Guidehouse Logo

Guidehouse

Associate Director - Commercial Financial Services (Insurance)

Posted 4 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
162K-270K Annually
Senior level
In-Office
New York, NY, USA
162K-270K Annually
Senior level
Leads major insurance consulting accounts across business development, client relationships, delivery, financial management, team development, and internal operations. Advises executives on business transformation, customer experience, operating models, technology modernization, and organizational effectiveness. Manages complex programs, proposals, contracts, engagement economics, cross-functional workstreams, and executive communications while mentoring consulting teams and expanding client relationships.
The summary above was generated by AI

Job Family:

Management Consulting


Travel Required:

Up to 10%


Clearance Required:

None

What You Will Do:


As an Associate Director in Guidehouse’s Commercial Financial Services sector, you will be a leader of some of our largest Insurance industry accounts with broad responsibility across business development, client relationship management, staff development, client delivery, and internal operations. Specific responsibilities will include:


  • Leading and assisting in business development efforts through opportunity identification, capture planning, proposal development, SOW review, and pricing strategy.
  • Serving as an account leader responsible for expanding Guidehouse's presence within client accounts, driving sales, overseeing deliverables, ensuring contract compliance, managing engagement financials, and maintaining corporate compliance standards.
  • Acting as a trusted advisor to client executives and senior stakeholders, helping shape and execute business strategies related to growth, customer experience, operating model transformation, and technology-enabled change.
  • Becoming a recognized insurance industry leader within Guidehouse and among clients by bringing insights, best practices, and innovative solutions that strengthen Guidehouse's market reputation and expand our footprint.
  • Maintaining a relentless focus on delivering measurable client outcomes and growing Guidehouse's contribution to client success while operating within the firm's strategic priorities and operating framework.
  • Modeling courage, accountability, and sound judgment while navigating complex business, organizational, and client challenges.
  • Driving transformational change by challenging teams to optimize both short-term execution and long-term business outcomes for clients and Guidehouse.
  • Leading strategic initiatives that span business transformation, operations, customer experience, technology modernization, and organizational effectiveness.
  • Engaging, mentoring, coaching, and inspiring consulting teams to achieve continuous improvement and deliver exceptional client service.
  • Reviewing and analyzing contractual revenue, engagement profitability, forecasting, and budgeting while partnering with practice leadership on account planning activities.
  • Guiding and mentoring team members and supporting performance management, career development, and talent growth.
  • Providing input on staffing plans, resource deployment, talent acquisition, and employee retention strategies.
  • Facilitating executive steering committees, strategic workshops, business reviews, and cross-functional stakeholder meetings.
  • Driving execution of complex programs by coordinating cross-functional workstreams, managing risks and dependencies, and ensuring timely delivery of high-quality outcomes.
  • Developing executive-level presentations, business cases, transformation roadmaps, operating model recommendations, and strategic assessments for senior client leadership.
  • Providing onsite leadership presence in corporate and client offices.

What You Will Need:


  • Bachelor's Degree.
  • Seven (7) to Ten (10) years of professional experience in insurance, financial services, management consulting, corporate strategy, business transformation, or a related field, including experience leading client-facing engagements.
  • Deep knowledge of the life insurance, annuity, wealth management, or broader financial services industry.
  • Demonstrated ability to build, expand, and manage complex client relationships while growing consulting engagements and business opportunities.
  • Experience leading large-scale strategic, customer experience, operating model, digital, or technology-enabled transformation initiatives.
  • Expertise in technology and operations optimization.
  • Business process improvement, automation, organizational transformation, and change management experience.
  • Business architecture and operating model design experience.
  • Strong executive communication, presentation, facilitation, and stakeholder management skills.
  • Experience developing executive-level presentations, business cases, strategic recommendations, implementation roadmaps, and board-ready materials.
  • Proficiency in project and program management practices, including management of complex cross-functional initiatives.
  • Experience supporting long-term client engagements, including capture management, pricing, contract compliance, delivery oversight, and financial management.
  • Solid understanding of engagement economics, forecasting, budgeting, and revenue management.
  • Advanced proficiency in PowerPoint, Excel, and Word.
  • Excellent communication and presentation skills.
  • Ability to work onsite with clients and Guidehouse teams, including a minimum of three days per week in a Manhattan-based client office.
  • Candidates not local to the New York City metro area will be required to relocate themselves to the NYC/NJ area as they will need to be on client site and Guidehouse office.

What Would Be Nice To Have:


  • Master's Degree in a related field.
  • PMP, Agile, Prosci, or other relevant professional certification.
  • Experience supporting growth strategy, customer experience (CX), distribution transformation, or enterprise transformation initiatives within insurance or financial services organizations.
  • Experience leading large-scale technology, digital, operational, or business transformation implementations.
  • Established professional network within the life insurance or broader financial services industry.
  • Experience leading multi-disciplinary consulting teams and managing large strategic client accounts.

The annual salary range for this position is $162,000.00-$270,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

  • Medical, Rx, Dental & Vision Insurance

  • Personal and Family Sick Time & Company Paid Holidays

  • Position may be eligible for a discretionary variable incentive bonus

  • Parental Leave and Adoption Assistance

  • 401(k) Retirement Plan

  • Basic Life & Supplemental Life

  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

  • Short-Term & Long-Term Disability

  • Student Loan PayDown

  • Tuition Reimbursement, Personal Development & Learning Opportunities

  • Skills Development & Certifications

  • Employee Referral Program

  • Corporate Sponsored Events & Community Outreach

  • Emergency Back-Up Childcare Program

  • Mobility Stipend

About Guidehouse

Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at [email protected]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or [email protected].  Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse.  Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.

If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact [email protected]. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Guidehouse New York, New York, USA Office

New York, United States

Similar Jobs

3 Minutes Ago
Hybrid
New York, NY, USA
143K-183K Annually
Entry level
143K-183K Annually
Entry level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Lead business analysis and Scrum Master activities for large-scale high-value and cross-border payments transformation initiatives. Gather and translate business and technical requirements, facilitate agile ceremonies, support payment-system delivery, and align business, technology, and operations stakeholders. The role also involves building client relationships and delivering solutions for major financial institutions, with a focus on payment processing systems, financial messaging standards, and modernization programs.
Top Skills: ChipsFedwireIso 20022Pacs.008Pacs.009
7 Minutes Ago
In-Office or Remote
New York, NY, USA
128K-179K Annually
Senior level
128K-179K Annually
Senior level
Artificial Intelligence • Fintech • Information Technology • Logistics • Payments • Business Intelligence • Generative AI
Leads Customer Success revenue operations, including renewal forecasting, retention and expansion planning, customer health analytics, capacity planning, performance management, reporting, and process optimization. Partners with Customer Success, Finance, Revenue Operations, IT, and other teams to standardize operating models, improve data accuracy, and drive revenue effectiveness across the post-sales organization.
Top Skills: ClariCloud PlatformsGainsightExcelSalesforceTableau
An Hour Ago
In-Office or Remote
New York, NY, USA
195K-258K Annually
Senior level
195K-258K Annually
Senior level
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Design, build, and own scalable microservices and secure APIs that transfer value across blockchain and banking protocols. Extend in-house blockchain infrastructure, integrate with banks and cloud services, troubleshoot production issues, document system and testing procedures, and collaborate with product and engineering teams to deliver reliable payment experiences.
Top Skills: AWSBlockchainEcsEksGoGCPJavaKubernetesMessaging SystemsMicroservicesAzureNoSQLRestful ApisSmart ContractsSQLWeb3

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account