Financial Services AI Strategy Lead

10Clouds Financial Institutions; Warszawa; On-site; PLN 120,000 - 180,000; Full time

Job summary

10Clouds Financial Institutions seeks a Financial Services Consulting Lead to translate banking knowledge into actionable use cases and requirements for AI-driven delivery teams. You will shape offerings, lead client workshops, and develop business cases to drive revenue and efficiency in financial processes.

You will engage with retail, SME and corporate segments, working across onboarding, lending, risk and operations to identify AI-enabled improvements and craft compelling proposals.

Qualifications

• Practical knowledge of financial institutions: processes, products and customer segments.
• Experience in consulting, business analysis or a business role in a financial institution.
• Ability to analyse a business process and turn it into use cases and requirements.
• Experience leading discovery with clients and presenting recommendations.
• Experience building or contributing to a business case.
• Interest in AI and automation as tools for improving financial services processes.
• Excellent English, written and spoken.

Responsibilities

• Apply financial sector expertise in client engagements and solution design.
• Analyse business processes across sales, onboarding, servicing, lending, risk and operations.
• Advise on financial products by translating banking knowledge into requirements.
• Understand customer segments and reflect needs in solutions and journeys.
• Lead discovery sessions and workshops with the client.
• Develop business cases estimating revenue, cost savings and service quality.
• Translate business needs into delivery requirements for technical teams.
• Support client relationships and proposals with sector insights.
• Develop the financial services offering with reusable use cases and AIConsole recommendations.

Skills

Sector expertise

Consulting experience

Discovery workshops

Requirements translation

Client presentations

English fluency

Job description

10Clouds Financial Institutions seeks a Financial Services Consulting Lead to translate banking knowledge into actionable use cases and requirements for AI-driven delivery teams. You will shape offerings, lead client workshops, and develop business cases to drive revenue and efficiency in financial processes.

You will engage with retail, SME and corporate segments, working across onboarding, lending, risk and operations to identify AI-enabled improvements and craft compelling proposals.