Engagement Manager - FinTech & Capital Markets

Intellibus
Intellibus

Virginia, USA · Reston, VA, USA · 3, VA, USA · Sun Valley, ID, USA

Posted 6+ months ago

Job Description

Imagine working at Intellibus that impacts billions of lives around the world. With your passion and focus, we will accomplish great things together!

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We are trusted by some of the most reputable and established FinTech Firms. Recently, our team has spearheaded the Conversion & Go Live of apps that support the backbone of the Financial Trading Industry.

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Role Overview

We are seeking a senior, client-facing Engagement Manager to partner with major banks and financial services product organizations on mission-critical platforms, owning executive relationships, delivery alignment, and commercial conversations while bridging client teams and Intellibus engineering and driving account growth.

This role is a true client-facing leadership position, responsible for:

  • Owning executive relationships
  • Managing delivery alignment
  • Handling commercial conversations
  • Pushing back when needed
  • Expanding the engagement footprint

You will act as the bridge between client product teams and Intellibus engineering and architecture teams, ensuring expectations, scope, and delivery stay aligned.

This is not a PMO or project tracking role.
This is an engagement ownership role with business, delivery, and relationship accountability.

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What We Are Specifically Looking For

We are targeting leaders with backgrounds similar to:

  • Engagement leads at financial services technology vendors
  • Consulting managers serving capital markets clients
  • Client partners supporting trading, regulatory, or wealth platforms

Ideal experience includes working with:

  • Bank product teams
  • Trading or post-trade platforms
  • Wealth management systems
  • Regulatory or reporting platforms
    Candidates must be comfortable challenging clients respectfully when scope, priorities, or timelines are unrealistic.

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Key Responsibilities

  • Own day-to-day executive relationships with client product and technology leaders
  • Serve as an escalation point for delivery, scope, and priority conflicts
  • Facilitate difficult conversations and negotiate trade-offs when required
  • Represent Intellibus in executive and product governance forums
  • Ensure alignment between client expectations and engineering execution
  • Partner with architects and delivery leads to shape feasible solutions
  • Review delivery plans, milestones, and risk areas
  • Proactively identify issues before they escalate
  • Identify opportunities to expand scope and introduce new capabilities
  • Partner with leadership on revenue forecasting and pipeline development
  • Support contract discussions, renewals, and scope expansions
  • Maintain long-term trusted-advisor status with clients
  • Understand client product architecture and technical constraints
  • Translate between business objectives and engineering realities
  • Participate in solution discussions with architects and engineering leads
  • Ensure delivery plans align with product roadmaps
  • Act as internal advocate for the client while protecting Intellibus delivery teams
  • Drive accountability across client and internal stakeholders
  • Support onboarding and stabilization of new resources on the account

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Required Experience

  • 15+ years in consulting, financial services technology, or product delivery roles
  • Strong FinTech / Banking / Capital Markets domain experience (mandatory)
  • Prior experience in client-facing engagement or account leadership roles
  • Proven ability to work with:
    • Product owners
    • Engineering leaders
    • Program and delivery managers

Strong understanding of:

  • Trading or wealth platforms
  • Regulatory or financial data systems
  • Large enterprise product organizations
  • Comfortable owning both delivery outcomes and client relationships

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Must-Have Skills

  • Executive-level communication and negotiation skills
  • Ability to push back professionally and protect delivery teams
  • Strong understanding of software engineering and system architecture
  • Commercial awareness and revenue ownership mindset
  • Excellent presentation and stakeholder management skills
  • Calm under pressure in politically complex environments

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Our Process

  • 15-minute introductory video call with a member of our team
  • Proctored GQ assessment and Slideware exercise to evaluate problem-solving and presentation skills
  • Leadership and Executive interviews (panel or individual sessions, as needed)
  • Offer decision and onboarding

If you are interested in reaching out to us, please apply, and our team will contact you within a few hours.

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