Associate Director – Financial Services

Role Summary:

We are seeking an experienced and driven Associate Director to join our dynamic Financial Services practice. The ideal candidate will have a strong background in consulting, with a proven track record of business development , project delivery , and team leadership within a Big 4 or top-tier consulting environment. This role demands deep subject matter expertise in financial risk , operational risk , compliance , internal audit , and policy and procedure development across banking, insurance, and capital markets.

Key Responsibilities

Client Engagement & Business Development

• Lead and strengthen client relationships, serving as a trusted advisor to senior stakeholders, including C-suite executives and Board members.
• Identify and pursue new business opportunities; demonstrate a strong track record of generating $1M+ in annual consulting revenue .
• Develop and deliver high-quality proposals, including project scoping, pricing, and contract negotiation.

Project & Program Delivery

• Oversee and manage the delivery of large-scale consulting engagements within the financial services sector.
• Lead the full project lifecycle—from planning and resource allocation to execution, oversight, and reporting.
• Drive high-impact outcomes across financial risk, operational risk, internal audit, governance, and compliance transformation initiatives.

People & Practice Leadership

• Lead, coach, and mentor a team of 10+ consultants, fostering a high-performance and growth-oriented culture.
• Oversee resource planning, performance management, and career development of junior team members.
• Contribute to the growth of the firm’s Financial Services practice, including methodology enhancement, capability development, and thought leadership initiatives.

Key Requirements

• 10+ years of relevant experience, including a minimum of 4 years in a managerial or leadership role within a Big 4 or top-tier consulting firm.
• Proven ability to generate $1M+ in annual consulting revenue, with a strong business development track record.
• Demonstrated expertise in project and program management, with successful delivery of complex engagements across risk, compliance, or internal audit.
• Deep knowledge of financial and operational risk management, internal controls, regulatory compliance, policy and procedure development, and internal audit frameworks.
• Strong commercial acumen, with the ability to understand client challenges and design practical, value-driven solutions.
• Exceptional written and verbal communication skills, including executive-level reporting, stakeholder management, and presentation delivery.
• Proven experience leading and motivating large teams, managing competing priorities, and driving impactful outcomes.
• Bachelor’s degree in Finance, Accounting, Business, Law, or a related field (Master’s/MBA preferred).
• Relevant professional certifications such as CIA, CISA, CPA, ACCA, CAMS, CRMA, or equivalent are an advantage.
• Ability to work at pace and perform effectively in a dynamic, multi-priority environment.