Vice President, Financial Services & Insurance SME

About the role

Proxima is hiring a Vice President in Chicago to lead complex Financial Services workstreams within its Professional Services category. The role sits in a client-facing team delivering commercial and supplier initiatives, helping large corporate clients evaluate, negotiate and optimise relationships with financial institutions and service providers. It suits practitioners with deep Financial Services experience who want to apply it in a consulting environment.

Key responsibilities

• Lead client engagements across Financial Services, building trusted relationships with 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

• 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.
• Experience supporting project delivery and managing stakeholder engagement across workstreams.
• Strong analytical capability, stakeholder engagement and communication skills, and willingness to travel.

Required skills

• Understanding of Financial Services providers, supplier landscapes, pricing structures and commercial models.
• Ability to apply industry knowledge to help clients evaluate providers, negotiate commercial relationships and identify value-generating opportunities.
• Comfort working with data and structured problem solving.

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-centered culture.