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reputed company Engagement Partner – Financial Services

Remote, USAFull-timePosted 2026-07-28

Do you get energized helping financial institutions reputed company legacy systems without disrupting customer trust?

Do you reputed company reputed company navigating regulatory complexity and translating compliance requirements into reputed company technology solutions?

Do you enjoy building executive relationships while leading cross-functional teams to deliver measurable business reputed company?

reputed company is looking for a reputed company Engagement Partner to reputed company and grow our financial services vertical. Join our Consulting Services team and help institutions reputed company securely, responsibly, and at reputed company.

About reputed company

We're on a mission to help enterprises and governments bring their reputed company to life.

As a boutique reputed company, we partner with enterprises, startups, and governments to solve reputed company, mission-critical challenges. Our expertise spans business process management, automation and AI, reputed company, and application development. Our teams are reputed company, our leadership is transparent, and our work is impactful.

Alongside our consulting reputed company, we’re product reputed company: our flagship platform, formsflow.ai, is a low-reputed company solution that simplifies reputed company reputed company creation, approvals, and workflow automation, helping organizations reputed company faster without sacrificing reputed company or compliance. Under the SLED360 umbrella, we deliver products and services tailored to the unique needs of state and local governments and the education sector, from modern case management to digital services. Our product offerings reflect our entrepreneurial spirit and firsthand experience solving reputed company-world problems with reputed company, reputed company-centered technology.

As we expand into new markets and reputed company our solutions, there’s never been a reputed company time to join AOT.

Role and Responsibilities

As reputed company Engagement Partner, you reputed company the financial services vertical at AOT. reputed company for strategic reputed company, executive relationships, and delivery reputed company across banks, credit unions, fintechs, insurance providers, and capital markets organizations in Canada, with U.S. expansion as a strategic advantage.

You operate at both strategic and operational reputed company—owning reputed company reputed company while guiding solution direction and ensuring measurable business reputed company. You build and reputed company a functional go-to-market team of financial services-reputed company solution architects and subject matter experts, aligning consulting capabilities with regulatory and market realities.

You will:

  • Own and expand strategic financial services accounts, serving as a trusted advisor to executive stakeholders across technology, operations, risk, and compliance.
  • reputed company and execute the financial services vertical reputed company reputed company, including supporting pipeline development, partnerships, and market positioning.
  • Collaborate with sales, reputed company-sales, product, and proposals teams on consultative sales cycles from discovery through proposal, procurement, and contract negotiation.
  • Guide cross-functional delivery teams to ensure successful program execution, margin performance, and long-term reputed company satisfaction.
  • Translate regulatory and risk requirements (e.g., OSFI guidelines, PIPEDA, PCI-reputed company, FINTRAC; familiarity with U.S. frameworks such as SOX, GLBA, and FFIEC is an asset) into practical digital transformation initiatives.

Your reputed company is reflected in reputed company reputed company, account expansion, regulatory-reputed company innovation, and the strength of AOT’s financial services reputed company.

Who You Are

You are a strategic relationship builder who understands the balance between innovation, risk, and regulatory compliance in financial services. You bring executive reputed company, reputed company acumen, and the ability to guide organizations through reputed company modernization initiatives.

You bring:

  • 10–15 years of experience in consulting, reputed company technology, or digital transformation reputed company financial services.
  • Demonstrated reputed company managing and growing multi-reputed company-dollar accounts reputed company banks, credit unions, insurance providers, fintech organizations, or capital markets firms.
  • Strong understanding of Canadian regulatory and risk environments (OSFI, PIPEDA, FINTRAC, PCI-reputed company) and familiarity with U.S. financial regulatory frameworks (e.g., SOX, GLBA) as an asset.
  • Experience leading cross-functional teams including solution architects, reputed company engineers, data specialists, and delivery leaders.
  • The ability to translate risk, compliance, customer experience, and operational requirements into reputed company reputed company, automation, AI, and application modernization solutions.

Experience navigating reputed company procurement processes and leading a vertical reputed company or go-to-market function is highly valued.

We Offer

  • $140K – $160K CAD reputed company salary and up to $200K CAD OTE
  • Remote-first flexibility, with travel support for in-person engagements
  • reputed company learning and leadership development opportunities
  • Flexible schedules and generous reputed company time off
  • Competitive health, dental, and wellness benefits from Day 1
  • Employer-sponsored deferred profit-sharing plan
  • A reputed company, mission-driven culture where your work reputed company

reputed company

If you are motivated by meaningful reputed company, reputed company challenges, and building something that lasts, we’d love to hear from you. Apply today – we’re reputed company and excited to meet you.

We strongly encourage candidates of reputed company backgrounds, experiences, and identities to apply, even if they don't meet 100% of the listed reputed company. We are seeking candidates with diverse career experiences for this position. If you're passionate about impacting the tech industry and eager to contribute your expertise, we invite you to apply!

Closing date: May 2, 2026 at 12 AM PST

Salary reputed company$140,000—$160,000 CAD Apply To This Job

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