Consultant - Financial Services
$80.6k - $98.9kSIA
Company Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia's Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia's Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description We are seeking a highly motivated Consultant to join our Financial Services Consulting practice as a Forward Deployed Business Analyst (FDBA). Whether your expertise lies in wealth and asset management, capital markets, corporate banking, risk and compliance or other areas in financial services, we want to hear from you.
This is not a traditional Business Analyst role. As a FDBA, you will be embedded with client teams to own business outcomes, not just document requirements. You will leverage data, analytics and AI as a core part of your workflow to move faster, think deeper , and deliver smarter solutions and meaningful transformation across financial services organizations.
You will act as a strategic advisor, AI operator , and execution partner, using AI to eliminate administrative work and focus your time on enhanced decision making, problem-solving, stakeholder alignment, operational efficiency and solution design.
Responsibilities:
Compensation
Benefits are subject to applicable plan terms and eligibility requirements.
Workplace
Sia values in-person collaboration. When serving clients, consultants may be required to work onsite at a client location based on engagement needs. Between client engagements, consultants are expected to work from a Sia office or approved coworking location at least three days per week. Candidates should reside within a reasonable commuting distance of a Sia office or approved coworking location. Sia maintains offices and coworking arrangements across multiple U.S. markets, including New York City, Charlotte, Greater Seattle, San Francisco Greater Bay Area, Los Angeles, Houston, Atlanta, Baltimore, Chicago, Washington D.C.
Work Authorization Applicants must be legally authorized to work in the United States at the time of application and throughout their employment. This position is not eligible for employment visa sponsorship now or in the future.
Our Commitment
At Sia, we believe in fostering a diverse, equitable, and inclusive culture where our employees and partners are valued and thrive in a sense of belonging.
Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.
This is not a traditional Business Analyst role. As a FDBA, you will be embedded with client teams to own business outcomes, not just document requirements. You will leverage data, analytics and AI as a core part of your workflow to move faster, think deeper , and deliver smarter solutions and meaningful transformation across financial services organizations.
You will act as a strategic advisor, AI operator , and execution partner, using AI to eliminate administrative work and focus your time on enhanced decision making, problem-solving, stakeholder alignment, operational efficiency and solution design.
Responsibilities:
- AI-Enabled Consulting Delivery: Apply traditional consulting tools and emerging AI-enabled, no-code, low-code, automation, and analytics platforms to accelerate research, analysis, documentation, prototyping, process mapping, stakeholder alignment, and delivery execution while including defining agent responsibilities, decision boundaries, escalation paths, and human-in-the-loop controls to ensure safe, reliable, and compliant operation within financial services environments.
- Client Engagement & Delivery: Work directly with client business, operations, product, data, and technology teams to understand strategic objectives, operational challenges, technical constraints, stakeholder priorities, and desired business outcomes.
- Strategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization)
- Technical Business Analysis: Translate business needs into clear functional requirements, user stories, process flows, data requirements, business rules, acceptance criteria, and solution documentation that bridge business stakeholders and technical delivery teams with the support of internal and client-approved AI solutions.
- Solution Design & Implementation Support: Partner with product owners, engineers, architects, data teams, and client stakeholders to support solution design system implementation, workflow optimization, integration planning, UAT, validation, and implementation readiness across front, middle, and back-office platforms including .targeted use cases of AI- or agent-enabled solutions.
- Workstream Ownership & Execution: Own assigned tasks and deliverables by managing timelines, tracking risks, issues, decisions, and dependencies, proactively communicating progress, and helping drive initiatives from analysis through execution.
- Client-Ready Communication & Deliverables: Prepare structured, accurate, and polished materials, including presentations, executive summaries, business cases, impact assessments, process documentation, status reports, meeting outputs, and stakeholder communications for internal teams, client stakeholders, and senior leaders.
- Internal Firm Support: Support proposals and business development initiatives, including client presentations and thought leadership, contributing perspectives on digital, data, and AI trends within financial services.
- Education: Bachelor's degree in Engineering, AI Engineering & Computing, Computer Science, Data Science, Financial Engineering, or a related field. Master's degree preferred.
- Relevant Experience: Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred.
- AI-Enabled Technical Proficiency: Foundational ability to leverage AI/GenAI tools, prompt engineering, and modern productivity platforms to accelerate business analysis, requirements gathering, process documentation, research, testing support, and stakeholder-ready deliverables, while applying sound judgment to validate and improve AI-generated outputs through responsible AI governance concepts.
- Traditional Technical Proficiency: Ability to use Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, JIRA / Confluence, Microsoft PowerBI /, Tableau, SQL and other related tools to support advanced data analysis, develop insights and analytics, and create clear, effective presentations and communications.
- Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.
- Financial Services Interest and Knowledge: Foundational understanding of, or demonstrated interest in, the financial services industry, including areas such as products, operations, regulatory requirements, technology, and business processes.
Compensation
- Base Salary: $80,600-$98,900. Actual compensation within this range will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by applicable law.
- Annual Performance Bonus
- Medical, dental, and vision; company-paid life and AD&D; voluntary supplemental insurance and EAP
- 401(k) with company match and immediate vesting; HSA and FSA options
- College savings and student loan repayment programs
- Paid parental leave; generous PTO, nine company holidays, and one floating holiday
- Cell phone stipend; well-being and professional development programs
Benefits are subject to applicable plan terms and eligibility requirements.
Workplace
Sia values in-person collaboration. When serving clients, consultants may be required to work onsite at a client location based on engagement needs. Between client engagements, consultants are expected to work from a Sia office or approved coworking location at least three days per week. Candidates should reside within a reasonable commuting distance of a Sia office or approved coworking location. Sia maintains offices and coworking arrangements across multiple U.S. markets, including New York City, Charlotte, Greater Seattle, San Francisco Greater Bay Area, Los Angeles, Houston, Atlanta, Baltimore, Chicago, Washington D.C.
Work Authorization Applicants must be legally authorized to work in the United States at the time of application and throughout their employment. This position is not eligible for employment visa sponsorship now or in the future.
Our Commitment
At Sia, we believe in fostering a diverse, equitable, and inclusive culture where our employees and partners are valued and thrive in a sense of belonging.
Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Consultant - Financial Services in Charlotte, NC vacancy
- Motion Recruitment Partners LLC in Charlotte, NC is seeking an Analytics Consultant for a 12-month contract. This hybrid role offers exposure to a leading financial services institution and the opportunity to influence analytics across risk and data governance. You will...SuggestedContract work
$110k
...is a next-generation, global management consulting group. Founded in 1999, we were born digital... ...across a broad range of sectors and services, our 3,000 consultants serve clients worldwide... ...AML and sanctions compliance within the financial services industry or consulting firm...SuggestedH1bWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week- Tata Consultancy Services Limited is seeking a high-impact GenAI Consultant - Banking & Financial Services in Charlotte, NC. This role focuses on shaping technology POVs and translating GenAI trends into banking applications. The ideal candidate will have 10-15 years of...Suggested
- ...experience to FNBWM clients through a consultative manner, as well as work closely with the... ...Institutional Wealth Management Retirement Plan Services - to include 401k and Pension plans.... ...customers to positively impact financial results of the corporation. Meets with...SuggestedWork at officeLocal area
- ...and management of blood disorders. Job Description Job Title: Financial Counselor Department: Revenue Cycle Management Location: Carolina... ...limitations, and estimated out-of-pocket costs for oncology services. Verify insurance eligibility and benefits, including Medicare...SuggestedWork at office
- ...Overview A law firm seeks a highly motivated associate to join its Finance, Bankruptcy & Restructuring Practice Group on the Financial Services Team in Charlotte, NC. Duties Document, negotiate, and close secured and unsecured credit facilities and loan transactions. Conduct...Immediate start
$96.8k - $159.6k
...build a better working world. EY-Parthenon – Deals – Financial Diligence – Financial Services – Senior Associate The opportunity EY-Parthenon’s unique... ...full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity. With deep...Work experience placementSummer holidayWork at officeLocal areaFlexible hours$170k - $190k
...solution stack — from infrastructure and platforms to consulting, advisory, and managed services. The team will serve as the primary bridge between WWT... ...Centers, Employee Assistance Program, Wellness program Financial Benefits: Competitive pay, Profit Sharing, 401k Plan...Full timeShift work- ...looking for talented individuals with an entrepreneurial spirit, a commitment to delivering excellent customer service, and a sincere passion for the financial services industry. You should enjoy being part of a results oriented, energetic team that is dedicated to...
- ...Senior Sourcer at Thrivent**Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven... ...advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing...
- ...Jersey Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company Description 1847Financial,... ...to set job alerts for “Financial Advisor” roles. Financial Consultant - Financial Focus & Flexible Business Model Charlotte, NC $1...Full timeRemote workWork from homeFlexible hours
- ...Responsibilities To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of...Local area
$75k
...and we are currently looking for a new financial advisor to join our entry‑level ranks. The... ...will be eager to learn the financial services ropes needed for effective wealth management... ...of a financial advisor or financial consultant, and interest in the financial industry...Work at office- ...advisors and contribute to the development of next-generation client service talent. Qualifications 10+ years of experience advising HNW &... ...function Sales, Business Development, and Finance Industries Financial Services Investment Advice Investment Management Benefits...Full timeWork at office
- ...independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you’ll be part of a... ...looking for a partner who: Is actively working within the financial services industry or eager to take your practice to the next level...Contract workFor contractorsWork at office
$45k - $100k
...anticipated to remain open for 30 days, from 11-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join... ...deliver effective solutions. Personalized Consultations: Conduct consultations to assess... ...understanding of Vanguard funds, products, and services to educate clients effectively. Stay...
- ...Financial Solutions Advisor - Charlotte, NC Salisbury, North Carolina;Concord, North Carolina; Charlotte, North Carolina; Cornelius,... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Entry Level – Financial Advisor - NC, Charlotte (3623) ( PIN_42276 ) Primary Location : UNITED STATES-NC-Charlotte Organization... ...offering clear recommendations and guidance Product and Service Consultation : Discuss financial products and services tailored to...Work experience placementWork at officeLocal areaFlexible hours
$75k
...and we are currently looking for a new financial advisor to join our entry-level ranks. The... ...will be eager to learn the financial services ropes needed for effective wealth management... ...of a financial advisor or financial consultant, as well interest in the financial industry...Work at office- ...Financial Consultant Opportunity We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients... ...situational guidance or position our managed advice services when appropriate, ensuring clients know exactly what to expect...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$97k - $192k
...insurance The Mays Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the... ...we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching...Work at officeLocal areaWork from homeFlexible hours- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
$150k - $180k
...Planning Team is a centralized group of financial planners. As a Senior Financial Planner,... ...will provide expert financial planning services and advice to advisors & clients, helping... ...technology, holistic support, and expert consulting to help advisors run stronger, more...Full timeWork at officeFlexible hours- ...We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than... ...a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service...Work at office
- ...biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a... ...9 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Position...Full timeWork at office
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they... .... We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling...Work at office
- A major financial services firm is seeking a Financial Analyst to provide financial analysis for healthcare facilities in Charlotte, NC. The role involves month-end close, budgeting, and pro forma analysis to support operational decisions. Candidates should possess strong...Work at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Consultant - Financial Services. Be the first to apply!
Related searches
- associate financial representative Charlotte, NC
- financial planning administrator Charlotte, NC
- financial advisor development program Charlotte, NC
- international financial advisor Charlotte, NC
- wealth advisor Charlotte, NC
- work from home financial advisor Charlotte, NC
- financial planner cfp Charlotte, NC
- financial advisor part time Charlotte, NC
- private wealth advisor Charlotte, NC
- financial advisor internship Charlotte, NC

