高级顾问 – 金融服务业务发展
Senior Advisor – Financial Services Business Development
Voyage Advisory 是一家精品管理咨询公司，帮助组织提升服务、推动绩效并实现转型。我们与客户在客户体验、运营、技术以及组织变革项目方面展开合作，提供实用的解决方案并取得可衡量的结果。
随着业务持续增长，我们正在寻找一位经验丰富的金融服务业领导者，担任专注于业务拓展和战略关系建立的高级顾问。
职位概述
高级顾问 – 金融服务业业务拓展将利用已有的金融服务业关系网络，识别机会、建立联系，并帮助扩大 Voyage Advisory 在金融服务业市场的影响力。
这不是一项传统的、全流程的销售工作，因为 Voyage 的内部团队会支持方案制定、工作说明书（SOW）和合同签订。我们寻求的是一个在金融服务业备受尊敬的资深人士，了解该行业面临的挑战，拥有强大的高管级关系，并能帮助 Voyage 与可能从我们的咨询服务中受益的决策者建立联系，同时期望其引导这些关系达成交易。
这是一个灵活的兼职职位，每月需投入约 10–30 小时。虽然时间安排灵活，但这是一个需要积极主动、承担责任且有明确绩效要求的角色，而非非正式的推荐关系。
主要职责
· 利用金融服务业内的现有关系，识别 Voyage Advisory 的潜在机会。
- 向 Voyage 高管介绍高管决策者和关键利益相关者。
- 就行业趋势、挑战和市场机会提供建议，作为值得信赖的顾问。
- 在行业对话、活动、会议和网络机会中代表 Voyage Advisory，用于销售和营销目的。
- 提供对新兴客户需求和战略重点的见解。
- 与 Voyage 高管合作，在金融服务业内制定有针对性的增长策略。
- 与 Voyage 的内部团队紧密合作，处理方案、SOW 和其他交易机制。
- 参加定期的内部销售会议，并在 Voyage 的销售 CRM 中保持准确、最新的记录。
- 每季度达成与管道贡献和成交业务相关的绩效目标，符合付费标准
查看英文原文
About Voyage Advisory
Voyage Advisory is a boutique management consulting firm that helps organizations elevate service, drive performance, and power transformation. We partner with clients across customer experience, operations, technology, and organizational change initiatives, delivering practical solutions and measurable results.
As we continue to grow, we are seeking an experienced financial services industry leader to serve as a Senior Advisor focused on business development and strategic relationship cultivation.
Position Overview
The Senior Advisor – Financial Services Business Development will leverage an established network of financial services industry relationships to identify opportunities, create introductions, and help expand Voyage Advisory's presence within the financial services market.
This is not a traditional, end-to-end sales role, since Voyage's internal team supports proposal development, SOWs, and contracting. Rather, we are seeking a highly respected industry veteran who understands the challenges facing financial services organizations, maintains strong executive-level relationships, and can help connect Voyage with decision-makers who may benefit from our consulting services, and is expected to help guide those relationships toward closed business.
This is a flexible, part-time position requiring approximately 10–30 hours per month. While the schedule is flexible, this is an active, accountable role with defined performance expectations, not an informal referral arrangement.
Key Responsibilities
· Leverage existing relationships within the financial services industry to identify potential opportunities for Voyage Advisory.
- Introduce Voyage leadership to executive decision-makers and key stakeholders.
- Serve as a trusted advisor regarding industry trends, challenges, and market opportunities.
- Represent Voyage Advisory in industry conversations, events, conferences, and networking opportunities for sales and marketing purposes.
- Provide insight into emerging client needs and strategic priorities.
- Collaborate with Voyage leadership to develop targeted growth strategies within the financial services sector.
- Work closely with Voyage's internal team on proposals, SOWs, and other deal mechanics.
- Attend a standing internal sales meeting and maintain accurate, up-to-date records in Voyage's sales CRM.
- Meet quarterly performance targets tied to pipeline contribution and closed business, consistent with the paid nature of this role.
- Participate in occasional prospect meetings and business development discussions.
- Help strengthen Voyage's reputation and visibility within the financial services marketplace.
- May have the opportunity to get involved in Voyage consulting engagements as a Senior Advisor, for those who are interested in additional project work.
Qualifications
Required
· 15+ years of leadership experience within financial services.
- Prior management consulting experience with a recognized consulting firm or substantial consulting leadership experience.
- Extensive network of executive relationships across banking, wealth management, payments, lending, fintech, or related financial services organizations.
- Strong understanding of operational excellence, customer experience, digital transformation, risk, and organizational change.
- Demonstrated ability to build trusted relationships with senior leaders.
- Excellent communication and executive presence.
Preferred
· Former banking executive, consulting partner, business unit leader, or transformation executive.
- Personal rapport with senior executives at the specific regional or national financial institutions Voyage is currently targeting.
Work Arrangement
· Part-time (approximately 10–30 hours per month)
- Remote
- Occasional travel may be required
What Success Looks Like
Success in this role is measured by the ability to create meaningful introductions, generate qualified opportunities, help convert those opportunities into closed or signed business, and help Voyage Advisory establish and expand strategic relationships within the financial services industry.
Compensation Structure
Compensation involves a competitive hourly rate. In addition, there will be a commission structure put in place tied to business development and referral success.
Originally posted on Himalayas