Lead Value Engineer - Asset & Wealth Management

The Role:

As a Lead Value Engineer for Asset & Wealth Management you will architect and drive large-scale AI and data-driven business transformation across the NAM market using the Celonis Context Model. Working alongside local and global VEs, you will combine technical execution with consulting and project management. As a master AI operator, your core mandate is to support complex roadmaps and execute targeted transformation initiatives that improve how these businesses operate across their ecosystems.

This is not a standard process optimization role. We are looking for a Lead Value Engineer to own customer success and drive high-stakes SaaS and AI adoption across top-tier global financial institutions and regional banking enterprise accounts. You will serve as the strategic bridge, translating complex financial and operational needs into technical strategy. As a trusted advisor to C-suite executives (CRO, CIO, CFO, Head of Wealth, etc), you will blend deep banking DNA with elite management consulting and an AI-first mindset to realize maximum customer value.

The Impact You Will Drive:

• Value Architecture: Translate executive banking priorities into high-impact AI use cases (e.g., intelligent credit underwriting, automated fraud mitigation, hyper-personalized wealth advisory) and Value Realization Frameworks.
• Solution Blueprints: Architect scalable, end-to-end data flows to resolve complex operational bottlenecks across legacy core banking platforms, payment rails, and loan origination pipelines.
• Financial Quantification: Build data-backed business cases driving $10M+ in OPEX savings, risk reduction, or net-new revenue generation.
• Executive Advisory: Deliver high-stakes value narratives to C-suite stakeholders and G-SIB leadership to accelerate software adoption pipelines.
• Process Transformation: Automate complex front-to-back office workflows (e.g., institutional onboarding, trade lifecycle management) using Lean or Six Sigma methodologies while maintaining bulletproof audit trails.
• Lifecycle Management: Own the end-to-end customer value journey from technical discovery and proof-of-concept pilots through to impactful Quarterly Business Reviews (QBRs).

Who You Are: The Ideal Background:

You are a strategic leader with 7-10 years of experience navigating unstructured enterprise problems. You must possess a hybrid background that bridges institutional financial services and elite business strategy. We are looking for candidates who fit one of the following trajectories:

• The Banker turned Consultant: You began your career in risk management, capital markets, or retail/commercial banking operations at a major financial institution, and subsequently pivoted into Management Consulting, Strategy, or SaaS Value Engineering.
• The Consultant turned Banking Digital Strategist: You began your career at an MBB, Big 4, or elite tech consultancy, built a deep portfolio of quantified business cases in digital transformation, and subsequently specialized heavily within Retail Banking, Commercial Banking, or FinTech.

The Non-Negotiables:

• Value-Led Consulting: Proven track record in consultative value-selling, value engineering, or account strategy for enterprise SaaS digital transformations.
• Next-Gen Tech Fluency: Functional understanding of Generative AI, process mining, and their intersection with enterprise financial systems and core banking platforms (e.g., FIS, Fiserv, Temenos, or SAP Banking).
• Domain Expertise: Deep knowledge in 2+ areas across Credit Risk & Underwriting, Wealth Management/Advisory, Payments & Clearing, Capital Markets, Asset/Liability Management (ALM), or KYC/AML Operations.
• Back-Office & Compliance: Strong grasp of financial services risk management frameworks, internal controls, and major regulatory mandates (e.g., Dodd-Frank, Basel III/IV, SEC, FINRA, CFPB).

Education & Certifications:

• B.S. or M.S. in Finance, Economics, Financial Engineering, Computer Science, Data Science, or Business Administration.
• LSS Black Belt, Lean/Six Sigma, or Advanced Data Analytics / CFA / FRM certifications are a major plus.

Visa sponsorship is not offered for this role.

Compensation:

The base salary range for the role in New York, based on a Full Time Schedule, is $183,000 to $217,000 USD. Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). The base salary range is a guideline, and the actual total compensation offer will be determined based on various factors, including applicant's qualifications, skills, experiences, and location.

What Celonis can offer you:

• Pioneer Innovation: Work with the global leader in Process Mining and the Process Intelligence Graph to shape the future of AI-driven business operations.
• Ownership from Day 1: Every full-time Celonaut is an owner, receiving Restricted Stock Units (RSUs) and merit-based refresh grants.
• Unrivaled Family Support: Inclusive parental leave policy of 24 weeks fully paid leave for primary carers and 12 weeks for supporting carers, available from your first day of employment.
• Work-Life Integration: Unlimited PTO (in applicable regions) and generous PTO globally, plus a flexible hybrid work model.
• Continuous Growth: 70-20-10 learning framework, mentorship programs, and access to a dedicated learning platform.
• Holistic Well-being: Subsidized Wellhub memberships, mental health counseling, and dedicated Wellness Weeks.
• Drive Sustainability: Annual Impact Days with paid time off to volunteer for community and environmental causes.
• Global Inclusion & Belonging: Inclusion Think Tank and annual Inclusion Days.
• Value-Driven Impact: Mission-led organization guided by core values: Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future.