Remote Executive in Residence: Financial Services Strategy Leader

Plan A Technologies, Inc.; Kansas; Remote; USD 234,000 - 317,000; Part time

Benefits offered by this job

Vacation

Brand New Laptop

Other goodies

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

15+ yrs FS experience

Senior leadership

FinTech network

AI/Software lifecycle fluency

Communication mastery

Job description

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