Remote Financial Services Strategy Consultant

Placements24; Willows (CA); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Placements24 is seeking an accomplished Management Consultant specializing in Financial Services to drive transformation remotely for banks, insurers, and asset managers. The role focuses on regulatory compliance, digital banking, risk management, and elevating customer experience across global clients.

The ideal candidate has 5–7 years in consulting or financial services, with strong analytical, communication, and virtual collaboration skills.

Qualifications

• Bachelor’s degree in Finance, Economics, or Business; MBA preferred.
• 5–7 years in management consulting or financial services.
• Experience with banks, insurers, asset managers, or similar.
• Strong analytical and quantitative skills, with financial modeling.
• Excellent communication and virtual collaboration skills.
• Remote work experience and ability to manage client relationships remotely.

Responsibilities

• Advise financial services clients on strategic initiatives, regulatory changes, and operating improvements.
• Lead projects on digital banking, fintech integration, and customer journey optimization.
• Analyze financial markets, products, and competitive landscapes.
• Develop and implement risk management frameworks and compliance strategies.
• Assess and improve operational efficiency within client organizations.
• Facilitate virtual workshops and client meetings; prepare all project materials.
• Mentor junior consultants and contribute to knowledge management.
• Stay updated on trends and disruptive technologies in financial services.

Skills

Strategic advisory

Regulatory compliance

Digital banking

Fintech integration

Customer journey

Risk management

Project management

Client management

Virtual collaboration

Education

Bachelor’s degree in Finance or related field

MBA or advanced degree preferred

Tools

Microsoft 365

CRM systems

Data modeling

Job description

Placements24 is seeking an accomplished Management Consultant specializing in Financial Services to drive transformation remotely for banks, insurers, and asset managers. The role focuses on regulatory compliance, digital banking, risk management, and elevating customer experience across global clients.

The ideal candidate has 5–7 years in consulting or financial services, with strong analytical, communication, and virtual collaboration skills.