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

Consultant - Financial Services

$80.6k - $98.9k

Sia

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. Role Overview We areseekinga highly motivated Consultantto join our Financial Services Consulting practice as a Forward Deployed Business Analyst (FDBA) 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 willleverageAI as a core part of your workflow to move faster, think deeper, and deliver smarter solutions across financial services organizations. You will act as a strategic advisor, AI operator, and execution partner, using AI toeliminateadministrative work and focus your time on problem-solving, stakeholder alignment, 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. 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 (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. 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. 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. This job description is not intended to be all inclusive. Duties, responsibilities, and qualifications may be added, deleted, or modified at any time based on business needs. These qualifications are intended to reflect what may help someone succeed as a Consultant at Sia. We recognize that candidates may not meet every qualification listed, and we encourage you to apply if you are excited about the role, eager to learn, and believe you can contribute to our teams and clients. Qualifications Education: Master's degree in Engineering, AI Engineering, Computer Science, Data Science, Financial Engineering, Computing, or a related field. 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 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. Traditional Technical Proficiency: Ability to use Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Microsoft PowerBI, Tableau, 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 & Benefits 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 Benefits 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. 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. #J-18808-Ljbffr Sia

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Consultant - Financial Services in Raleigh, NC vacancy
  • Sia is seeking a Senior Consultant to join our Financial Services Consulting practice as a Forward Deployed Business Analyst. The role embeds with client teams to deliver AI-enabled business outcomes, translating needs into actionable requirements and driving transformation... 
    Suggested

    Sia

    Raleigh, NC
    4 days ago
  • $112k - $116.5k

     ...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...  ...transformation, IT & digital strategy. Financial Institutions have drastically changed... 
    Suggested
    Work experience placement
    Work at office
    Immediate start
    Worldwide
    3 days per week

    Sia

    Raleigh, NC
    4 days ago
  •  ...A growing financial services firm is seeking a Senior Financial Analyst in Raleigh, NC, to support business leaders through financial analysis and strategic modeling. The ideal candidate should have over 3 years of experience in financial analysis, possess strong financial... 
    Suggested

    Vaco

    Raleigh, NC
    3 days ago
  •  ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...  ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Raleigh, NC
    6 days ago
  • $83.3k - $111.3k

     ...At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every...  ...Requirements: Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer... 
    Suggested
    Full time

    Edelman Financial Engines, LLC

    Raleigh, NC
    3 days ago
  • OverviewThe Infosys Financial Services unit is a global leader in driving digital transformation for financial institutions. We specialize...  ...excel.Job DescriptionIn the assigned Job Role of Technology Consultant 2, your Area Of Responsibility will be as below: Contribute... 
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Raleigh, NC
    2 days ago
  • $36k

     ...Bank Financial Adviser – Base + Commission – Raleigh, NC – 975 Who We Are Bankers Recruiting Bankers – The Symicor Group is a boutique...  ...a team of seasoned investment professionals managing advisory services, utilizing sophisticated market strategies and research. You will... 
    Work at office

    The Symicor Group

    Raleigh, NC
    5 days ago
  •  ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... 
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Raleigh, NC
    4 days ago
  •  ...Future. At SmartBank, we believe that financial success starts with trusted relationships...  ...with Raymond James Financial Services, our Financial Advisors have access to...  ...relationships and growing business through consultative sales and referrals. Licensing Requirements... 
    Temporary work
    Work at office

    SmartBank

    Raleigh, NC
    5 days ago
  •  ...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

    Pinnacle Bank

    Raleigh, NC
    1 day ago
  • $97k - $192k

     ...insurance The Polk 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 office
    Local area
    Work from home
    Flexible hours

    Polk Region - Modern Woodmen of America

    Raleigh, NC
    1 day ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Raleigh, NC
    5 days ago
  •  ...We are seeking a dedicated and detail-oriented Financial Planner to support advisors and clients by ensuring smooth operations, assisting...  ..., or a related field. 3-7 years of experience in financial services, preferably within wealth management or custodial roles. CFP or... 
    Work experience placement
    Work at office

    Windward Recruiting

    Raleigh, NC
    2 days ago
  •  ...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 pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Raleigh, NC
    1 day ago
  •  ...Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an... 

    Thrivent

    Raleigh, NC
    more than 2 months ago
  •  ...management and investment products and services for individuals, companies, and institutions...  ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...  ...business knowledge by using a defined consultative approach to systematically identify... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Raleigh, NC
    4 days ago
  • $110.7k - $218.3k

    Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform... 
    Work at office
    Visa sponsorship

    Deloitte

    Raleigh, NC
    3 days ago
  •  ...Financial Advisor OpportunityDo you have great listening skills and a knack for developing effective, analytics-based strategies? We...  ...who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate... 

    Cornerstone Advisor Group

    Raleigh, NC
    5 days ago
  • $83.3k - $111.3k

     ...Associate Financial PlannerAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to...  ...products, and trendsRequirements:Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer... 

    Edelman Financial Engines

    Raleigh, NC
    1 day ago
  • $90k - $140k

     ...individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor...  ...understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products... 
    Work at office

    Cornerstone Advisor Group

    Raleigh, NC
    3 days ago
  • $83.3k - $111.3k

     ...At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every...  ..., and trends Requirements: Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer... 
    For contractors
    For subcontractor

    Edelman Financial Engines

    Raleigh, NC
    2 days ago
  •  ...Financial Advisor - Build Your Practice. Lead Your Market. Location: Raleigh, NC (Hybrid) Firm: The Pelora Group Ready...  ...independence What Makes Us Different True Entrepreneurship (Not Lip Service) You own your outcomes. We give you the platform, but you... 
    Full time
    Contract work
    For contractors
    Work at office

    The Pelora Group

    Raleigh, NC
    4 days ago
  • $36k

    Bank Financial Adviser – Base + Commission – Raleigh, NC – 975 Who We Are Bankers Recruiting Bankers – The Symicor Group is a boutique...  ...investment professionals managing investment advisory services, utilizing sophisticated market strategies and top quality research... 
    Base plus commission
    Work at office

    Symicor Group

    Raleigh, NC
    more than 2 months ago
  •  ...Financial Education Representative Help people gain confidence with their finances. Our representatives educate consumers on financial products and services designed to help them save, manage, and grow their money. Responsibilities Include Customer education... 
    Full time

    Nexera

    Raleigh, NC
    a month ago
  • $115.92k

     ...every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer... 
    Contract work

    New York Life

    Raleigh, NC
    2 days ago
  • $115.92k

     ...every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer... 
    Contract work

    New York Life

    Raleigh, NC
    2 days ago
  • ## Financial AdvisorApplylocations: Kenansville: Burgawtime type: Full timeposted on: Posted Todayjob requisition id: JR-15766**If you are...  ...planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in delivering solutions... 
    Work at office
    Immediate start

    State Employees' Credit Union

    Raleigh, NC
    4 days ago
  •  ...Solutions | Proven Track Record of Identifying Top Talent Our financial representatives are dedicated to helping individuals from all...  ...career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need... 
    Full time

    rekroot

    Raleigh, NC
    4 days ago
  • $85k - $145k

     ...region-wide business development and client service efforts. Essential Job Functions...  ...pension, estate, insurance, and general financial planning Analyze, draft, edit, deliver,...  ...additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Merceradvisors

    Raleigh, NC
    1 day ago
  • A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications. The... 

    Cetera Financial Group

    Raleigh, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Consultant - Financial Services. Be the first to apply!