Senior Level Financial Services Consultant Jobs
Senior level financial services consultant jobs place experienced professionals in charge of client strategy, complex engagements, and the junior talent they develop and guide. Openings are concentrated in Technology & Software, Consulting & Professional Services, and Insurance, with 46% remote or hybrid availability, and employers like Jobot, Simpson Gumpertz & Heger, and Huron Consulting hiring at this level now.
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Showing 5 of 258+ Senior Level Financial Services Consultant jobs
Job Summary
The ServiceNow Principal Consultant engages with clients and internal teams to provide design and engineering activities for ServiceNow projects and solutions. This role is expected to be a thought leader in the areas of technical solutions provided for our customer. The Principal Consultant is also responsible for working with Management to align delivery teams on best practices and upskilling architecture and engineering resources.
What you will do
- Professional services delivery for CDW customers globally on major ServiceNow platforms
- Aggregate oversight of technical solutions across multiple projects to ensure synergy in our approach and broad visibility to the solutions delivery team
- Works closely with other CDW consulting groups for cohesive technical solution approaches focusing on bridging the gap between sales and delivery
- Focuses on technical standardization and opinionated approaches for client solutions
- Assists management with technical growth plans for engineers and architects
- Assists with SOW reviews and approval as needed
- Assists with technical screening for new candidate interviews
- Lead technical deployment engineering with customers on workload design on major public cloud vendors
- Provide workshops and training events for customers and industry leaders on emerging technologies in ServiceNow
- Training and Mentoring Engineers and Architects to take on projects
- Providing Engineering Services for ServiceNow, coordinating engagement strategies, and qualifying technical resource augments
- Proficiency in automation tools and technologies relevant to IT operations, such as configuration management tools (e.g., Ansible, Puppet, Chef), continuous integration/continuous deployment (CI/CD) tools (e.g., Jenkins, GitLab CI/CD), infrastructure-as-code (IaC) tools (e.g., Terraform, CloudFormation), and containerization platforms (e.g., Docker, Kubernetes)
- Deep understanding of AI and machine learning algorithms, including supervised learning, unsupervised learning, reinforcement learning, deep learning, and natural language processing (NLP)
- Continuous learning and staying updated with the latest advancements, research papers, and breakthroughs in AI and related fields
- Oversee team projects to ensure delivery excellence and act as an escalation point
- Ability to analyze complex systems, workflows, and dependencies to design effective automation solutions that address business needs and requirements
- Strong knowledge of ServiceNow principles and practices, including continuous integration, continuous delivery, infrastructure as code, and automated testing
- Experience in implementing ServiceNow workflows and pipelines to automate software development, testing, deployment, and operations processes
- Performing Billable work at other CDW clients (Consulting Engagements)
- Support Presales architects on large deals to validate consulting estimates as well as provide needed expertise for ServiceNow projects
- Meet Training and certification requirements for selected Vendors
- Help develop and mature our ServiceNow Solutions practice areas in response to client needs and market demand
- Travel estimate is 10%
- Internal projects when applicable
What we expect of you
- Bachelor's Degree and 7+ years of ServiceNow experience, including at least 3 years in large enterprise consulting. Or, 10+ years of ServiceNow experience, including at least 3 years in large enterprise consulting
- The candidate should demonstrate leadership and provide expert advice on technical matters and architecture design. They should be a subject matter expert, staying updated with the latest technology trends, and have the ability to develop IT services offerings
- Proven ability to maintain client relationships as a trusted advisor and mentor engineers for project design and coordination. Excellent communication skills are required, with experience in making technology recommendations
- History of building constructive relationships at all organizational levels and the ability to research complex technology solutions and present them to clients. Should remain calm and productive in situations of change, ambiguity, and risk
- Ability to multitask and prioritize in a fast-paced environment is essential. The candidate should anticipate future trends and create strategies that add value
- Willingness to travel to other CDW locations or client sites
- A valid U.S. driver’s license is required
- Demonstrated knowledge of ServiceNow, aware of multi-platform solutions and capabilities
- Certified Technical Architect (CTA) or demonstrated architect level mastery of the ServiceNow platform, including the ability to define enterprise wide technical governance, integration patterns, instance strategy, and upgrade and release approaches that keep implementations supportable and close to out-of-the-box
- Extensive experience leading complex, multi workflow ServiceNow implementations from pre-sales and estimation through design, build, test, and go-live, with a track record of delivering on scope, budget, and quality commitments and of recovering engagements that have drifted off course, a plus
- Commitment to growing the people around you. The candidate should have a history of coaching architects and developers through design reviews and code reviews, establishing delivery standards and reusable accelerators, and raising the overall capability of the practice rather than only the outcome of a single project, a plus
- Hands on expertise with ServiceNow’s AI capabilities, including Now Assist, AI Agents and the AI Agent Studio, Predictive Intelligence, Virtual Agent, and the underlying data and process readiness required to deploy them responsibly, with the ability to identify the use cases where these capabilities will deliver measurable value for a client, a plus
- Ability to shape and present AI-enabled service offerings, translating platform capabilities into business outcomes, advising clients on governance, data quality, and change management considerations, and keeping pace with the rapid evolution of ServiceNow’s AI roadmap, a plus
Pay range: $156,000.00 - $225,000.00 depending on experience and skill set
Annual bonus target of 10% subject to terms and conditions of plan
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.
Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
About us
CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.
As a full‑stack, full‑lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.
Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Job Summary
The ServiceNow Principal Consultant engages with clients and internal teams to provide design and engineering activities for ServiceNow projects and solutions. This role is expected to be a thought leader in the areas of technical solutions provided for our customer. The Principal Consultant is also responsible for working with Management to align delivery teams on best practices and upskilling architecture and engineering resources.
What you will do
- Professional services delivery for CDW customers globally on major ServiceNow platforms
- Aggregate oversight of technical solutions across multiple projects to ensure synergy in our approach and broad visibility to the solutions delivery team
- Works closely with other CDW consulting groups for cohesive technical solution approaches focusing on bridging the gap between sales and delivery
- Focuses on technical standardization and opinionated approaches for client solutions
- Assists management with technical growth plans for engineers and architects
- Assists with SOW reviews and approval as needed
- Assists with technical screening for new candidate interviews
- Lead technical deployment engineering with customers on workload design on major public cloud vendors
- Provide workshops and training events for customers and industry leaders on emerging technologies in ServiceNow
- Training and Mentoring Engineers and Architects to take on projects
- Providing Engineering Services for ServiceNow, coordinating engagement strategies, and qualifying technical resource augments
- Proficiency in automation tools and technologies relevant to IT operations, such as configuration management tools (e.g., Ansible, Puppet, Chef), continuous integration/continuous deployment (CI/CD) tools (e.g., Jenkins, GitLab CI/CD), infrastructure-as-code (IaC) tools (e.g., Terraform, CloudFormation), and containerization platforms (e.g., Docker, Kubernetes)
- Deep understanding of AI and machine learning algorithms, including supervised learning, unsupervised learning, reinforcement learning, deep learning, and natural language processing (NLP)
- Continuous learning and staying updated with the latest advancements, research papers, and breakthroughs in AI and related fields
- Oversee team projects to ensure delivery excellence and act as an escalation point
- Ability to analyze complex systems, workflows, and dependencies to design effective automation solutions that address business needs and requirements
- Strong knowledge of ServiceNow principles and practices, including continuous integration, continuous delivery, infrastructure as code, and automated testing
- Experience in implementing ServiceNow workflows and pipelines to automate software development, testing, deployment, and operations processes
- Performing Billable work at other CDW clients (Consulting Engagements)
- Support Presales architects on large deals to validate consulting estimates as well as provide needed expertise for ServiceNow projects
- Meet Training and certification requirements for selected Vendors
- Help develop and mature our ServiceNow Solutions practice areas in response to client needs and market demand
- Travel estimate is 10%
- Internal projects when applicable
What we expect of you
- Bachelor's Degree and 7+ years of ServiceNow experience, including at least 3 years in large enterprise consulting. Or, 10+ years of ServiceNow experience, including at least 3 years in large enterprise consulting
- The candidate should demonstrate leadership and provide expert advice on technical matters and architecture design. They should be a subject matter expert, staying updated with the latest technology trends, and have the ability to develop IT services offerings
- Proven ability to maintain client relationships as a trusted advisor and mentor engineers for project design and coordination. Excellent communication skills are required, with experience in making technology recommendations
- History of building constructive relationships at all organizational levels and the ability to research complex technology solutions and present them to clients. Should remain calm and productive in situations of change, ambiguity, and risk
- Ability to multitask and prioritize in a fast-paced environment is essential. The candidate should anticipate future trends and create strategies that add value
- Willingness to travel to other CDW locations or client sites
- A valid U.S. driver’s license is required
- Demonstrated knowledge of ServiceNow, aware of multi-platform solutions and capabilities
- Certified Technical Architect (CTA) or demonstrated architect level mastery of the ServiceNow platform, including the ability to define enterprise wide technical governance, integration patterns, instance strategy, and upgrade and release approaches that keep implementations supportable and close to out-of-the-box
- Extensive experience leading complex, multi workflow ServiceNow implementations from pre-sales and estimation through design, build, test, and go-live, with a track record of delivering on scope, budget, and quality commitments and of recovering engagements that have drifted off course, a plus
- Commitment to growing the people around you. The candidate should have a history of coaching architects and developers through design reviews and code reviews, establishing delivery standards and reusable accelerators, and raising the overall capability of the practice rather than only the outcome of a single project, a plus
- Hands on expertise with ServiceNow’s AI capabilities, including Now Assist, AI Agents and the AI Agent Studio, Predictive Intelligence, Virtual Agent, and the underlying data and process readiness required to deploy them responsibly, with the ability to identify the use cases where these capabilities will deliver measurable value for a client, a plus
- Ability to shape and present AI-enabled service offerings, translating platform capabilities into business outcomes, advising clients on governance, data quality, and change management considerations, and keeping pace with the rapid evolution of ServiceNow’s AI roadmap, a plus
Pay range: $156,000.00 - $225,000.00 depending on experience and skill set
Annual bonus target of 10% subject to terms and conditions of plan
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.
Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
About us
CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.
As a full‑stack, full‑lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.
Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
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Who's Hiring
Top Industries Hiring
- Technology & Software41
- Consulting & Professional Services41
- Insurance23
- Accounting & Auditing20
- Healthcare & Medical Services17
Senior Level Financial Services Consultant Jobs: Frequently Asked Questions
How do I get a senior level financial services consultant job?
Employers at this level look for demonstrated ownership of client relationships, a history of leading complex financial engagements from scoping through delivery, and the ability to mentor junior staff. Candidates who can speak to measurable outcomes, such as portfolio growth, risk reduction, or revenue impact, stand out. Certifications like CFA, CFP, or CPA signal technical depth that senior hiring teams expect.
Which companies hire senior level financial services consultants?
Companies hiring senior level financial services consultants right now include Jobot, Simpson Gumpertz & Heger, and Huron Consulting, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to concentrate among large financial institutions, management consulting firms, and specialized advisory practices that run complex, multi-stakeholder engagements requiring experienced leadership.
Are there remote senior level financial services consultant jobs?
Yes, though availability varies by employer and engagement type. About 46% of senior level financial services consultant openings are remote or hybrid as of November 2026, with hybrid arrangements being most common at firms that require periodic on-site client presence. Fully remote roles tend to appear more frequently in advisory and strategy-focused positions than in hands-on implementation work.
What makes a financial services consultant role senior level?
Senior level roles are defined by scope and accountability, not just years in the field. Expectations include owning client relationships end to end, leading project teams, shaping engagement strategy, and making independent judgment calls on complex financial matters. Mentoring junior consultants and contributing to business development are also standard at this stage, distinguishing these roles clearly from mid level positions.
Which industries hire the most senior level financial services consultants?
Senior level financial services consultant roles concentrate in Technology & Software, Consulting & Professional Services, and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they handle the most complex regulatory environments, large client portfolios, and high-stakes financial decisions that require seasoned consultants with proven leadership and deep subject-matter expertise.