Financial Services Consulting Lead
Core
Lead financial services consulting projects for Tier-1 institutions, designing AI and automation solutions to optimize business processes in sales, onboarding, risk, and operations.
Role type
Senior Financial Services Consulting Lead
Builds
AI-driven automation solutions and reusable use cases for the financial sector
Domain
Financial Services / AI & Automation
Deliverable
production ML models
Required skills
Financial institutions domain expertise, Business process analysis, AI and automation strategy, Client discovery and workshops, Business case development, Requirements translation
Preferred skills
Design Thinking, Agile methodology, Remote and in-person workshop facilitation
Technologies
AIConsole, AI automation tools
Responsibilities
Analyze business processes to identify AI/automation improvements, Translate banking knowledge into business requirements and use cases, Lead client discovery sessions to define problems and priorities, Create business cases for revenue potential and cost reduction, Collaborate with technical teams to translate business needs into delivery requirements, Develop reusable use cases and consulting methods for the financial sector
