
Finance • Fintech • Cloud Computing
Vertical Relevance is a boutique firm specializing in financial services with a strong focus on AWS Cloud Transformation, Business Consulting, and Customer Experience & CRM. The company helps financial institutions undergo effective digital transformation by leveraging its expertise in financial services, Amazon Web Services (AWS), and Salesforce. Vertical Relevance offers comprehensive services that include strategy, design, implementation, cloud transformation, and customer relationship management, primarily targeting financial services clients. With over 25 years of domain experience, they address unique security, regulatory, and compliance obligations, enabling clients to innovate and enhance customer experiences.
September 20

Finance • Fintech • Cloud Computing
Vertical Relevance is a boutique firm specializing in financial services with a strong focus on AWS Cloud Transformation, Business Consulting, and Customer Experience & CRM. The company helps financial institutions undergo effective digital transformation by leveraging its expertise in financial services, Amazon Web Services (AWS), and Salesforce. Vertical Relevance offers comprehensive services that include strategy, design, implementation, cloud transformation, and customer relationship management, primarily targeting financial services clients. With over 25 years of domain experience, they address unique security, regulatory, and compliance obligations, enabling clients to innovate and enhance customer experiences.
• Lead and implement solutions for client engagements, ensuring alignment with business objectives • Manage multiple priorities and deliverables independently across complex projects • Communicate effectively with stakeholders at all levels, including senior leadership • Drive success through collaboration, automation, continuous learning, and ownership • Apply industry knowledge to improve business processes and compliance frameworks • Support strategic planning, scope definition, scheduling, cost control, and quality assurance • Lead customer engagements, implement strategic solutions, and ensure successful delivery through strong communication, organization, and leadership
• 10+ years in Project Management, Banking, Risk, Regulatory Compliance, Audit, or Governance • 5+ years in Financial Services or Banking • 5+ years in Management Consulting or client-facing consulting roles • 2+ years in supervisory or project leadership positions • Strong understanding of business processes in Risk, Treasury, Payments, Banking Compliance, and Finance • Excellent verbal and written communication skills • Proficiency in MS Office Suite, MS Project, and PowerPoint • Familiarity with OCC rules and banking regulations (preferred)
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