Financial Services Industry Advisor, Sr. Director

Job Summary :

As a Financial Services Industry Advisor, Sr. Director, you will serve as the authoritative voice and expert collaborator for Presidio Sales teams working with prominent FSI organizations, including global banking, capital investments, mortgages and payment services companies.

This role involves bringing together industry solutions, partner solutions, and technology awareness from the ecosystem to assist customers in transforming and addressing complex industry challenges.

Presidio's commitment to advancing business outcomes at our FSI customers, involves leveraging expertise in cloud computing, AI, and data analytics.

Presidio provides tools and platforms that enhance productivity, expedite outcomes, and facilitate the development of solutions that sdvances technology and digital transformation at our customers.

As a Subject Matter Expert in the Financal Services Industry, the Industry Advisor will leverage technology in collaboration with HyperScale Partners and strategic vendor / solution partners to drive innovation and enhance business outcomes.

The advisor is expected to possess in-depth knowledge of industry trends, understand the priorities of decision-makers, and effectively articulate the value of technology transformation using cloud and other digital solutions.

Typical interactions will involve executive briefings and business workshops. A successful candidate for this role would have experience in a similar position within a National or Global SI or have served as a CPO, VP of Products, VP or Technology Strategy, VP of Engineering or as a critical decision-maker at a leading Financial Services Company.

Travel Requirements :

This position does require some regional travel, approximately %.

Responsibilities :

The Financial Services Industry Advisor, Sr. Director will play a key role in helping customers envision and propel their transformation.

This involves combining strategic consulting with deep industry and technical expertise. Collaborating with the broader account teams, your focus will be on identifying the distinctive business needs and opportunities of customers, offering guidance and recommendations that align with their requirements.

Additionally, you'll work closely with industry partners to pinpoint and implement opportunities, scale business results, and create prospects for industry solutions.

• Financial Industry Expertise : Leverage extensive knowledge of the solutions and priorities in the industry, including modernizing legacy systems, adopting cloud technologies, knowledge of cybersecurity solutions, customer experiences around personalized services, omni-channel experiences and innovative digital banking solutions.
• Trends and Solutions catered to FSI : Knowledgeable in Regulatory compliance solutions adhering to laws and standards such as GDPR, AML, KYC, MiFID, risk management frameworks, sustainability and ESG initiatives, solutions to ensure resilience and business continuity.
• AI / ML and RPA : Deep knowledge on AI / ML solutions and / or RPA solutions and utilized them for solving a variety of outcomes like fraud detection, risk assessment, customer service automation, recommendations, trading, automating data entry, account reconciliation etc.,
• Strategic Advisory : Provide strategic guidance to Internal Sales Leadership and Senior executives at FSI customers.
• Sales Enablement : Collaborate with sales teams to assist in customer conversations, providing industry specific insights and articulating the value proposition of our cloud-based solutions.
• Collaboration with Technical Teams : Work closely with technical and solution architecture teams to ensure all customer requirements & regulations are seamlessly integrated into proposed solutions.
• Thought Leadership : Stay abreast of FSI industry trends, best practices, and emerging technologies to act as a thought leader in customer conversations.
• Training and Enablement : Conduct training sessions for sales teams on FSI related priorities ensuring a well-informed and empathetic approach in customer interactions.
• Feedback Loop : Establish a feedback loop with clients and internal teams to continuously improve and refine our offerings.

Required Skills :

• years of experience working within a FSI customer in product or solutions development / advocacy.
• years of experience working at a GSI / Vendor advocating solutions to FSI customers
• years of experience in technical selling to Technology decision makers
• years of experience in implementing, supporting or managing a cloud-based solution.

Education and Experience :

• Bachelor’s degree in computer science, Information Technology, Engineering, Fincial Services, Supply Chain, Education, Business or related field AND + years customer-facing experience in operations, enterprise-level improvement program management, product management, technology or industry-relevant equivalent management or technical work experience
• years in the industry or Master's Degree in Computer Science, Information Technology, Engineering, Supply Chain, Education, Business or related field AND + years customer-facing experience in operations, enterprise-level improvement program management, product management, management consulting, consultative selling, technology or industry-relevant equivalent management or technical work experience or equivalent experience.
30+ days ago