
Market Facing Director (MFD) - AI Business Transformation - TC - FS
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Market Facing Director (MFD) – AI Business Transformation – TC
The opportunity
This is a senior market-facing consulting role focused on helping financial services clients reimagine how work gets done with AI. The Director will shape the sales cycle into compelling, commercially robust transformation engagements.
The role requires an experienced Director who can work with business leaders as well as technology, data, risk and change teams. The successful candidate will identify where AI can create measurable value, frame the case for change, shape the technical solution and lead the pursuit team through to a successful win.
This is not a technology sales role. It is a business transformation leadership role that uses AI as a catalyst to redesign work, improve performance and build confidence in practical, responsible adoption.
Develop AI opportunities into won client engagements by shaping business-led propositions, influencing senior stakeholders and creating solutions that show how AI can increase revenue, reduce cost, improve customer satisfaction and reduce risk across financial services organisations.
Your key responsibilities
Opportunity shaping and sales leadership
- Own the end-to-end shaping of selected AI transformation opportunities from early client need through to signed engagement.
- Develop opportunity hypotheses based on client context, sector trends, competitive pressures, regulatory drivers and known business pain points.
- Create differentiated win themes and client propositions that show how AI can deliver measurable business value.
- Lead the development of proposals, statements of work, commercial models, delivery plans and executive presentations.
- Work with account teams, client partners and service line leaders to qualify opportunities and focus pursuit effort on the most attractive work.
- Challenge and refine client requirements where appropriate, helping clients move from technology-led requests to business-led transformation outcomes.
AI-enabled business transformation advisory
- Help clients reimagine work across operations, customer service, claims, underwriting, lending, financial crime, compliance, risk, finance, technology and relationship management.
- Identify opportunities for AI-enabled redesign across processes, decisions, controls, knowledge work, customer interactions and colleague experience.
- Design solution architecture for agent-led for workflow agents (perform bounded task flows and orchestration of approvals); supervised orchestration agents (coordinate multi-step processes across tools and teams, recommending and executing actions; and operational agents (optimises and acts with pre-authorised operational boundaries)
- Advise on organisational implications of AI adoption, including future roles, skills, governance, adoption, change management and operating model design.
- Bring current market insight on generative AI, agentic workflows, intelligent automation, predictive analytics, document intelligence, decisioning and AI-assisted customer engagement.
- Ensure AI transformation opportunities are grounded in responsible AI principles, regulatory expectations, model risk management and implementation reality.
Client leadership and stakeholder engagement
- Build trusted relationships with senior stakeholders across business, operations, technology, data, risk, compliance and transformation functions.
- Facilitate executive conversations that move clients from AI interest to AI investment.
- Communicate complex AI concepts in business language, with a clear focus on value, risk, delivery feasibility and organisational change.
- Use storytelling, structured problem solving and commercial insight to influence client decision-making.
- Represent the firm as a credible senior advisor in the AI transformation market.
Internal leadership and collaboration
- Mobilise multidisciplinary pursuit teams across AI, data, technology, cloud, cyber, risk, business design, process improvement, change and managed services.
- Work closely with delivery leaders to ensure proposed solutions can be delivered effectively, responsibly and profitably.
- Contribute to the growth of the AI transformation practice through proposition development, thought leadership, people development and go-to-market activity.
- Support internal governance for pricing, risk review, quality assurance and commercial approval.
Skills and attributes for success
- Consulting experience, ideally gained in a Big 4, strategy consulting, technology consulting or transformation advisory environment.
- Significant experience working with financial services clients and a strong understanding of the sector's commercial, operational, regulatory and technology landscape.
- Demonstrated experience shaping and winning complex transformation opportunities, including formal RFP responses, proactive propositions and senior stakeholder-led sales cycles.
- Strong understanding of how AI, generative AI, automation and data can be applied to business transformation.
- Experience developing value cases, investment cases, transformation roadmaps, operating model recommendations and delivery approaches.
- Proven ability to lead multidisciplinary teams in high-pressure pursuit or proposal environments.
- Experience working with senior executives and influencing decisions across business, technology, data, risk and operations stakeholders.
- Strong commercial awareness, including pricing, scope definition, delivery risk, margin management and contracting considerations.
To qualify for the role;
- Strategic thinking and structured problem solving.
- Consultative selling and senior client relationship development.
- Executive-level communication, facilitation and presentation.
- Deep financial services business knowledge.
- Ability to translate AI capability into practical business value.
- Proposition development, pursuit leadership and deal shaping.
- Commercial judgement and understanding of engagement economics.
- Stakeholder management across complex and regulated organisations.
- Ability to lead teams without relying solely on formal authority.
- Understanding of responsible AI, data governance, regulatory risk and control environments.
The following will be an advantage;
- Experience with AI-enabled transformation in areas such as customer operations, lending, claims, underwriting, financial crime, compliance, risk management, finance operations, wealth advisory or contact centres.
- Experience developing propositions around generative AI, agentic workflows, intelligent automation, AI operating models or AI adoption at scale.
- Knowledge of cloud, data platforms, enterprise architecture, workflow technologies and AI delivery methods.
- Experience working in or with large regulated financial institutions.
- Prior responsibility for revenue targets, sales pipelines or major pursuit leadership.
- Experience creating thought leadership, market propositions, demonstrations or reusable sales assets.
- Degree or equivalent experience in business, finance, economics, engineering, computer science, data science or a related discipline.
- Relevant certifications in AI, data, cloud, financial services, programme delivery, agile delivery, product management or transformation are advantageous.
What we look for
- Copilot Studio — design and build custom agents, and move them safely from sandbox to enterprise.
- Cowork – design and build skills, connectors, and understand how Microsoft harness can leverage different Frontier Models
- Power Platform — Power Automate, Power Apps, Power BI and Dataverse for automation, apps and reporting.
- Microsoft 365 Copilot — configure, deploy and integrate.
- Entra ID (helpful) — understand identity and access (who can use what) so agents and apps are secure by design.
- Microsoft Purview (helpful) — apply go
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