1,000+ matching jobs for “Financial Consultant”

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Fiserv

Deposit Growth Consultant

Remote, Florida

Full time
Regular

… and facilitate decision-making discussions. Data Analysis and Strategic Recommendations · Analyze financial, product, customer, market, and competitive data to identify revenue and growth opportunities. · Validate …

Added Nov 6, 2026

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Corebridge Financial

Customer Service Consultant

Houston, Texas, United States

Full time

Pay posted by employer$40,000–$42,000

… are at the heart of our mission and are dedicated to always serving our clients. The Customer Service Consultant role is meant for those looking to make a real impact and build a career in financial services. They have a …

Added Oct 27, 2026

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Hewlett Packard Enterprise

Technology Consultant Containerization

Sofia, Sofia, Bulgaria

Job Description Job Family Definition: The Technology Consultant provides consulting to external customers and internal project teams and is responsible for providing …

Added Nov 3, 2026

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Visa

Sr. Implementation Consultant

Manila, National Capital Region, Philippines

… and enable scalable, consistent delivery. We are seeking a highly motivated and experienced Senior Consultant to join the Center of Excellence (Configuration & Testing). This role leads strategic and complex …

Added Oct 27, 2026

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Nationwide

Consultant, Software Engineer

Iowa - Des Moines, 1100 Locust Street

Full time

Pay posted by employer$118,000–$222,000

… tackle sophisticated business and development problems. Ability to thrive in a team environment. Insurance/financial services industry knowledge a plus. Other criteria, including leadership skills, competencies and …

Added Oct 29, 2026

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Lennar

New Home Consultant

Manteca, California, United States +1 location

Pay posted by employer$23–$23.08

… care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's …

Added Oct 27, 2026

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CVS Health

Beauty Sales Consultant

CA - Santa Barbara +1 location 2 postings

00534 - CVS Albany, L.L.C.

Pay posted by employer$19–$28

Added Oct 15, 2026

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CVS Health

Beauty Sales Consultant

MD - Kensington

Pay posted by employer$20–$29

Added Oct 15, 2026

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Fiserv

Deposit Growth Consultant

Remote, Florida

Full time
Regular

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About this opportunity

Original employer description

Calling all innovators – find your future at Fiserv.

We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Deposit Growth Consultant

Overview

As a key member of the Deposit Growth Consulting team within Advisory Services, you will help financial institutions improve deposit acquisition, retention, relationship depth, product profitability, and overall financial performance. You will combine industry expertise, data analysis, and strategic consulting skills to identify opportunities, develop actionable recommendations, and guide clients through initiatives that drive measurable business results.

This role is ideal for an experienced banking professional who can independently analyze complex data, lead client engagements, communicate with executive leadership, and translate insights into practical strategies that help financial institutions achieve their growth objectives.

Primary Responsibilities

Client Engagement and Consulting

· Lead deposit growth consulting engagements from discovery through final delivery, managing timelines, data requests, risks, deliverables, and stakeholder expectations.

· Facilitate workshops, interviews, and discovery sessions with executive, product, operations, retail, business, and commercial banking leaders.

· Assess deposit portfolios, product structures, pricing strategies, customer behavior, competitive positioning, and market opportunities.

· Evaluate consumer, business, and commercial deposit offerings to identify opportunities for growth, simplification, profitability improvement, and stronger customer engagement.

· Develop executive-ready presentations, reports, recommendations, and prioritized action plans tailored to each client’s objectives.

· Present findings and recommendations to client leadership and facilitate decision-making discussions.

Data Analysis and Strategic Recommendations

· Analyze financial, product, customer, market, and competitive data to identify revenue and growth opportunities.

· Validate and reconcile client data, identify material data limitations, and communicate assumptions appropriately.

· Translate complex data sets into meaningful business insights and practical recommendations.

· Develop strategies focused on deposit acquisition and retention, balance growth and mix, product penetration, relationship expansion, pricing, cost of funds, fee income, and profitability.

· Help clients prioritize initiatives based on expected business impact, resource requirements, implementation complexity, and organizational readiness.

Business Development and Practice Growth

· Support sales and business development efforts through discovery calls, solution discussions, proposals, and client presentations.

· Help develop statements of work, project scopes, business requirements, effort estimates, and engagement approaches.

· Identify appropriate follow-on services and expansion opportunities based on client needs uncovered during engagements.

· Contribute to team revenue objectives while maintaining high standards for client satisfaction and delivery quality.

Methodology and Team Development

· Partner with Advisory Services leadership to enhance consulting methodologies, analytical models, standardized reporting, deliverables, and engagement capabilities.

· Develop and maintain reusable consulting templates, frameworks, tools, and other practice assets.

· Mentor and support less experienced consultants and team members.

· Maintain awareness of deposit market trends, competitive practices, regulatory considerations, and emerging financial-services capabilities.

Required Qualifications

· 5+ years of experience working with consumer, business, and/or commercial deposit products and services, including experience in areas such as product design, pricing, implementation, marketing, portfolio management, or data analysis.

· 5+ years of experience in banking or the financial services industry; banking experience is strongly preferred.

· Demonstrated experience analyzing financial, product, customer, or operational data and converting findings into business recommendations.

· Experience leading client-facing projects, strategic initiatives, or consulting engagements from initiation through completion.

· Experience developing project scopes, business requirements, statements of work, and professional client deliverables.

· Strong communication and presentation skills, with the ability to engage effectively with C-level executives, business leaders, operational stakeholders, and technical teams.

· Strong project management, organizational, problem-solving, and decision-making skills in complex or ambiguous situations.

· Experience developing clear, executive-ready findings, recommendations, presentations, and implementation roadmaps.

· Experience mentoring, coaching, or training less experienced team members.

· Proficiency with Microsoft Excel, PowerPoint, Outlook, and related Microsoft Office applications.

Preferred Qualifications

· Experience in banking consulting, advisory services, or management consulting.

· Knowledge of deposit applications within one or more Fiserv core banking platforms, including DNA, Premier, Cleartouch, Precision, or Finxact.

· Experience working with and presenting to executive management at financial institutions.

· Knowledge of deposit pricing, relationship pricing, relationship rewards, product profitability, treasury services, analyzed accounts, or balance growth strategies.

· Experience with analytical and reporting tools such as SQL, Snowflake, Cognos, Power BI, or similar platforms.

· Experience supporting sales pursuits, opportunity development, proposal development, or consulting solution design.

Education

· Bachelor’s degree in business, finance, economics, analytics, marketing, banking, or a related field preferred.

· An equivalent combination of education, banking experience, and consulting experience will be considered.

Success in This Role

· Independently lead well-structured consulting engagements and consistently deliver high-quality work.

· Build trusted relationships with financial institution executives and key stakeholders.

· Convert complex financial and customer information into clear, actionable recommendations.

· Help clients identify and prioritize opportunities that improve deposit growth and financial performance.

· Identify appropriate growth opportunities for clients and the Deposit Growth Consulting practice.

· Contribute to the continued development of standardized, scalable consulting capabilities.

Typical Engagements

· Deposit growth assessments and portfolio reviews

· Consumer, small business, and commercial deposit product strategy

· Product and pricing reviews

· Relationship pricing and relationship rewards strategy

· Product rationalization and simplification

· New-account and onboarding optimization

· Deposit market and competitive analysis

Product profitability, cost-of-funds, and balance-mix reviews

This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island, Vermont, Virginia, Maine or Washington.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.

Thank you for considering employment with Fiserv. Please:

Apply using your legal name
Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

Our commitment to Equal Opportunity:

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact [email protected]. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.

Note to agencies:

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

Warning about fake job posts:

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

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Keywords also found in description

Full time
Professional Services
Regular

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