Lead Value Engineer - Asset & Wealth Management
About The Position
As a Lead Value Engineer for Asset & Wealth Management, you will architect and drive large-scale AI- and data-driven business transformation across the NAM market using the Celonis Context Model. Working with local and global Value Engineers, you will combine technical execution with consulting and project management to support complex roadmaps and deliver targeted transformation initiatives. The role focuses on customer success and high-stakes SaaS and AI adoption at global financial institutions and regional banking enterprise accounts, translating complex financial and operational needs into technical strategy and advising senior executives. You will translate executive banking priorities into AI use cases and value realization frameworks; design scalable data flows addressing operational bottlenecks in banking platforms and processes; build data-backed business cases; and present value narratives to senior financial-services leaders. You will also transform front- and back-office workflows using Lean or Six Sigma methods while maintaining audit trails, and manage the customer value journey from technical discovery and proof-of-concept pilots through Quarterly Business Reviews. The position is based in New York for the stated salary range and follows a full-time schedule. Celonis describes its work model as flexible hybrid.
Requirements
- 7–10 years of experience navigating unstructured enterprise problems.
- A background following one of the specified trajectories: financial-institution risk management, capital markets, or retail/commercial banking operations followed by management consulting, strategy, or SaaS Value Engineering; or MBB, Big 4, or elite tech consulting followed by specialization in retail banking, commercial banking, or FinTech.
- Proven experience in consultative value-selling, value engineering, or account strategy for enterprise SaaS digital transformations.
- Functional understanding of Generative AI, process mining, and their intersection with enterprise financial systems and core banking platforms.
- Deep knowledge in at least two of the following: Credit Risk and Underwriting, Wealth Management/Advisory, Payments and Clearing, Capital Markets, Asset/Liability Management, or KYC/AML Operations.
- Strong understanding of financial-services risk management frameworks, internal controls, and regulatory mandates such as Dodd-Frank, Basel III/IV, SEC, FINRA, or CFPB.
- Bachelor’s or master’s degree in Finance, Economics, Financial Engineering, Computer Science, Data Science, or Business Administration.
Nice To Haves
- LSS Black Belt, Lean/Six Sigma, Advanced Data Analytics, CFA, or FRM certification.
- Experience with core banking platforms such as FIS, Fiserv, Temenos, or SAP Banking.
Responsibilities
- Translate executive banking priorities into high-impact AI use cases and value realization frameworks.
- Architect scalable, end-to-end data flows to address operational bottlenecks across core banking platforms, payment rails, and loan origination pipelines.
- Build data-backed business cases for OPEX savings, risk reduction, or revenue generation.
- Present value narratives to C-suite stakeholders and G-SIB leadership to accelerate software adoption.
- Automate front- and back-office workflows, including institutional onboarding and trade lifecycle management, using Lean or Six Sigma methodologies while maintaining audit trails.
- Own the customer value journey from technical discovery and proof-of-concept pilots through Quarterly Business Reviews.
- Support complex transformation roadmaps and execute targeted initiatives in collaboration with local and global Value Engineers.
Benefits
- Restricted Stock Units (RSUs) and merit-based refresh grants for full-time employees.
- 24 weeks of fully paid parental leave for primary carers and 12 weeks for supporting carers, available from the first day of employment.
- Unlimited PTO in applicable regions and generous PTO globally.
- Flexible hybrid work model.
- Learning framework, mentorship programs, and access to a dedicated learning platform.
- Subsidized Wellhub memberships, mental health counseling, and Wellness Weeks.
- Paid time off to volunteer for community and environmental causes during annual Impact Days.
- Health, dental, and life benefits, 401(k), and paid time off are included in the total compensation package.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
