Director, Financial Services Platforms Job at FreshBooks (Toronto)

Tax Director – Financial Services

Location

United Kingdom , London

Salary:

Not provided

Goodman Masson

Expiration Date

Until further notice

Requirements

CTA/ ATT/ ACCA/ FCCA/ ACA
Strong technical understanding of corporate tax, transfer pricing, and regulatory tax regimes
Experience working with structured products, cross-border financing, or capital markets transactions
Exposure to IFRS tax reporting and tax governance frameworks
Experience interacting with tax authorities and managing audits or enquiries
Strong systems mindset with experience in tax automation or process improvement

Job Responsibility

Lead tax input across structured finance transactions including equity-linked products and cross-border leasing arrangements
Provide international tax advisory support on structured asset finance
Oversee tax reporting obligations including IFRS tax reporting, provisioning, and tax disclosures for financial statements and audit processes
Act as a senior point of contact for tax governance, including the development, implementation, and maintenance of internal tax policies and procedures
Lead engagement with tax authorities on audits, business risk reviews, and ongoing compliance matters, maintaining a strong risk management profile
Drive delivery of key regulatory tax frameworks including Pillar 2, DAC6, and hybrid mismatch rules, ensuring robust documentation and governance across the UK business
Manage transfer pricing framework design and implementation across markets
Engage with finance, IT, and external advisors to deliver scalable tax processes and system enhancements across multiple platforms
Negotiate and manage discussions with tax authorities on complex methodologies, disclosures, and historical adjustments

Fulltime

Director - Financial Services Transformation

We are seeking a dynamic and visionary Director to grow our FS business through ...

Location

United Kingdom , London; Manchester; Glasgow

Salary:

Not provided

frog

Expiration Date

Until further notice

Requirements

Consulting experience, ideally within Big 4
Deep Sector expertise in FS, in particular Insurance, with a strong understanding of market trends, regulatory landscape, and customer needs
Strong knowledge and experience of Service Transformation, leveraging technology such as CRM & CCaaS platforms (e.g. Salesforce, MS Dynamics, Google Dialogflow, Nice, Genesys etc), customer care operations and customer journey design
Proven track record of delivering complex transformation programmes in the insurance sector
Respected industry leader with a visible online presence and a strong network of insurance sector contacts
Passion for innovation and a human-centred approach to problem-solving
Experience working in or leading a sector-focused team within a consultancy is highly desirable
Strategic Leader - Capable of managing high-performing teams while delivering impactful approaches that drive measurable results for our clients
Experienced seller – a proven track record of identifying and driving potential opportunities with clients that will open-up areas for frog to expand
Pragmatic problem-solver – adopts a proactive and flexible approach, focused on finding practical solutions and reducing complexity to drive results

Job Responsibility

Lead and grow frog’s Service Transformation activities across FS clients contributing to the overall growth of our business with FS clients
Create and deliver transformation strategies that align with business goals such as operational efficiency, CRM optimisation, personalised experiences and delivering innovative customer care
Lead and deliver large-scale and complex programmes of work from inception to implementation that leverage Capgemini group-wide capabilities, have sound commercial foundation, measurable business outcomes and that excite and engage our clients and colleagues
Lead business development, including shaping proposals, responding to bids, pitching to clients, and growing key accounts
Build trusted relationships as a strategic advisor to senior client stakeholders, including C-suite leaders, leveraging your deep sector knowledge and consultancy experience
Inspire, coach and develop high-performing teams, fostering a culture of creativity, collaboration, and excellence
Build and maintain a strong external presence through thought leadership, speaking engagements, and social media (e.g. LinkedIn)

What we offer

Hybrid working
Flexible working arrangements
Mental Health Champions
Wellbeing apps such as Thrive and Peppy

Fulltime

Account Director, Financial Services

As an Account Director focused on Financial Services you will own executive-leve...

Location

United States , New York City

Salary:

232000.00 - 350000.00 USD / Year

OpenAI

Expiration Date

Until further notice

Requirements

14+ total years selling complex enterprise software or platform-as-a-service solutions
4+ years selling to Financial Services
Proven success achieving annual revenue targets >$2M+ in regulated industries
Experience managing C-suite relationships
Strong understanding of financial services workflows
Demonstrated ability to design and execute complex deal and partnership strategies
Are customer-centric and can translate complex business needs into transformative AI solutions
Are a builder who enjoys designing scalable systems and repeatable sales motions from the ground up
Are a strategist who anticipates industry shifts and guides enterprise customers through them
Are energized by ambiguity and motivated to create structure and clarity across complex, cross-functional engagements

Job Responsibility

Manage a focused portfolio of Financial Services accounts, developing long-term strategic account plans
Lead complex, multi-stakeholder sales cycles spanning banks, hedge funds, and asset managers
Partner with solutions and research engineering to design pilots that demonstrate measurable business impact
Collaborate with compliance, privacy, and security teams to ensure responsible deployment of AI in regulated environments
Own a revenue and consumption target
manage forecasts and pipeline reporting
Monitor industry and regulatory trends to guide customer and product strategy
Represent OpenAI at industry conferences and thought-leadership events (e.g., Money2020)
Partner cross-functionally with marketing, partnerships, and communications to build the Financial Services go-to-market motion

What we offer

Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts
Pre-tax accounts for Health FSA, Dependent Care FSA, and commuter expenses (parking and transit)
401(k) retirement plan with employer match
Paid parental leave (up to 24 weeks for birth parents and 20 weeks for non-birthing parents), plus paid medical and caregiver leave (up to 8 weeks)
Paid time off: flexible PTO for exempt employees and up to 15 days annually for non-exempt employees
13+ paid company holidays, and multiple paid coordinated company office closures throughout the year for focus and recharge, plus paid sick or safe time (1 hour per 30 hours worked, or more, as required by applicable state or local law)
Mental health and wellness support
Employer-paid basic life and disability coverage
Annual learning and development stipend to fuel your professional growth
Daily meals in our offices, and meal delivery credits as eligible

Fulltime

Divisional Sourcing Director, Financial Services

The Divisional Director, Client Sourcing leads all Client Sourcing Operations an...

Location

United States , Charlotte, NC; Trenton, NJ; Richmond, VA; New York, NY; Washington, DC; Boston, MA

Salary:

175000.00 - 190000.00 USD / Year

JLL

Expiration Date

Until further notice

Requirements

Direct financial services industry experience required
Experience in senior leadership positions leading large, dynamic, remote teams required
Bachelor's degree (BA/BS) from four-year college or university, MBA preferred
At least 15-20 years of experience working with Sourcing and Procurement
Excellent communication skills – oral and written
Proven track record leading successful teams of leaders
Demonstrated experience working in a matrix client organization
Demonstrated experience with client presentations
Demonstrated experience in the sales process within a large organization
Candidates must be authorized to work in the United States without sponsorship

Job Responsibility

Lead all Client Sourcing Operations
Lead the Sourcing and Procurement (S&P) platform within the Financial Services Division
Lead, manage and direct the strategic sourcing plans within assigned Division
Collaborate closely with Divisional Presidents, Managing Directors, Accounts and Clients to set overall priorities and account goals
Collaborate with Americas Sourcing Solutions Development, Category Management, and relevant business stakeholders to retain, grow, and win new clients
Lead and grow a high-performing S&P team
Drive communication with all levels at JLL and Clients to support the organization, influence change, and win new business
Develops and Leads High Performing Teams
Execute with Excellence
Grows the Business

What we offer

401(k) plan with matching company contributions
Comprehensive Medical, Dental & Vision Care
Paid parental leave at 100% of salary
Paid Time Off and Company Holidays
Early access to earned wages through Daily Pay

Fulltime

Director of Financial Services, Industry Lead

Blockstream was founded in 2014 by Dr. Adam Back and a group of fellow cryptogra...

Location

Switzerland , Zurich

Salary:

Not provided

Blockstream

Expiration Date

Until further notice

Requirements

10+ years of experience in technology leadership, banking, or financial services transformation
Proven leadership in building and managing high-performing teams, stakeholder management, and decision-making capabilities
Proven experience in senior client-facing roles such as Director of Architecture, Principal Solutions Architect, or equivalent within banking, fintech, payments, or capital markets
Demonstrated ability to operate at executive and board level, advising on strategy, architecture, and transformation initiatives
Deep domain expertise in banking and financial services, including exposure to: Core banking platforms (Avaloq or similar preferred)
Custody, treasury, payments, or capital markets environments
Strong track record of translating market needs and business strategy into scalable technology architectures
Broad hands-on architectural experience across: Front-end and back-end systems
Cloud platforms, preferably AWS
DevOps practices, CI/CD pipelines, and containerization (Docker, Kubernetes)

Job Responsibility

Build, mentor, and lead a high-performing team responsible for translating market demand and complex financial-services client challenges into scalable, secure, and compliant architectural solutions
Own the identification, analysis, and prioritization of market needs across banking, custody, payments, tokenization, and digital assets
Define and lead industry solution and architecture strategy, ensuring alignment with market demand, regulatory requirements, and company growth objectives
Act as the senior-level trusted advisor and architectural authority for clients, guiding strategic technology and architecture decisions
Lead executive client engagements, architectural discovery sessions, and solution strategy workshops to define future-state architectures
Set architectural direction for end-to-end solutions, covering front-end, back-end, integration, cloud infrastructure, DevOps, and security
Drive customer solutions strategy within the Service and Enterprise Products organization, identifying product utility, efficiencies, and architectural synergies
Translate market insights and client requirements into standardized solution patterns, architectural principles, and reference architectures
Elevate the Enterprise Team’s competitive positioning by simplifying complex architectures and accelerating enterprise adoption
Demonstrate deep expertise in banking architectures and processes, including core banking platforms (e.g. Avaloq or equivalent) and integration of blockchain technologies into regulated financial systems

Fulltime

Director of Financial Services, Industry Lead

We are seeking a Director of Financial Services, Industry Lead, a senior leaders...

Location

Switzerland , Zurich

Salary:

Not provided

Blockstream

Expiration Date

Until further notice

Requirements

10+ years of experience in technology leadership, banking, or financial services transformation
Proven leadership in building and managing high-performing teams, stakeholder management, and decision-making capabilities
Proven experience in senior client-facing roles such as Director of Architecture, Principal Solutions Architect, or equivalent within banking, fintech, payments, or capital markets
Demonstrated ability to operate at executive and board level, advising on strategy, architecture, and transformation initiatives
Deep domain expertise in banking and financial services, including exposure to: Core banking platforms (Avaloq or similar preferred)
Custody, treasury, payments, or capital markets environments
Strong track record of translating market needs and business strategy into scalable technology architectures
Broad hands-on architectural experience across: Front-end and back-end systems
Cloud platforms, preferably AWS
DevOps practices, CI/CD pipelines, and containerization (Docker, Kubernetes)

Job Responsibility

Build, mentor, and lead a high-performing team responsible for translating market demand and complex financial-services client challenges into scalable, secure, and compliant architectural solutions
Own the identification, analysis, and prioritization of market needs across banking, custody, payments, tokenization, and digital assets
Define and lead industry solution and architecture strategy, ensuring alignment with market demand, regulatory requirements, and company growth objectives
Act as the senior-level trusted advisor and architectural authority for clients, guiding strategic technology and architecture decisions
Lead executive client engagements, architectural discovery sessions, and solution strategy workshops to define future-state architectures
Set architectural direction for end-to-end solutions, covering front-end, back-end, integration, cloud infrastructure, DevOps, and security
Drive customer solutions strategy within the Service and Enterprise Products organization, identifying product utility, efficiencies, and architectural synergies
Translate market insights and client requirements into standardized solution patterns, architectural principles, and reference architectures
Elevate the Enterprise Team’s competitive positioning by simplifying complex architectures and accelerating enterprise adoption
Demonstrate deep expertise in banking architectures and processes, including core banking platforms (e.g. Avaloq or equivalent) and integration of blockchain technologies into regulated financial systems

Fulltime

Director, Technical Products & Platforms Risk Leader - Enterprise Services Risk Office

The Enterprise Services Risk organization is expanding with a focus on attractin...

Location

United States , Richmond, Virginia; McLean, Virginia

Salary:

209500.00 - 263000.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor's Degree or Military Experience
At least 7 years of experience in Risk Management, Digital Product Technology, or External Audit
At least 7 years of experience supporting, partnering and interacting with internal or external business clients
At least 7 years of experience planning and leading IT audits or risk assessments
At least 4 years of people management experience

Job Responsibility

Partner with product and tech leaders by leveraging a trusted advisor model to propel key business initiatives though integrated risk strategies
Develop a deep understanding of business strategies, products, services, and risk profile to inform emerging risks and mitigation priorities
Ensure independent escalation of risk management gaps, issues, and concerns, including emerging risks and regulatory focus area
Consult on Risks across the first line of defense business partners providing advice and guidance as needed
Provide risk oversight to ongoing risk assessments and processes criticality assessments
Manage multiple tasks independently to meet deadline
Communicate complex ideas concisely and convincingly, adjust communication to the audience and comfortable with presenting to executive leadership

What we offer

comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)

Fulltime

Director, Services Lead Ap-Europe-Eemea — Corporate Solutions

Our Purpose Mastercard powers economies and empowers people in 200+ countries an...

Location

United Kingdom , London

Salary:

Not provided

Mastercard

Expiration Date

Until further notice

Requirements

Education: Bachelor’s degree required
advanced degree preferred. Proven track record leading strategy, launching scalable products/services, and delivering commercial outcomes across complex, multi-market environments. Demonstrated P&L ownership and success against ambitious growth targets. Deep understanding of the payments industry and Commercial New Payment Flows
ability to leverage payments technology and innovation to solve client problems
strong financial and business acumen. People leadership experience
consultative problem-solving
executive-level communication and negotiation skills
comfort operating in highly matrixed, cross-functional settings. Abide by Mastercard’s security policies and practices
Ensure the confidentiality and integrity of the information being accessed
Report any suspected information security violation or breach
Complete all periodic mandatory security trainings in accordance with Mastercard’s guidelines.

Job Responsibility

Expand existing Services to CNPF (e.g., SSO, Loyalty, Deploy) by calibrating value propositions and GTM
identify and pilot with anchor clients to prove impact at pace and at scale. Build a segment-led service roadmap for Corporate Solutions, delivering 2–3 new flagship offerings over time, in partnership with product, studios, and analytics. Scale portfolio optimization—codify best practices, embed governance, and share playbooks across regions and segments. Build and execute the services GTM strategy for Corporate Solutions, including segmentation, value proposition, packaging, pricing, and channel motions (1:1 and scalable 1-to-many) aligned to CNPF priorities. Own the CNPF services sales pipeline by region (APEEMEA) across all relevant CNPF assets
forecast accurately and maintain healthy coverage ratios. Coordinate post-sale execution with the Services Delivery team to ensure time-to-value, quality outcomes, and referenceable success. Embed AI as a competitive advantage in services—partner with acquired SaaS businesses and internal platforms to identify high-impact use cases and launch at least one AI-enhanced service tied to measurable client outcomes. Establish a single source of truth for Corporate Solutions services revenues and pipeline
run a monthly performance cadence with clear KPIs, root-cause analysis, and corrective actions. Maximize commercial leverage by improving access to existing funds (e.g., CBA, markets) and strategically creating new funding mechanisms for scaled experiments and rollout. Facilitate best practice sharing across the regional teams. Elevate strategic interaction with key customers, fintechs, ecosystem partners, and C-suite stakeholders
build partnerships that accelerate adoption and growth. Provide internal and external thought leadership on CNPF services trends within Corporate Solutions
represent the business in forums, client councils, and industry events. Lead services GTM for B2B payables/receivables, virtual cards, procurement, expense and related enterprise workflows. Partner with CS Product, Data & Services, and account teams to craft solution bundles (e.g., Deploy + SSO + Analytics) that drive CFO/Procurement value. Ensure compliance/readiness across risk, controls, and regulatory requirements common in enterprise finance functions
maintain strong governance for cross-border and large-ticket flows.

Fulltime

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Director, Financial Services Platforms

Job Description

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