Lead Financial Service Consultant

1 Month ago • 3-6 Years • $72,300 PA - $105,000 PA

Job Summary

Job Description

The Lead Financial Service Consultant will work with the Relationship Management team to support stakeholders at financial institutions in the United States and Canada, including national and regional banks, and startups. They will develop and execute strategic quantitative analysis using extensive datasets for clients, manage client relationships, and effectively communicate analytical results and strategic implications. Responsibilities include creating project scopes, managing communications and status updates, identifying and targeting new prospects, cross-selling products to existing customers, managing workflow for analytic projects, providing oversight and technical support to team members, and ensuring data accuracy and client-ready deliverables. The role involves a hybrid work arrangement with regular virtual and in-person work.
Must have:
  • Bachelor’s in Economics, Finance, or related field(s)
  • 3-6 years of experience in financial services or consulting
  • Proficiency in Microsoft Excel, SQL, and PowerPoint
  • Strong communication skills for stakeholder interaction
Perks:
  • Flexible time off for exempt associates
  • Paid time off for non-exempt associates
  • Health benefits including medical, dental, and vision plans
  • Mental health support
  • Disability benefits
  • Paid parental leave
  • Tuition reimbursement
  • 401(k) retirement savings with employer match

Job Details

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What We'll Bring:

Relationship Management team helping support stakeholders working with
financial institutions in the US and Canada ranging from national banks,
regional banks, and startups. Leveraging extensive datasets to develop and
execute strategic quantitative analysis for our clients and supporting managing
client relationships. Effectively and accurately communicating analytical results
and strategic implications.

What You'll Bring:

  • Bachelor’s degree in Economics, Behavioral Economics, Finance, Statistics, Industrial Engineering, Mathematics, Computer Science, or related field(s)
  • Minimum 3-6 years of work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting
  • Proficiency in Microsoft Excel, SQL, and PowerPoint Ability to perform data analytics to draw insights out of data and develop a storyline for client presentations
  • Strong verbal and written communication skills to directly interface with internal stakeholders on a daily/weekly basis
  • Responsible for multi-faceted consulting/advisory relationship with market leading U.S consumer bank (credit cards, retail deposits and other loan types). 
  • Consulting engagement is comprised of the following products/services: syndicated benchmark studies, dedicated analytics, and modeling solutions
  • Provide the executive management team of the client with best-in-class decision support in the areas of business strategy, product management, pricing/profitability, customer rewards, prospect targeting and risk/fraud

Impact You'll Make:

  • Supports creating a project scope and analytic approach in response to requests from stakeholders
  • Ability to manage day-to-day communications and status update meetings to align on work objectives
  • Partner with Business Development to identify/target new prospects as well as cross-sell the full suite of proprietary products and solutions to existing customers • Ability to independently manage own workflow for analytic projects
  • Provides oversight and technical support to other team members
  • Validates that data is accurate and deliverables are client ready both for work produced by the individual and by other team members

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position.

This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

Pay Scale Information :

The U.S. base salary range for this position is $72,300.00 - $105,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations.

Regular, fulltime non-sales positions may be eligible to participate in TransUnion’s annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.


 

TransUnion's Internal Job Title:

Consultant, Business Operations

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About The Company

TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru™ picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good® — and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.

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