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 1 day ago
Similar jobs that could be interesting for youBased on the Consultant - Financial Services in Raleigh, NC vacancy
  •  ...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... 
    Suggested
    Work at office

    Pinnacle Bank

    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... 
    Suggested
    Work at office

    Pinnacle Bank

    Raleigh, NC
    3 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... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Raleigh, NC
    3 days ago
  •  ...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... 
    Suggested
    Work at office
    Local area

    F.N.B. Corporation

    Raleigh, NC
    4 days ago
  • $65k - $70k

     ...Primerica - Financial Services Representative (Training Provided) Primerica is a leading financial services company in North America, with over 2,800 corporate employees supporting a network of more than 151,000 licensed independent representatives. Founded 48 years ago... 
    Suggested
    Full time

    Primerica

    Raleigh, NC
    2 days 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
    2 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 llc

    Raleigh, NC
    3 days ago
  •  ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve...  ...career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you... 
    Local area

    Modern Woodmen

    Raleigh, NC
    4 days 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
  • $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
    2 days ago
  •  ...anticipated to remain open for 30 days, from 20-Jul-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... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Raleigh, NC
    2 days ago
  •  ...we serve from when we were founded in 1883. Owning our own financial services brokerage firm, MWA Financial Service Inc., allows our advisors...  ...owners Professionals from sales, real estate, lending, consulting, coaching, or leadership backgrounds Individuals who enjoy building... 
    Local area

    Modern Woodmen

    Raleigh, NC
    3 days ago
  •  ...trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs....  ...actively promoting and selling the bank’s products and services. This role emphasizes deepening client... 
    Temporary work
    Work at office

    First Horizon

    Raleigh, NC
    2 days ago
  •  ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance... 
    Full time
    Local area

    PwC

    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... 
    Work experience placement
    Work at office

    Windward Recruiting

    Raleigh, NC
    1 day ago
  •  ...powered advice on this job and more exclusive features. 1847Financial, affiliated with Penn Mutual, is a national organization of financial services firms dedicated to delivering custom support to financial professionals and their clients. With a strong focus on mutuality,... 
    Full time
    Contract work
    Local area
    Remote work

    1847Financial - New Jersey

    Raleigh, NC
    1 day 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
    2 days ago
  •  ...Millbrook Rd., Raleigh, NC 27613 Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Raleigh, NC
    1 hour ago
  •  ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of... 

    PNC Financial Services Group

    Raleigh, NC
    4 days ago
  • $180k - $200k

     ...Job Description Job Description Finance, Bankruptcy & Restructuring Associate – Financial Services Location: Charlotte or Raleigh, NC Direct Counsel is representing an Am Law 100 firm. An Am Law 100 firm is seeking a mid-level Associate to join its Finance... 

    Direct Counsel

    Raleigh, NC
    29 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking or ATM.... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Raleigh, NC
    2 days ago
  •  ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...  ...plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Raleigh, NC
    3 days ago
  •  ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...  ...plus years of work experience in Private Banking or Financial Services. Bachelor's Degree required. Series 7, 66 and Insurance... 
    Temporary work
    Work experience placement
    Local area

    Next Frontier Capital

    Raleigh, NC
    1 day ago
  •  ...PNC Financial Services Group, Inc. seeks a part-time teller in Fuquay Varina, NC to deliver a positive customer experience, process transactions, and educate customers on digital tools for managing finances. The role emphasizes customer focus, risk awareness, and teamwork... 
    Part time
    Work at office

    PNC Financial Services Group

    Raleigh, NC
    4 days ago
  •  ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to... 
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Raleigh, NC
    1 day ago
  • $50k - $100k

     ...boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth...  ...of hire). 1-3 years of experience in banking, insurance, or consultative client-facing sales. High coachability, strong active-listening... 
    Local area

    Strategic People Advisors

    Raleigh, NC
    1 day ago
  • $25 - $27.88 per hour

     ...in the lobby to educate and assist with transactions via self‑service resources such as mobile banking, online banking, or an ATM. You...  ...conduct deep conversations with clients to better understand their financial and life priorities and connect them with appropriate solutions... 
    Hourly pay
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Raleigh, NC
    1 day ago
  •  ...candidate will have over six years of experience in Private Banking, a Bachelor's Degree, and the necessary financial licenses. The role demands a proactive approach, a strong network, and expertise in investments and financial services. #J-18808-Ljbffr JPMorgan Chase & Co.

    JPMorgan Chase & Co.

    Raleigh, NC
    2 days ago
  • Associate Financial Advisor Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We partner for positive impact to improve the lives... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    Raleigh, NC
    3 days ago
  •  ...with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for... 

    慨正橡扯

    Raleigh, NC
    5 days ago

Do you want to receive more vacancies?

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