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Senior Consulting Manager
Financial Services
Posted on 11/29/2022
Chicago, IL, USA
Experience Level
Desired Skills
Business Strategy
Data Analysis
Mergers & Acquisitions (M&A)
  • Manage and mentor consultants in the effective delivery of impactful solutions to financial services organizations
  • Participate actively in the consultant recruiting and performance management processes
  • Train consultants within the Banking and Customer Experience practices to be knowledgeable of Commercial Lending terminology, processes, and key performance indicators
  • Drive the development/enhancement of WMP's methodologies and approaches to financial services Client delivery
  • Develop solutions specifically designed to address the needs of financial services firms engaged in Commercial Lending
  • Industry experience in one or more of the following segments: Commercial Lending / Leasing, Small Business Administration (SBA) Lending, Equipment Finance, Alternative Business Lending, Consumer Lending / Leasing, Mortgage / Home Equity, Commercial Banking
  • Solutions experience in one or more of the following Commercial Lending areas: Business Process Optimization, Credit & Portfolio Analytics, Commercial Loan Product, Commercial Lending Sales Process, Loan / Lease Origination Systems, Loan Servicing, Risk Management
  • Experience with one or more of the following Competencies: Anti-Money Laundering (AML), Business Architecture, Business Process Mapping, Business Requirements Development / Gap Analysis, Business Strategy Development and Execution, Change Management, Digitization / Imaging, Program / Project Management (PMO), Quality Assurance, Regulatory Compliance, Risk Management, Software Development Lifecyle (SDLC)
  • Experience, System Implementation / Integration, Testing, Training, Use Case Methodology (Waterfall, Agile), Vendor Analysis / Selection Experience with industry-leading Core Loan Accounting Systems including Fidelity, Fiserv, and/or Jack Henry
  • Experience with industry-leading Commercial Loan Origination Systems (LOS') including nCino, Capitalstream, CreditQuest, WebEquity, and/or Sageworks Experience with industry-leading Customer Relationship Management (CRM) systems including Salesforce, Microsoft Dynamics, NetSuite, Oracle, etc
  • Experience leading Financial Services Firms through transformational change initiatives, including Mergers and Acquisitions, Core Conversions, and/or Ancillary System Implementations and Integrations
  • Experience in one or more of the following roles involved in the lifecycle stages of a commercial line/loan:
  • Relationship Manager / Loan Officer - Sales, Qualification, and Structuring
  • Credit Analyst / Underwriter - Underwriting, Due Diligence
  • Credit Officer - Credit Review, Approval
  • Loan Closer - Loan Documentation, Closing, Boarding
  • Portfolio Manager / Servicer - Portfolio Management
  • Risk Manager - Credit Risk / Capital Management
  • Commercial credit qualification or commercial credit training
  • BS in Accounting, Finance, OR Equivalent experience required
  • At least 10+ combined years of Financial Services industry and professional services consulting experience including Client delivery
  • Commercial Lending experience within the Financial Services industry is required
  • Strong entrepreneurial spirit, having a desire to lead business development for the National Banking Practice and help build the Banking Practice from the ground up
  • Must have experience managing a variety of teams, including small engagements as well as large initiatives
  • Must have experience estimating project work effort, cost, and identifying and mitigating project risks
  • Must have experience effectively leading organizations or teams through change
  • Strong analytical, problem solving, and presentation skills
  • Candidates must be eligible to work permanently in the United States without sponsorship
  • Strong communication skills to be able to work with Client representatives at all levels, including presenting to C-level executives
  • A commitment to inclusion and diversity, and openness to new ideas and perspectives
  • Location
  • Salary Range
  • Serve as Engagement Account Manager for several key Clients with overall responsibility for client project delivery and account growth
  • Facilitate and lead Client and West Monroe Resources on large scale, transformative initiatives
  • Communicate and report project status to C-level executives and management, including budget, risks, and general business issues
  • Effectively manage project budget, Client billing, and subcontractor expenses
  • Analyze each Client's business needs in order to identify the underlying problems and recommend optimal solutions
  • Document clear and concise business / functional requirements and acceptance criteria
  • Quickly respond to Client issues while also being able to effectively drive projects to timely and successful completion
  • Review project deliverables to ensure quality and consistency of project team output
  • Understand the underlying technologies being used on a project to be able to direct how to design, develop, test, and implement a technology enabled solution
  • On larger engagements, be able to work with larger management teams and determine independencies between the WMP project and other initiatives
  • On smaller engagements, be able to work hands on in creating deliverables which could include strategy, design, development, application testing, and the delivery of training
  • Facilitate effective change management programs within client organizations including creating and administering communication plans to ensure overall system usability and adoption
West Monroe

1,001-5,000 employees

Digital management consulting services
Company Overview
West Monroe's mission is to partner with companies in transformative industries to deliver quantifiable financial value. The company functions in multidisciplinary teams that blend management consulting, digital design, and product engineering to move companies from traditional ways of working to digital operating models—and create experiences that transcend the digital and physical worlds.
  • Parental leave
  • Medical coverage
  • Flexible PTO
  • 401(k) plan
  • Company stock purchase program
  • Flexible spending accounts
  • Pre-tax transportation benefits
  • Company-provided & supplemental life insurance
  • Perks & discounts program
  • Short-term & long-term disability insurance
  • Pet insurance
  • Travel bonus program
  • LifeLock group rate
Company Core Values
  • Inclusion and diversity
  • People-first
  • Best client service
  • Best and brightest
  • Stewardship
  • Employee-owned
  • Meritocracy
  • Nimble
  • Fun
  • Practical innovation
  • Social responsibility
  • Integrity
  • Quality over growth