VP, Consulting - Financial Services

Kizen•New York, NY

1d•$250,000 - $350,000•Hybrid

About The Position

Kizen is a leading AI platform for the future of work, redefining how people and AI seamlessly move and improve as one. Founded on the principle that technology should make work more meaningful, Kizen creates AI systems (AKA assistants) that learn, adapt, and improve over time, just like the people who use them. Today, Kizen powers millions of mission-critical experiences for leading organizations in highly regulated industries like insurance, healthcare, and financial services. Some of the ways we support these teams include: helping insurance agents manage contracting and commissions, enabling healthcare providers to deliver proactive patient care, and empowering financial institutions to classify documents and extract data automatically. We’re solving operational problems and helping the world’s most complex organizations give their teams the tools they need to do more, grow faster and live better. And this is just the beginning! Kizen is where enterprises get AI that works on day one and is flexible enough to shape it to their own organizations. Our AI-first platform is easy to adopt, scale, and trust making it a destination for developers to build new applications and business teams to customize AI assistants, all in one place. Join us in transforming how industries work, one person, one workflow, one AI assistant at a time! As our VP, Consulting - Financial Services, you will lead client engagements, shape delivery strategy, and drive consulting-led platform in financial services vertical. You’ll combine leadership, operational excellence, and technology know-how to design future-state operating models, facilitate change across diverse stakeholder groups, and establish Kizen as a trusted partner for our customers’ long-term digital transformation. You will start as a player-coach leading enterprise delivery hands-on and being an MVP when required - while you are scaling our Consulting practice, including processes, governance models, and delivery standards that support rapid and high-quality customer value realization. If you are passionate about helping organizations transform how work gets done and - recognize the incredible opportunity we have in front of us with AI to improve lives and work for everyone - this role is for you.

Requirements

10+ years in enterprise consulting, operations transformation, or professional services
4+ years in leadership roles managing large cross-functional delivery teams
4+ years of experience in Financial Services industry
Strong operational background — able to redesign complex business processes
Proven success leading digital transformation using modern SaaS technologies
Hands-on experience with workflow automation, process improvement, and AI-enabled change
Demonstrated ability to create BRDs, process documentation, and implement best practices
Experience deploying platforms such as CRM, ERP, EMR, RPA, or low-code solutions
Understanding of data architectures and enterprise integration patterns (APIs, ETL, etc.)
Executive-level presence with strong consulting rigor and stakeholder influence
Highly organized — able to oversee multiple programs while maintaining quality

Nice To Haves

Experience in Financial Services delivery transformation strongly preferred
Experience transforming multiple different parts of organizations (i.e GTM, operations, HR) across multiple industries (most relevant to this role - healthcare, insurance, financial services)
Background in SaaS implementation leadership and/or solution architecture
Experience scaling a Consulting/Professional Services function in a high-growth environment
Familiarity with AI automation, intelligent agents, and process optimization frameworks
Strong change-management expertise — both cultural and operational
CRM transformation experience (Salesforce, MS Dynamics, etc.)

Responsibilities

Leading end-to-end delivery of enterprise transformation projects in Financial Services industry
Designing and executing consulting methodologies discovery, requirements, workflows, and governance
Partnering with C-suite stakeholders to define business cases, ROI models, and success KPIs
Ensuring successful change management at every level of the organization including the front lines
Lead multi-disciplinary teams to design and deliver enterprise-wide change across industries
Integrate digital solutions to unlock competitive advantage
Play a key role in understanding and interpreting our clients' business challenges and goals, and working with our design and technology teams to deliver elegant user experiences
Translating complex business requirements into actionable workflows and automation on the Kizen platform
Developing Business Requirements Documents (BRDs), process maps, and future-state operating models
Leading change management programs to drive adoption and measurable transformation outcomes
Establishing standards for project delivery, quality, reporting, and velocity
Architecting solutions involving integrations across CRM, core systems, data platforms, and AI capabilities
Scoping workstreams, resource plans, and delivery timelines for large global transformations
Creating reusable assets, playbooks, and process frameworks to scale delivery excellence
Identifying upsell opportunities by uncovering new automation and workflow efficiencies
Acting as a key executive partner across Sales, Product, Engineering, and Customer Success