Senior Consulting Manager, Financial Services

| Hybrid
Employer Provided Salary: $200,000-$222,300 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Are you ready to make an impact?

West Monroe is currently seeking a Senior Manager with Commercial Lending and Consulting expertise in the Financial Services industry to join our Seattle Financial Services Banking Practice.  As many banks who have survived the worst of the financial crisis look to position themselves for growth and prosperity in a new banking landscape, there are many exciting opportunities to work with new and existing clients on strategy, transformation, and delivery engagements.  With consolidation, regulation, technology advances and significant market-level change, this role is well positioned for engagements spanning business, technology, and management consulting services. 

The role will involve applying personal and corporate knowledge and experience to tailor solutions and build partnerships helping our clients gain competitive advantage in their markets.  You will help business and technology executives solve key problems within the financial services industry, mentor junior consultants, while building the practice and your career at one of the best places to work.

What will you be doing?

There are three main areas of responsibility for our Senior Managers:

Client Delivery         

  • Serve as Engagement Account Manager for several key Clients with overall responsibility for client project delivery and account growth
  • Facilitate and lead Client and West Monroe Resources on large scale, transformative initiatives
  • Communicate and report project status to C-level executives and management, including budget, risks, and general business issues
  • Effectively manage project budget, Client billing, and subcontractor expenses
  • Analyze each Client’s business needs in order to identify the underlying problems and recommend optimal solutions
  • Document clear and concise business / functional requirements and acceptance criteria
  • Quickly respond to Client issues while also being able to effectively drive projects to timely and successful completion
  • Review project deliverables to ensure quality and consistency of project team output
  • Understand the underlying technologies being used on a project to be able to direct how to design, develop, test, and implement a technology enabled solution
  • On larger engagements, be able to work with larger management teams and determine independencies between the WM project and other initiatives
  • On smaller engagements, be able to work hands on in creating deliverables which could include strategy, design, development, application testing, and the delivery of training
  • Facilitate effective change management programs within client organizations including creating and administering communication plans to ensure overall system usability and adoption

Business Development

  • Actively lead and participate in business development with prospective Clients including solution definition, proposal development, pre-sale Client meetings, estimation, pricing, negotiation, project planning, and development of statements of work all to achieve revenue generation goals at the Senior Manager level
  • Present at industry conferences and effectively network to develop a robust pipeline of prospect Client opportunities
  • Publish white papers, blogs, and actively participate in industry groups to establish WM as an industry leading consulting service provider in Commercial Lending
  • Actively partner with Business Developers and other WM solution areas to develop and present impactful solution offerings for prospective Clients   
  • Drive the sales process of identifying and closing new opportunities with existing Clients
  • Actively build a professional network and affiliate network in the local, regional, and national financial services community
    Foster and broaden professional relationships and opportunities with alliance partners

Practice Development

  • Manage and mentor consultants in the effective delivery of impactful solutions to financial services organizations
  • Participate actively in the consultant recruiting and performance management processes
  • Train consultants within the Banking and Customer Experience practices to be knowledgeable of Commercial Lending terminology, processes, and key performance indicators
  • Drive the development/enhancement of WM’s methodologies and approaches to financial services Client delivery
  • Develop solutions specifically designed to address the needs of financial services firms engaged in Commercial Lending

Lending Skills and Experience:

  • Industry experience in one or more of the following segments: Commercial Lending / Leasing, Small Business Administration (SBA) Lending, Equipment Finance, Alternative Business Lending, Consumer Lending / Leasing, Mortgage / Home Equity, Commercial Banking
  • Solutions experience in one or more of the following Commercial Lending areas: Business Process Optimization, Credit & Portfolio Analytics, Commercial Loan Product, Commercial Lending Sales Process, Loan / Lease Origination Systems, Loan Servicing, Risk Management
  • Experience with one or more of the following Competencies: Anti-Money Laundering (AML), Business Architecture, Business Process Mapping, Business Requirements Development / Gap Analysis, Business Strategy Development and Execution, Change Management, Digitization / Imaging, Program / Project Management (PMO), Quality Assurance, Regulatory Compliance, Risk Management, Software Development Lifecyle (SDLC)
  • Experience, System Implementation / Integration, Testing, Training, Use Case Methodology (Waterfall, Agile), Vendor Analysis / Selection
    Experience with industry-leading Core Loan Accounting Systems including Fidelity, Fiserv, and/or Jack Henry
  • Experience with industry-leading Commercial Loan Origination Systems (LOS’) including nCino, Capitalstream, CreditQuest, WebEquity, and/or Sageworks
    Experience with industry-leading Customer Relationship Management (CRM) systems including Salesforce, Microsoft Dynamics, NetSuite, Oracle, etc.
  • Experience leading Financial Services Firms through transformational change initiatives, including Mergers and Acquisitions, Core Conversions, and/or Ancillary System Implementations and Integrations 
  • Experience in one or more of the following roles involved in the lifecycle stages of a commercial line/loan:
    • Relationship Manager / Loan Officer – Sales, Qualification, and Structuring
    • Credit Analyst / Underwriter – Underwriting, Due Diligence
    • Credit Officer – Credit Review, Approval
    • Loan Closer – Loan Documentation, Closing, Boarding
    • Portfolio Manager / Servicer – Portfolio Management
    • Risk Manager – Credit Risk / Capital Management
    • Commercial credit qualification or commercial credit training

What you need to bring to the table:

  • BS in Accounting, Finance, OR Equivalent experience required
  • At least 10+ combined years of Financial Services industry and professional services consulting experience including Client delivery
  • Commercial Lending experience within the Financial Services industry is required
  • Strong entrepreneurial spirit, having a desire to lead business development for the National Banking Practice and help build the Banking Practice from the ground up
  • Must have experience managing a variety of teams, including small engagements as well as large initiatives
  • Must have experience estimating project work effort, cost, and identifying and mitigating project risks
  • Must have experience effectively leading organizations or teams through change
  • Strong analytical, problem solving, and presentation skills
  • Candidates must be eligible to work permanently in the United States without sponsorship
  • Strong communication skills to be able to work with Client representatives at all levels, including presenting to C-level executives
  • A commitment to inclusion and diversity, and openness to new ideas and perspectives


#LI-HYBRID​

Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Ten weeks of paid parental leave will also be available for use after successful completion of one year of employment.

Seattle or Washington, D.C.

$200,000$222,300 USD

Los Angeles

$209,600$232,900 USD

New York City or San Francisco

$219,100$243,500 USD

A location not listed above

$190,500$211,700 USD

West Monroe is a digital services firm that partners with companies in transformative industries to deliver quantifiable financial value. We believe that digital is a mindset and it’s something companies become, not something they do. We bring together diverse, multidisciplinary teams that use their expertise to develop and execute new ideas and ways of working.  

At West Monroe, we invest in our people and care in a big way. We are growing the next generation of leaders who lead with inclusion, enabling us to address our clients’ most complex challenges. If you’re looking for a place where you’ll feel supported, our team will help you grow. We believe that growth breeds opportunity for all. And know that when we come together, we can do what's never been done. 

Our fast-paced culture and collaborative teams bring the energy and expertise needed to make an impact and deliver beyond expectations. If you are ready to set big goals with us, join us on our journey of building what matters for our clients, our people, and our communities. 

West Monroe is an Equal Employment Opportunity Employer  
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about inclusion and diversity at West Monroe, visit www.westmonroe.com/inclusion. 

If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.  

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Technology we use

  • Engineering
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • ScalaLanguages
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • AccessDatabases
    • CassandraDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • OracleDatabases
    • PostgreSQLDatabases

Location

West Monroe is located in the heart of downtown Seattle, a few blocks away from Pike Place Market. We are accessible by all major forms of transit.

An Insider's view of West Monroe

How do you collaborate with other teams in the company?

West Monroe's collaborative culture allows you to grow professionally by working across practices, industries and offices - all while creating value for the client.

Kirsten

Director, Mergers & Acquisitions

What makes someone successful on your team?

If you refuse to shy away from a challenge and enjoy working with an intelligent group of people that genuinely care about those around them, your success will be imminent at West Monroe.

Adam

Senior Manager, Technology

What are West Monroe Perks + Benefits

West Monroe Benefits Overview

Choosing where to build your career is an important decision. Should you choose to build it with West Monroe, we take that commitment seriously.

We believe that when people get the support they need to thrive, they care more, do more, and achieve more. In fact, that’s our whole business strategy. So we strive to provide a total rewards model that illustrates our commitment to our people and their growth, creating value today, tomorrow, and well into the future. We invest in you through an attractive package of rewards that promotes your health and well-being, your financial future, your development, and your satisfaction and enjoyment at work.

Culture
Volunteer in local community
West Monroe encourages volunteerism both on an individual level and through coordinated volunteer opportunities, such as our National Day of Service, an all-company volunteer day.
Partners with nonprofits
West Monroe's Seattle office partners with NatureBridge, Food Lifeline, Technology Access Foundation, Boyer Children's Clinic, First Tee of Greater Seattle, Friends of the Children, and others.
Open door policy
Open office floor plan
Flexible work schedule
Our flexible work policy allows for different work arrangements such as regular telecommuting, alternative schedules, or part-time.
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
West Monroe has six ERGs: Black Employee Network, Interfaith, Pan-Asian Network, SOMOS, WMPride, and Women's Leadership Network.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Employee stock purchase plan
To ensure that we all share in our combined success, every employee participates in our Employee Stock Ownership Plan (ESOP). Our ESOP is designed to reward loyalty and company performance.
Performance bonus
Our bonus program includes an annual performance bonus, travel bonuses to recognize nights away from home, spot bonuses, quarterly recognition awards, and more
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Our flexible (also known as unlimited) PTO policy empowers our employees to make decisions about their own vacation time.
Paid volunteer time
West Monroe sets aside one day a year for its employees to participate in a "National Day of Change" firmwide volunteer effort. We also offer incentives for those who volunteer on their own time.
Paid holidays
West Monroe offers all employees paid time off for major holidays. We also close the office between Christmas and New Year's Day.
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
We sponsor a number of outings, including our quarterly meetings, annual retreat, holiday party, National Day of Change volunteering day, and more.
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
We host monthly "4 O'clock Rocks" happy hours in the office after our monthly Town Hall meetings.
Recreational clubs
Through our Chiefs program, employees can be a champion of anything they are passionate about -- we have employee-led wine tastings, soccer and basketball leagues, game nights, arts outings and more.
Fitness stipend
Home-office stipend for remote employees
Professional Development Benefits
Job training & conferences
Employees are required to complete at least 40 hours of continuing education each year. These credits may be earned through external training or by taking advantage of our robust internal curriculum.
Lunch and learns
As part of our robust training offerings, West Monroe offers "Knowledge Transfer Sessions." Anyone can create and present a training, and apply to allow people to receive CPE credits.
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, cross-department program, career mentoring, and leadership mentoring.
Online course subscriptions available
Paid industry certifications

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