Director - Retail and Commercial Banking Subject Matter Expert (SME)- Business Development, Pre- Sales solutioning
Posted 5 days ago by 1751007374
Negotiable
Outside
Remote
USA
Summary: The Director - Retail and Commercial Banking Subject Matter Expert (SME) is responsible for driving client engagement and sales enablement within the banking sector. This role involves providing thought leadership, developing tailored solutions, and advising clients on transformation strategies. The position requires extensive experience in retail and commercial banking, with a focus on digital transformation and client relationship management. The role is remote and classified as outside IR35.
Key Responsibilities:
- 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.
- 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.
- 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.
- 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.
Key Skills:
- 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.
- 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.
Salary (Rate): undetermined
City: undetermined
Country: USA
Working Arrangements: remote
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: Other
Director - Retail and Commercial Banking Subject Matter Expert (SME)
Location: Dallas, TX ( Remote )
Long Term Contract
Responsibilities
Specifics of this position may include:
- 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.
Qualifications:
- 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.
- 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.