CareerPlan

Financial Services Delivery & Transformation Executive (IDO)

New York, New YorkFull-time$290k–$320k2026-05-18 → 2026-10-22

Core

Executive delivery leader overseeing a large Financial Services portfolio, driving delivery excellence, profitability, and modernization for banking, payments, capital markets, insurance, and wealth management clients.

Role type

Senior IC delivery executive (portfolio leadership)

Builds

End-to-end delivery operations, reusable industry assets, and high-performance delivery culture for regulated financial clients

Domain

Financial Services (Banking, Capital Markets, Payments, Insurance, Wealth Management)

Required skills

Executive delivery leadership, Financial Services domain expertise, P&L and margin management, Delivery governance and risk management, Talent scaling and succession planning, AI-enabled delivery practices

Preferred skills

Large-scale Financial Services transformation experience, Managed services (SLAs/SLOs) experience, AI governance in regulated environments

Technologies

AI-enabled practices, Modern engineering methods, Automation, Reference architectures

Responsibilities

Define and enforce portfolio delivery strategy and governance; Own portfolio profitability and P&L; Translate Financial Services risk/compliance constraints into delivery requirements; Build high-performance delivery culture and leadership bench; Drive adoption of AI-enabled practices and reusable assets; Serve as executive counterpart to senior client stakeholders

Seniority

Executive, hands-on IC