VP, Financial Services & Insurance Strategy
Core
Lead industry strategy and business growth for Financial Services and Insurance, defining how the organization serves banks, credit unions, fintechs, payments companies, wealth firms, and insurers through customer experience automation, cloud modernization, AI, and workflow orchestration.
Role type
VP, Financial Services & Insurance Strategy
Builds
Industry-specific customer experience automation, cloud modernization, AI agents, workflow orchestration, and omnichannel engagement platforms for FSI clients.
Domain
Financial Services & Insurance (Banking, Credit Unions, Fintech, Payments, Wealth Management, Insurance)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial services and insurance domain expertise, digital transformation, customer experience, contact center modernization, AI/automation, SaaS, cloud, enterprise software, regulated-industry compliance, executive presence, market-facing communication
Preferred skills
None stated
Technologies
AI agents, workflow automation, integrations, analytics, customer journey orchestration, omnichannel platforms
Responsibilities
Own FSI industry strategy across banking, insurance, payments, and wealth management; Develop industry point of view, thought leadership, and market positioning; Translate market needs into product strategy; Partner with Product, Engineering, Sales, and Marketing to commercialize offerings; Support strategic sales pursuits as an executive-level expert; Identify priority use cases (deposit/loan/card servicing, claims, fraud, authentication, etc.); Build and refine go-to-market strategy; Represent the organization externally at events and media; Drive adoption of FSI capabilities; Help customers modernize legacy infrastructure; Collaborate to identify business outcomes.
Seniority
VP, strategy & commercial growth
