Full-Time

Director – Retail and Commercial Banking Subject Matter Expert

SME

Posted on 7/4/2025

Perficient

Perficient

1,001-5,000 employees

Global digital consultancy delivering IT solutions

Compensation Overview

$103.6k - $209.8k/yr

New York, NY, USA

In Person

Requires at least 25% travel.

Category
Consulting (1)
Requirements
  • 10+ years of experience in retail and/or commercial banking, ideally including time spent in consulting or advisory roles.
  • Proven success in client-facing roles, including business development, pre-sales, or solutioning.
  • Strong understanding of digital transformation trends, including core modernization, open banking, customer experience, and embedded finance.
  • Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution.
  • Familiarity with AI-enhanced platforms is a plus.
  • A solid understanding of AI capabilities and limitations including ethical considerations is expected
  • Experience with industry platforms and ecosystems (Salesforce, Microsoft, major cloud platforms).
  • Excellent communication skills with the ability to engage C-level executives.
  • Strategic thinker with a hands-on ability to develop actionable plans.
Responsibilities
  • Client Engagement & Sales Enablement: Serve as an industry-facing expert during sales pursuits and client meetings, helping articulate value propositions that resonate with banking clients.
  • Collaborate closely with account teams and solution architects to shape proposals, presentations, and strategic roadmaps.
  • Identify and open new opportunities through trusted advisor relationships and strategic insight.
  • Thought Leadership: Represent the firm as a thought leader in the retail and commercial banking space through whitepapers, industry events, webinars, and roundtables.
  • Monitor industry trends, regulatory changes, and innovation to ensure our offerings remain cutting-edge and relevant.
  • Solution Development & Offerings: Partner with platform teams (Salesforce, Microsoft, Cloud providers) to co-create targeted financial services solutions aligned with client needs.
  • Provide subject matter input into the development of new service offerings and go-to-market strategies.
  • Consulting & Advisory Support: Advise clients on transformation strategy, digital operating models, customer engagement, and back-office modernization.
  • Lead or support delivery teams with insights and direction grounded in real-world banking experience.
Desired Qualifications
  • Experience with AI tools and platforms beyond basic familiarity is a plus.
  • Experience in leadership roles within a consultancy or professional services environment.
  • Exposure to regulatory and risk considerations in banking, including privacy, data governance, and security.

Perficient is a global digital consultancy that provides IT and business consulting services to large enterprises. It helps organizations design and deliver IT and digital solutions, with services spanning business analysis, portal development, and AI-powered digital initiatives. Its offerings are carried out through a global delivery network across the United States, Latin America, India, and Europe, combining strategists and technologists to execute projects from strategy through implementation. The company differentiates itself by leveraging a broad, multinational delivery footprint and pursuing strategic acquisitions to expand its capabilities and market reach, enabling it to serve Forbes Global 2000 and other large enterprise clients across multiple industries. The goal is to help enterprises transform digitally, using data analytics, cloud computing, and AI to achieve measurable business outcomes and improved performance.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Austin, Texas

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • EQT $3B acquisition closed, providing capital for AI expansion.
  • Kelley Austin acquisition deepens Salesforce AI and Agentforce expertise.
  • SMEDIX buy bolsters healthcare software engineering capabilities.

What critics are saying

  • Integration failures from SMEDIX and Kelley Austin cause talent attrition.
  • Accenture and Cognizant capture clients with superior AI scale.
  • Sitecore decline devalues Brainjocks, stranding legacy revenue.

What makes Perficient unique

  • Perficient leads digital transformation for Global 2000 enterprises.
  • Trusted Salesforce partner delivers Agentforce and Data Cloud AI solutions.
  • Award-winning AI provider accelerates enterprise Salesforce innovation.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at Perficient who can refer or advise you

Benefits

Hybrid Work Options

Remote Work Options

Company News

Business Wire
Oct 13th, 2025
Perficient Deepens Salesforce AI, Agentforce, and Data Capabilities Through Acquisition of Kelley Austin

Today, Perficient announced the acquisition of Kelley Austin, an award-winning Salesforce consulting partner.

Stock Titan
May 5th, 2024
Perficient Acquired by EQT for $3B

Perficient, Inc. is set to be acquired by EQT in an all-cash transaction valued at approximately $3.0 billion, or $76.00 per share, a 75% premium over its April 29, 2024, stock price. The deal, expected to close by the end of 2024, will take Perficient private and maintain its headquarters in St. Louis. This acquisition marks a strategic expansion for EQT in the digital consulting sector. Post-deal, Perficient's shares will cease trading on NASDAQ.

Business Wire
Oct 21st, 2023
Perficient Reaches Definitive Agreement to Acquire SMEDIX, INC.

Perficient announced today it has entered into a purchase agreement to acquire SMEDIX, Inc., a healthcare software engineering firm.

Business Wire
Oct 13th, 2022
Perficient Announces Acquisition of Brainjocks

Perficient today announces the acquisition of Brainjocks, a $13 million annual revenue digital consultancy with a strong Sitecore platform focus.

SalesTechStar
Oct 8th, 2020
88 Percent of Businesses Rely on Outdated Methods for Order Management According to Study Commissioned by Perficient

Perficient, the leading global digital consultancy transforming the world’s largest enterprises and biggest brands, released the results

INACTIVE