Practice Leader - Financial Services; East Coast

Job Overview

We are seeking a Financial Services Practice Leader to spearhead the growth of our financial services vertical. This is a high-impact, individual contributor role focused on senior-level advisory work and aggressive revenue generation. You will be the face of our financial services arm, serving as a credible thought leader for clients navigating the complexities of modern finance. Your mission is two-fold: providing high-stakes technology advisory to existing partners and proactively hunting for new opportunities within banks, hedge funds, wealth management firms, emerging 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 cybersecurity and complex regulatory compliance.
• Business Development:
  Take full ownership of growing revenue within this vertical by leveraging your existing contacts and proactively reaching out to C-level executives (CTO, CIO, COO) and VPs in IT and operations.
• Market Influence:
  Build brand authority by writing industry-shaping articles, joining high-profile podcasts, and speaking at major trade shows and conferences.
• Relationship Management:
  Manage existing client relationships while simultaneously setting meetings with new prospects to build a robust inbound and outbound lead pipeline.
• Deal Execution:
  Operate with extreme self-motivation to bring deals to the table without requiring significant oversight or hand-holding.

• Industry Tenure:
  At least 15 years of deep expertise within the financial services sector.
• Leadership Pedigree:
  Prior experience as a CTO or CIO at a financial services organization is highly preferred, providing you the credibility to advise other C-suite executives.
• Deep Network: A broad, active network of close relationships across banks, payment companies (merchant acquiring, ISOs, gateways), insurance firms, and/or investment groups.
• Technical Fluency:
  Profound understanding of software development life cycles, cloud-native 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 a high-velocity software development and technology advisory firm with staff in 40 countries around the world. We specialize in delivering top-tier engineering talent and strategic consultancy to a global clientele. Our team manages everything from custom product development and AI‑modernization, to high‑level CTO/CIO advisory and IT support initiatives. Our client portfolio is diverse, spanning from disruptive startups to the Fortune 500.

Salary: this is a senior role. You’ll receive a mix of base salary and a percentage of revenue you bring to the company. All commissions are based on gross revenue and are uncapped, so the sky is the limit.

Read more about us here:

Location: Work From Home 100% of the time, or come in to one of our global offices. Up to you.

Great colleagues and an upbeat work environment: You'll join an excellent team of people who work hard but don't ever compete with each other.

Benefits: Vacation, Brand New Laptop, and More:
You’ll get a generous vacation schedule, and other goodies.

If this sounds like you, we'd love to hear from you!