Executive in Residence - Financial Services
Core
Provide high-stakes technology advice to financial services clients and set up strategic introductions to banks, hedge funds, and FinTechs.
Role type
Senior IC executive advisor (financial services)
Builds
Strategic partnerships and alliances for Plan A Technologies
Domain
Financial services + technology consulting
Deliverable
client delivery
Required skills
Strategic advisory, sales & business development, network building, market trend analysis, legacy modernization expertise, AI adoption strategy, regulatory compliance knowledge, software development lifecycle understanding
Preferred skills
C-suite experience, deep industry network, technical fluency
Technologies
AI agents, cloud migrations, data platforms, systems integration
Responsibilities
Advise clients on critical technology challenges including legacy modernization and AI adoption; leverage network to identify and set up new strategic partnerships; advise leadership on market trends to shape service offerings
Seniority
Senior, hands-on IC
