VP, Consulting - Financial Services

Kizen
New York
Workplace: OnsiteFull timeUSD 250,000 - 350,000 annuallyFunction: Consulting & AdvisoryExperience: 10+ yearsSkills: ["Leadership","Executive presence","Stakeholder influence","Change management","Organizational skills"]

Lead end-to-end enterprise transformation engagements for financial services clients. Drive consulting delivery strategy by designing methodologies, requirements, workflows, governance, and change-management programs. Partner with C-suite stakeholders on business cases, ROI models, and KPIs while scaling the consulting practice with delivery standards, reporting, and reusable playbooks. Architect solution integrations across CRM, core systems, data platforms, and AI capabilities to deliver measurable transformation outcomes.

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Kizen
Kizen
1 day ago

VP, Consulting - Financial Services

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Last checked: 3 hours agoStatus: Live

Job Summary

Lead end-to-end enterprise transformation engagements for financial services clients. Drive consulting delivery strategy by designing methodologies, requirements, workflows, governance, and change-management programs. Partner with C-suite stakeholders on business cases, ROI models, and KPIs while scaling the consulting practice with delivery standards, reporting, and reusable playbooks. Architect solution integrations across CRM, core systems, data platforms, and AI capabilities to deliver measurable transformation outcomes.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Sr. Director level

Key Responsibilities

  • •Lead end-to-end delivery of enterprise transformation projects in the Financial Services industry.
  • •Design and execute consulting methodologies, including discovery, requirements, workflows, and governance.
  • •Lead change management programs and ensure adoption across all organizational levels.
  • •Architect solutions and integrations across CRM, core systems, data platforms, and AI capabilities.
  • •Scale consulting delivery standards by creating BRDs, process frameworks, and reusable playbooks.

Pay and Benefits

Salary: USD 250,000 - 350,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceEquityPaid LeaveLearning Budget

Key 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 the Financial Services industry.
  • •Proven success leading digital transformation using modern SaaS technologies.
  • •Experience deploying platforms such as CRM, ERP, EMR, RPA, or low-code solutions.
Experience:10+ yearsFinancial servicesEnterprise consultingDigital transformationSaaSWorkflow automation
Skills:LeadershipExecutive presenceStakeholder influenceChange managementOrganizational skills
Tech Stack:SaaSCRMERPEMRRPALow-codeAPIsETLAI

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