Financial Services Customer-led Transformation Consultant

Line of Service

Advisory

Industry/Sector

Technology

Specialism

Corporate and Business Strategy

Management Level

Manager

Job Description & Summary

Financial Services Customer-led Transformation Consultant - Manager

About the role
 

PwC’s Customer Financial Services Consulting Practice is passionate about our purpose which is to help our Financial Services clients to design and deliver impactful experiences for their customers and to create value for society.
 

Our team helps Financial services organisations build powerful, next-generation businesses using state-of-the-art digital technology to deliver compelling and innovative experiences to their customers. Our Financial Services Design practice is at the heart of our Customer Led Transformation offering, sitting at the intersection of business strategy, experience design, and digital technology.
 

We help our clients achieve sustainable growth by transforming and aligning their strategy, purpose and insight, their customer and employee experience, their operations, incentives and behaviours - all accelerated by the right technologies.  We focus on transformation across all areas of our client’s businesses that interact with the customer/client including marketing, sales & distribution, service, client / broker relationship management, underwriting and pricing.
 

We are on the lookout for individuals who can help us design and deliver the future of digital banking and wealth for our clients.

You will work alongside a range of our strategic alliance partners (Engine by Starling, Salesforce, Guidewire, Microsoft and others), gaining exposure to the latest in financial services technology and will have the opportunity to contribute to market-transforming programmes around the world.

What your day will look like:

• Build a detailed understanding of digital solutions and work closely with Partners and Directors to identify and convert sales opportunities

• Develop sales materials with a deep understanding of digital banking, wealth platforms, insurance and client needs

• Competitor analysis and market analysis to form a view of the appropriate digital solutions for target markets and clients 

• Design new go-to-market propositions, based on your knowledge of the capabilities of the latest financial services platforms (incl. banking, wealth and insurance)

• Design target-state customer journeys / service blueprints and work with designers to bring-to-life the future experience

• Take ownership of a key domain as a product owner (e.g. onboarding, payments, customer service, AML & Fraud, quote and buy, claims, renewals ) and work with clients to understand how they can adopt out-of-the-box capabilities from leading platforms (e.g. Engine by Starling)

This role is for you if:

• You have worked in client-facing roles, in a consulting role, or at a technology company (ideally in Financial Services) Product owner during implementation, leading teams of business analysts, UX / UI designers and engineers to design and deliver new digital customer and colleague experiences

• You have experience of rapidly identifying client problems and presenting solutions in a structured and informative manner and you are inquisitive and like the detail of understanding how something does and should work

• You have a technical aptitude and curiosity and the ability to be self-motivated in a highly autonomous environment, in a collaborative team

• You have strong presentation and facilitation skills and you have attention to detail

• You can adapt your communication style to different stakeholders (senior clients, technology vendors, engineering functions) and you are comfortable dealing with ambiguity

What you’ll receive from us:

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more. 

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Client Management, Coaching and Feedback, Communication, Creativity, Deliverable Planning, Delivery Management, Developing User Stories, Embracing Change, Emotional Regulation, Empathy, Inclusion, Intellectual Curiosity, IT Business Strategy, IT Consulting, IT Infrastructure, IT Service Management (ITSM), IT Systems Development, Leading Design Workshops, Learning Agility, Market Research, Optimism {+ 27 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Up to 60%

Available for Work Visa Sponsorship?

Yes

Government Clearance Required?

No

Job Posting End Date

December 5, 2025