Financial Services Strategy and Business Development Director

Job Summary

Competitive base salary plus bonus

Responsibilities

• Designs and executes go-to-market strategy to drive revenue and gross profit growth across banking, insurance, and fintech
• Architects technology solutions addressing regulatory compliance, risk management, operational efficiency challenges, etc.
• Maintains current awareness of industry trends, competitive dynamics, and identifies high-value business opportunities
• Defines differentiated product offerings to accelerate financial services market penetration
• Serves as financial services domain expert within the CNXN Helix Center for Applied AI and Robotics practice
• Creates industry-specific materials to generate demand and accelerate sales cycles
• Provides strategic guidance to leadership on market conditions and business opportunities
• Establishes and nurtures strategic partnerships with vendor partners and industry associations
• Pitches and qualifies opportunities, develops proposals, and deepens customer engagement
• Leads customer discovery sessions and solution demonstrations with C-suite executives and other stakeholders
• Collaborates with Product Management, Marketing, and other teams across the organization
• Designs vertical market training programs and certification pathways for Sales
• Develops thought leadership through content publication, conference speaking, and industry advisory participation
• Serves as thought leader for strategic accounts, identifying expansion opportunities
• Conducts market research to validate assumptions and inform strategy
• Represents Connection at industry events, and acts as a key contributor to the planning process for these activities

Qualifications

• 10+ years of progressive experience in financial services with a deep understanding of banking, insurance, investment management, and/or emerging fintech sector
• Comprehensive knowledge of financial regulations and their business implications
• Current awareness of industry trends, competitive landscape, emerging threats, and growth opportunities across financial services verticals
• Demonstrated ability to quickly master new technologies, platforms, and tools while translating technical concepts for diverse audiences
• Exceptional analytical and critical thinking skills with ability to synthesize complex information and develop actionable business strategies
• Experience managing relationships with C-suite executives, regulatory bodies, and key decision-makers at financial institutions
• Proven experience identifying, developing, and launching new business lines, products, or market segments within financial services
• Deep understanding of B2B sales cycles in financial services with ability to serve as trusted advisor to sales leadership and field teams
• Excellent verbal and written communication skills with the ability to engage effectively with all levels of management and functional disciplines, within the company, with our partners, and with customers
• Proven success leading and collaborating within distributed teams while maintaining high performance and engagement
• Track record of exceeding targets and driving measurable business outcomes in fast-paced, high-stakes environments
• Self-directed professional with passion for innovation and ability to thrive in ambiguous, rapidly changing situations
• Unwavering commitment to integrity, transparency, and ethical business practices consistent with Connection's business practices