Plan A Technologies · 19 hours ago
Practice Leader - Financial Services (West Coast)
United States
Full-time
Remote
Senior Level, Lead/Staff
15+ years expPlan A Technologies is a high-velocity software development and technology advisory firm specializing in delivering top-tier engineering talent and strategic consultancy. They are seeking a Financial Services Practice Leader to drive growth in their financial services vertical through high-stakes advisory work and revenue generation.
Software
Responsibilities
Strategic Advisory: Act as a senior advisor to help clients solve critical technology challenges, from legacy modernization and core banking transitions to cybersecurity and complex regulatory compliance
Business Development: Take full ownership of growing revenue within this vertical by leveraging your existing contacts and proactively reaching out to C-level executives (CTO, CIO, COO) and VPs in IT and operations
Market Influence: Build brand authority by writing industry-shaping articles, joining high-profile podcasts, and speaking at major trade shows and conferences
Relationship Management: Manage existing client relationships while simultaneously setting meetings with new prospects to build a robust inbound and outbound lead pipeline
Deal Execution: Operate with extreme self-motivation to bring deals to the table without requiring significant oversight or hand-holding
Qualification
Required
At least 15 years of deep expertise within the financial services sector
A broad, active network of close relationships across banks, payment companies (merchant acquiring, ISOs, gateways), insurance firms, and/or investment groups
Profound understanding of software development lifecycles, cloud-native transformations, and the specific tech stacks driving modern FinTech
Exceptional written and verbal communication skills are required for both thought leadership content and high-level discussions
Preferred
Prior experience as a CTO or CIO at a financial services organization is highly preferred, providing you the credibility to advise other C-suite executives
Benefits
Vacation
Brand New Laptop
More
Company
Plan A Technologies
Plan A Technologies is a software development shop and consultancy company.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Slav Kulik
Chief Executive Officer
Company data provided by crunchbase