Senior Consultant, Financial Services
Jobtailor
Responsibilities As a Senior Consultant in Guidehouse’s Commercial Financial Services practice, you will play a key role in delivering client engagements by analyzing problems, developing solutions, and supporting implementation efforts. Support delivery of client engagements by executing discrete workstreams and producing high-quality, timely analyses and deliverables. Conduct research, data analysis, and process assessments (e.g., process mapping, control evaluation) to inform client recommendations. Develop clear, well-structured reports, presentations, and client-ready materials. Participate in client meetings, including working sessions and status updates, contributing insights and progress updates. Collaborate with team and engagement leadership to track deliverables, timelines, and risks. Support implementation of recommended solutions and operational improvements. Build foundational client relationships through consistent, professional engagement. Requirements Bachelor’s degree. 3–5 years of experience in the banking industry or commercial financial services consulting. Experience supporting projects in one or more of the following areas: Operational risk and/or large bank compliance, Banking regulations and compliance, Risk and controls assessments, including process mapping. Ability to operate effectively in a fast-paced, client-focused environment. Strong analytical, problem-solving, and critical thinking skills. Effective written and verbal communication skills. Experience developing client-ready deliverables. Proficiency in Microsoft Office (incl Excel, PowerPoint, Word). Strong attention to detail and commitment to quality. Ability to manage workstreams and meet deadlines. Collaborative mindset and ability to work effectively within and across teams. Ability to work onsite at client locations in New York City plus travel as needed. #J-18808-Ljbffr Jobtailor
- ...apply.* Partnering with the senior/executive leaders of customer... ...directors, to provide specialized consultation and technical assistance to... ...for the organization’s service or growth strategies and providing... ...practice transformation, financial quality improvement, and sustainability...SeniorWork experience placement
$168.75k - $278.48k
Moveworks is seeking a Sr Advisory Solution Consultant in New York City to enhance financial services through AI-driven solutions. You will work closely with sales teams, lead customer engagements, and define success criteria while developing trusted relationships with...Senior- Forvis Mazars, LLP is seeking to strengthen its Financial Services Internal Audit team in New York. The role involves delivering a broad range of advisory services including internal, operational, compliance, and SOX audits. Candidates must have a Bachelor's degree and...SeniorFlexible hours
$77.86k - $122.1k
Description & Requirements Our Financial Services Internal Audit team helps banks and financial institutions strengthen risk management, compliance... ...Prior experience at a Big 4 or Top 10 public accounting or consulting firm Current and valid professional business credential(s),...SeniorFlexible hoursShift work- Senior Consultant - Financial Services - Insurance & Actuarial Advisory - Modeling Location: New York Our Financial Services Organization (FSO) is a leading professional services firm dedicated to the financial services industry. If you are passionate about solving complex...SeniorFlexible hoursShift work
- ...1362 Description MarshBerry is growing! We are seeking a Senior Consultant, Financial Consulting to join our team. We have a people‑first, fast‑... ...to understand their business goals and identify MarshBerry services to help meet those goals including, but not limited to,...SeniorFull timeWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
$156k - $253k
## Senior Solution Consultant - Financial ServicesApplylocations: USA - Remotetime type: Full timeposted on: Posted Yesterdayjob requisition id: R119... ...impact* Translate the specific needs of the Financial Services industry into Workiva solutions* Assist sales in developing...SeniorWork at officeRemote work- ...beyond the scope of client delivery. In this role, you'll collaborate with financial services companies, demonstrating your expertise in providing transformative solutions. At CrossCountry Consulting, we’re dedicated to delivering a better experience for our premier...SeniorLocal areaFlexible hours
$125k - $145k
Senior Consultant, Strategy & Financial Communications Responsible for supporting MetLife’s financial communications strategy, focusing on quarterly earnings... ...Preferred Qualifications Experience in the financial services industry, with familiarity navigating complex, matrixed...SeniorTemporary workWork at officeLocal area3 days per week$84k - $101k
Senior Consultant We are seeking a Senior Consultant to join APCO's Financial Communications practice and help our clients tell sharp, credible, business-savvy stories... ...public companies, private companies, financial services firms, and sponsors on the moments that most...SeniorWork experience placementWork at officeLocal areaWorldwide- EY is seeking a Senior Consultant for the Marketing Transformation team within Studio+. You will own discrete workstreams, translating marketing challenges into structured analyses, recommendations, and pragmatic roadmaps across strategy, operating model, and performance...Senior
$132k - $173k
Fractal is looking for a Principal Consultant in Financial Services. This leadership position requires 8-12 years of experience and a strong background in AI and financial analytics. The successful candidate will drive strategy, manage client relationships, and lead analytics...SeniorFlexible hours- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...Senior
- ...About The Company MassMutual NJNYC is a financial planning firm with offices across the Tri... ...This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth... ...comprehensive financial planning services, including retirement planning, investment...SeniorFull timeRemote work
$110k - $130k
...As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve... ...historically inaccessible industry and build the next great financial services company CFP® designation MST or PST Location preferred 3+...SeniorTemporary workRemote workFlexible hoursNight shift- ...Finance Analytics ("CFA") is part of the Financial Analysis group of JPMorgan Chase. The... ...provides financial analysis and perspective to senior management to support decision‑making on... ...and its dynamics within the financial services industry, achieve a solid understanding...SeniorVisa sponsorship
$96.8k - $159.6k
...EY-Parthenon - Deals - Financial Diligence - Financial Services - Senior Associate Location: New York Other locations: Anywhere in Region Requisition ID: 1720088 Location: New York, Chicago, Dallas, Charlotte, San Francisco The opportunity EY-Parthenon’s unique combination...SeniorWork experience placementSummer holidayWork at officeFlexible hours- ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance...SeniorFull timeLocal area
- A financial services firm in New York is seeking a Senior Accountant / Senior Finance Associate to oversee accounting operations and ensure data accuracy. The role requires a CPA and 1-3 years of experience in financial services. Responsibilities include supporting audits...Senior
- ...leading wealth management firm is looking for an experienced Financial Advisor to join their team. The role involves working directly... ...possess a CFP certification and a proven track record in financial services. This position offers competitive compensation based on...Senior
- A leading financial services provider in New Jersey seeks experienced financial professionals to join as financial advisors. This role allows you to manage an existing book of clients and offers the independence of an advisor with supportive benefits. Candidates must have...Senior
$250k
A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs... ...at least 7 years in a client-facing role in the financial services industry. The advisor will develop and manage complex financial...Senior- A leading financial services organization in New York is seeking a Senior Wealth Advisor to develop client relationships and offer comprehensive financial planning services. The ideal candidate has 5-8 years of related experience and effective communication skills, along...Senior
- A leading financial services firm is seeking an experienced financial professional in New York. The role offers access to an existing client book, multiple lead programs, and competitive compensation without 1099 constraints. Ideal candidates must have necessary licenses...Senior
- A leading financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate...Senior
- Ernst & Young Oman is seeking a Senior professional for their Financial Accounting Advisory Services (FAAS) to manage client expectations and drive performance. You... ...for CPA licensure, and strong skills in consulting and communication. A comprehensive compensation...SeniorFlexible hours
- A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial Advisor, with a portable book of business exceeding $25M in assets under management. The role involves owning...SeniorRemote job
- A leading financial services corporation is seeking a Senior Wealth Advisor in Bronx, New York. This role involves providing comprehensive financial advice, fostering client relationships, and ensuring compliance with KYC/AML regulations. Ideal candidates will have 5-8...Senior
- A major financial services firm is seeking a Senior Associate in Corporate Finance Analytics. This role involves providing financial analysis to senior management, leading projects, and mentoring junior team members. Candidates should have a Bachelor's Degree and a minimum...Senior
$100k - $275k
...acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client management, and have a strong business development orientation. The position offers a...Senior
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