Executive in Residence – Financial Services
Plan A Technologies, Inc.
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Benefits offered by this job
Job summary
Plan A Technologies, Inc. is seeking an Executive in Residence for Financial Services. This high-impact, six-month residency targets senior leaders with deep finance and tech experience.
The role involves 10–20 hours weekly and includes facilitating introductions to banks, hedge funds, wealth managers, FinTechs, PE firms, insurers, and payment processors. Responsibilities include strategic advisory on modernization, AI adoption, and regulatory compliance; developing new partnerships; and guiding
Qualifications
- Industry Tenure: At least 15 years in financial services.
- Senior leadership at a major financial services firm or equivalent.
- Broad, active network across banks, payment companies, FinTechs, insurers, hedge funds.
- Solid understanding of software development lifecycles, AI transformations, FinTech stacks.
- Exceptional written and verbal communication for thought leadership and high-level discussions.
Responsibilities
- Strategic Advisory: advise clients on technology challenges from legacy modernization to AI adoption and regulatory compliance.
- Sales & Business Development: leverage network to identify and set up strategic partnerships and alliances.
- Strategic Growth: advise leadership on market trends to shape service offerings.
Skills
Job description
United States/Reno
Plan A Technologies is seeking an Executive in Residence (EiR) for our Financial Services practice. This is a high-impact, six month residency designed for an experienced SVP, EVP, Managing Director, or C-suite leader who has spent their career at the intersection of finance and technology.
This role is roughly a 10-20 hour per week commitment. There are two components to the role: first, you’ll be providing high-stakes technology advice to existing clients and potential clients, and second, you’ll set up introductions to companies like banks, hedge funds, wealth management firms, FinTechs, PE firms, insurance providers, and payment processors.
Strategic Advisory: Act as a senior advisor to help clients solve critical technology challenges, from legacy modernization and core banking transitions to AI adoption and complex regulatory compliance.
Sales & Business Development: Leverage your deep industry network to identify and set up new strategic partnerships and alliances for Plan A. This is a critical component of the role – if you’re not comfortable with this part, please do not apply.
Strategic Growth: Advise the Plan A leadership team on market trends in the financial sector to help shape our service offerings.
Industry Tenure: At least 15 years of deep expertise within the financial services sector.
Leadership Pedigree: You must have served in a very senior role at a major financial services company, bank, or similar organization.
Deep Network: A broad, active network of close relationships across banks, payment companies and other FinTech companies, insurers, hedge funds, wealth management firms, PE groups, etc.
Technical Fluency: Solid understanding of software development lifecycles, AI transformations, and the specific tech stacks driving modern FinTech.
Communication Mastery: Exceptional written and verbal communication skills are required for both thought leadership content and high-level discussions.
Plan A Technologies is seeking an Executive in Residence (EiR) for our Financial Services practice. This is a high-impact, six month residency designed for an experienced SVP, EVP, Managing Director, or C-suite leader who has spent their career at the intersection of finance and technology.
This role is roughly a 10-20 hour per week commitment. There are two components to the role: first, you’ll be providing high-stakes technology advice to existing clients and potential clients, and second, you’ll set up introductions to companies like banks, hedge funds, wealth management firms, FinTechs, PE firms, insurance providers, and payment processors.
Strategic Advisory: Act as a senior advisor to help clients solve critical technology challenges, from legacy modernization and core banking transitions to AI adoption and complex regulatory compliance.
Sales & Business Development: Leverage your deep industry network to identify and set up new strategic partnerships and alliances for Plan A. This is a critical component of the role – if you’re not comfortable with this part, please do not apply.
Strategic Growth: Advise the Plan A leadership team on market trends in the financial sector to help shape our service offerings.
Industry Tenure: At least 15 years of deep expertise within the financial services sector.
Leadership Pedigree: You must have served in a very senior role at a major financial services company, bank, or similar organization.
Deep Network: A broad, active network of close relationships across banks, payment companies and other FinTech companies, insurers, hedge funds, wealth management firms, PE groups, etc.
Technical Fluency: Solid understanding of software development lifecycles, AI transformations, and the specific tech stacks driving modern FinTech.
Communication Mastery: Exceptional written and verbal communication skills are required for both thought leadership content and high-level discussions.
Plan A Technologies is a global engineering firm created to solve the toughest tech challenges facing today’s businesses. Founded by software entrepreneurs Aron Ezra and Slav Kulik, Plan A helps organizations analyze their tech ecosystem to identify exactly what needs to be improved across their products and infrastructure—and then builds the solutions to fix it.
Rather than offering theoretical ideas or software that never launches, Plan A combines elite engineering talent with custom-built, proprietary AI agents to deliver fast, secure, production-ready solutions. Its capabilities span proprietary AI agent deployment, custom software development, application modernization, data platforms, cloud migrations, systems integration, and practical technical advice.
With more than 500 successful product deployments completed worldwide, Plan A helps organizations of every size—from ambitious startups to global enterprises—modernize their systems, automate complex operations, and stay ahead of the technology curve.
www.PlanAtechnologies.com
Work From Home 100% of the time, or come into one of our global offices. Up to you.
You'll join an excellent team of supportive engineers and project managers who work hard but don't ever compete with each other.
Vacation, Brand New Laptop, and More: You’ll get a generous vacation schedule and other goodies.
Pay: $200/hour plus a commission percentage of revenue you bring to the company.
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