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Project Leader/ Principal, Financial Institutions

Santiago, Region Metropolitana de Santiago, Chile💼 Full-time🗓 2026-06-17 → 2026-07-25

Core

Structuring complex problems and developing strategic recommendations for financial institutions to navigate competitive landscapes and capture digital opportunities.

Role type

Senior strategy consultant (financial institutions)

Builds

Strategic roadmaps, target operating models, and growth strategies for banks, fintechs, and asset managers.

Domain

Financial services (banking, payments, fintech, asset management)

Deliverable

product features

Required skills

Strategic thinking, project management, analytical problem solving, stakeholder management, business development

Preferred skills

Digital strategy expertise, experience in Latin American markets

Technologies

None stated

Responsibilities

Lead project teams to analyze complex challenges and deliver strategic recommendations; Translate analytical insights into actionable strategies for senior client stakeholders; Manage project execution ensuring high-quality delivery; Coach and develop junior consultants; Support business development activities including proposal preparation.

Seniority

Senior, hands-on IC with mentorship responsibilities

Rewrite
## About the role You will play a key role in structuring complex problems, developing recommendations, and ensuring projects deliver meaningful and sustainable impact. Examples of engagements may include: - Developing a core cards platform for a retail bank in Latin America - Developing a generative artificial intelligence strategy for a retail bank in Latin America - Revamping the organization and target operating model for the collections function of a state-owned commercial bank - Formulating a growth strategy for the payments business of a fintech payment services company - Designed an asset management strategy for a Universal bank in Latin America On a day-to-day basis, you will: - Lead project teams to analyse complex challenges and deliver strategic recommendations for financial institutions - Translate analytical insights into clear, actionable strategies for senior client stakeholders - Manage project execution, ensuring high-quality delivery, strong collaboration, and timely outcomes - Build trusted relationships with client leaders and facilitate productive discussions and decision-making - Coach and develop junior consultants, fostering a collaborative and high-performing team environment - Support business development activities, including proposal preparation and client engagement ## Requirements - Adept at relationship building and client management across various levels. - Commitment to inclusivity, developing others and creating an environment of mutual trust and respect - 7 to 12 years of relevant experience in top-tier consulting, financial services, or a related industry with demonstrated consulting experience - Deep expertise in banking, payments, fintech or asset management - Experience in digital or technology strategy in the financial institutions sector - Demonstrated expertise in project management and leadership to provide proficiency in prioritizing and balancing multiple project demands - Excellent analytical, and strategic thinking abilities to develop transformative solutions - Exceptional stakeholder management and communication skills to engage and align cross- ## What we offer Who You'll Work With industry. Our teams partner with leading banks, brokerages, asset managers, fintechs, and payments companies to help them navigate an increasingly complex and evolving competitive landscape. By focusing on the fundamental economics of their businesses and the underlying needs of their customers, we help financial institutions challenge traditional assumptions, identify winning business propositions, and capture opportunities in an increasingly digital environment.
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