Senior Consultant - Financial Services & Insurance

Proxima; Chicago (IL); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Continuous training and development

Flexible hybrid working

Global opportunities

Job summary

Proxima is seeking a Senior Consultant to lead complex Financial Services workstreams within our Professional Services practice, manage senior stakeholders, and mentor junior consultants. You will join client-facing teams delivering high-impact commercial and supplier initiatives, supporting insights development, and contributing to solution design to drive real outcomes.

This is a practitioner-consultant role where you apply deep FS experience in a consulting setting, helping large corporate

Qualifications

• 5-10 years of experience in Financial Services, ideally in a commercial, sales, account management, commercial strategy, product, advisory, or consulting capacity.
• Strong first-hand understanding of Financial Services products, providers, commercial models, and client relationships.

Responsibilities

• Lead client engagements across Financial Services, building trusted relationships with stakeholders across Finance, Treasury, Procurement, Legal, and business leadership.
• Support opportunity identification, supplier evaluation, commercial analysis, and market assessments.
• Coach and develop junior consultants.
• Lead workshops, working sessions, and day-to-day client interactions.

Job description

As a Senior Consultant at Proxima, you will lead complex Financial Services workstreams within our Professional Services category and manage senior stakeholders while delivering innovative solutions and mentoring junior consultants. You will be part of client-facing teams delivering high-impact commercial and supplier initiatives, supporting the development of insights, contributing to solution design, and playing an active role in delivering outcomes, not just recommendations.

This is a subject matter expert role for professionals with deep Financial Services industry experience who want to apply that expertise in a consulting environment. You will help large corporate clients evaluate, negotiate, and optimize relationships with financial institutions and service providers, often working across the table from organizations and commercial models you previously represented.

This is not a passive learning role. At Proxima, we are practitioner-consultants. You will build experience quickly, take responsibility early, and work alongside clients to deliver real, measurable change.

What you’ll do

• Lead client engagements across Financial Services, bringing deep industry expertise and building trusted relationships with stakeholders across Finance, Treasury, Procurement, Legal, and business leadership.
• Apply your Financial Services expertise across a broad range of areas, including commercial banking, treasury and cash management, insurance and brokerage, payments and merchant services, financing and credit facilities, and other Financial services utilized by large organizations.
• Leverage your understanding of Financial Services providers, products, services, and commercial models to support opportunity identification, supplier evaluation, commercial analysis, and market assessments.
• Identify opportunities supporting client value and revenue growth.

Management and career development

• Coach and develop junior consultants.
• Contribute to Proxima category thought leadership and IP.
• Commercial acumen and comfort with ambiguity.

Engage and collaborate with stakeholders

• Work directly with senior client stakeholders to gather requirements and align objectives.
• Lead complex commercial negotiations with financial institutions, banking partners, insurers, brokers, payment providers, and other Financial Services suppliers.
• Communicate findings clearly and professionally with team members and senior client stakeholders.
• Lead workshops, working sessions, and day-to-day client interactions.

Work in a global, flexible model

• Operate in a hybrid environment, balancing client, home, and office-based work.
• Travel as required to support client delivery and team collaboration.

What you bring

• 5-10 years of experience working within the Financial Services industry, ideally in a commercial, sales, account management, commercial strategy, product, advisory, or consulting capacity.
• Strong first-hand understanding of Financial Services products, providers, commercial models, and client relationships across areas such as banking, treasury, payments, insurance, brokerage, or financing.

Experience working within or supporting areas such as:

• Commercial banking
• Treasury and cash management
• Insurance and brokerage
• Payments and merchant services
• Financing and credit facilities
• Other Financial Services relevant to large organizations
• Experience working on the provider or supplier side of the Financial Services industry, such as within a bank, payments company, insurer, broker, treasury provider, or other financial institution, is highly valued.
• Consulting experience, particularly Financial Services consulting, is desirable.
• Strong understanding of Financial Services providers, services, supplier landscapes, pricing structures, and commercial models, including how these organizations operate and manage client relationships.
• Ability to apply first-hand industry knowledge to help clients evaluate providers, negotiate commercial relationships, and identify opportunities to drive value.
• Experience supporting project delivery and managing stakeholder engagement across workstreams.
• Strong analytical capability and confidence working with data.

Consulting mindset

• Strong senior stakeholder engagement and communication skills.
• A proactive, ownership-oriented approach to your work.
• Comfort operating in a fast-paced, delivery-focused environment.

Flexibility and growth orientation

Willingness to travel as required.

• Curiosity, adaptability, and a strong desire to learn and develop.
• Motivation to build a long-term consulting career in a growing global firm.

Why Join Proxima

A bold, collaborative culture

Our culture is one of our greatest strengths. We are inclusive, supportive, and ambitious, with a flat structure that encourages collaboration and early responsibility. You will join a friendly, open, and high-performing team.

A responsible business

We are committed to being a responsible business, with a strong focus on wellbeing, sustainability, and social responsibility. Our people are at the heart of our success, and we invest in their growth and development.

Growth, learning, and opportunity

You will benefit from continuous training and development, clear career progression, and exposure to a wide range of clients and industries. As a fast-expanding global company, Proxima offers meaningful opportunities to shape both your career and the future of the firm.

What we offer

• Continuous training and development
• Clear career progression
• Competitive compensation and generous PTO
• Flexible hybrid working
• Exposure to a wide variety of clients and industries
• Global opportunities and great office locations
• A strong, people-centered company culture

Who thrives here

You are:

• Curious, commercially minded, and eager to learn.
• Comfortable working with data and structured problem-solving.
• Confident engaging with stakeholders and contributing to team delivery.
• Motivated by real outcomes and hands-on impact.
• Excited to grow with a fast-expanding global consultancy.

Time to be bold.

Join Proxima and help leading organizations make smarter commercial decisions, strengthen supplier relationships, and unlock lasting value, while building a career supported by exceptional people.