Director, Balance Sheet Management

Curinos; New York (NY); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Unlimited PTO

Flexible working options

Learning and development tools

DE&I programs

Employee Assistance Program

Job summary

Curinos is seeking a Director-level leader in its Advisory Practice. The role is client-facing with executive presence, guiding analytically driven advisory projects across Retail, Wealth, and Commercial Banking, including go-to-market strategies and pricing analytics.

You will lead cross-functional teams and shape strategic outcomes for clients. You will drive business development, build strong client relationships, mentor junior staff, and contribute to Curinos’ thought leadership while

Qualifications

• Bachelor’s Degree required; 10+ years in retail banking or 8+ years in strategy consulting focused on Financial Services.
• Strong analytical capabilities and ability to interpret complex analytics.
• Proven leadership and experience developing team members.

Responsibilities

• Lead advisory projects and teams, delivering impactful insights and client deliverables.
• Support business development and pursue new revenue opportunities.
• Recognize opportunities from current projects to expand engagements.
• Contribute to thought leadership and develop client networks.
• Mentor junior staff to grow performance and skills.

Skills

Leadership

Strategic thinking

Project management

Client management

Data analytics

Communication

Storytelling

Team mentoring

Travel willingness

Education

Bachelor’s Degree

Tools

Data visualization

Job description

Company Description Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth.

Company Description Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth.

Beyond our technology platform, Curinos partners directly with financial institutions through its Advisory Practice. By combining our data, advanced analytics, technology, and deep industry expertise, our Advisors help clients solve complex strategic challenges and identify opportunities for growth, profitability, and improved customer outcomes across Retail, Wealth, and Commercial Banking. This unique combination of technology and advisory services enables Curinos to deliver data-driven insights alongside actionable strategies that create measurable business impact. Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. We have a strong preference for the person in this role to be local to our New York, Chicago, or Toronto hub locations.

Job Description

Curinos is currently seeking a Director-level leader to join its Advisory Practice. The Advisory team leverages data driven insights to advise our Banking clients across a range of domains, including Retail, Wealth, and Commercial Banking in addition to functional support areas like Marketing, Digital, Product, Treasury and Finance. The ideal candidate will have rich consulting, banking, data analytics, project management, and client management experience.

Responsibilities

The Advisory Director role is a highly visible, client-facing role that requires top-notch communication skills, strong executive presence, and keen strategic intuition. They will play a leadership role in selling and delivering analytically-driven strategic advisory projects. Typical projects include line-of-business go-to-market strategies, deposit pricing analytics, retail network planning, marketing optimization, value proposition development, product design, digital experience design, balance sheet management, bank charter application support, and bespoke business unit strategies. The Advisory Director will also support the Co-leaders of the Advisory practice in advancing methodologies to address client needs and serving as a leader in associate mentorship and skill development.

Specific Responsibilities Include

• Leading teams on advisory projects: defining issues, developing hypotheses, structuring analytical frameworks, deliver impactful and actionable insights, leading client meetings and formulating deliverables for clients
• Supporting business development leading to new revenue
• Recognizing new opportunities stemming from current or past project work to help pursue additional opportunities
• Contributing to the firm’s thought leadership reputation within the financial services industry
• Developing a professional network and maintaining relationships with clients
• Mentoring junior staff to help them grow and perform at a level that will challenge them professionally

Qualifications

• Bachelor’s Degree, required
• 10+ years of experience in retail banking or 8+ years in a strategy consulting setting focused on Financial Services. Strategy consulting experience is highly desirable
• Professional maturity to engage senior client management, establish subject matter credibility, and become a trusted advisor to clients
• Proven track record of leading teams to deliver complex, time-sensitive workStrong analytical capabilities including the ability to interpret complex analytics
• Experience managing and developing team members
• Exceptional project management skills and the ability to turn around time-sensitive analytics with a high degree of accuracy and insight
• Strong written and verbal communication skills, with a particular focus on effective storytelling and logical presentation
• Strong storytelling, data visualization, and presentation skills
• Strong communication skills, detail-oriented, and organized
• Ability and willingness to travel to client sites on a weekly basis

Additional information

Why work at Curinos?

• Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from
• Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!
• Unlimited PTO policy, floating holidays, volunteering days, and a day off for your birthday
• Learning and development tools to assist with your career development
• Work with industry leading Subject Matter Experts and specialist products
• Regular social events and networking opportunities
• Collaborative, supportive culture, including an active DE&I program
• Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services

Applying:

We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats pleasecontact us at [e-mail] and we’ll do everything we can to help.

Inclusivity At Curinos

We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinosis proud to be an Equal Opportunity Employer.We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.