Financial Services Digital Customer Experience Strategy Leader
Capgemini
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. Required Qualifications Education Bachelor’s degree (required): Computer Science, Information Systems, Engineering, Business, Finance, Marketing, or a related field. Master’s degree (strongly preferred): MBA (strategy/finance/marketing), MS in Information Systems / Computer Science / Data & Analytics , or similar. Executive education (nice to have): Customer Experience leadership, digital transformation, or financial services leadership programs. Strong plus though not required: platform certifications aligned to the ecosystems referenced in the role, e.g., Salesforce, Microsoft Dynamics 365, Adobe Experience Cloud, and Pega (architecture/solution consultant tracks). Experience 20+ years leading digital transformation programs in CX, CRM, customer service, marketing, or customer operations. Proven track record leading large, multi-million‑dollar technology‑enabled CX deals from qualification through close. Deep familiarity with enterprise CX stacks including Salesforce, Microsoft Dynamics 365, Adobe Experience Cloud, and Pega. Extensive financial services industry expertise (banking, wealth management, insurance, payments, cards, capital markets). Strategic Leadership Skills Executive‑level presence and consultative influence. Ability to build and defend multi‑year CX transformation strategies and business cases. Skill in leading cross‑functional teams across strategy, technology, delivery, and partner organizations. Technical and Domain Skills Strong understanding of: CRM and sales transformation Contact center modernization Marketing automation Customer data platforms (CDPs), analytics, and AI Workflow automation and customer operations Knowledge of regulatory and customer lifecycle complexities specific to financial services. Preferred Qualifications Experience in top‑tier consulting or system integration firms. Strong understanding of AI/ML, Generative AI (GenAI), and automation applied to customer experience. This position comes with competitive compensation and benefits package: Competitive salary and performance‑based bonuses Comprehensive benefits package Home Office model Career development and training opportunities Flexible work arrangements (remote and/or office‑based) Dynamic and inclusive work culture within a globally known group Private Health Insurance Retirement Benefits Paid Time Off Training & Development *Note: Benefits differ based on employee level About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55‑year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group €22.5 billion in revenues in 2024. #J-18808-Ljbffr Capgemini
- A global consulting firm in New York seeks a Financial Services Digital Customer Experience Strategy Leader to transform customer experiences for financial institutions. This role requires strong leadership in digital transformation and CX technology deals, coupled with...DigitalRemote jobFlexible hours
- Gilder Search Group is seeking a Sr. Manager, Digital Insights to lead digital analytics strategy within a global eCommerce environment. This role focuses... ...drive decisions impacting site performance and customer experience. The ideal candidate will have over 8 years in...Digital
- A global consulting firm is seeking a Financial Services Digital Customer Experience Strategy Leader in New York. This role focuses on leading digital transformation initiatives across major financial institutions, enhancing customer engagement through innovative strategies...DigitalFlexible hours
- A leading retail company is seeking a Senior Manager for Customer Strategy across Stores and Digital in Long Island City, NY. This role involves leading insights and strategies to improve customer experience based on feedback and behavioral data. Ideal candidates should...Digital
- ...responsible for developing customer engagement strategies throughout the customer... ...to increase retention, financial health, and digital adoption while... ...to improve the customer experience, drive innovation and deliver... ...media Financial services industry experience Develops...Digital
- ...President Marketing Strategy Offers Shopping... ...Shopping Help customers uncover... ...offers and shopping experiences. In this role, you... ...Partner with product leaders to translate customer... ...messaging across digital placements •... ...Chase is a leading financial services firm, helping...Digital
$100k
...A global telecommunications company is seeking a Senior Product Manager – eSIM to drive strategy and execution for their eSIM product portfolio across digital channels. The ideal candidate will have a blend of product leadership and technical understanding of eSIM technology...Digital- ...A mission-driven digital services company is looking for a Principal Product Manager to drive strategy for teams supporting CMS. The role involves modernizing healthcare reporting systems and requires extensive experience in product management, agile practices, and stakeholder...DigitalRemote work
$140k - $160k
...Product Marketing Leader Remote • Full-Time • Senior Leadership... ...build a real business. The strategy is set. The product is being... ...This is not a traditional digital marketing role. It is not mainly... ..., marketing, tech, and customer experience teams. There are no rigid reporting...DigitalFull timeRemote work$90k - $192.5k
...lifestyle brand in New York is seeking a Digital Strategy & Innovation Lead to define and execute... ...10 years in digital strategy, with experience in product management and innovation. Key... ...an exciting opportunity for experienced leaders in digital transformation. #J-18808-...Digital- Accenture is seeking a Senior Product Strategy Leader in New York. The role involves leading client engagements on digital product strategy, advising on product vision and... ...Candidates must have at least 10 years of experience in product management or digital strategy and...Digital
$250k
...outstanding, personalized service to our customers. Office Managers... ...and implement strategies to meet goals. Drive... ...and enhance customer experience. Professionalism - Maintain... ...and understand financial statements, providing... ...systems and possess good digital literacy including...DigitalWork at office$115k - $120k
...New York City. The role involves designing and deploying AI solutions for pharmaceutical brands, requiring 3-6 years of experience in digital strategy, AI solutions, or pharma marketing. Responsibilities include shaping AI use cases and overseeing implementations....Digital- A leading financial services firm in New York is seeking a Vice President, Product Manager for the Identity... ...identity solutions and driving product strategy. The ideal candidate has over 5 years of product management experience, strong analytical and communication...Digital
$200k - $250k
A leading financial services company is seeking a VP/MD, Head of Digital Multi-Product & Wellness, to lead the strategy and execution of their flagship digital experience. This role demands a seasoned leader with over 12 years in... ...focus on customer experience. Responsibilities...DigitalWork at office3 days per week$200k - $250k
...marketing agency in New York is seeking a VP, Digital & Social Account Lead to drive digital and social media strategy for high-profile clients. This role requires strong... ...Candidates should have a minimum of 12 years experience, managing high-value accounts and advising...Digital- ...marketing firm in New York is seeking a Senior Digital and Social Media Strategist to define... ...accounts. This role requires extensive experience in healthcare marketing, capable of... ...business objectives into effective digital strategies. Key responsibilities include leading...Digital
- ...role in ensuring national strategies are brought to life... ...trends, competitors, and customer feedback to inform... ...identify new opportunities. Digital Engagement: Collaborate... ...(8) years of marketing experience, preferably in B2B or professional services. Strong project...DigitalTemporary workFor contractorsFor subcontractorLocal areaRemote work
- ...Dollar Boy in New York is looking for a seasoned business leader to drive client marketing and growth strategies. With over 10 years of client-facing experience, the role demands expertise in social and digital marketing. Responsibilities include building strong client...Digital
- In New York, a leading digital agency seeks an SVP for Data & Analysis. This leader will drive data strategy, collaborate with teams, and develop innovative solutions to meet... ...client goals. The role requires extensive experience in strategy and operations, particularly...DigitalFlexible hours
$105k - $135k
...insights platform for the financial services industry. Our... ...exceptional service experience. We’re a rapidly growing... ...services enterprises as customers. We’re looking for a... ...and accelerate our digital marketing for the wealth... ...digital marketing strategy and share ideas for growth...DigitalFull timeWork at officeFlexible hours- Senior Strategy & Transformation Leader - Credit Cards Technology (Consulting Role... ...technologies , and experience leading distributed delivery... ...management within banking or financial services. Strong background in... ...connectivity, software, digital engineering and...DigitalWork at officeRemote workFlexible hours
- ...DTC business. This role involves leading ecommerce strategy, enhancing the online customer experience, and collaborating across teams to optimize site performance... ...in beauty or fashion, and a deep expertise in digital merchandising and SEO best practices. Join us in...Digital
$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. ~...DigitalPart timeWork experience placementWork at officeImmediate startWork from homeVisa sponsorshipWork visaMonday to Friday$245k - $300k
...& Wealth Technology Leader US - New York Senior... ...operational efficiency, digital transformation, and... ...For Strong consulting experience within Capital... ...leadership teams within financial services. Collaborative leadership... ...and outsourcing strategies. Experience contributing...DigitalPermanent employmentContract workFor contractorsFor subcontractorWork at officeFlexible hours- ...Team Leader, Visual We inspire purpose... ...passion for our customers and a spirit of fun... ...in 1962 to the digital innovations that... ...drives both customer experience and sales. A... ...selling, customer service, operations,... ...execution of plans/strategies, customer feedback...DigitalHourly payFull timeWork at officeLocal areaFlexible hoursNight shiftAfternoon shiftWeekday work
$125k - $148k
...every aspect of the customer experience. Doing this requires... ...product, marketing, sales, service, claims handling,... ...Openly’s claims product strategy, owning a critical... ...will also serve as a leader for Product & Strategy... ...the design of digital‑first capabilities, including...DigitalRemote workWork from home$179.7k - $205.1k
A leading financial services company is seeking a Manager, Product Manager for Case Servicing... ...enhancements across teams, ensuring innovative customer experiences. Candidates should have at least 3... ...management experience, preferably in digital products, and a Bachelor's or Master'...Digital- ...A digital financial services company is seeking a Director, Customer Experience Operations. This role involves designing and executing customer operations strategy focused on exceptional service delivery in a scalable manner. The Director will lead cross-functional teams...DigitalRemote work
$163.9k - $267.6k
...efficiency, and personalized customer experiences. We assist... ...Experience Orchestration service, supporting our... ...develop high-performing digital experiences that generate... .... We believe great leaders attract great talent... ...regulated industries such as Financial Services, Healthcare,...DigitalTemporary workLocal areaWorldwide
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!
- customer success coordinator New York, NY
- customer experience lead New York, NY
- customer success lead New York, NY
- customer experience team leader New York, NY
- customer service team lead New York, NY
- customer success team lead New York, NY
- customer service coordinator New York, NY
- customer service team manager New York, NY
- lpl financial New York, NY
- financial writer New York, NY


