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The Role
Develops financial services business for a management consulting firm by leveraging executive relationships, identifying opportunities, making introductions, advising on industry trends, and supporting prospects through closed business. The role collaborates on growth strategies, proposals, SOWs, CRM tracking, prospect meetings, and performance targets. It is a flexible, remote, part-time position requiring approximately 10–30 hours monthly, with occasional travel and potential opportunities for additional consulting project work.
Summary Generated by Built In
About Voyage Advisory
Voyage Advisory is a boutique management consulting firm that helps organizations elevate service, drive performance, and power transformation. We partner with clients across customer experience, operations, technology, and organizational change initiatives, delivering practical solutions and measurable results.
As we continue to grow, we are seeking an experienced financial services industry leader to serve as a Senior Advisor focused on business development and strategic relationship cultivation.
Position Overview
The Senior Advisor – Financial Services Business Development will leverage an established network of financial services industry relationships to identify opportunities, create introductions, and help expand Voyage Advisory's presence within the financial services market.
This is not a traditional, end-to-end sales role, since Voyage's internal team supports proposal development, SOWs, and contracting. Rather, we are seeking a highly respected industry veteran who understands the challenges facing financial services organizations, maintains strong executive-level relationships, and can help connect Voyage with decision-makers who may benefit from our consulting services, and is expected to help guide those relationships toward closed business.
This is a flexible, part-time position requiring approximately 10–30 hours per month. While the schedule is flexible, this is an active, accountable role with defined performance expectations, not an informal referral arrangement.
Key Responsibilities
Qualifications
Required
Work Arrangement
What Success Looks Like
Success in this role is measured by the ability to create meaningful introductions, generate qualified opportunities, help convert those opportunities into closed or signed business, and help Voyage Advisory establish and expand strategic relationships within the financial services industry.
Compensation Structure
Compensation involves a competitive hourly rate. In addition, there will be a commission structure put in place tied to business development and referral success.
Voyage Advisory is a boutique management consulting firm that helps organizations elevate service, drive performance, and power transformation. We partner with clients across customer experience, operations, technology, and organizational change initiatives, delivering practical solutions and measurable results.
As we continue to grow, we are seeking an experienced financial services industry leader to serve as a Senior Advisor focused on business development and strategic relationship cultivation.
Position Overview
The Senior Advisor – Financial Services Business Development will leverage an established network of financial services industry relationships to identify opportunities, create introductions, and help expand Voyage Advisory's presence within the financial services market.
This is not a traditional, end-to-end sales role, since Voyage's internal team supports proposal development, SOWs, and contracting. Rather, we are seeking a highly respected industry veteran who understands the challenges facing financial services organizations, maintains strong executive-level relationships, and can help connect Voyage with decision-makers who may benefit from our consulting services, and is expected to help guide those relationships toward closed business.
This is a flexible, part-time position requiring approximately 10–30 hours per month. While the schedule is flexible, this is an active, accountable role with defined performance expectations, not an informal referral arrangement.
Key Responsibilities
- Leverage existing relationships within the financial services industry to identify potential opportunities for Voyage Advisory.
- Introduce Voyage leadership to executive decision-makers and key stakeholders.
- Serve as a trusted advisor regarding industry trends, challenges, and market opportunities.
- Represent Voyage Advisory in industry conversations, events, conferences, and networking opportunities for sales and marketing purposes.
- Provide insight into emerging client needs and strategic priorities.
- Collaborate with Voyage leadership to develop targeted growth strategies within the financial services sector.
- Work closely with Voyage's internal team on proposals, SOWs, and other deal mechanics.
- Attend a standing internal sales meeting and maintain accurate, up-to-date records in Voyage's sales CRM.
- Meet quarterly performance targets tied to pipeline contribution and closed business, consistent with the paid nature of this role.
- Participate in occasional prospect meetings and business development discussions.
- Help strengthen Voyage's reputation and visibility within the financial services marketplace.
- May have the opportunity to get involved in Voyage consulting engagements as a Senior Advisor, for those who are interested in additional project work.
Qualifications
Required
- 15+ years of leadership experience within financial services.
- Prior management consulting experience with a recognized consulting firm or substantial consulting leadership experience.
- Extensive network of executive relationships across banking, wealth management, payments, lending, fintech, or related financial services organizations.
- Strong understanding of operational excellence, customer experience, digital transformation, risk, and organizational change.
- Demonstrated ability to build trusted relationships with senior leaders.
- Excellent communication and executive presence.
- Former banking executive, consulting partner, business unit leader, or transformation executive.
- Personal rapport with senior executives at the specific regional or national financial institutions Voyage is currently targeting.
Work Arrangement
- Part-time (approximately 10–30 hours per month)
- Remote
- Occasional travel may be required
What Success Looks Like
Success in this role is measured by the ability to create meaningful introductions, generate qualified opportunities, help convert those opportunities into closed or signed business, and help Voyage Advisory establish and expand strategic relationships within the financial services industry.
Compensation Structure
Compensation involves a competitive hourly rate. In addition, there will be a commission structure put in place tied to business development and referral success.
Skills Required
- 15+ years of leadership experience within financial services
- Prior management consulting experience with a recognized consulting firm or substantial consulting leadership experience
- Extensive executive-level network across banking, wealth management, payments, lending, fintech, or related financial services organizations
- Strong understanding of operational excellence, customer experience, digital transformation, risk, and organizational change
- Demonstrated ability to build trusted relationships with senior leaders
- Excellent communication and executive presence
- Former banking executive, consulting partner, business unit leader, or transformation executive
- Personal rapport with senior executives at targeted regional or national financial institutions
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The Company
What We Do
Voyage’s team of management consultants work side-by-side with leaders to achieve their top objectives and solve their toughest problems. We work tirelessly until strategy becomes reality. We have the skill, discipline and insight to lead critical projects, to design and implement process improvements, to drive change efforts toward maximum ROI, and to elevate customer experience — saving companies time, money and aggravation.
