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Sia Partners

Management consulting integrating AI and design

Senior Consultant - Financial Services

Strategy & Management ConsultingConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USAHybrid

About the Job

Requirements

  • A bachelor's degree in Engineering, AI Engineering & Computing, Computer Science, Data Science, Financial Engineering, or a related field.
  • At least three years of work experience within financial services demonstrating business problem-solving, analytical thinking, professional communication, and the ability to leverage AI tools for research, analysis, documentation, or deliverable development.
  • Foundational ability to use AI and generative AI tools, prompt engineering, and modern productivity platforms for business analysis, requirements gathering, process documentation, research, testing support, and stakeholder-ready deliverables, while validating and improving AI-generated outputs through responsible AI governance concepts.
  • Ability to use Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, JIRA, Confluence, Microsoft Power BI, Tableau, SQL, and related tools for data analysis, insights, analytics, presentations, and communications.
  • Strong analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work in a fast-paced, client-facing environment.
  • Foundational understanding of, or demonstrated interest in, financial services, including its products, operations, regulatory requirements, technology, and business processes.
  • Applicants must be legally authorized to work in the United States at application and throughout employment.
  • Candidates should reside within a reasonable commuting distance of a Sia office or approved coworking location.

Responsibilities

  • Apply traditional consulting tools and AI-enabled, no-code, low-code, automation, and analytics platforms to accelerate research, analysis, documentation, prototyping, process mapping, stakeholder alignment, and delivery execution, including defining agent responsibilities, decision boundaries, escalation paths, and human-in-the-loop controls for safe, reliable, and compliant operation in financial services.
  • Work directly with client business, operations, product, data, and technology teams to understand strategic objectives, operational challenges, technical constraints, stakeholder priorities, and desired business outcomes.
  • Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define strategic initiatives, including operating model transformation, system implementations, process optimization, and AI-enabled solutions.
  • Translate business needs into functional requirements, user stories, process flows, data requirements, business rules, acceptance criteria, and solution documentation that connect business stakeholders and technical delivery teams, using internal and client-approved AI solutions.
  • Partner with product owners, engineers, architects, data teams, and client stakeholders on solution design, system implementation, workflow optimization, integration planning, user acceptance testing, validation, and implementation readiness across front-, middle-, and back-office platforms, including targeted AI- or agent-enabled use cases.
  • Own assigned tasks and deliverables by managing timelines and tracking risks, issues, decisions, and dependencies; communicate progress proactively and help drive initiatives from analysis through execution.
  • Prepare structured and accurate presentations, executive summaries, business cases, impact assessments, process documentation, status reports, meeting outputs, and stakeholder communications for internal teams, client stakeholders, and senior leaders.
  • Support proposals and business development initiatives, including client presentations and thought leadership, and contribute perspectives on digital, data, and AI trends in financial services.

Desired Qualifications

  • A master's degree.
  • Experience in management consulting.

About the Company

Sia Partners

Management consulting integrating AI and design

Sia Partners is a management consulting firm that blends AI and design with traditional advisory to help clients improve performance. Its approach combines thorough analysis of competitive, regulatory, and organizational factors with AI-enabled and design-driven solutions across 30+ sectors, delivered by a global network of 2,400 consultants in 38 countries. It differentiates itself by staying independent from the IT services industry (a pure-player) and embracing a Consulting for Good mindset that creates CSR-enabled, sustainable transformations. Its goal is to become a leading independent management consulting firm in Europe, driving value-driven change for clients and responsible growth.

Company size
1,001-5,000
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$12.7M
Headquarters
Paris, France
Founded
1999

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