Director - Retail and Commercial Banking Subject Matter Expert (SME)

Overview

Remote
$70 - $75
Contract - W2
Contract - 12 Month(s)

Skills

Client Engagement
Sales Enablement
Salesforce
Microsoft
Cloud
commercial banking
client-facing
business development
pre-sales
pre sales

Job Details

Job Title: Director - Retail and Commercial Banking Subject Matter Expert (SME)
Location: 100% Remote
Duration: 12+ months
Domain : Banking

 

Job Description:
Specifics of this position may include:

  • Client Engagement & Sales Enablement
  • Serve as an industry-facing expert during sales pursuits and client meetings, helping articulate value propositions that resonate with banking clients.
  • Collaborate closely with account teams and solution architects to shape proposals, presentations, and strategic roadmaps.
  • Identify and open new opportunities through trusted advisor relationships and strategic insight.
  • Thought Leadership
  • Represent the firm as a thought leader in the retail and commercial banking space through whitepapers, industry events, webinars, and roundtables.
  • Monitor industry trends, regulatory changes, and innovation to ensure our offerings remain cutting-edge and relevant.
  • Solution Development & Offerings
  • Partner with platform teams (Salesforce, Microsoft, Cloud providers) to co-create targeted financial services solutions aligned with client needs.
  • Provide subject matter input into the development of new service offerings and go-to-market strategies.
  • Consulting & Advisory Support
  • Advise clients on transformation strategy, digital operating models, customer engagement, and back-office modernization.
  • Lead or support delivery teams with insights and direction grounded in real-world banking experience.

 

Qualifications:

  • 10+ years of experience in retail and/or commercial banking, ideally including time spent in consulting or advisory roles.
  • Proven success in client-facing roles, including business development, pre-sales, or solutioning.
  • Strong understanding of digital transformation trends, including core modernization, open banking, customer experience, and embedded finance.
  • Experience with industry platforms and ecosystems (Salesforce, Microsoft, major cloud platforms).
  • Excellent communication skills with the ability to engage C-level executives.
  • Strategic thinker with a hands-on ability to develop actionable plans.

Thanks and Regards
Eshant Sharma

 

Disclaimer: Wise Equations Solutions Inc; provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. We especially invite women, minorities, veterans, and individuals with disabilities to apply. EEO/AA/M/F/Vet/Disability

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About Wise Equation Solutions Inc.