Financial Services Strategy and Business Development Director
Job Description:
• Designs and executes go-to-market strategy to drive revenue and gross profit growth across banking, insurance, and fintech
• Architects technology solutions addressing regulatory compliance, risk management, operational efficiency challenges, etc.
• Monitors industry trends and competitive dynamics to identify high-value business opportunities
• Defines differentiated product offerings to accelerate financial services market penetration
• Partners with Sales to qualify opportunities, develop proposals, and deepen customer engagement.
• Leads customer discovery sessions and solution demonstrations with C-suite executives and other stakeholders.
• Establishes thought leadership through content publication, conference speaking, and industry advisory participation
Requirements:
• 10+ years of progressive experience in financial services
• Comprehensive knowledge of financial regulations and their business implications
• Current awareness of industry trends, competitive landscape, emerging threats, and growth opportunities across financial services verticals
• Conversant in Artificial Intelligence (AI), including experience with financial services use cases and solutions
• Excellent verbal and written communication skills with the ability to engage effectively with all levels of management and functional disciplines
• Proven success leading and collaborating within distributed teams while maintaining high performance and engagement
• Deep understanding of B2B sales cycles in financial services with ability to serve as trusted advisor to sales leadership and field teams
Benefits:
• 401k plans
• Medical insurance
• Free therapy visits
• Mental health coaching and tools
• Meditation resources
• Generous paid time off including vacation, sick time, Wellness and Volunteer Time Off days
• Designs and executes go-to-market strategy to drive revenue and gross profit growth across banking, insurance, and fintech
• Architects technology solutions addressing regulatory compliance, risk management, operational efficiency challenges, etc.
• Monitors industry trends and competitive dynamics to identify high-value business opportunities
• Defines differentiated product offerings to accelerate financial services market penetration
• Partners with Sales to qualify opportunities, develop proposals, and deepen customer engagement.
• Leads customer discovery sessions and solution demonstrations with C-suite executives and other stakeholders.
• Establishes thought leadership through content publication, conference speaking, and industry advisory participation
Requirements:
• 10+ years of progressive experience in financial services
• Comprehensive knowledge of financial regulations and their business implications
• Current awareness of industry trends, competitive landscape, emerging threats, and growth opportunities across financial services verticals
• Conversant in Artificial Intelligence (AI), including experience with financial services use cases and solutions
• Excellent verbal and written communication skills with the ability to engage effectively with all levels of management and functional disciplines
• Proven success leading and collaborating within distributed teams while maintaining high performance and engagement
• Deep understanding of B2B sales cycles in financial services with ability to serve as trusted advisor to sales leadership and field teams
Benefits:
• 401k plans
• Medical insurance
• Free therapy visits
• Mental health coaching and tools
• Meditation resources
• Generous paid time off including vacation, sick time, Wellness and Volunteer Time Off days