes
  • Proven success leading digital transformation using modern SaaS technologies
  • Hands-on experience with workflow automation, process improvement, and AI-enabled change
  • Demonstrated ability to create BRDs, process documentation, and implement best practices
  • Experience deploying platforms such as CRM, ERP, EMR, RPA, or low-code solutions
  • Understanding of data architectures and enterprise integration patterns (APIs, ETL, etc.)
  • Executive-level presence with strong consulting rigor and stakeholder influence
  • Highly organized - able to oversee multiple programs while maintaining quality
An Ideal Candidate Will Have
  • Experience in Financial Services delivery transformation strongly preferred
  • Experience transforming multiple different parts of organizations (i.e GTM, operations, HR) across multiple industries (most relevant to this role - healthcare, insurance, financial services)
  • Background in SaaS implementation leadership and/or solution architecture
  • Experience scaling a Consulting/Professional Services function in a high-growth environment
  • Familiarity with AI automation, intelligent agents, and process optimization frameworks
  • Strong change-management expertise - both cultural and operational
  • CRM transformation experience (Salesforce, MS Dynamics, etc.)
You'll Thrive in This Role If You
  • Love transforming organizations to work faster, smarter, and more humanely
  • Bring structure to ambiguity and enjoy building while executing
  • Are motivated by measurable results and continuous improvement
  • Can engage with engineers in the details and guide executives on strategy
  • Want to lead a function that will shape the future of enterprise AI adoption
Why Kizen

We're a fast-growing company that values innovation, growth, and continuous improvement. By joining Kizen, you'll play a pivotal role in shaping the future of the company while enjoying a supportive, dynamic, and collaborative workplace. You'll have opportunities for professional development, impact, and career advancement.
What We Offer
  • Career Growth Opportunities
  • Engaging Work Culture
  • Top-Tier Compensation
  • Equity Package
  • Healthcare Coverage
  • Professional Development Stipends
  • PTO

The base salary range for this position is $250,000-$350,000 However, base pay offered may vary depending on job-related knowledge, skills, and experience. In addition to base salary, we also offer generous equity and benefits packages.

If you're excited about creating impactful experiences and contributing to a fast-paced, people-focused team, we'd love to meet you!

OTE: $750,000-$1,000,000

Compensation Range

$250,000-$350,000 USD

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