FSI Transformation Lead

SoftServe’s Enterprise Solutions Lead (ESL) is a key consulting role that drives enterprise product development, digital strategy, and solution architecture for financial services industry (FSI) clients. As a trusted advisor, you will lead engagements from pre-sales to delivery, ensuring impactful business and technology solutions that align with industry regulations and best practices.

Our global Center of Excellence team has over 100+ of the most diverse, talented, and engaged Solution Consultants, Business Analysts, and Product Managers with 12+ locations worldwide.

We are a cross-functional, highly impactful, and high-visibility team whose mission is to drive digital transformation strategy and implementations. We advise our Fortune 500 customers at the cutting edge of technology while staying highly relevant to the specifics of their industry.

We are seeking a mature business professional in the Financial Services domain who has hands-on experience in driving Digital Transformation initiatives and has a vision on how technology will disrupt and enable global Financial Services. This role with us will offer a challenging and exciting career in digital advisory, in one of the leading and fastest-growing businesses on the market.

Duties & Responsibilities

• Define and lead digital transformation strategies for enterprises
• Identify ways to maximize business value
• Advise CXOs and board members on their transformation journeys
• Facilitate conversations and workshops with credibility and insight
• Lead advisory services and process/technology consulting across a broad set of Financial services domains
• Lead teams and develop proposals for RFP/RFI processes and pre-sales activities, including presenting solutions to senior stakeholders
• Lead cross-functional teams and engagement programs targeting enterprise CXOs, cloud providers, and other technology partners, to advise, deepen relationships, and accelerate strategic networks
• Identify transformation opportunities through close collaboration with core clients
• Deliver large-scale, complex Financial Services digital transformation projects, including the design, implementation, deployment, and evaluation of digital solutions
• Work collaboratively with clients to understand their business challenges and develop tailored solutions
• Lead project and development teams, and manage client relationships to ensure successful project delivery
• Drive deal shaping, solutioning, and commercial architecture for digital transformation programs
• Collaborate with account executives and industry leads to identify whitespace and upsell opportunities
• Support sales motions with thought leadership, client POVs, and solution demos
• Own end-to-end delivery accountability across discovery, design, MVPs, and scaled rollout. Ensure alignment with KPIs, client success metrics, and transformation ROI. Manage risk, change, and stakeholder alignment in cross-functional programs.
• Translate business needs into composable digital solutions and industry platforms
• Focus on measurable client outcomes—cost reduction, CX uplift, time-to-market, or compliance efficiency
• Support business case development and success tracking for transformation initiatives.

Preferred Competencies & Experience

• Proven experience in digital Financial Services consulting, with a consulting or industry background in Financial Services (preferably within Retail Banking, Insurance, or Fintech (Payments, Embedded Finance)).
• Broad experience and understanding of end-to-end Financial Services operations, with deep expertise in several of the areas mentioned: Customer Onboarding (KYC, AML), Digital Core, Risk & Compliance, Enterprise Finance, and Internal Controls.
• Experience in transformation of different business models – B2B, B2C, BaaS; building omnichannel experience; familiar with key regulations in the domain and how they impact business capabilities.
• Excellent communication and stakeholder management abilities
• Familiarity with the design and implementation of any digital solutions (core systems, any supplementary systems).
• Strong understanding of cutting-edge technologies that are set to play a key role in the digitalization of Financial services, such as AI/ML, generative and agentic AI, cloud technology, and big data.
• Experience with the custom software development process and lifecycle, working in technical and development teams.
• Prior experience at a Tier-1 management consulting firm is an advantage.

Qualifications

• Education: Bachelor's degree in business, marketing, communication, or a related field. Master’s degree preferred
• Certifications: Relevant certifications are a plus, but not required (ACCA, CFA, FRM, etc).

Other Requirements

• Willingness to travel internationally
• A global mindset to operate effectively in a matrix environment
• Commitment to maintaining high levels of client satisfaction and business growth.

SoftServe is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, age, sex, nationality, disability, sexual orientation, gender identity and expression, veteran status, and other protected characteristics under applicable law. Let’s put your talents and experience in motion with SoftServe.