Job Description

Job Role: Financial Services Business Consultant (Growth & Advisory)

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Location: Sydney

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Job Type: Contract

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Industry: Banking / Financial Services / Insurance (BFSI)

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About the Role

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We are seeking a senior Financial Services Business Consultant to drive account growth initiatives across banking, insurance, and broader financial services clients.

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This role focuses on strategic advisory, client engagement, and business expansion. The ideal candidate will act as a trusted advisor, working closely with client stakeholders and internal account teams to identify new opportunities, shape transformation agendas, and support revenue growth across BFSI domains.

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The role requires a solid blend of industry expertise, consultative selling, and business development experience within financial services.

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Key Responsibilities

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- Act as a trusted advisor to financial services clients, identifying growth and transformation opportunities.
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- Partner with account teams and leadership to define and execute growth strategies for BFSI accounts.
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- Drive a hunter‐led mindset to identify and pursue new business opportunities across existing and new clients.
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- Build and maintain senior stakeholder relationships across business and technology leadership teams.
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- Identify and shape opportunities across: Banking transformation, Payment's ecosystems, Commercial banking, Risk and compliance, Digital modernization Customer experience, transformation, Data and analytics, Platform and core system transformation.
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- Lead account planning, opportunity shaping, and early‐stage deal development.
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- Provide industry insights, market intelligence, and tailored client recommendations.
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- Collaborate with consulting, delivery, solutioning, and sales teams to position offerings effectively.
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- Support definition of client pain points, strategic priorities, and future‐state roadmaps.
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- Participate in client workshops, executive discussions, and advisory sessions.
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- Contribute to proposal development, value articulation, and executive‐level messaging for strategic pursuits.
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- Identify whitespace opportunities for cross‐sell and upsell within accounts.
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- Monitor industry trends, regulatory changes, and competitive landscape in financial services.
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Required Skills & Experience

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- 2+ years of experience in Financial Services (banking, insurance, or fintech), with a solid focus on IT services, digital transformation, or technology consulting environments.
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- Proven background in business consulting, client advisory, or account growth roles.
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- Demonstrated experience in consultative selling and opportunity shaping.
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- Strong understanding of BFSI domains such as payments, risk, compliance, and digital transformation.
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- Experience working with senior client stakeholders (C‐level / VP / Director level).
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- Strong ability to identify business problems and translate them into transformation opportunities.
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- Experience working with cross‐functional teams including sales, delivery, and solution architects.
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- Strong commercial acumen and ability to support deal shaping and revenue growth.
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- Excellent communication, storytelling, and executive presentation skills.
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- Strong understanding of market trends and regulatory environment in financial services.
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- Experience in large‐scale transformation programs or enterprise consulting firms.
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- Exposure to cloud, data, or platform modernization initiatives.
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- Experience in global or multi‐region financial services engagements.
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- Background in pre‐sales, solution consulting, or strategic account management.
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📌 Financial Services Business Consultant (Growth & Advisory) (New South Wales)
🏢 Recmatrix Consulting
📍 New South Wales