Financial Services Industry Expert

Jobgether; Oregon; Hybrid; USD 140,000 - 220,000; Full time

Benefits offered by this job

Fully remote work (US-based locations)

Global professional environment

Strategic client advisory impact

Career development opportunities

Collaborative culture

Employee engagement activities

Job summary

Jobgether is seeking a Financial Services Industry Expert based in the United States. This senior role combines industry knowledge, commercial acumen, and data and digital capabilities to drive growth and lead strategic client engagements.

You will work across sales, marketing, product, and delivery teams, translating complex challenges into data-driven solutions and shaping go-to-market strategies for senior FS clients. Remote-first, with national scope across the US.

Qualifications

• 10+ years in Financial Services with sales/business development and data/tech exposure.
• Deep understanding of financial services industry dynamics, data fundamentals, analytics, and emerging technologies.
• Proven ability to build relationships with senior executives and be a trusted advisor.
• Proven experience translating commercial/strategic challenges into data-driven or digital solutions.

Responsibilities

• Act as a trusted advisor to financial services clients, using deep industry expertise.
• Develop go-to-market approaches with clients to accelerate growth.
• Represent the organization at industry conferences and events to boost visibility.
• Translate client needs into practical data, analytics, and digital solutions.
• Mentor junior colleagues and share industry knowledge.

Skills

Client engagement

Industry leadership

Business development

Data analytics

Digital transformation

Executive communication

Cross-functional collaboration

Education

Bachelor's in Business

Bachelor's in Engineering

Data Science degree

MBA

Tools

Nielsen data

VIP data

Spins data

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Services Industry Expert based in the United States. The Financial Services Industry Expert will drive business growth by combining deep industry knowledge, strong commercial capabilities, and an understanding of data, analytics, and digital technologies. This strategic role focuses on building trusted relationships with senior executives, identifying emerging market opportunities, and translating complex business challenges into impactful data-driven solutions. The successful candidate will serve as a trusted advisor to financial services clients, helping them navigate industry changes and achieve their strategic objectives. Working across sales, marketing, product, and delivery teams, the expert will shape go-to-market strategies and ensure proposed solutions align with client needs. The role also involves representing the organization at industry events, sharing market insights, and contributing to thought leadership. This is an opportunity for an experienced industry professional to influence client strategy, accelerate digital transformation, and create measurable business value within a collaborative, globally connected environment.

Accountabilities

• Client Engagement and Industry Leadership: Act as a trusted advisor to financial services clients, using deep industry expertise to understand their challenges, identify opportunities, and recommend relevant solutions.
• Build and maintain strong, long-term relationships with senior executives and key stakeholders across the Financial Services Industry (FSI) ecosystem.
• Represent the organization at industry conferences, networking events, and other professional forums to strengthen market visibility and develop new relationships.
• Leverage knowledge of syndicated industry data sources, including Nielsen, VIP, and Spins, where relevant to client needs.
• Gather client feedback, market intelligence, and emerging industry trends to inform service offerings, business strategy, and thought leadership.
• Business Development and Growth: Partner with clients to understand their strategic priorities and develop tailored go-to-market approaches that support business development and accelerate growth.
• Translate commercial challenges into practical data, analytics, and digital solutions that deliver measurable business outcomes.
• Identify opportunities to expand client relationships, develop new business, and position data-driven services in response to evolving market demands.
• Technical and Analytical Expertise: Explain data fundamentals, analytics concepts, and emerging technologies in clear business terms, demonstrating their value to clients and senior decision-makers.
• Apply technical and analytical knowledge to support solution design, ensuring recommendations address client requirements and business priorities.
• Collaborate with technical specialists and delivery teams to develop pragmatic, scalable, and impactful solutions.
• Cross-Functional Collaboration: Coordinate with sales, marketing, product, and delivery teams to align client engagement, solution development, and go-to-market activities.
• Mentor junior colleagues by sharing industry knowledge, commercial insights, and effective client engagement practices.

Requirements

• At least 10 years of combined professional experience in the Financial Services Industry, with exposure to both sales or business development and data or technical functions.
• Strong understanding of financial services industry dynamics, business challenges, data fundamentals, analytics, and emerging technologies.
• Demonstrated ability to build and maintain relationships with senior executives, influence stakeholders, and establish credibility as a trusted industry advisor.
• Proven experience translating commercial and strategic business challenges into data-driven, analytical, or digital solutions.
• Strong business development skills, including identifying growth opportunities, developing go-to-market strategies, and aligning solutions with client objectives.
• Ability to communicate technical concepts in accessible business language and demonstrate how data and digital capabilities generate tangible value.
• Excellent communication, presentation, storytelling, and networking skills, with the ability to engage audiences at executive level.
• Strong collaboration skills and the ability to work effectively across commercial, technical, product, marketing, and delivery functions.
• Bachelor's degree in Business, Engineering, Data Science, or a related discipline.
• An MBA or other advanced degree is considered an advantage.
• Familiarity with syndicated industry data sources such as Nielsen, VIP, and Spins is beneficial.
• A proactive, commercially minded approach, with the ability to work independently, navigate evolving client needs, and contribute to strategic growth initiatives.

Benefits

• Fully remote work: Remote working arrangement with locations associated with Boston, Chicago, Columbus, Miami, New York, and Washington, DC.
• Global professional environment: Opportunity to collaborate with colleagues and clients across an international organization.
• Strategic impact: Help financial services clients address complex business challenges through data, analytics, and digital transformation.
• Career development: Opportunities to contribute to thought leadership, expand industry influence, and strengthen strategic client advisory expertise.
• Collaborative culture: Work across sales, marketing, product, and delivery teams in an environment that values innovation and shared success.
• Employee engagement: Regular social activities organized by employee volunteers, including informal gatherings and trivia events.
• Salary, healthcare coverage, retirement plans, paid time off, and other specific benefits were not detailed in the provided job description and should be confirmed during the hiring process.