Associate Director - Commercial Financial Services (Insurance)

Job Family: Management Consulting

Travel Required: Up to 10%

Clearance Required: None

What You Will Do:

• Leading and assisting in business development efforts through opportunity identification, capture planning, proposal development, SOW review, and pricing strategy.
• Serving as an account leader responsible for expanding Guidehouse's presence within client accounts, driving sales, overseeing deliverables, ensuring contract compliance, managing engagement financials, and maintaining corporate compliance standards.
• Acting as a trusted advisor to client executives and senior stakeholders, helping shape and execute business strategies related to growth, customer experience, operating model transformation, and technology-enabled change.
• Becoming a recognized insurance industry leader within Guidehouse and among clients by bringing insights, best practices, and innovative solutions that strengthen Guidehouse's market reputation and expand our footprint.
• Maintaining a relentless focus on delivering measurable client outcomes and growing Guidehouse's contribution to client success while operating within the firm's strategic priorities and operating framework.
• Modeling courage, accountability, and sound judgment while navigating complex business, organizational, and client challenges.
• Driving transformational change by challenging teams to optimize both short-term execution and long-term business outcomes for clients and Guidehouse.
• Leading strategic initiatives that span business transformation, operations, customer experience, technology modernization, and organizational effectiveness.
• Engaging, mentoring, coaching, and inspiring consulting teams to achieve continuous improvement and deliver exceptional client service.
• Reviewing and analyzing contractual revenue, engagement profitability, forecasting, and budgeting while partnering with practice leadership on account planning activities.
• Guiding and mentoring team members and supporting performance management, career development, and talent growth.
• Providing input on staffing plans, resource deployment, talent acquisition, and employee retention strategies.
• Facilitating executive steering committees, strategic workshops, business reviews, and cross‑functional stakeholder meetings.
• Driving execution of complex programs by coordinating cross‑functional workstreams, managing risks and dependencies, and ensuring timely delivery of high‑quality outcomes.
• Developing executive-level presentations, business cases, transformation roadmaps, operating model recommendations, and strategic assessments for senior client leadership.
• Providing onsite leadership presence in corporate and client offices.

What You Will Need:

• Bachelor's Degree.
• Seven (7) to Ten (10) years of professional experience in insurance, financial services, management consulting, corporate strategy, business transformation, or a related field, including experience leading client‑facing engagements.
• Deep knowledge of the life insurance, annuity, wealth management, or broader financial services industry.
• Demonstrated ability to build, expand, and manage complex client relationships while growing consulting engagements and business opportunities.
• Experience leading large‑scale strategic, customer experience, operating model, digital, or technology‑enabled transformation initiatives.
• Expertise in technology and operations optimization.
• Business process improvement, automation, organizational transformation, and change management experience.
• Business architecture and operating model design experience.
• Strong executive communication, presentation, facilitation, and stakeholder management skills.
• Experience developing executive‑level presentations, business cases, strategic recommendations, implementation roadmaps, and board‑ready materials.
• Proficiency in project and program management practices, including management of complex cross‑functional initiatives.
• Experience supporting long‑term client engagements, including capture management, pricing, contract compliance, delivery oversight, and financial management.
• Solid understanding of engagement economics, forecasting, budgeting, and revenue management.
• Advanced proficiency in PowerPoint, Excel, and Word.
• Excellent communication and presentation skills.
• Ability to work onsite with clients and Guidehouse teams, including a minimum of three days per week in a Manhattan‑based client office.
• Candidates not local to the New York City metro area will be required to relocate themselves to the NYC/NJ area as they will need to be on client site and Guidehouse office.

What Would Be Nice To Have:

• Master's Degree in a related field.
• PMP, Agile, Prosci, or other relevant professional certification.
• Experience supporting growth strategy, customer experience (CX), distribution transformation, or enterprise transformation initiatives within insurance or financial services organizations.
• Experience leading large‑scale technology, digital, operational, or business transformation implementations.
• Established professional network within the life insurance or broader financial services industry.
• Experience leading multi‑disciplinary consulting teams and managing large strategic client accounts.

The annual salary range for this position is $162,000.00-$270,000.00.

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.

• 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

Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities 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 View phone number on click.appcast.io or via email at View email address on click.appcast.io. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or View email address on click.appcast.io. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse.

Guidehouse is a global AI‑led professional services firm delivering advisory, technology, and managed services to the commercial and government sectors. With an integrated business technology approach, Guidehouse drives efficiency and resilience in the healthcare, financial services, energy, infrastructure, and national security markets. Built to help clients across industries outwit complexity, the firm brings together approximately 18,000 professionals to achieve lasting impact and shape a meaningful future.

guidehouse.com