Senior Consultant – Financial Services & Insurance SME

Proxima•Chicago, IL

3d•Hybrid

About The Position

As a Senior Consultant at Proxima, you will lead complex Financial Services workstreams within our Professional Services category and manage senior stakeholders while delivering innovative solutions and mentoring junior consultants. You will be part of client-facing teams delivering high-impact commercial and supplier initiatives, supporting the development of insights, contributing to solution design, and playing an active role in delivering outcomes, not just recommendations. This is a subject matter expert role for professionals with deep Financial Services industry experience who want to apply that expertise in a consulting environment. You will help large corporate clients evaluate, negotiate, and optimize relationships with financial institutions and service providers, often working across the table from organizations and commercial models you previously represented. This is not a passive learning role. At Proxima, we are practitioner-consultants. You will build experience quickly, take responsibility early, and work alongside clients to deliver real, measurable change.

Requirements

5-10 years of experience working within the Financial Services industry, ideally in a commercial, sales, account management, commercial strategy, product, advisory, or consulting capacity.
Strong first-hand understanding of Financial Services products, providers, commercial models, and client relationships across areas such as banking, treasury, payments, insurance, brokerage, or financing.
Experience working within or supporting areas such as: Commercial banking, Treasury and cash management, Insurance and brokerage, Payments and merchant services, Financing and credit facilities, Other Financial Services relevant to large organizations
Experience working on the provider or supplier side of the Financial Services industry, such as within a bank, payments company, insurer, broker, treasury provider, or other financial institution, is highly valued.
Consulting experience, particularly Financial Services consulting, is desirable.
Strong understanding of Financial Services providers, services, supplier landscapes, pricing structures, and commercial models, including how these organizations operate and manage client relationships.
Ability to apply first-hand industry knowledge to help clients evaluate providers, negotiate commercial relationships, and identify opportunities to drive value.
Experience supporting project delivery and managing stakeholder engagement across workstreams.
Strong analytical capability and confidence working with data.
Strong senior stakeholder engagement and communication skills.
A proactive, ownership-oriented approach to your work.
Comfort operating in a fast-paced, delivery-focused environment.
Willingness to travel as required.
Curiosity, adaptability, and a strong desire to learn and develop.
Motivation to build a long-term consulting career in a growing global firm.

Nice To Haves

Experience working on the provider or supplier side of the Financial Services industry, such as within a bank, payments company, insurer, broker, treasury provider, or other financial institution, is highly valued.
Consulting experience, particularly Financial Services consulting, is desirable.

Responsibilities

Support delivery across client engagements
Lead client engagements across Financial Services, bringing deep industry expertise and building trusted relationships with stakeholders across Finance, Treasury, Procurement, Legal, and business leadership.
Apply your Financial Services expertise across a broad range of areas, including commercial banking, treasury and cash management, insurance and brokerage, payments and merchant services, financing and credit facilities, and other financial services utilized by large organizations.
Leverage your understanding of Financial Services providers, products, services, and commercial models to support opportunity identification, supplier evaluation, commercial analysis, and market assessments.
Identify opportunities supporting client value and revenue growth.
Coach and develop junior consultants.
Contribute to Proxima category thought leadership and IP.
Work directly with senior client stakeholders to gather requirements and align objectives.
Lead complex commercial negotiations with financial institutions, banking partners, insurers, brokers, payment providers, and other Financial Services suppliers.
Communicate findings clearly and professionally with team members and senior client stakeholders.
Lead workshops, working sessions, and day-to-day client interactions.