Practice Leader - Financial Services; West Coast

Job Overview

We are seeking a Financial Services Practice Leader to spearhead the growth of our financial services vertical. This is a high-impact, individual contributor role focused on senior-level advisory work and aggressive revenue generation. You will be the face of our financial services arm, serving as a credible thought leader for clients navigating the complexities of modern finance.

Your mission is two-fold: providing high-stakes technology advisory to existing partners and proactively hunting for new opportunities within banks, hedge funds, wealth management firms, emerging Fin Techs, PE firms, insurance providers, and payment processors.

Strategic Advisory:
Act as a senior advisor to help clients solve critical technology challenges, from legacy modernization and core banking transitions to cybersecurity and complex regulatory compliance.

Business Development:
Take full ownership of growing revenue within this vertical by leveraging your existing contacts and proactively reaching out to C-level executives (CTO, CIO, COO) and VPs in IT and operations.

Market Influence:
Build brand authority by writing industry-shaping articles, joining high-profile podcasts, and speaking at major trade shows and conferences.

Relationship Management:
Manage existing client relationships while simultaneously setting meetings with new prospects to build a robust inbound and outbound lead pipeline.

Deal Execution:
Operate with extreme self-motivation to bring deals to the table without requiring significant oversight or hand-holding.

Industry Tenure:
At least 15 years of deep expertise within the financial services sector.

Leadership Pedigree:
Prior experience as a CTO or CIO at a financial services organization is highly preferred, providing you the credibility to advise other C-suite executives.

Deep Network: A broad, active network of close relationships across banks, payment companies (merchant acquiring, ISOs, gateways), insurance firms, and/or investment groups.

Technical Fluency:
Profound understanding of software development life cycles, cloud-native transformations, and the specific tech stacks driving modern Fin Tech.

Communication Mastery:
Exceptional written and verbal communication skills are required for both thought leadership content and high-level discussions.

Plan A Technologies is a high-velocity software development and technology advisory firm with staff in 40 countries around the world. We specialize in delivering top-tier engineering talent and strategic consultancy to a global clientele. Our team manages everything from custom product development and AI-modernization, to high-level CTO/CIO advisory and IT support initiatives. Our client portfolio is diverse, spanning from disruptive startups to the Fortune 500.

Salary: this is a senior role. You’ll receive a mix of base salary and a percentage of revenue you bring to the company. All commissions are based on gross revenue and are uncapped, so the sky is the limit.

Read more about us here:  .

Location: Work From Home 100% of the time, or come in to one of our global offices. Up to you.

Great colleagues and an upbeat work environment: You ll join an excellent team of people who work hard but don t ever compete with each other.

Benefits: Vacation, Brand New Laptop, and More:
You’ll get a generous vacation schedule, and other goodies.

If this sounds like you, we d love to hear from you!