Executive in Residence – Financial Services

United States/Reno

Plan A Technologies is seeking an Executive in Residence (EiR) for our Financial Services practice. This is a high-impact, six month residency designed for an experienced SVP, EVP, Managing Director, or C-suite leader who has spent their career at the intersection of finance and technology.

This role is roughly a 10-20 hour per week commitment. There are two components to the role: first, you’ll be providing high-stakes technology advice to existing clients and potential clients, and second, you’ll set up introductions to companies like banks, hedge funds, wealth management firms, 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 AI adoption and complex regulatory compliance.

Sales & Business Development:
Leverage your deep industry network to identify and set up new strategic partnerships and alliances for Plan

A. This is a critical component of the role – if you’re not comfortable with this part, please do not apply.

Strategic Growth:
Advise the Plan A leadership team on market trends in the financial sector to help shape our service offerings.

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

Leadership Pedigree:
You must have served in a very senior role at a major financial services company, bank, or similar organization.

Deep Network: A broad, active network of close relationships across banks, payment companies and other Fin Tech companies, insurers, hedge funds, wealth management firms, PE groups, etc.

Technical Fluency:
Solid understanding of software development life cycles, AI 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 seeking an Executive in Residence (EiR) for our Financial Services practice. This is a high-impact, six month residency designed for an experienced SVP, EVP, Managing Director, or C-suite leader who has spent their career at the intersection of finance and technology.

This role is roughly a 10-20 hour per week commitment. There are two components to the role: first, you’ll be providing high-stakes technology advice to existing clients and potential clients, and second, you’ll set up introductions to companies like banks, hedge funds, wealth management firms, 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 AI adoption and complex regulatory compliance.

• Sales & Business Development:
  Leverage your deep industry network to identify and set up new strategic partnerships and alliances for Plan
  
  A. This is a critical component of the role – if you’re not comfortable with this part, please do not apply.

• Strategic Growth:
  Advise the Plan A leadership team on market trends in the financial sector to help shape our service offerings.

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

• Leadership Pedigree:
  You must have served in a very senior role at a major financial services company, bank, or similar organization.

• Deep Network: A broad, active network of close relationships across banks, payment companies and other Fin Tech companies, insurers, hedge funds, wealth management firms, PE groups, etc.

• Te…