Partner, AI & Data Financial Services Leader jobs in United States
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Guidehouse · 2 days ago

Partner, AI & Data Financial Services Leader

Guidehouse is seeking a dynamic and experienced Senior Leader to drive strategic growth and operational excellence in their financial services consulting practice. This role is pivotal in shaping client engagements, leading multidisciplinary teams, and delivering transformative solutions to financial institutions, including banks, insurers, asset managers, and fintechs.

AdviceConsultingManagement Consulting
badNo H1BnoteSecurity Clearance Requirednote

Responsibilities

Serve as a trusted advisor to financial services clients, including banks, insurance companies, asset managers, and fintech organizations
Lead the development and execution of client strategies focused on digital transformation, operational efficiency, risk management, and financial performance improvement
Cultivate long-term client relationships and identify opportunities for growth and innovation in financial services
Identify emerging AI & Data solutions and services relevant to the Financial Services segment
Ensure the organization meets success metrics including sales, utilization, margin, and solution delivery targets
Lead the design and implementation of financial crime compliance programs, including AML, sanctions, and fraud prevention
Oversee transaction monitoring, customer due diligence (KYC), and sanctions screening systems
Guide teams in leveraging AI, machine learning, and data analytics to detect and prevent financial crimes
Advise clients on regulatory requirements and best practices for financial crime risk management
Collaborate with compliance and IT teams to implement GenAI and RegTech solutions for financial crime compliance
Oversee complex consulting engagements from initiation through delivery, ensuring high-quality outcomes and client satisfaction
Guide teams in the design and implementation of solutions in areas such as digital banking, fraud detection, regulatory compliance, customer analytics, and financial risk management
Ensure alignment with client goals, timelines, and budgets
Lead the AI & Data Financial Services team, fostering a culture of collaboration, continuous learning, and excellence
Support recruitment and onboarding of new talent, including senior consultants and subject matter experts
Contribute to the firm’s intellectual capital through white papers, presentations, and participation in industry forums focused on financial services, AI, and data
Stay abreast of financial services trends, regulatory changes, and emerging technologies to inform client solutions and firm strategy
Speak at industry-specific conferences and podcasts on AI & data topics in financial services
Drive practice-level financial performance, including revenue growth, profitability, and resource utilization
Ensure high quality and profitable delivery of AI & Data solutions for financial services clients
Collaborate with internal stakeholders to enhance service offerings and operational efficiency

Qualification

Financial crime risk managementAnti-money laundering (AML)Fraud detectionRegulatory complianceMachine learningData analyticsClient relationship managementDigital transformationTeam leadershipCommunication skillsPresentation skillsCollaboration

Required

Bachelor's Degree
12+ years of experience in financial services consulting or leadership roles within financial institutions
Proven track record of leading large-scale transformation initiatives in financial services settings
Deep understanding of financial services delivery systems, regulatory environments, and risk management
Deep expertise in financial crime risk management, AML, sanctions, fraud detection, and regulatory compliance
Experience implementing transaction monitoring, KYC, and sanctions screening systems
Familiarity with GenAI, machine learning, and RegTech solutions for financial crime compliance
Knowledge of global financial crime regulations and enforcement trends
Strong business acumen and client relationship management skills
Exceptional communication, facilitation, and presentation abilities

Preferred

Prior experience leading technology sales and delivery teams at a top-tier consulting or technology firm
Master's degree in finance, Business Administration, Data Science, or related field preferred
Familiarity with partner co-selling motions and building joint solutions with hyperscalers or SaaS providers
Technical degree or certifications in cloud, data, or enterprise platforms
Experience working with federal or state financial regulatory programs
Familiarity with financial analytics platforms and digital banking tools
Certification in project management (e.g., PMP) or Lean Six Sigma
Experience in M&A advisory or financial innovation strategy
Published thought leadership in financial services journals or industry forums
Multilingual capabilities or experience working in global financial markets

Benefits

Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend

Company

Guidehouse

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Guidehouse offers consulting services for public and commercial markets with expertise in management, technology, and risk consulting.

Funding

Current Stage
Late Stage
Total Funding
$0.75M
Key Investors
Mission Daybreak
2023-11-06Acquired
2023-02-16Grant· $0.75M

Leadership Team

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Scott McIntyre
Chairman and CEO
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Alicia Harkness
Partner
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Company data provided by crunchbase