Director, Consulting - Financial Services
Core
Lead client engagements to identify high-value AI use cases and deliver production-ready automated agents and workflows on the Kizen platform for financial institutions.
Role type
Senior IC Director, Consulting (Financial Services)
Builds
Production-ready AI solutions, automated agents, and workflows
Domain
Financial Services + AI/ML
Deliverable
production ML models
Required skills
Financial Services domain expertise, complex client engagement management, cross-functional team leadership, solution architecture, stakeholder influence, process re-architecture, BRD creation, enterprise integration patterns, platform deployment experience
Preferred skills
Experience with CRM/ERP/RPA/low-code platforms, AI/automation fluency, pre-sales and delivery context experience
Technologies
Kizen platform, APIs, ETL, low-code solutions, CRM, ERP, EMR, RPA
Responsibilities
Lead workshops to map current-state bottlenecks and design future-state architectures; own delivery roadmaps for scalable platform deployments; partner with Sales and Engineering to drive go-to-market motions; manage resources and timelines for consulting engagements; develop playbooks to scale the consulting motion globally.
Seniority
Director, hands-on IC
