Senior Consultant – Financial Services & Insurance SME

About the role

Proxima is hiring a Senior Consultant in Chicago to lead complex Financial Services workstreams within its Professional Services category. The role suits practitioners with deep Financial Services industry experience who want to apply it in a consulting environment, helping large corporate clients evaluate, negotiate and optimise relationships with financial institutions and service providers. It is a client-facing, hands-on role with mentorship of junior consultants.

Key responsibilities

• Lead client engagements across Financial Services, building trusted relationships with stakeholders in Finance, Treasury, Procurement, Legal and business leadership.
• Apply expertise in commercial banking, treasury and cash management, insurance and brokerage, payments and merchant services, financing and credit facilities, and other financial services used by large organisations.
• Support opportunity identification, supplier evaluation, commercial analysis and market assessments, and identify opportunities for client value and revenue growth.
• Gather requirements with senior client stakeholders, lead complex commercial negotiations with banks, insurers, brokers and payment providers, and communicate findings clearly.
• Lead workshops, working sessions and day-to-day client interactions.
• Coach and develop junior consultants, contribute to category thought leadership and intellectual property, and work in a global, flexible hybrid model with travel as required.

Required profile

• 5-10 years of experience in the Financial Services industry, ideally in commercial, sales, account management, commercial strategy, product, advisory or consulting roles.
• First-hand understanding of Financial Services products, providers, commercial models and client relationships (banking, treasury, payments, insurance, brokerage, financing).
• Experience on the provider or supplier side of Financial Services is highly valued; consulting experience, especially Financial Services consulting, is desirable.
• Ability to help clients evaluate providers, negotiate commercial relationships and identify value-generating opportunities.
• Experience supporting project delivery and managing stakeholder engagement across workstreams.
• Strong analytical capability, stakeholder engagement and communication skills, and willingness to travel.

Required skills

• Strong understanding of Financial Services providers, supplier landscapes, pricing structures and commercial models.
• Comfort working with data and structured problem solving.
• Consulting mindset, proactive ownership and flexibility in a fast-paced, delivery-focused environment.

What we offer

• Continuous training and development and clear career progression.
• Competitive compensation and generous PTO.
• Flexible hybrid working and exposure to a wide variety of clients and industries.
• Global opportunities and a strong, people-centred culture.