Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Digital Customer Experience Strategy Leader

Capgemini Insurance

Financial Services Digital Customer Experience Strategy Leader

Join Capgemini as a Financial Services Digital Customer Experience Strategy Leader, where you will spearhead the transformation of the customer experience for leading financial institutions. You will be responsible for devising and executing innovative digital strategies that enhance customer engagement and satisfaction across multiple channels. Collaborating with cross-functional teams, you will leverage cutting-edge technologies and industry insights to deliver seamless, personalized customer journeys that drive business growth and loyalty.

This role leads North America Financial Services' Digital Customer Experience (DCX) technology strategy and major transformation deals. The leader owns large pursuit strategy end-to-end—shaping solutions, developing value narratives, estimating, differentiating competitively, and guiding cross-functional teams—while engaging C-suite stakeholders to deliver outcomes in growth, experience, and efficiency. Responsibilities include defining CX vision and maturity, designing journey transformations and operating models, and translating pain points into multi-year roadmaps. The role also sets enterprise CX technology strategy across CRM, marketing automation, case management, personalization, journey orchestration, and intelligent operations, ensuring scalable architectures and ROI. Finally, it drives thought leadership and partner ecosystem initiatives with key platforms and fintech/AI partners.

Key Responsibilities:

1. Lead All Large Digital Customer Experience Deals

  • Serve as the executive deal lead for all large and strategic CX transformation pursuits across North America.
  • Own deal strategy, encompassing shaping, solutioning, storytelling, value articulation, estimation, and competitive differentiation.
  • Lead cross-functional pursuit teams (strategy, architecture, delivery, pricing, industry, partner ecosystem) to craft compelling proposals.
  • Engage directly with C-suite stakeholders to define outcomes tied to revenue growth, customer experience improvement, and operational efficiency.
  • Act as the primary executive representative and brand ambassador for all major DCX transformations.

2. Customer Experience Strategy and Consulting

  • Lead CX visioning, maturity assessments, journey transformation strategies, and future state operating model design.
  • Advise financial services leaders on unifying sales, service, marketing, and operations with modern digital, cloud, data, and AI platforms.
  • Translate customer pain points into multi-year, multi-platform transformation roadmaps.

3. Enterprise CX Technology Strategy

  • Define and articulate the overarching technology strategy for digital CX initiatives within the financial services industry, aligning with business objectives and customer-centric goals.
  • Develop enterprise technology solution strategies for CRM, marketing automation, case management, personalization, journey orchestration, and intelligent operations.
  • Work closely with solution architects to ensure that technology solutions across various stacks are cohesive, scalable, and effectively address customer needs and business requirements.
  • Guide clients on platform selection, modernization, integration, and maximizing ROI.

4. Customer-centric Program Planning

  • Focus intensely on customer goals, developing comprehensive program plans that drive measurable outcomes and enhance the overall customer experience.
  • Build program plans, value frameworks, governance structures, and executive reporting models for large-scale CX transformations.

5. Market and Thought Leadership

  • Create compelling thought leadership on the future of CX, AI-driven servicing, personalized banking, and connected customer journeys.
  • Present at industry forums and executive briefings, shaping brand perception in the market.
  • Develop frameworks, accelerators, and methodologies that differentiate our CX practice.

6. Partner Ecosystem Leadership

  • Leverage strategic relationships with Salesforce, Microsoft, Adobe, Pega, and key fintech/AI partners.
  • Shape co-innovation initiatives and joint go-to-market (GTM) strategies.
  • Stay ahead of platform roadmaps, competitive dynamics, and new capabilities.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Services Digital Customer Experience Strategy Leader in Charlotte, NC vacancy
  •  ...Description Job Description J oin Capgemini as a Financial Services Digital Customer Experience Strategy Leade r, where you will spearhead the...  ...technology strategy and major transformation deals. The leader owns large pursuit strategy end-to-end—shaping solutions... 
    Digital
    Work at office
    Remote work
    Home office
    Flexible hours

    Capgemini

    Charlotte, NC
    8 days ago
  •  ...force for good in financial services. We're...  ...human centered experiences. We deliver cutting...  ...next generation of digital banking and payments...  ...and operational strategies, planning and...  ...process optimization, customer/client...  ...education to senior leaders and board members... 
    Digital
    Work at office
    Local area
    Remote work

    Jack Henry & Associates

    Charlotte, NC
    3 days ago
  • $143.32k - $273.93k

     ...members to achieve financial security through...  ..., exceptional service and trusted advice...  ...investments and strategies effectively support...  ...solutions that enhance customer engagement and...  ...leverages Digital or Technology research...  ...product and experience opportunities (customer... 
    Digital
    Full time
    H1b
    Work at office
    Remote work
    Relocation package

    USAA

    Charlotte, NC
    12 hours ago
  • $119k - $206k

     ..., we're more than a financial services leader – we’re a global trailblazer...  ..., and helping our customers succeed. We believe...  ...Manager Customer Experience (CX) Journey...  ...Product, Operations, Digital, Analytics, Technology...  ...aligned to enterprise strategy and customer needs... 
    Digital
    Work experience placement

    Wells Fargo

    Charlotte, NC
    2 days ago
  •  ...metrics across AP activities. The role has experience in asset protection, safety, hazmat,...  ...liability. Key Responsibilities: 30% Strategy and Planning: Organizes, plans and performs...  ...certified Experience with CCTV and digital recording devices Logistics and/or field... 
    Digital
    Work experience placement
    Immediate start
    Night shift

    The Home Depot

    Charlotte, NC
    4 days ago
  • $135k - $230k

     ...The VP, Collections Digital and Letter Contact Strategy role will lead...  ...Validation), this leader will deliver top-tier...  ...(e.g., customers who have requested...  ...improve customer experience. Partner with...  ...results in a regulated financial services environment. ~... 
    Digital
    Work experience placement
    Work at office
    Work from home
    Visa sponsorship
    Work visa
    Monday to Friday

    Synchrony

    Charlotte, NC
    5 days ago
  • $135k - $230k

     ...Purpose The VP, Collections Digital and Letter Contact Strategy will lead the...  ...and analyze the current customer journey for written communications...  ...and improve customer experience. Collaborate with Compliance...  ...results in a regulated financial services environment. Strong... 
    Digital
    Work experience placement
    Work at office
    Visa sponsorship

    Synchrony

    Charlotte, NC
    4 days ago
  • $160k - $224k

    A leading financial services organization in Charlotte, NC is seeking a Senior Director for Derivatives Strategies & Trading. This role involves structuring and executing strategies for hedging and yield enhancement, supporting operational processes, and collaborating... 

    Teachers Insurance and Annuity Association of America

    Charlotte, NC
    19 hours ago
  • A leading financial services organization is seeking an experienced content leader to develop private markets educational content strategies for financial advisors and investors. This role...  ...formats while driving innovative digital experiences. Ideal candidates will have... 
    Digital

    Teachers Insurance and Annuity Association of America

    Charlotte, NC
    19 hours ago
  • A global financial services firm in Charlotte seeks a Head of Artificial Intelligence to drive AI strategy and operational efficiency. This role requires 10+ years in AI/ML, including 5+ years in leadership, with expertise in machine learning and data architecture. Candidates... 

    SMBC

    Charlotte, NC
    2 days ago
  •  ...for technology clients. You will help redefine digital experiences and enhance client engagements through innovative strategies. The ideal candidate has over 7 years of...  ...technologies. Join us to shape the future of customer interactions in a rapidly evolving digital landscape... 
    Digital

    Accenture

    Charlotte, NC
    4 days ago
  •  ...橡扯 in Charlotte, NC is seeking a Portfolio Strategy Lead to bring clarity and coherence to the Financial Advisor Services Digital & Analytics portfolio. The ideal candidate...  ...processes. This role requires a minimum of eight years of relevant experience. #J-18808-Ljbffr 慨正橡扯
    Digital

    慨正橡扯

    Charlotte, NC
    4 days ago
  •  ...and scaling of Generative AI solutions within digital commerce ecosystems. The role requires a blend...  ...transformation efforts. Candidates should have strong experience in AI frameworks, Python, SQL, and digital commerce strategies. This position involves engaging C-level... 
    Digital

    Accenture

    Charlotte, NC
    4 days ago
  •  ...athletics, community service, and leadership, Country...  ...with divisional leaders and DEIB coordinators...  ...implementing inclusive teaching strategies. Assist in creating...  ...and learning experiences that strengthen community...  ...communications, including digital and community outreach... 
    Digital
    Summer work
    Work at office
    Local area

    Direct Jobs

    Charlotte, NC
    20 hours ago
  •  ...collaborating with cross-functional teams to develop customer-centric strategies. The ideal candidate will have a strong background in digital marketing, strategic analysis, and project management, with 6-10 years of experience in relevant fields. The position offers a... 
    Digital

    Citi

    Charlotte, NC
    2 days ago
  • Ingersoll Rand in Davidson, NC, is looking for a Sr. Marketing Specialist for AI Content Strategy to enhance digital marketing through search-led customer engagement. This role will develop a robust content strategy and partner with SEO/Web teams to optimize visibility... 
    Digital

    Ingersoll Rand

    Charlotte, NC
    4 days ago
  • $77k - $154k

     ...Technology Innovation Strategy and Insights Lead...  ...partner to technology leaders, the role strengthens...  ...related field * 4+ years' experience in strategy...  ...Experience working in financial services or other highly regulated...  ...technology, innovation, digital, or transformation... 
    Digital
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bancshares Inc

    Charlotte, NC
    3 days ago
  •  ...function. Communicates non‑financial insights in a timely...  ...years of related work experience. Desired...  ...of utility operations, customer data domains, and regulated...  ...Experience translating strategy into executable operational...  ...data, analytics, or digital product environments,... 
    Digital
    Work experience placement

    Duke Energy

    Charlotte, NC
    20 hours ago
  •  ...Analyst, Credit Card Strategy and Analytics...  ...schedule) OneMain Financial is looking for a...  ...analyses including customer segmentation, competitive...  ...years of related experience required. ~ SQL...  ...NYSE: OMF) is the leader in offering...  ...on transformative digital thinking, customer... 
    Digital
    Local area
    Flexible hours

    Foursight Capital LLC

    Charlotte, NC
    5 days ago
  •  ...opportunity! A well-known Financial Services Company is...  ...in today's digital age. If you want...  ...about satisfying customers' financial needs...  ...Required Skills & Experience 7+ years of Project...  .... Consult on the strategy and resolution of...  ...with business unit leaders and contact center... 
    Digital
    Long term contract
    Contract work
    Shift work

    Motion Recruitment Partners LLC

    Charlotte, NC
    20 hours ago
  •  ...never imagined. As a leader in management...  ...technology and outsourcing services, our teams work...  ...Accenture execute its strategy. You’ll work with a...  ...; corporate and financial communications; internet...  ..., and reimagine customer experiences amid ongoing digital disruption and... 
    Digital
    Live in
    Local area
    Flexible hours

    Accenture

    Charlotte, NC
    4 days ago
  • $150k - $210k

     ...leading technology services and consulting...  ...' most complex digital transformation needs...  ...of helping our customers, colleagues, and...  ...Sales Leader - Banking & Financial Services Location...  ...risk, customer experience) and shape differentiated...  ...inform account strategy. ͏ What You... 
    Digital
    Minimum wage
    Local area

    Wipro

    Charlotte, NC
    5 days ago
  •  ...a Director of Media Strategy & Activation to lead...  ...serve as the internal leader for media strategy,...  ...Social & Community Digital Experience (Website) Analytics...  ..., creative, and customer experience Audience...  ...a leading regional financial services company, dedicated to... 
    Digital

    Financialnarrative

    Charlotte, NC
    3 days ago
  • $172.5k - $233k

     ...operational excellence, digital-first experiences, and measurable enterprise...  ...global footprint. This leader will be responsible for...  ...shaping end-to-end process strategy and enterprise service delivery. The outcomes...  ...Strong understanding of financial controls, compliance,... 
    Digital

    Intuit Careers

    Charlotte, NC
    4 days ago
  •  ...Manager, Omni-Channel & AI Strategy Location: NYC,...  ...major player in the financial services space. Their...  ...revolutionizing how customers interact with their brand...  ...intuitive and automated experience for their global user...  ...conversations across all digital touchpoints. You will... 
    Digital
    Long term contract
    Permanent employment
    Full time
    Contract work
    Temporary work
    Flexible hours

    Motion Recruitment

    Charlotte, NC
    2 days ago
  • $180k - $225k

     ...Sales & Alliances Executive (Financial Services) Location: New York /...  ...shaping joint go-to-market strategy, influencing pipeline growth...  ...re Looking For Proven experience in strategic alliances,...  ...team shaping the future of digital financial services Help... 
    Digital
    Flexible hours

    Capco

    Charlotte, NC
    5 days ago
  • $159k - $305k

     ...About this role: Digital, Data, and AI (...  ...Lead Digital Strategy Consultant to join...  ...bringing together data, customer insights, and...  ...for C‑level leaders Serve as an expert...  ...product management experience, or equivalent...  ...~ Experience in financial services, banking, or highly... 
    Digital
    Work experience placement

    Wells Fargo

    Charlotte, NC
    2 days ago
  •  ...Commercial Banking Strategy Location: On...  ...CRE (≤$20MM). This leader drives deposit-led...  ...differentiated client experience by translating...  ...Administration, and Digital & AI Enablement as...  ..., onboarding, service, pricing, and portfolio...  ...analytical and financial modeling skills; fluency... 
    Digital

    First Horizon

    Charlotte, NC
    1 day ago
  • $87.4k - $253k

     ...career. With Accenture Strategy, you can put your...  ...vision into action. Our services range from strategy to...  ...have relevant experience including, conducting...  ...works and lives. The Financial Services Strategy Manager...  ...delivering business and digital transformation, including... 
    Digital
    Live in
    Work at office
    Local area

    Accenture

    Charlotte, NC
    4 days ago
  • $150k

    A growing technology company in financial services seeks a Senior Manager, FP&A in Charlotte, NC. This role involves leading financial planning and analysis, including budgeting and forecasting, while partnering with senior leadership to drive performance insights. Ideal... 

    HRB

    Charlotte, NC
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Digital Customer Experience Strategy Leader. Be the first to apply!