Consulting Manager - Financial Services

Kizen
New York
Workplace: HybridFull timeUSD 170,000 - 210,000 annuallyFunction: Consulting & AdvisoryExperience: 6+ yearsSkills: ["Structured problem-solving","Client collaboration","Stakeholder management","Executive presence","Driving measurable outcomes"]

Lead discovery and delivery execution for financial services clients, facilitating workshops and configuring AI-driven workflows and agents within the Kizen platform. Translate ambiguous needs into structured process maps and lightweight prototypes to prove value early. Drive outcome ownership around speed to value, cost reduction, and adoption, while producing BRDs, process maps, and reusable playbooks. Partner closely with Consulting leadership from discovery through execution.

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Kizen
Kizen
1 day ago

Consulting Manager - Financial Services

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Last checked: 3 hours agoStatus: Live

Job Summary

Lead discovery and delivery execution for financial services clients, facilitating workshops and configuring AI-driven workflows and agents within the Kizen platform. Translate ambiguous needs into structured process maps and lightweight prototypes to prove value early. Drive outcome ownership around speed to value, cost reduction, and adoption, while producing BRDs, process maps, and reusable playbooks. Partner closely with Consulting leadership from discovery through execution.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Manager level

Key Responsibilities

  • •Lead discovery phases, facilitate workshops, and configure workflows and agents within the Kizen platform.
  • •Translate ambiguous business needs into structured process maps and lightweight prototypes.
  • •Own outcomes by focusing on real-world metrics like speed to value, cost reduction, and platform adoption.
  • •Create high-fidelity artifacts such as BRDs and process maps, and contribute to reusable playbooks.
  • •Shape client engagements and support selling efforts in partnership with Consulting leadership.

Pay and Benefits

Salary: USD 170,000 - 210,000 annually
Equity and Bonus:Equity
Perks:Health InsurancePaid LeaveLearning Budget

Key Requirements

  • •6+ years of experience in discovery, implementation, process engineering, or technical consulting roles.
  • •Experience in the Financial Services industry.
  • •Proven ability to redesign complex business processes and translate them into actionable, platform-based configurations.
  • •Exceptional ability to lead structured stakeholder discussions and manage client expectations with executive presence.
  • •Familiarity with low-code platforms, SaaS products, or automation tools, including understanding data architectures and integration patterns.
Experience:6+ yearsFinancial services
Skills:Structured problem-solvingClient collaborationStakeholder managementExecutive presenceDriving measurable outcomes
Tech Stack:Low-code platformsSaaSAutomation tools

Company Brief

Kizen
Kizen provides an all-in-one revenue operations platform combining CRM, marketing automation, conversational AI, and analytics to help businesses automate growth, manage customer data, and optimize sales and marketing workflows.
Industry: SaaS
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: Chicago, United States
Website