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 in the Professional Services category, manage senior stakeholders, deliver innovative solutions, and mentor junior consultants. You will work in client-facing teams on high-impact commercial and supplier initiatives, developing insights, contributing to solution design, and helping deliver measurable outcomes. This subject matter expert role is for professionals with deep Financial Services industry experience who want to apply that expertise in consulting. You will help large corporate clients evaluate, negotiate, and optimize relationships with financial institutions and service providers. Proxima describes its consultants as practitioners who take responsibility early and work alongside clients to deliver real change. The role includes leading engagements across Financial Services, applying industry expertise across areas such as commercial banking, treasury and cash management, insurance and brokerage, payments and merchant services, and financing and credit facilities. You will support opportunity identification, supplier evaluation, commercial analysis, and market assessments; lead negotiations and client workshops; communicate findings to senior stakeholders; coach junior consultants; and contribute to Proxima's category thought leadership and intellectual property. The position operates in a hybrid model, balancing client, home, and office-based work, with travel as required. Proxima describes its culture as inclusive, supportive, ambitious, collaborative, and people-centred. It offers training and development, career progression, exposure to a wide variety of clients and industries, global opportunities, and competitive compensation.

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.
Strong understanding of Financial Services providers, services, supplier landscapes, pricing structures, and commercial models, including how providers 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 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.
Consulting experience, particularly Financial Services consulting.
Experience in commercial banking, treasury and cash management, insurance and brokerage, payments and merchant services, financing and credit facilities, or other Financial Services relevant to large organizations.

Responsibilities

Lead client engagements across Financial Services and build trusted relationships with stakeholders across Finance, Treasury, Procurement, Legal, and business leadership.
Apply Financial Services expertise across commercial banking, treasury and cash management, insurance and brokerage, payments and merchant services, financing and credit facilities, and other services used by large organizations.
Use knowledge of providers, products, services, and commercial models to support opportunity identification, supplier evaluation, commercial analysis, and market assessments.
Identify opportunities to support client value and revenue growth.
Coach and develop junior consultants.
Contribute to Proxima category thought leadership and intellectual property.
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 to team members and senior client stakeholders.
Lead workshops, working sessions, and day-to-day client interactions.
Work in a hybrid model across client, home, and office-based settings.
Travel as required to support client delivery and team collaboration.