Strategic Account Technology Strategist, Financial Services

Overview

As a Strategic Account Technology Strategist, you help two strategic financial services customers move from AI ambitions to measurable business outcomes. You will shape frontier transformations, orchestrate Microsoft’s ecosystem, and align tech investments with business value. Operating with senior executives, you will drive AI, cloud and security-led change that reinvents processes and experiences. This role offers high-impact advisory work and cross-team collaboration to deliver real business impact.

Responsibilities

• Define and own measurable customer outcomes with executives
• Build value-based transformation roadmaps and drive adoption, governance, and execution
• Lead frontier transformation conversations across AI, data, agents, and security
• Develop multi-horizon transformation plans with executive stakeholders
• Engage CxO, board and business leadership alongside technology leaders
• Mobilise resources across Microsoft and partner ecosystem around a common outcome
• Establish AI operating models, governance frameworks and adoption strategies
• Model integrity and ethical behavior, ensuring compliance with policies and training requirements
• Operate as trusted advisor translating account vision into a technical roadmap

Key requirements

• Proven experience in digital transformation roles, ideally within Financial Services
• Strong technical foundation to lead business and technical envisioning discussions
• Collaborate with senior sponsors and broader Microsoft ecosystem

• Collaborative mindset
• Exceptional stakeholder engagement
• Change leadership and customer engagement skills
• AI and AI operating models
• Data and security considerations in transformation
• Enterprise and solution architecture

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