Associate Partner – Financial Services Consulting

Associate Partner – Financial Services Consulting

New York City

Reports to: CEO/Founder

Practice Area: Financial Services (Retail, Commercial, Investment Banking, Wealth & Asset Management, Insurance)

The Associate Partner in Financial Services plays a pivotal role in leading business transformation programs, driving strategic growth, and deepening client relationships across the financial sector. This role combines consulting acumen, industry insight, and commercial leadership to accelerate client success and expand the firm’s market footprint.

Key Responsibilities

- Client Leadership: Act as a trusted advisor to C-level executives in major financial institutions, understanding client challenges around digital transformation, regulatory change, risk, and operational resilience.

- Business Development: Identify, pursue, and close opportunities within existing and new client accounts, contributing to revenue objectives and practice growth.

- Delivery Leadership: Oversee multi-workstream transformation programs, ensuring consistent quality, on-time delivery, and measurable business outcomes.

- Practice Growth: Contribute to go-to-market strategy, propositions, and thought leadership across digital banking, fintech partnerships, ESG, core modernization, and operational transformation.

- Team Development: Mentor managers and consultants, fostering high performance, innovation, and professional growth within the team.

- Collaboration: Engage cross-functional teams—from strategy through to implementation—to deliver integrated solutions spanning technology, operations, and governance.

Key Focus Areas

- Digitisation of customer journeys across retail and commercial banking.

- Data-driven decisioning and AI integration within compliance and operations.

- Operating model redesign and back-office rationalisation.

- Payment modernization, wealth platform transformation, and ESG integration.

- Partnerships and innovation in fintech ecosystems.

Skills and Experience

- Extensive experience (typically 10+ years) in management consulting focused on Financial Services.

- Proven leadership in managing complex engagements and cross-functional teams.

- Demonstrated success in relationship development and consultative sales.

- Deep understanding of trends in banking, insurance, fintech, and capital markets.

- Strong strategic thinking and analytical skills coupled with commercial acumen.

- Outstanding communication, influencing, and executive presentation abilities.

Education and Qualifications

- Bachelor’s degree required; Master’s or MBA preferred.

- Relevant certifications (e.g., CFA, PRINCE2, PMP, Lean Six Sigma) advantageous.

What We Offer

- Opportunity to work with global and emerging financial institutions undergoing major transformation.

- Competitive compensation and performance-based incentives.

- A supportive, inclusive environment promoting professional development and leadership growth.

- Hybrid work flexibility and international exposure across financial service clients.