Director - Business Transformation (Financial Services) jobs in United States
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CrossCountry Consulting · 5 months ago

Director - Business Transformation (Financial Services)

CrossCountry Consulting is a firm dedicated to providing advisory solutions in accounting, risk, and technology-enabled transformation. They are seeking a strategic and energetic leader with deep Financial Services/Insurance experience to lead growth around their Business Transformation service line in the Boston market, focusing on consulting delivery, business development, and people management.

AccountingConsultingFinanceRisk Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Lead high-impact consulting engagements across:
Operating model design and transformation
Designing, architecting, and delivering large-scale transformation programs
Data and analytics adoption, with a focus on insight-driven performance improvement
Regulatory and compliance-driven change
Lead and influence strategic and operational planning across various business departments for process innovation including the implementation of solutions that meet business objectives, fulfill data governance requirements, and satisfy internal financial controls
Help design and implement innovative solutions that enhance operational efficiency, scalability, profitability, and market competitiveness
Create alignment across key stakeholders with competing priorities to ensure shared understanding and mutual collaboration
Lead change management and continuous improvement efforts supporting transformation at clients
Permeate a culture of change management and adaptability to achieve sustained behavior; providing support to the organization through all phases of transition (engagement, design, monitor, feedback, etc.)
Build and enable/execute our change agenda across the organization and other key stakeholders as appropriate, including the establishment and measurement of continuous improvement goals and the communication in place to support
Deal effectively with ambiguous and unstructured problems and situations
Help clients adopt and scale AI, data management, and governance practices aligned with key industry trends such as:
AI/ML for fraud detection, trading signals, or client servicing
Cloud migration and data modernization strategies
Build and manage a large sales pipeline and oversee multiple client accounts simultaneously
Collaborate with firm leadership on hiring, team building, and culture development
Represent the firm externally with clients and internally as a cultural and leadership role model
Contribute to thought leadership, solution development, and go-to-market initiatives

Qualification

Financial Services experienceConsulting delivery excellenceBusiness development skillsData managementAI enablementChange managementTeam buildingClient relationship managementThought leadership

Required

10–18 years of experience in consulting, working across multiple parts of the businesses in Financial Services domains
Prior tenure at a top-tier consulting firm (Big 4, Accenture, Strategy, or high-performing boutique)
Demonstrated ability to lead complex programs, manage diverse teams, and deliver measurable outcomes
Proven business development skills, including managing a pipeline and converting opportunities into projects
Familiarity with financial services data architecture, AI enablement, and modern technology platforms
Located in Boston with strong industry relationships
High energy, entrepreneurial drive, and passion for leading people and solving client challenges
Bachelor's degree from an accredited university
Willingness to travel domestically up to 20%-30% (varies by client)
Availability to work on client site or in office 3 days a week, with 2 days remote (hybrid environment)

Benefits

Comprehensive healthcare options, including medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs

Company

CrossCountry Consulting

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CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.

H1B Sponsorship

CrossCountry Consulting has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (7)
2023 (4)
2022 (7)
2021 (15)
2020 (10)

Funding

Current Stage
Late Stage
Total Funding
$1.5M
2022-12-06Acquired
2021-02-11Series Unknown· $1.5M

Leadership Team

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Erik Linn
Co-Founder and Managing Partner
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Amy M. Seibel
Chief Financial Officer
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Company data provided by crunchbase