Lead Strategist
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Job Description
Forward-deployed strategist owning discovery, delivery, adoption, and expansion of AI banking platform deployments. Partnering with engineers and bank executives to ship enterprise technology programs.
Responsibilities:
- Own the large financial institution relationship as primary point of contact
- Build long-term relationships with bank engineering, architecture, and business leadership
- Embed with bank teams to understand pain points and modernization priorities
- Identify workloads where the AI-enabled banking platform creates the most value
- Partner with Forward Deployed Engineers to scope technical work
- Own end-to-end delivery from proof of value through go-live, including scope, milestones, dependencies, risks, and resourcing
- Run steering committees with executive sponsors
- Train bank engineers and drive adoption across product lines and business units
- Support sales with demos, business case development, and platform education
- Translate technical complexity into business impact and deliver successful enterprise deployments
Requirements:
- 6+ years in a customer-facing, delivery-oriented role
- Proven track record managing complex, multi-workstream technical programs with hard deadlines, regulatory constraints, and multiple stakeholder groups
- Technical fluency, including understanding technology architectures and data flow diagrams
- Experience driving adoption and ensuring technology changes stick inside large organizations
- AI fluency and ability to articulate the benefits of AI
- Track record driving complex technology programs to production
- Preference for knowledge of financial transaction flows, core banking systems, or banking technology
- Ability to operate autonomously in matrixed bank environments
- Ability to present to CxOs with clarity and confidence
- Willingness to travel to client sites as needed, approximately 25–50% depending on engagement phase
Benefits:
- Competitive compensation
- Exciting career opportunity
- Equal opportunity employment
- Drug test for conditional US offers
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