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Consultant, Financial Services

I am a Senior Managing Director with a boutique executive search firm that has been retained by L.E.K., one of the leading management consulting firms, founded in 1983, as they build out their Financial Services practice. This international firm, with more than 2,000 people across the world, is a true meritocracy. Some of their alumni are extremely well-known and respected in consulting and have assumed senior roles if they leave the firm for another role. Besides this being a great opportunity to work in an entrepreneurial setting, there is still the framework of working in a firm with a longstanding history that ranks among the top management consulting firms. 

Travel is minimum and Consultants have a flexible hybrid-work policy. Compensation is quite competitive. Candidates should be located in Chicago, San Francisco, or New York City (or within commuting distance for in-office days). Client may consider highly-experienced Consultants based in Atlanta or Boston, but that would depend on qualifications and the client's needs. 

 

RESPONSIBILITIES: 

While every case is different, Consultants’ primary responsibilities typically include: 

• Breaking down and outlining the client’s key strategic issues. 

• Designing and supervising the team’s core research tasks and day-to-day analyses. 

• Developing presentation and other deliverable structures. 

• Communicating project conclusions to senior management. 

• Providing guidance, mentorship, and feedback to more junior staff. 

QUALIFICATIONS: 

Financial Services/FinTech experience: Sector experience and exposure exhibited through working within a specific financial services industry (e.g., banking, payments, wealth, financial technology, or insurance), or across multiple financial services/fintech domains as part of a strategy consultancy. Along with an understanding of the dynamics, key trends, challenges, and opportunities facing the sector presently. 

Exceptional Analytical Skills: Strong problem-solving and quantitative capabilities, with a history of generating actionable insights and driving data-driven decision-making. 

Excellent Communication Skills: Ability to communicate complex ideas clearly and concisely, both verbally and in writing, to a variety of audiences. 

Collaborative Leadership Style: Ability to inspire and motivate teams, build consensus, and drive collaboration across diverse stakeholders. 

Deep Industry Knowledge: In-depth understanding of the financial services industry, including key trends, challenges, and opportunities. 

Note: Consultants typically have MBAs and several years of relevant consulting experience.