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Salary: USD 183,000 - 217,000 / annual
Celonis is seeking a Lead Value Engineer to architect and drive large-scale AI and data-driven business transformation across the North American market for asset and wealth management clients. This is a strategic, customer-facing role that bridges technical execution with consulting and project management.
You will serve as a trusted advisor to C-suite executives (CRO, CIO, CFO, Head of Wealth) at top-tier global financial institutions and regional banking enterprises. Your core mandate is to translate complex financial and operational needs into technical strategy and drive high-stakes SaaS and AI adoption.
Key responsibilities include:
• Value Architecture: Translate executive banking priorities into high-impact AI use cases (intelligent credit underwriting, automated fraud mitigation, hyper-personalized wealth advisory) and build Value Realization Frameworks.
• Solution Blueprints: Architect scalable, end-to-end data flows to resolve complex operational bottlenecks across legacy core banking platforms, payment rails, and loan origination pipelines.
• Financial Quantification: Build data-backed business cases driving $10M+ in OPEX savings, risk reduction, or net-new revenue generation.
• Executive Advisory: Deliver high-stakes value narratives to C-suite stakeholders and Global Systemically Important Banks (G-SIB) leadership to accelerate software adoption.
• Process Transformation: Automate complex front-to-back office workflows (institutional onboarding, trade lifecycle management) using Lean or Six Sigma methodologies while maintaining audit compliance.
• Lifecycle Management: Own the end-to-end customer value journey from technical discovery and proof-of-concept pilots through Quarterly Business Reviews (QBRs).
Celonis is the global leader in Process Mining and the Process Intelligence Graph, enabling organizations to analyze, design, and operate AI-driven processes. The platform combines process data, business knowledge, and intelligence to create a living digital twin of the enterprise that AI can understand.
REQUIREMENTS:
• 7–10 years of experience navigating unstructured enterprise problems.
• Hybrid background bridging institutional financial services and elite business strategy. Ideal candidates fit one of these trajectories:
- Banker turned Consultant: Started in risk management, capital markets, or retail/commercial banking operations at a major financial institution, then pivoted into Management Consulting, Strategy, or SaaS Value Engineering.
- Consultant turned Banking Digital Strategist: Started at MBB, Big 4, or elite tech consultancy, built a deep portfolio of quantified business cases in digital transformation, then specialized in Retail Banking, Commercial Banking, or FinTech.
• Non-Negotiables:
- Proven track record in consultative value-selling, value engineering, or account strategy for enterprise SaaS digital transformations.
- Functional understanding of Generative AI, process mining, and their intersection with enterprise financial systems and core banking platforms (FIS, Fiserv, Temenos, SAP Banking).
- Deep knowledge in 2+ areas: Credit Risk & Underwriting, Wealth Management/Advisory, Payments & Clearing, Capital Markets, Asset/Liability Management (ALM), or KYC/AML Operations.
- Strong grasp of financial services risk management frameworks, internal controls, and major regulatory mandates (Dodd-Frank, Basel III/IV, SEC, FINRA, CFPB).
• Education: B.S. or M.S. in Finance, Economics, Financial Engineering, Computer Science, Data Science, or Business Administration.
• Certifications (major plus): LSS Black Belt, Lean/Six Sigma, Advanced Data Analytics, CFA, or FRM.
• Visa sponsorship is not offered for this role.
