CareerPlan

Financial Services Advisory Consultant – Banking, Insurance & Capital Markets

US - NY, New YorkFull-time$107k–$178k2026-11-02 → 2026-11-12

Core

Senior/Managing Consultant supporting Banking, Insurance, and Capital Markets clients on risk management, regulatory compliance, operations, and business transformation.

Role type

Senior IC management consulting advisor

Builds

Operational strategies, process improvement recommendations, transformation roadmaps, and business cases

Domain

Financial Services (Banking, Insurance, Capital Markets)

Required skills

Complex business problem analysis, stakeholder engagement, project management, strategic planning, regulatory compliance knowledge, operational optimization

Preferred skills

Experience in large financial institutions (G-SIBs), Big Four consulting, change management, program building, subject matter expertise in financial crimes or payments modernization

Technologies

None stated

Responsibilities

Lead client engagements across Banking, Insurance, and Capital Markets; Analyze complex business challenges and translate findings into actionable recommendations; Facilitate workshops and presentations with client leadership; Manage project workstreams, deliverables, and timelines; Develop business cases and transformation roadmaps; Contribute to practice growth through thought leadership and business development

Seniority

Senior, hands-on IC