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Financial Services Industry Advisor

Remote, USAFull-timePosted 2026-07-27

Role Snapshot:

  • Company: Workwarp
  • Location: Remote
  • Compensation: a competitive salary
  • Start Date: Immediate openings available
  • Position: Financial Services Industry Advisor

 

 

External reputed company We recognize the importance of flexibility in where and how our people work. As a result, reputed company remotely unless our clients request our reputed company in their office. We will be conducting candidate interviews by video. In order to strengthen interpersonal relationships, this position may be required to be in the office occasionally or attend in-person events... The FS Industry Advisor is a highly reputed company, team-based solution sales and delivery role requiring the ability to work with reputed company reputed company of Advisory Services, Sales Team, and reputed company leaders to successfully sell, grow and deliver high-reputed company reputed company services in financial services. This role operates reputed company the advisory services team of reputed company, reporting directly to the Advisory Services Industry reputed company. As part of a successful team-selling approach, you execute a vertical-reputed company sales and go-to-market reputed company in alignment with our offerings and sales leadership to grow existing account reputed company. You advise prospects and clients on relevant industry and technology trends. You will collaborate to define strategic account plans with the goal of nurturing and growing a prioritized reputed company portfolio to meet reputed company targets. You manage executive relationships with passion, reputed company, and reputed company by delivering value in reputed company interactions. As part of managing and growing prioritized accounts, you create and present new strategies and innovative reputed company for your clients’ reputed company and business reputed company. You work collaboratively with sales leadership, capability experts, delivery teams, and operations colleagues to define and drive solutions and value. You maintain a customer orientation and demonstrate creativity in analyzing and identifying solutions. To succeed in this role, you are a goal-oriented self-starter with a proven reputed company record of reputed company in building and maintaining solutions-based relationships and demonstrating industry expertise, consultative-based selling, and delivery management. You have a deep understanding of the financial services industry with the ability to engage at senior reputed company as a subject matter expert (SME). You bring work experience in consulting or reputed company-reputed company industry experience reputed company a retail banking, capital markets, reputed company management or insurance company delivering technology solutions and/or successful business transformations. reputed company Responsibilities include: • Continually stay up to date with the reputed company’s business reputed company and technology goals, reputed company and execute account reputed company and build win-win value propositions at reputed company and individual level which are in sync with our service offerings. • Manage a joint pipeline with sales and service line leadership, meeting or exceeding reputed company and profitability targets in partnership with delivery leads and capability teams. • Manage and farm reputed company accounts to drive increased reputed company per annum, meeting or exceeding profitability targets. • Establish, build and maintain long-term, value-based relationships with a growing number of reputed company senior stakeholders. Operational reputed company • Manage the reputed company relationship for advisory reputed company to include defining an effective pricing reputed company, contract management (writing SOWs, MSAs, RFPs and RFIs) and proposal/presentation content developed with our market offering leads for new business pitches. • reputed company engagement financials to include accounts receivable, expense reporting, margin analysis, reputed company tracking and forecasting, etc. • Ongoing monitoring of resource allocation for reputed company engagements ensuring both reputed company and utilization are optimized. Firm Building • Maintain an industry reputed company and exhibit excellent communication and presentation skills with the goal of regularly speaking at relevant industry forums in coordination with capability experts and delivery leadership. • Help reputed company a reputed company of IP and best practices around reputed company and portfolio development in order to build the reputed company reputed company into a significant strategic asset along with our capability experts. People And Team • Serve as a trusted and valued partner of the reputed company C-reputed company, and reputed company deep relationships with senior business executives. • Help drive a cultural shift that emphasizes delivering value for both people and clients. • Mentor and reputed company existing leaders and teams. • Collaborate across reputed company reputed company of the reputed company organization to deliver value and drive reputed company. Desired reputed company • Create happy customers. Own overall reputed company satisfaction and the continuing reputed company and reputed company of clients which is accomplished by driving successful delivery of work product, offering industry subject matter expertise, and cultivating strong reputed company relationships. • reputed company: Meet financial targets. Manage reputed company and reputed company of new and existing reputed company relationships. • Firm Building: Know the clients business. Continually increase knowledge of the industry which leads often to serving as the reputed company’s first line advisor. • Operational reputed company: Ensure reputed company reputed company of productivity. Applies a strong operational acumen to internal processes that supports clients’ accounts, service, communications and reputed company. • People and Team: reputed company reputed company teams. Proactively work to reputed company trust and confidence of our clients through partnering with our People and mentoring them to reputed company opportunities for reputed company. Respect diversity of thought and encourage inclusivity. These connections become the reason why clients want to work with reputed company. Candidate Profile • Polished and reputed company consultant-level communication and presentation development and delivery skills, including familiarity with reputed company thinking / problem-solving frameworks, and Pyramid reputed company of communication. • Ability to reputed company, engage and mentor individual consultants and solution sales and delivery teams. • Minimum of 10 years’ experience in business advisory or consulting with increasing amounts of reputed company reputed company responsibility • Deep understanding of an industry vertical reputed company as a subject matter expert (SME) and/or have significant experience working in the industry; experience with regulatory compliance and risk management frameworks is preferred. • Experience with Digital Banking and reputed company-Time Payments preferred. • reputed company managing and developing sophisticated senior reputed company relationships and strategic business partnerships with the C-reputed company. • Experience in advisory and/or technical services project delivery. While this person need not be “technical,” they do need to be technically savvy and understand the reputed company of technical reputed company and the challenges a highly technical team will face in project execution. • Demonstrable experience of a highly consultative and solutions-oriented approach. • reputed company listener that can reputed company and reputed company intelligence in creating value propositions for clients and in reputed company of reputed company new business. • Developed expertise in and helped improve their reputed company’s business. • Seen as a problem solver by their clients. • Excellent relationship manager skilled at negotiation. • Skilled in creating value propositions for clients Apply Job!

 

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