FS&I Leader

evolv Consulting•Dallas, TX

10d

About The Position

The evolv Consulting team is seeking an accomplished FS&I Leader (Managing Director) to own and grow its Financial Services & Insurance vertical. This senior commercial leadership role has full accountability for the vertical’s strategy, revenue, P&L, and client portfolio. The leader expands relationships with existing clients, partners with Business Development to bring on new clients, and leads a team of Client Partners aligned to FS&I accounts. This is a hands-on, execution-focused role that combines strategic and tactical leadership. The FS&I Leader drives business development, establishes scalable processes, removes obstacles to growth, and takes ownership of the vertical’s results. The goal is to grow revenue and establish FS&I as evolv’s flagship vertical. The leader sets and executes the vertical strategy across banking, insurance, capital markets, and fintech; defines service offerings and an industry point of view using evolv’s data, AI, and cloud capabilities; and represents evolv at industry events, executive forums, and through published thought leadership. The role owns the vertical’s P&L, annual plan, forecast, pipeline, and bookings targets, and oversees pricing, staffing, profitability, and account financial health. Client Partners report directly to the FS&I Leader. The leader recruits, develops, and retains this team; sets performance goals; serves as executive sponsor on key accounts; addresses escalations; and establishes a consistent operating cadence for account, pipeline, and financial reviews. The leader also partners with delivery leadership to support quality, measurable client outcomes, and appropriate engagement staffing. Other duties may be assigned.

Requirements

12+ years of consulting experience serving financial services clients, including meaningful time in a strategic leadership role.
Deep financial services and insurance domain expertise and credibility advising C-suite stakeholders.
Proven P&L ownership of a practice, vertical, or business unit, with a record of growing revenue while protecting margin.
Track record of originating and closing complex, multi-year engagements and expanding existing client accounts.
Experience leading senior client-facing leaders, such as Client Partners or Account Leads, including hiring, coaching, and performance management.
Experience with data, AI, or cloud strategy in a financial services context.
Executive presence and exceptional communication skills, with the ability to influence internally and externally.
Ability to thrive in a fast-paced, matrixed, entrepreneurial environment.

Nice To Haves

Based in, or willing to relocate to, the Dallas–Fort Worth area.
Established executive network within the FS&I market.
Background at a top-tier consulting firm (Big 4, MBB, or equivalent) and/or operator-side experience at a major financial institution or insurer.
Experience growing a vertical within a mid-market consulting firm.

Responsibilities

Set and execute the FS&I vertical strategy across banking, insurance, capital markets, and fintech, aligned with firm leadership.
Expand existing client relationships by identifying new needs, increasing account penetration, and pursuing add-on work.
Partner with Business Development to target, pursue, and onboard new FS&I clients.
Define the vertical’s service offerings and industry point of view, drawing on evolv’s data, AI, and cloud capabilities.
Represent evolv at industry events and executive forums, and through published thought leadership.
Own the FS&I vertical’s P&L, including revenue, gross margin, and contribution targets.
Build the annual plan and forecast with Finance, and report performance to executive leadership.
Drive pricing, rate, and staffing decisions that balance growth and profitability.
Monitor account-level financial health and act early on margin, utilization, or delivery risks.
Own the FS&I pipeline and annual bookings targets from opportunity identification through proposal, negotiation, and close.
Lead executive-level pursuits and coach Client Partners on deal strategy and account growth.
Shape proposals and solutions with delivery and practice leaders to win complex, multi-year engagements.
Maintain disciplined pipeline management and accurate forecasting.
Recruit, develop, and retain a high-performing team of Client Partners.
Set revenue, margin, and client-satisfaction goals for Client Partners and hold the team accountable.
Serve as executive sponsor on key accounts and step in on escalations.
Run consistent account, pipeline, and financial reviews across the portfolio.
Partner with delivery leadership to ensure quality, measurable client outcomes, and appropriate talent on every engagement.
Perform other duties as assigned.