Lead Value Engineer - Financial Services

Finance$157k–$212k/yrFull-time

The Ideal Background
The Ideal Background
The Ideal Background

Translate executive banking priorities into high-impact AI use cases (e.g., intelligent credit underwriting, automated fraud mitigation, hyper-personalized wealth advisory)
Architect scalable, end-to-end data flows to resolve complex operational bottlenecks across legacy core banking platforms, payment rails, and loan origination pipelines
Build data-backed business cases driving $10M+ in OPEX savings, risk reduction, or net-new revenue generation
Deliver high-stakes value narratives to C-suite stakeholders and G-SIB leadership to accelerate software adoption pipelines
Automate complex front-to-back office workflows (e.g., institutional onboarding, trade lifecycle management) using Lean or Six Sigma methodologies while maintaining bulletproof audit trails
Own the end-to-end customer value journey from technical discovery and proof-of-concept pilots through to impactful Quarterly Business Reviews (QBRs)

Proven track record in consultative value-selling, value engineering, or account strategy for enterprise SaaS digital transformations
Next-Gen Tech Fluency: Functional understanding of Generative AI, process mining, and their intersection with enterprise financial systems and core banking platforms (e.g., FIS, Fiserv, Temenos, or SAP Banking)
Deep knowledge in 2+ areas across Credit Risk & Underwriting, Wealth Management/Advisory, Payments & Clearing, Capital Markets, Asset/Liability Management (ALM), or KYC/AML Operations
Strong grasp of financial services risk management frameworks, internal controls, and major regulatory mandates (e.g., Dodd-Frank, Basel III/IV, SEC, FINRA, CFPB)

B.S. or M.S. in Finance, Economics, Financial Engineering, Computer Science, Data Science, or Business Administration
LSS Black Belt, Lean/Six Sigma, or Advanced Data Analytics / CFA / FRM certifications are a major plus

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