Total 4 Director/C-Level Financial Planner job vacancies in Sales / Marketing category in Home Office: New York, NY

Responsibilities include:

• Responsible for selling Banking Applications license to the financial services industry, as part of the FSGIU (Financial Services Global Industries Unit) at Oracle.
• Expand the contacts deep and wide within the customer organization- Account Mapping
• Lead and manage opportunities throughout the selling cycles with a strategic intent of Annualized revenue goals with measure across the Quarterly revenue attainment.
• Develop account plans for top 10 accounts and review with senior management and customers on regular basis.
• Defend/retain business of existing clients and drive relevant consulting units from the organization for this agenda.
• Drive strategic and solution selling on large opportunities that are characterized by a complex combination of technical, business, financial, human resources issues related to the strategic and tactical direction of customers.
• Orchestrate between multiple departments to ensure a total solution is presented to the customer.
• Coordinate with regional and global counterparts.
• Establishes "C" level contact within opportunities and demonstrates a detailed understanding of both the prospects’ sector and business drivers/challenges.
• Deliver accurate business forecasting at a plus or minus 10% accuracy rate and maintain an appropriate value level sales funnel for future business.
• Construct bespoke customer ready presentations and proposals with the help of support teams (sales consulting), maintain CRM information with accuracy and integrity of data.
• Proactive Account Management – Including regular client meetings/service reviews.
• Associate closely with the Partner network for greater reach and coverage of the territories.

Experience:

• Working in the BFSI industry with a proven and quantifiable consistent successful sales track record.
• Excellent written, verbal communication, strong organizational and time management skills
• Consultative and solution, integrated selling expertise and good understanding of the territories, market trends and client connects.
• Good business acumen with analytical and problem-solving skills to handle challenging situations.
• Excellent interpersonal and leadership skills, including conflict resolution, customer service and ability to motivate self and others.
• Able to handle multiple task tracks & take ownership of client problems with follow through to resolution.
• Clear and confident communicator capable of providing regular feedback to senior and C-suite management.
• Possess strong sales acumen, results orientated, driven and demonstrate ability to manage a sales funnel of pipeline business to deliver quota and indeed exceed it.
• Enthusiastic team player, self-starter, and independent worker
• Flexible and aware of changing circumstances as solutions are being constructed and proposed.
• Able to influence decisions, clarify positions and presentations, and communicate strategies.
• Open to new ideas and changes in thinking that offer potentially more creative and effective solutions to customer challenges.
• Has good understanding of Solutions Selling methodology and tools and applies these regularly to both gain a better understanding of the customers’ environment and manage the relationship. Excellent salesmanship - strong ability in identifying pain, customer’s business drivers, establishing value, leveraging relationships, and negotiating to close

Others:

• Experience of working in a multinational company and having handled the territories with proven sales track record.

Banking Products

Payments, Deposits, Loans, Credit & Lending, Trade Finance, Cash Management, Liquidity Management, Digital, APIs, Core Banking, Pricing, Billing, Cloud positioning & solution etc.

Job Family:

Management Consulting

Travel Required:

Up to 50%

Clearance Required:

None

What You Will Do:

This Financial Services Director will be a Payments expert working with a full spectrum of industry stakeholders to help them navigate the changing payments landscape – disruptive technology, regulation, changing customer expectations – to develop growth strategies and deliver business results through well delivered implementation.

Guidehouse Consulting, a leader in providing expert services across various industries, is seeking a Payments Director. This role is pivotal in driving our payment modernization initiatives, focusing on digital assets, operations, and technology. The ideal candidate will have extensive experience across the intersection of payments modernization, digital transformation, and operational risk and compliance, particularly within banks, card networks, non-bank financial institutions, and payment technology companies.

As a key member of our leadership team, the Payments Director will be instrumental in shaping our future in the rapidly evolving payments landscape.

This position will be responsible for:

• Sales and Business Development:
  • Lead sales initiatives and foster relationships with new and existing clients.
  • Develop and execute strategies for business expansion in the payments domain.
  • Identify and pursue opportunities in emerging payment technologies and digital assets.
  • Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
• Project Execution and Management:
  • Oversee project delivery, ensuring excellence and adherence to timelines and budgets.
  • Manage cross-functional teams to execute projects related to payment systems and technologies.
• Capability Development:
  • Enhance the organization’s payments capabilities and develop innovative solutions.
  • Stay abreast of industry trends and advancements in payment technologies.
• Risk and Compliance Expertise:
  • Provide expert guidance on risk management and compliance matters related to payment systems.
  • Ensure that payment solutions adhere to regulatory standards and best practices.
• Thought Leadership and Subject Matter Expertise:
  • Serve as a subject matter expert in payments, digital assets, and related technologies.
  • Contribute to thought leadership through speaking engagements, publications, and research.
• Team Leadership and Mentorship:
  • Lead and mentor team members, fostering a culture of excellence and continuous learning.

What You Will Need:

The individual we seek should have a solid and diverse management consulting and client service background. This person must incorporate outstanding leadership and people management skills, financial services industry expertise, consulting project and business management, and general business skills. The right person will have the ability to be hands-on in a business development role and in the delivery of the project.

To be successful at Guidehouse, a Director needs to be sales savvy and capable while at the same time have the substance required to add value on projects and lead the project teams. The incoming director will have:

Proven experience in a senior role related to payments, digital assets, or financial technologies. - Extensive knowledge in risk and compliance for financial institutions. Strong background in consulting, with an emphasis on financial services. Demonstrated ability in sales, business development, and client relationship management.  Experience in leading and executing complex projects. Excellent communication and leadership skills. Ability to innovate and adapt in a fast-paced industry.

• 12+ years of Payment Modernization / Digital Assets related experience with proven experience in a senior role and viewed as an industry leader related to payments, digital assets, or financial technologies.

• Demonstrated experience leading high-valued, complex, Digital Payment solutions: strategy, design, architecture, process engineering, testing, operating model and org design, implementation, and change management
• Viewed as key leader within the Payments consulting practice preferably inclusive of:  FinTech trends, Real Time Payments (RTP), and Embedded Payments
• Proven ability to successfully lead large, complex client service delivery teams that deliver the highest quality consulting engagement work to timeline, scope, and budget at sizes of $2M+
• Demonstrated strong network of potential sales targets and proven history of consulting engagement sales of $several M+ annually year over year
• A thorough understanding of risk management and compliance with respect to payments
• Flexibility with respect to travel up to 50%
• Bachelor’s degree from Accredited university or college

What Would Be Nice To Have:

• Ability to thrive in a fast-paced challenging environment.
• MBA or MA/MS degree in a related field a plus
• Experience in EMV (chip & pin), contactless, open fare collection (transit), mobile payments and offers, blockchain, QR code, tokenization, express checkout, two-factor authentication (3-D Secure), prepaid and virtual card
• Proven leader who can work directly with client senior management and lead Guidehouse colleagues
• Aptitude for networking and sales
• Excellent verbal and written communication skills
• Creative problem-solving ability and a collaborative, consultancy mindset
• Relationship-oriented with the ability to thrive in an organization where team building and authentic relationships are vital
• High energy, persuasive, and someone who leads by example

The annual salary range for this position is $190,900.00-$286,300.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance

• Personal and Family Sick Time & Company Paid Holidays

• Position may be eligible for a discretionary variable incentive bonus

• Parental Leave and Adoption Assistance

• 401(k) Retirement Plan

• Basic Life & Supplemental Life

• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

• Short-Term & Long-Term Disability

• Student Loan PayDown

• Tuition Reimbursement, Personal Development & Learning Opportunities

• Skills Development & Certifications

• Employee Referral Program

• Corporate Sponsored Events & Community Outreach

• Emergency Back-Up Childcare Program

• Mobility Stipend

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Job Family:

Risk & Regulatory Compliance Consulting

Travel Required:

Up to 10%

Clearance Required:

None

What You Will Do:

The Director role is a leadership position in the Financial Crime, Fraud, and Investigation Services (FFI) team. The successful candidate will be expected to lead in the development of Guidehouse's market presence, support the origination of new business opportunities, take responsibility for innovative client delivery and excel in thought leadership, whilst managing projects and managing work streams for client assignments. The Director will work closely with Partners across FFI to successfully deliver work and grow the business in the UK and EME.

What You Will Need:

Business Development:

• Assist in the development and implementation of a comprehensive business development strategy to achieve targeted revenue goals.
• Identify and establish relationships with key decision-makers in large and small firms.
• Actively participate in industry conferences, events and networking opportunities to promote our services and expand the client base.
• Originate leads and win work.
• Collaborate with the marketing team to create compelling proposals and presentations for potential clients.

Client Advisory:

• Provide expert advice and guidance to clients on financial crime matters, with a focus on AML, CTF, CPF and sanctions compliance.  Knowledge of ABC and Fraud is also required.
• Conduct risk assessments and gap analyses to identify vulnerabilities and recommend appropriate control measures.
• Design and implement effective compliance frameworks and policies tailored to clients' specific needs and regulatory requirements.
• Stay up-to-date with evolving regulations and industry best practices to ensure the highest level of client service.

Project Management:

• Lead and manage engagements with clients, ensuring the successful delivery of projects within scope, budget, and timeline.
• Develop project plans, allocate resources, and monitor progress to achieve desired outcomes.
• Provide direction and guidance to a team of consultants, fostering collaboration and professional growth.
• Conduct quality assurance reviews to ensure the accuracy and effectiveness of deliverables.

Relationship Management:

• Cultivate strong relationships with existing clients to foster loyalty and identify additional business opportunities.
• Act as a trusted advisor, addressing client concerns and providing proactive solutions to enhance their financial crime prevention capabilities.
• Regularly communicate with clients to understand their evolving needs and adjust service offerings accordingly.
• Collaborate with internal teams to leverage cross-selling opportunities and ensure a seamless client experience.
• Manage FFI team development.

What Would Be Nice To Have:

• Bachelor's degree in a relevant field (e.g., finance, business, law) is required.
• Extensive experience in financial crime advisory, AML, CTF, and sanctions compliance, preferably in a consulting firm.
• Proven track record in business development, with a strong ability to originate revenue.
• In-depth knowledge of UK financial crime regulations, industry trends, and best practices.
• Strong project management skills, including the ability to lead and deliver complex projects on time and within budget.
• Excellent communication and presentation skills, with the ability to articulate complex concepts to both technical and non-technical stakeholders.
• Exceptional client relationship management skills, with a focus on building trust and providing value-added services.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Willingness to travel to client sites as required.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Job Family:

Management Consulting

Travel Required:

None

Clearance Required:

None

What You Will Do:
The Associate Director role is a leadership position in the Global Investigations & Compliance (GIC) team. The successful candidate will be expected to assist in the development of Guidehouse's market presence, support the origination of new business opportunities, take responsibility for innovative client delivery and excel in thought leadership, whilst managing projects and managing work streams for client assignments. The Associate Director will work closely with Partners and Directors across GIC to successfully deliver work and grow the business in the UK and EMEA.

Please note that Guidehouse will not offer visa sponsorship for this role.

What You Will Need:

• 10+ years of relevant work experience.

• Able and willing to work a flexible schedule: both remotely AND in our London offices AND/OR clients' sites when needed.

• Bachelor’s degree or completed apprenticeship programme at a relevant institution e.g., regulator, consulting firm, accounting firm.

• Professional qualification or significant experience in consultancy, a financial services industry or regulatory environment.

• Passionate about combating financial crime and assisting clients by providing innovative and effective solutions.

• A critical thinker with strong analytical skills, a strong eye for detail, and creative in problem solving. 

• Confidence and ability to communicate clearly and quickly establish credibility with clients and colleagues.

• Excellent writing skills and fluency in English including the ability to articulate complex and technical findings in both written and oral presentations for various stakeholders including Regulators.

• A team-player who demonstrates the willingness and ability to work effectively in diverse teams and collaborate with colleagues at all levels.

• Proven track record of people leadership – demonstrated experience of managing teams and projects effectively with demanding stakeholders and multiple work streams.

• Consultancy experience from a relevant leadership role at an advisory firm (Big 4, mid-tier or similar consultancy firm).

• Ability to travel as needed.
   

Business Development:

• Good professional network.

• Demonstrated sales skills including creating new ideas and business development initiatives and participating in sales pitches and conferences.

 

Technical:

• Extensive experience in providing subject matter expertise in anti-money laundering, counter-terrorist financing and sanctions under UK regulations for banks and fintechs.

• Significant technical knowledge of investigations and compliance processes and relevant legal and regulatory frameworks, with a demonstrated track record:

  • Developing market-leading and/or innovative solutions to clients’ financial crime compliance issues, such as enterprise-wide or business line AML/CTF, Sanctions, ABC and Fraud risk assessments and gap assessments;

  • Advising clients who are going through regulator-driven review (including s166) /monitoring/investigation or attestation processes; and

  • Managing lookbacks and/or investigations.

• Experienced in scoping projects, especially in setting and maintaining budgets and developing new methodologies.

• Strong knowledge of how technology can be used effectively in combating financial crime including new technology solutions.

What Would Be Nice To Have:

• Anti-bribery & corruption and fraud skills.

• CAMS, ICA, CFE or similar professional certifications.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.