Consulting Manager - Financial Services

Location: New York (Grand Central), NY (In-office 4x per week)

Company: Kizen, www.kizen.com

About Us

Kizen is a leading AI platform for the future of work, redefining how people and AI seamlessly move and improve as one. Founded on the principle that technology should make work more meaningful, Kizen creates AI systems (AKA assistants) that learn, adapt, and improve over time, just like the people who use them.

Today, Kizen powers millions of mission-critical experiences for leading organizations in highly regulated industries like insurance, healthcare, and financial services. Some of the ways we support these teams include: helping insurance agents manage contracting and commissions, enabling healthcare providers to deliver proactive patient care, and empowering financial institutions to classify documents and extract data automatically. We’re solving operational problems and helping the world’s most complex organizations give their teams the tools they need to do more, grow faster and live better.

And this is just the beginning! Kizen is where enterprises get AI that works on day one and is flexible enough to shape it to their own organizations. Our AI-first platform is easy to adopt, scale, and trust making it a destination for developers to build new applications and business teams to customize AI assistants, all in one place.

Join us in transforming how industries work, one person, one workflow, one AI assistant at a time!

About the Role

Help turn AI potential into real operational impact.

We are looking for a hands-on Consulting Manager - Financial Services and technical strategist with a history of strong delivery execution and a talent for reimagining the future of work. You excel at deconstructing complex legacy workflows, identifying critical friction points, and collaborating with clients to architect streamlined, AI-driven solutions on our next-gen platform.

This is an opportunity of a lifetime for someone who wants to be at the heart of the AI movement to better humanity. As the Consulting Manager you’ll be working directly with our Director, Consulting & VP of Consulting to shape client engagements, support selling efforts, and lead delivery of consulting engagements from discovery through execution.

This role is ideal for a strong consultant who enjoys structured problem-solving, client collaboration, and driving measurable outcomes.

Key Responsibilities 

• Discovery & Delivery Execution: Leading discovery phases, facilitating workshops, and configuring workflows and agents directly within the Kizen platform.
• Platform-Led Solutioning: Translating ambiguous business needs into structured process maps and lightweight prototypes that prove the platform's value early.
• Outcome Ownership: Moving beyond milestones to focus on real-world metrics—speed to value, cost reduction, and platform adoption.
• Documentation & Standardization: Producing high-fidelity artifacts (BRDs, process maps) and contributing to reusable playbooks that scale our delivery excellence.

Requirements

• 6+ years of experience in discovery, implementation, process engineering, or technical consulting roles
• Sector Expertise: Experience in Financial Services industry
• Builder Mentality: Proven ability to redesign complex business processes and translate them into actionable, platform-based configurations.
• Consulting Rigor: Exceptional ability to lead structured stakeholder discussions and manage client expectations with executive presence.
• Technical Fluency: Familiarity with low-code platforms, SaaS products, or automation tools, and the ability to understand data architectures and integration patterns.
• Top-Tier Pedigree: Ideal backgrounds include top-tier strategy or management consultancies (MBB, Big 4) or high-growth technology companies. 

Why Kizen

We’re a fast-growing company that values innovation, growth, and continuous improvement. By joining Kizen, you’ll play a pivotal role in shaping the future of the company while enjoying a supportive, dynamic, and collaborative workplace. You’ll have opportunities for professional development, impact, and career advancement.

What We Offer

• Career Growth Opportunities
• Engaging Work Culture
• Top-Tier Compensation
• Equity Package
• Healthcare Coverage
• Professional Development Stipends
• PTO 

Kizen is proud to be an equal-opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity to win as one. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, citizenship or immigration status, or any other legally protected characteristics. At Kizen, we fully comply with the Americans with Disabilities Act (ADA). We are dedicated to embracing challenges and creating an accessible, inclusive workplace for all individuals. 

The base salary range for this position is $170,000 - $210,000. However, base pay offered may vary depending on job-related knowledge, skills, and experience. In addition to base salary, we also offer generous equity and benefits packages.

If you’re excited about creating impactful experiences and contributing to a fast-paced, people-focused team, we’d love to meet you!

OTE - $250,000 - $290,000