Director - Business Transformation (Financial Services)

Remote; San Francisco (CA); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Healthcare

401(k) matching

Parental leave

Wellness stipend

Job summary

CrossCountry Consulting seeks a strategic and energetic leader with deep Financial Services/Insurance experience to help lead growth around our Business Transformation service line in the Boston market. This role combines leadership in delivery, business development, and people management.

The ideal candidate will bring strong subject matter expertise, consulting delivery excellence, and a demonstrated ability to build and manage client relationships and teams.

Qualifications

• 10–18 years of experience in consulting in Financial Services domains.
• Demonstrated ability to lead complex programs and diverse teams.
• Proven pipeline development and opportunity conversion skills.

Responsibilities

• Lead high-impact consulting engagements across operating model design and transformation.
• Oversee large-scale transformation programs and data analytics adoption.
• Drive regulatory and compliance-driven change across business units.
• Design and implement solutions to improve efficiency, profitability, and market competitiveness.
• Build and manage a large sales pipeline and multiple client accounts.
• Lead change management and continuous improvement efforts.

Skills

Leadership in delivery

Business development

Stakeholder management

Data analytics

AI enablement

Education

Bachelor’s degree

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

Role Summary

We are seeking a strategic and energetic leader with deep Financial Services/Insurance experience to help lead growth around our Business Transformation service line in the Boston market. This role combines leadership in delivery, business development, and people management. The ideal candidate will bring strong subject matter expertise, consulting delivery excellence, and a demonstrated ability to build and manage client relationships and teams.

Key Responsibilities:

• Lead high-impact consulting engagements across:

• Operating model design and transformation

• Designing, architecting, and delivering large-scale transformation programs.

• Data and analytics adoption, with a focus on insight-driven performance improvement

• Regulatory and compliance-driven change

• Lead and influence strategic and operational planning across various business departments for process innovation including the implementation of solutions that meet business objectives, fulfill data governance requirements, and satisfy internal financial controls

• Help design and implement innovative solutions that enhance operational efficiency, scalability, profitability, and market competitiveness.

• Create alignment across key stakeholders with competing priorities to ensure shared understanding and mutual collaboration

• Lead change management and continuous improvement efforts supporting transformation at clients

• Permeate a culture of change management and adaptability to achieve sustained behavior; providing support to the organization through all phases of transition (engagement, design, monitor, feedback, etc.)

• Build and enable/execute our change agenda across the organization and other key stakeholders as appropriate, including the establishment and measurement of continuous improvement goals and the communication in place to support

• Deal effectively with ambiguous and unstructured problems and situations.

• Help clients adopt and scale AI, data management, and governance practices aligned with key industry trends such as:

• AI/ML for fraud detection, trading signals, or client servicing

• Cloud migration and data modernization strategies

• Build and manage a large sales pipeline and oversee multiple client accounts simultaneously

• Collaborate with firm leadership on hiring, team building, and culture development

• Represent the firm externally with clients and internally as a cultural and leadership role model

• Contribute to thought leadership, solution development, and go-to-market initiatives

Qualifications:

• 10–18 years of experience in consulting, working across multiple parts of the businesses in Financial Services domains

• Prior tenure at a top-tier consulting firm (Big 4, Accenture, Strategy, or high-performing boutique)

• Demonstrated ability to lead complex programs, manage diverse teams, and deliver measurable outcomes

• Proven business development skills, including managing a pipeline and converting opportunities into projects

• Familiarity with financial services data architecture, AI enablement, and modern technology platforms

• Located in Boston with strong industry relationships

• High energy, entrepreneurial drive, and passion for leading people and solving client challenges

Education and Travel:

• Bachelor’s degree from an accredited university

• Willingness to travel domestically up to 20%-30% (varies by client)

• Availability to work on client site or in office 3 days a week, with 2 days remote (hybrid environment)

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.