Director of Finance Industry Consulting

AECOMNew York, NY
2dHybrid

About The Position

AECOM is seeking a Director of Financial Services Advisory for our newly formed Advisory Business Line. We are looking for an individual with a mix of strategic vision, industry expertise, leadership skills and business development acumen. In this role, the individual will support the Regional Advisory leadership in growing the business, setting strategy and developing major client accounts. This a hybrid role, with in-office requirements located in New York, NY. AECOM Advisory is designed to empower clients with strategic insights and innovative solutions that address their most complex challenges. By integrating technical expertise, data-driven analysis, and forward-thinking strategies, our Advisory team helps clients navigate critical decisions from early-stage planning and feasibility to execution and optimization. Our team is uniquely positioned to deliver value by combining AECOM global infrastructure expertise with bespoke advisory services, enabling clients to achieve sustainable, resilient, and impactful outcomes in a complex environment. Joining AECOM’s Advisory team means becoming part of a dynamic group that drives transformative change, fosters innovation, and shapes the future at the intersection of enterprise, infrastructure, and urban development.

Requirements

  • Education : Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degree (MBA, Master’s in Finance, or equivalent) strongly preferred.
  • Experience : Minimum 12 years of progressive experience in management consulting, with a strong focus on the financial services sector (banking, infrastructure finance, insurance, asset management, or capital markets) I ncluding 4+ years of leadership experience.
  • Proven track record of leading large-scale transformation projects, strategic planning, and operational improvement initiatives for financial institutions.
  • Demonstrated experience in regulatory compliance, risk management, and financial performance optimization.
  • Experience building teams from the ground up.
  • Technical & Functional Expertise : Deep understanding of financial industry trends, regulatory frameworks, and emerging technologies (e.g., digital banking, fintech, AI in finance).
  • Strong analytical and problem-solving skills with proficiency in financial modeling and data-driven decision-making.
  • Leadership & Communication : Exceptional ability to influence senior stakeholders and manage executive-level relationships.
  • Strong leadership skills with experience mentoring teams and driving cross-functional collaboration.
  • Excellent written and verbal communication skills, including the ability to present complex concepts to non-technical audiences.
  • Other Requirements : Ability to travel as needed for client engagements.

Nice To Haves

  • Professional certifications such as CFA, CPA, PMP, or equivalent are a plus.
  • Strong Core Consulting Skills: C-suite level client experience, problem decomposition, solution framework development, data-driven insight generation, strong engagement leadership and management, impeccable quality control and assurance skills.
  • Financial Analysis and Modeling : Ability to interpret complex financial data, develop models, and provide actionable insights.
  • Risk Management : Proficiency in identifying, assessing, and mitigating financial and operational risks.
  • Regulatory Compliance : Deep understanding of financial industry regulations, such as Basel III, Dodd-Frank, MiFID II, and GDPR, etc.
  • Digital Transformation : Expertise in leveraging technology to optimize financial processes, such as AI, blockchain, and fintech solutions.
  • Strategic Planning : Experience in developing and executing long-term strategies for financial growth and operational efficiency.
  • Client Relationship Management : Ability to build and maintain strong relationships with senior stakeholders and clients.
  • Problem-Solving : Strong analytical skills to diagnose issues and develop innovative solutions.
  • Project Management : Proven ability to lead cross-functional teams, manage timelines, budgets, and deliverables.
  • Change Management : Expertise in guiding organizations through transitions, including mergers, acquisitions, and restructuring.
  • Team Leadership : Ability to mentor and lead teams, fostering collaboration and professional growth.
  • Market Trends Analysis : In-depth knowledge of financial markets, emerging trends, and economic indicators.
  • Product Development : Experience in designing and launching financial products, such as investment portfolios, insurance solutions, or lending services.
  • Operational Excellence : Familiarity with process improvement methodologies like Lean, Six Sigma, or Agile.
  • Communication : Exceptional verbal and written communication skills to articulate complex concepts clearly.
  • Negotiation : Strong negotiation skills to drive favorable outcomes in contracts and partnerships.
  • Adaptability : Ability to thrive in dynamic environments and respond effectively to industry changes.
  • Critical Thinking : Capacity to evaluate scenarios strategically and make informed decisions.
  • Cultural Awareness : Sensitivity to diverse perspectives, especially in global financial markets.
  • Data Analytics Tools : Proficiency in tools like Tableau, Power BI, and Excel for data visualization and reporting.
  • CRM Systems : Experience with platforms like Salesforce or HubSpot for managing client relationships.
  • ERP Systems : Familiarity with financial ERP solutions such as SAP, Oracle Financials, or Workday.

Responsibilities

  • Be a strategy leader and a business builder for our advisory services to the Financial Services industry nationally, with a primary focus on the East Coast of the United States and supporting role for Latin American investments.
  • Develop and execute the strategic growth plan for our Financial Services client base, including the development and execution of client outreach goals, and internal delivery enhancement goals.
  • Cultivate and maintain relationships with financial services clients that are active in infrastructure and climate financing, including: commercial banks, development banks, asset managers, institutional investors, private equity, insurers, regulatory stakeholders and policymakers.
  • Originate consulting engagements leveraging a strong command of market trends, financial instruments used in the capital stack for infrastructure delivery, insurance and actuarial products, and climate finance delivery mechanisms.
  • Drive excellence in client proposals and lead engagement teams in delivery, assuring that AECOM is building client relationships throughout the entire client engagement cycle,
  • Strategically co-create projects through client engagement and pre-position AECOM for winning and delivering the most important projects that come to market,
  • Work in collaboration with all AECOM business lines to align operations and allocate resources according to strategic priorities in a highly matrixed environment,
  • Ensure appropriate talent is in place to develop, lead and successfully execute on AECOM’s advisory growth strategy,
  • Champion change by supporting AECOM’s vision, creating buy-in to the vision and by linking the core business to the attainment of the vision.
  • Develop repeatable frameworks to respond to enterprise level client challenges in Finance Industry consulting, including banks, fintech companies, insurers, asset managers, and regulatory bodies.
  • Work collaboratively with Client Account Managers (CAMs), and Business Line Leadership to grow profitable backlog.
  • Prepare and deliver presentations and communications to share exemplary projects and programs.
  • Lead client engagement efforts to understand client needs, obtain feedback, and refine business objectives.

Benefits

  • AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options , well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.
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