Vertical Relevance
Project Manager / Management Consultant – Remote
Vertical Relevance is seeking a seasoned professional with deep experience in financial services to join our team as a full‑time remote Project Manager/Management Consultant. This role is ideal for someone passionate about driving transformation across people, processes, and workflows.
Overview As a key member of our consulting team, you will lead customer engagements, implement strategic solutions, and ensure successful delivery through strong communication, organization, and leadership. The position focuses on financial services, including banking, wealth management, asset management, and insurance.
Key Responsibilities
Lead and implement solutions for client engagements, ensuring alignment with business objectives.
Manage multiple priorities and deliverables independently across complex projects.
Communicate effectively with stakeholders at all levels, including senior leadership.
Drive success through collaboration, automation, continuous learning, and ownership.
Apply industry knowledge to improve business processes and compliance frameworks.
Support strategic planning, scope definition, scheduling, cost control, and quality assurance.
Qualifications
10+ years in Project Management, Banking, Risk, Regulatory Compliance, Audit, or Governance.
5+ years in Financial Services or Banking.
5+ years in Management Consulting or client‑facing consulting roles.
2+ years in supervisory or project leadership positions.
Skills
Strong understanding of business processes in Risk, Treasury, Payments, Banking Compliance, and Finance.
Excellent verbal and written communication skills.
Proficiency in MS Office Suite, MS Project, and especially PowerPoint.
Familiarity with OCC rules and banking regulations (preferred).
Company Ethos
Values: Excellence, teamwork, automation, continuous learning, ownership.
Services: Strategy, design, implementation, and training.
Team: Consultants with an average of 20+ years of industry experience.
Why Vertical Relevance? Vertical Relevance stands out with over two decades of experience in business advisory and financial services. We understand the unique challenges faced by financial institutions and tailor our solutions to fit each client’s culture and objectives. Our multifaceted approach ensures end‑to‑end delivery—from strategy to execution—while maintaining agility and responsiveness in a rapidly evolving industry landscape. We empower our clients by enhancing organizational capabilities, improving data collection and governance, and refining business strategies to unlock new opportunities.
Equal Opportunity Statement Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sexual orientation, national origin, disability, veteran status, age, or any other protected characteristic.
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Overview As a key member of our consulting team, you will lead customer engagements, implement strategic solutions, and ensure successful delivery through strong communication, organization, and leadership. The position focuses on financial services, including banking, wealth management, asset management, and insurance.
Key Responsibilities
Lead and implement solutions for client engagements, ensuring alignment with business objectives.
Manage multiple priorities and deliverables independently across complex projects.
Communicate effectively with stakeholders at all levels, including senior leadership.
Drive success through collaboration, automation, continuous learning, and ownership.
Apply industry knowledge to improve business processes and compliance frameworks.
Support strategic planning, scope definition, scheduling, cost control, and quality assurance.
Qualifications
10+ years in Project Management, Banking, Risk, Regulatory Compliance, Audit, or Governance.
5+ years in Financial Services or Banking.
5+ years in Management Consulting or client‑facing consulting roles.
2+ years in supervisory or project leadership positions.
Skills
Strong understanding of business processes in Risk, Treasury, Payments, Banking Compliance, and Finance.
Excellent verbal and written communication skills.
Proficiency in MS Office Suite, MS Project, and especially PowerPoint.
Familiarity with OCC rules and banking regulations (preferred).
Company Ethos
Values: Excellence, teamwork, automation, continuous learning, ownership.
Services: Strategy, design, implementation, and training.
Team: Consultants with an average of 20+ years of industry experience.
Why Vertical Relevance? Vertical Relevance stands out with over two decades of experience in business advisory and financial services. We understand the unique challenges faced by financial institutions and tailor our solutions to fit each client’s culture and objectives. Our multifaceted approach ensures end‑to‑end delivery—from strategy to execution—while maintaining agility and responsiveness in a rapidly evolving industry landscape. We empower our clients by enhancing organizational capabilities, improving data collection and governance, and refining business strategies to unlock new opportunities.
Equal Opportunity Statement Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sexual orientation, national origin, disability, veteran status, age, or any other protected characteristic.
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