Strategy & Planning Consultant 4

Review and analyze complex multi-faceted, larger scale, or longer-term Strategy and Planning challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors. Required Qualifications: 5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

Description: In this contingent resource assignment, you may: Consult on complex initiatives with broad impact and large-scale planning for Strategy and Planning. Review and analyze complex multi-faceted, larger scale, or longer-term Strategy and Planning challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors. Contribute to the resolution of complex and multi-faceted situations requiring solid understanding of the function, policies, procedures, and compliance requirements that meet deliverables. Strategically collaborate and consult with client personnel. Required Qualifications: 5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
 

Business Overview:

Focused on hiring for five techno-functional AI product roles within wholesale operations, emphasizing the need for banking experience and expertise in agentic solutions rather than chatbots or niche development.

Wholesale Banking

The team is looking for candidates with a banking background, specifically 3-4 years of experience, due to the complexity of institutional-based client processes in wholesale operations.

AI experience is expected to be around 3 years, with a preference for workflow automation experience.

The roles are techno-functional, focusing on end-to-end deployment of agentic solutions in banking operations.

 

Process Intelligence & Artifact-Driven Automation
• Experience working with process artifacts (SOPs, workflows, operational documentation, process mining outputs)
• Ability to convert structured and unstructured process data into executable AI workflows
• Exposure to operational excellence, BPM, or process re-engineering environments

Banking Ops Transformation + Agentic AI Product Engineering

Expectations-

1) techno function- Knowledge of Process and Procedure

Syntheses the information

Document all the information

 

Volume of Use Cases and Deliverables – Current Situations in the team (new team)

There are five very large business cases, including full loan origination and booking processes, with significant complexities.

Deliverables for the new hires include:

Functionally working with process SMEs.

Understanding and reviewing procedures, scan observations, and clickstream data.

Generating workflow MDs and reviewing systematically generated workflows.

Designing and building the shell of the agent (workflow part), partnering with engineering for integration.

 

Banking Operations + Agentic AI Product Builder (Forward-Deployed AI for Wholesale Ops)

They are building a team to:

Take banking operations (wholesale / institutional processes)

Break them into process maps + SOPs

Convert them into agentic AI workflows

Deploy into live operations for automation

 This is operations transformation using Agentic AI

Must have:

Banking Ops (NON-NEGOTIABLE)

Wholesale banking

Institutional operations

Complex policies & entity-level workflows

Commercial + corporate banking exposure

  Real banking ops understanding

 

They want people who can:

Read SOPs / runbooks

Understand workflows deeply

Separate:

Process = what happens

Procedure = how it happens

Convert into process maps

 Keywords:

process artifacts

workflow mapping

SOP decomposition

 

3. Agentic AI Product Building (HIGHEST PRIORITY)

This is the “home run” area:

They want:

Agentic workflows (multi-step reasoning agents)

LLM-based automation in operations

Tool use + orchestration