FS&I Leader

evolv Consulting•Dallas, TX

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 existing client relationships, partners with Business Development to win new clients, and manages a team of Client Partners aligned to FS&I accounts. The role calls for a seasoned consulting executive with deep financial services and insurance expertise, a record of profitable growth, and the executive presence to advise C-suite clients. This is a hands-on, execution-focused role that combines strategic direction with tactical business building. The leader will drive business development, establish scalable processes, remove obstacles to growth, and take ownership of revenue growth and the development of FS&I as evolv’s flagship vertical. The FS&I Leader sets and executes the vertical strategy across banking, insurance, capital markets, and fintech; owns the vertical’s P&L, annual plan, forecast, pipeline, and bookings targets; and leads executive-level sales pursuits. Client Partners report directly to the FS&I Leader and are accountable for their assigned clients’ revenue, margin, relationships, and high-level delivery oversight. The leader recruits, develops, and retains Client Partners, sponsors key accounts, handles escalations, and works with delivery leadership to ensure quality outcomes and appropriate engagement staffing.

Requirements

12+ years of consulting experience serving financial services clients, including meaningful time in a strategic leadership role.
Deep expertise in financial services and insurance, with 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 in alignment with firm leadership.
Expand existing client relationships by identifying 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, to build brand visibility and pipeline.
Own the FS&I vertical’s full P&L, including revenue, gross margin, and contribution targets.
Build the annual plan and forecast with Finance and report performance to executive leadership.
Make pricing, rate, and staffing decisions that balance growth and profitability.
Monitor account-level financial health and address margin, utilization, or delivery risks early.
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 for 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 each Client Partner and hold the team accountable.
Serve as executive sponsor for key accounts and step in to address escalations.
Run a consistent portfolio operating cadence, including account, pipeline, and financial reviews.
Partner with delivery leadership to ensure quality, measurable client outcomes, and appropriate talent on each engagement.
Perform other duties as assigned.