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AI Consultant - Financial Services

| Austin

We live in a moment of remarkable change and opportunity that is AI and cognitive computing. The convergence of data and technology is transforming industries, society and even the workplace. CognitiveScale is looking for talent to drive strategic engagements/ assessments that help our clients begin and accelerate their journey in AI.

It is the AI Consultant’s responsibility to lead and manage our new consulting offering to customers looking to better understand AI and how it can be leveraged across their enterprise. The Consultant must be able to drive a 4-6 week strategic assessment which covers the front-to-back value chain of client’s business, identifies the challenges and pain points across the business, and identifies/ prioritizes which of these opportunities can be addressed with AI. A strong understand and proficiency in the Financial Services industry and its sub-sectors is a must. The Consultant will work closely with Customer Success Executives and Delivery team to ensure we are delivering value to the client as well as pull in resources from Product, Engineering, and Data Scientists as necessary.

This is a consulting role which includes the ability to own and drive high quality deliverables, conduct interviews and workshop with executives, as well as solving complex business problems leveraging cutting-edge AI technology. In addition, this individual should have very strong communication and presentation skills as he/she will be working C-level executives and their direct reports, including IT Leads and Line of Business Leads. This is an exciting opportunity to help shape the AI strategy and journey for some of the top companies in the world.

  • Leading consulting services, predominantly strategic assessments, across key Financial Services clients to help customers define and plan their AI journey
  • Primarily focusing on the delivery of client work that will successfully fulfil and exceed client expectations and deliver their objectives
  • Owning clear deliverables, leading small teams, and developing strong long-term client relationships with the aim to be recognized as a trusted business advisor in the industry
  • Actively participating in and contributing to the development of CognitiveScale’s Financial Services footprint and eminence
  • Cultivate trusted advisor relationships with customer executive sponsors and stakeholders across the LoBs (lines of businesses) and Technology
  • Develop a deep expertise on CognitiveScale’s product and offerings while keeping up to date on relevant industry changes and trends
  • Identify and grow opportunities in collaboration with Sales and Customer Success
  • Manage and work on multiple accounts and multiple engagements while producing high quality deliverables and exceeding internal and client expectations
  • Understand and assess customer business, strategy, objectives, and requirements and serve as the subject matter expert in CognitiveScale on the client’s business
  • Disseminate application and best practices of CognitiveScale’s technology and offerings to the client


  • 8-10 years relevant work experience in consulting/ advisory and leading strategic assessments, transformations, and implementations
  • Strong knowledge, understanding, and experience working in Financial Services, directly leading engagements in the industry and understanding of the domain
  • Excellent project management disciplines including planning, developing high quality deliverables, and working and delivering to strict time constraints
  • Strong analytical skills with a logical and systemic approach to solving complex problems
  • An understanding of risk, how to mitigate risk and protect the firm's reputation
  • Ability to interact, interview, and build relationships at the C- to VP-level and navigate complex customer organizations effectively
  • Experience building and delivering highly effective executive-level presentations
  • Excellent, written and oral communication skills
  • Self-starter approach and ability to work independently
  • Advanced MS Office knowledge (MS PowerPoint, MS Excel, MS Word)
  • Willingness to travel frequently (required)
  • BA/BS degree; MBA is a plus

Your typical day might include: 

  • Working within or leading execution of a strategic assessment for a client
  • Understanding and anticipating client requirements and developing client relationships
  • Preparation of underlying materials, leading/participation in workshops
  • Conducting client interviews and leading the facilitation of workshops for key stakeholders
  • Gathering and analyzing information, performing the identification of issues, creating and testing hypotheses and developing and communicating recommendations
  • Conducting industry/ business research and analysis, including financial analysis
  • Developing work plans for engagements and producing exceptional deliverables for clients
  • Building an AI roadmap and use case definition(s) for the client to begin their AI journey
  • Actively monitoring key risks and managing issues on an engagement
  • Contributing to the development and growth of our Digital Commerce footprint
  • Collaborating with Sales, Delivery, Product and Engineering to create a compelling proposal or deliver against engagement objectives
  • Inventing innovative ways to approach the customer about our technology or deliver complex engagements in light of resource constraints

CognitiveScale is an Equal Opportunity Employer. CognitiveScale does not discriminate against any applicant for employment because of age, gender, sexual orientation, race, religion, national origin, ethnicity, veteran status, or disability.

Search Firm Representatives Please Read Carefully:

CognitiveScale is not accepting unsolicited assistance from search firms for this employment opportunity. Please: no phone calls or emails. All resumes submitted by search firms to any employee at CognitiveScale via email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of CognitiveScale. No fee will be paid in the event the candidate is hired by CognitiveScale as a result of the referral or through other means.

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9500 Arboretum Blvd. Suite L1, Austin, TX 78759

What are CognitiveScale Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Free Daily Meals
Stocked Kitchen

Additional Perks + Benefits

Weekly Yoga. Open workspace with great views of nature. Snacks - unhealthy and healthy! Weekly Meditation Sessions. 100% medical, dental, and vision coverage for all employees.