Managing Director, Financial Services and Insurance

Naviant•Madison, WI

5d•Remote

About The Position

Are you a strategic, relationship-driven consultant ready to build and scale a Financial Services and Insurance practice while personally leading and closing complex enterprise automation and transformation engagements? At Naviant, our mission is to partner with organizations to reimagine how work gets done, combining deep industry expertise, intelligent technology, and a human-centered approach to deliver measurable outcomes. We serve as the Agentic Partner for the modern enterprise, leading deep business transformation by building autonomous, intelligent solutions that enable executive leaders to transform and optimize their entire operating model. Our vision is simple yet ambitious: Reimagine work through automation, AI, and data, freeing people to focus on what truly matters. We’re seeking a driven Managing Director, Financial Services and Insurance (FINS), to build and scale our FINS practice while personally executing high-value, professional services sales from opportunity to close. This player-coach role is ideal for a consultant-at-heart who thrives on engaging C-suite stakeholders to solve complex challenges: accelerating operational velocity, reducing compliance costs, and optimizing human capital through AI-driven automation. You will shape practice strategy, strengthen scalable processes, and take full ownership of quota attainment, all through a hands-on, consultative approach that fosters long-term, trusted partnerships. As part of a small, high-impact team, you will combine thought leadership, client advisory expertise, and executional excellence to drive measurable growth, close strategic deals, and create lasting impact in the FINS market.

Requirements

Proven ability to develop and execute sales strategies within the FINS sector using a consultative selling approach.
Demonstrated success in B2B solution selling and consulting environments, with a consistent track record of driving revenue growth, expanding existing accounts, and closing high-value opportunities.
Skilled at managing pipeline health, forecasting, and building scalable sales motions that support long-term vertical growth.
Deep understanding of FINS market dynamics, fintech innovation, and regulatory and compliance considerations.
Strong grasp of how automation, AI, and workflow technologies transform operations, mitigate risk, and improve efficiency within financial institutions.
Brings an established network of executive relationships and, ideally, an existing portfolio of clients or industry contacts that can be strategically leveraged to accelerate growth and market penetration.
Able to translate industry insight into compelling value propositions that resonate with executive stakeholders.
Experienced in building and managing relationships with C-suite, operations, risk, finance, and technology leaders.
Adept at consultative selling by identifying client challenges, uncovering opportunities, and tailoring technology-enabled transformation solutions that align with strategic business objectives.
Strong negotiation, presentation, and influence skills that drive trust and long-term partnerships.
Capable of translating market insight into actionable go-to-market strategies.
Skilled at identifying high-potential segments, refining value propositions, and aligning cross-functional teams to deliver a cohesive and compelling market narrative.
Understands how to position solutions effectively in competitive FINS environments.
Experienced player-coach who leads by example while developing others.
Committed to strengthening consultative selling capabilities, embedding repeatable sales processes, and fostering a culture of high performance and accountability.
Encourages collaboration across sales, marketing, and delivery teams to ensure sustainable, scalable growth.

Responsibilities

Develop a strong working knowledge of Naviant’s organizational structure, internal systems, and departmental processes.
Gain a deep understanding of Naviant’s FINS clients, solution offerings, and market positioning.
Assess the existing pipeline, key accounts, and team capabilities to identify opportunities for consultative, relationship-driven growth.
Establish credibility and rapport with internal stakeholders and key industry contacts.
Develop an initial perspective on differentiating Naviant in the market through strategic engagements.
Define a clear plan to grow the FINS vertical, including refining target segments, account strategies, and value propositions.
Shape and enhance key offerings to better address client priorities such as digital transformation, automation, and operational efficiency.
Align sales, marketing, and delivery teams around a cohesive, client-focused engagement model.
Establish executive-level relationships to expand Naviant’s influence and trusted-advisor presence in the FINS sector.
Identify team capability gaps and begin enhancing consultative selling skills across the group.
Fully own the FINS vertical, driving consistent revenue growth through strategic, solution-oriented selling.
Strengthen executive relationships and advisory credibility with key clients.
Demonstrate clear, measurable traction in pipeline development, deal closure, and strategic account management.
Continuously refine the go-to-market approach and consultative sales methodology to create a repeatable, scalable engine for the practice.
Mentor and develop the team, fostering a culture of accountability, high performance, collaborative problem-solving, and client-centered thinking.

Benefits

Comprehensive Health, Dental, & Vision Insurance
Employer Paid Disability & Life Coverage
401k & Match Program
Generous Paid Time Off
Flex Spending Plans & Dependent Care
Monthly Home Office Allowance
Volunteer Time Off
Charitable Giving Program
Lifestyle Spending Account
Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!