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Financial Services Strategy and Business Development Director

Remote, USA Full-time Posted 2026-06-21

Job Description:

  • Designs and executes go-to-market strategy to drive revenue and gross profit growth across banking, insurance, and fintech
  • Architects technology solutions addressing regulatory compliance, risk management, operational efficiency challenges, etc.
  • Monitors industry trends and competitive dynamics to identify high-value business opportunities
  • Defines differentiated product offerings to accelerate financial services market penetration
  • Partners with Sales to qualify opportunities, develop proposals, and deepen customer engagement.
  • Leads customer discovery sessions and solution demonstrations with C-suite executives and other stakeholders.
  • Establishes thought leadership through content publication, conference speaking, and industry advisory participation

Requirements:

  • 10+ years of progressive experience in financial services
  • Comprehensive knowledge of financial regulations and their business implications
  • Current awareness of industry trends, competitive landscape, emerging threats, and growth opportunities across financial services verticals
  • Conversant in Artificial Intelligence (AI), including experience with financial services use cases and solutions
  • Excellent verbal and written communication skills with the ability to engage effectively with all levels of management and functional disciplines
  • Proven success leading and collaborating within distributed teams while maintaining high performance and engagement
  • Deep understanding of B2B sales cycles in financial services with ability to serve as trusted advisor to sales leadership and field teams

Benefits:

  • 401k plans
  • Medical insurance
  • Free therapy visits
  • Mental health coaching and tools
  • Meditation resources
  • Generous paid time off including vacation, sick time, Wellness and Volunteer Time Off days

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