Financial Services Strategy Consultant jobs in United States
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Sia · 1 day ago

Financial Services Strategy Consultant

Sia is a next-generation, global management consulting group focused on helping clients navigate transformation in the financial services industry. As a Financial Services Strategy Consultant, you will engage with clients to design actionable solutions and support the delivery of high-impact transformation projects.

Artificial Intelligence (AI)Cyber SecurityManagement Consulting
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Responsibilities

Engage directly with clients to understand their needs and co-design actionable solutions
Support end-to-end project delivery, including gathering and documenting business and functional requirements
Facilitate workshops and engage with business and technology stakeholders to understand challenges and define solutions
Map current-state and future-state processes, identifying opportunities for improvement and innovation
Conduct data analysis, benchmarking, intelligent data structuring, and support business case development
Prepare clear and concise project documentation, including user stories, process flows, and requirement traceability matrices
Manage stakeholder expectations across multiple teams and functions, building trusted client relationships
Take on increasing levels of responsibility and evolve into team leadership roles as quickly as possible
Build and develop a subject matter expertise in a financial services domain and represent it across APAC or with clients as a SME
Contribute to strategic and operational transformation initiatives across financial services areas such as wealth management, corporate banking, transaction banking, treasury, risk, and compliance
Work on proposals and support business development initiatives, including client presentations and thought leadership
Participate in internal knowledge-building efforts through workshops, publications, and firm-wide learning events

Qualification

Financial Services KnowledgeProject ManagementStakeholder ManagementData AnalysisExcelPowerPointVisioBasic Data AnalyticsEntrepreneurial MindsetCommunication Skills

Required

A degree in Business, Finance, Economics, Accounting or a related field
1-2 years of experience in consulting, banking, or financial services
Prior experience in Project Management, preferably in a client-facing project role
General understanding and experience in one or more of the following: Capital Markets, Wealth & Private Banking, Corporate or Transaction Banking, Cash & Liquidity Management, Treasury or Financial Markets, Asset Management, Risk, Compliance, or Regulatory Change, Payments & Fintech
Strong stakeholder management and communication skills
Proficiency in tools such as Excel, PowerPoint, Visio, and basic data analytics tools
Entrepreneurial mindset with a drive to grow in a fast-paced, collaborative environment

Preferred

Master's degree

Benefits

3 Medical plans
Dental and Vision
Life, AD&D and other voluntary insurance
401K retirement plan
4% matching and 100% vested upon enrollment
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Health, Dependent Care, Commuter
100% paid parental leave for all new parents with eligible tenure
Building Healthy Families program if enrolled through Medical plan
Generous Paid Time Off (PTO) policy
9 company holidays plus 1 floating holiday
College savings and student loan repayment assistance
Monthly cell phone stipend
Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement, LiveHealth Online virtual care, Personalized support from a Well-being Coach
Employee Assistance Program at no cost, Free confidential counseling and emotional support services, On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management)

Company

is a management consulting company. It is focused on delivering superior value and tangible results to clients.

Funding

Current Stage
Late Stage

Leadership Team

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Derek Counihan
Solutions Architect
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Company data provided by crunchbase