Banking Consultant jobs

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

As the, you will be the, including full-time employees and/or assigned personnel. You will be responsible for driving leadership over the professional services business and providing strategic and operational oversight to the Senior Managers and regional delivery leaders who report to this role. You will be instrumental in defining thenecessary to scale technical services delivery across key U.S. Federal, State, and Local accounts. This role is highly integrated with the Service Sales, Product Sales, and other Support teams, focusing on building strong, trusted customer relationships and ensuring successful outcomes.

Your Impact

• Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products.

• Act as the single point of accountability for technical services, interfacing with GCS, Sales, Product, Engineering, and Partner teams to ensure alignment and delivery of business outcomes.

• Serve as the Executive Sponsor for strategic US Public Sector accounts, engaging with executive-level customer stakeholders (e.g., CIOs, CISOs) to provide value reviews and resolve high-stakes escalated issues.

• Build and develop a high-performing team of technical professionals through hiring the best talent in the industry, mentoring/coaching, and performance management in line with the defined capability requirements for the team.

• Drive and achieve the following business and operational objectives:

  • Maintain consistently high utilization of PS consultants through optimal planning and backlog management.

  • Design and maintain the best resource mix across FTEs and contractors, maximizing quality and agility.

  • Reduce Time to Value (TTV) by accelerating deployment and adoption timelines.

  • Contribute to Service Sales Growth by enabling scalable, value-driven technical offerings.

  • Achieve global target service margin ratios through delivery efficiency and cost control.

  • Build and sustain strong, strategic relationships with subcontractors and delivery partners.

  • Ensure high levels of customer satisfaction (CSAT) through proactive support and continuous improvement.

• Drive continuous improvement across the delivery of Netsec Professional Services and Customer Success Engineering, through the use of Automation and AI to drive efficiency, quality, and scale.

• Standardize and continuously optimize the NetSec operating rhythm and delivery practices to improve service health.

• Represent US Public Sector region at a global level, sharing customer insights, local challenges, and opportunities for regional impact.

• A significant portion of your impact is external: collaborating with the sales leadership team, product, portfolio, and support teams, where you will act as the Professional Services liaison to enable client success. You will build strong customer relationships and be the point of contact for successfully handling customer escalations to maintain high customer satisfaction.

Your Experience

• 10+ years of experience in technical services, professional services, customer success, support or related functions within a high-growth SaaS/cloud enterprise environment.
• 5+ years of experience in a leadership role managing regional teams, including direct and matrixed reporting lines.
• Demonstrated success in managing performance against KPIs related to deployment, adoption, margin, utilization, and CSAT.
• Strong foundational understanding of Internet security concepts and products, with a demonstrated knowledge of NGFW and SASE (Secure Access Service Edge) architecture and its components.
• Demonstrated experience running a profitable Professional Services or Customer Success business , including achieving revenue/margin targets, managing backlog, health and optimizing project closure rates.

• Skilled in key business systems, including:

  • Experience with Professional Services Automation (PSA) tools (e.g., Clarizen, Certina, Kantata) for tracking metrics like utilization, time-off, and backlog.
  • Experience with Sales Management tools (e.g., Salesforce) for revenue forecasting and pipeline review.
  • Experience with Business Intelligence (BI) tools (e.g., Tableau) for reporting on key operational metrics.
• Demonstrated ability to manage critical customer escalations effectively and ensure prompt resolution for high-profile clients.
• Excellent written and verbal communication skills with the ability to clearly articulate complex technical knowledge to non-technical individuals and leadership.
• Undergraduate degree in a related field (CS, IS, EE, CE, IT, etc.) or commensurate experience.
• US Government DoD Active Top Secret Clearance or higher.
• Relevant industry certifications such as CISSP and/or PMP are highly desirable.
• Background in cybersecurity or enterprise IT preferred.
• Ability to travel up to 25%+ domestically to customer sites and internal business meetings.

As threats and technology evolve, we stay in step to accomplish our mission. You’ll be involved in implementing new products, transitioning from old products to new, and fixing integrations and critical issues as they are raised. But you won’t wait for them to be raised, you’ll seek them out, too. We fix and identify technical problems with a pointed focus of providing the best customer support in the industry.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $230000 - $268000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements.

Responsibilities:

• Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed
• Produces and/or oversees independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) Senior Leaders and FLU/CF Senior Leaders
• Monitors the changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed
• Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks
• Escalates financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees
• Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes
• Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately

Required Skills:

• Minimum 7 years experience
• Strong understanding of correspondent banking products and services, including nostro/vostro accounts, payable -through arrangements, and cross-border payment flows.
• Demonstrated awareness of financial crime risks inherent in correspondent banking, such as money laundering, terrorist financing, sanctions evasion, and nested relationships.
• Ability to identify and assess jurisdictional and counterparty risks, including exposure to high-risk geographies, PEPs, and shell banks.
• Practical knowledge of Correspondent Banking Due Diligence (CBDD), including KYC/KYCC principles, enhanced due diligence triggers, and periodic review processes.
• Familiarity with transaction monitoring and screening controls applicable to correspondent banking, and understanding of how alerts and typologies manifest in this space.
• Working knowledge of global regulatory frameworks and industry standards, including FATF Recommendations, Wolfsberg Group CBDDQ, and Basel Committee guidance.
• Conceptual understanding of how financial crime detection models operate—ability to interpret outputs, understand model limitations, and connect model behavior to business risk.
• Proven ability to work independently and collaboratively across business, compliance, and operations teams to assess and mitigate correspondent banking risks.
• Strong communication and analytical skills, with the capacity to explain complex financial crime concepts clearly to non-technical stakeholders.
• Conceptual understanding of transaction monitoring and screening

Skills:

• Critical Thinking
• Monitoring, Surveillance, and Testing
• Regulatory Compliance
• Risk Management
• Issue Management
• Policies, Procedures, and Guidelines Management
• Strategy Planning and Development
• Written Communications
• External Resource Management
• Reporting

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

This role is client-facing and requires the Principal Consultant to lead and produce deliverables based on reactive services client engagements. The Principal Consultant will work directly with multiple customers and key stakeholders (Admins, C-Suite, etc) to manage incident response engagements and provide guidance on longer term remediation.

Your Impact

• Perform reactive incident response functions including but not limited to: host-based analysis functions through investigating Windows, Linux, and Mac OS X systems to identify Indicators of Compromise (IOCs)
• Examine firewall, web, database, and other log sources to identify evidence of malicious activity
• Investigate data breaches leveraging forensics tools including Encase, FTK, X-Ways, SIFT, Splunk, and other investigation tools to determine source of compromises and malicious activity that occurred in client environments
• Manage incident response engagements to scope work, guide clients through forensic investigations, contain security incidents, and provide guidance on longer term remediation recommendations
• Ability to perform travel requirements as needed to meet business demands (on average 20%)
• Mentorship of team members in incident response and forensics best practices

Your Experience

• 6+ years of incident response or digital forensics consulting experience with a passion for cyber security
• Strong leadership skills including experience managing a team or individuals
• Experience with leading complicated engagements including scoping, interfacing with the client, and have executed on a technical front
• Proficient with host-based forensics and data breach response
• Experienced with EnCase, FTK, X-Ways, SIFT, Splunk, Redline, Volatility, WireShark, TCPDump, and open source forensic tools

• Identified ability to grow into a valuable contributor to the practice and, specifically:

  • have an external presence via public speaking, conferences, and/or publications;

  • have credibility, executive presence, and gravitas;

  • be able to have a meaningful and rapid delivery contribution;

  • have the potential and capacity to understand all aspects of the business and an excellent understanding of PANW products;

  • be collaborative and able to build relationships internally, externally, and across all PANW functions, including the sales team.

• Incident response consulting experience required
• Ability to perform travel requirements as needed to meet business demands (on average 20%).
• Bachelor’s Degree in Information Security, Computer Science, Digital Forensics, Cyber Security or related field

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $151000/YR - $208000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

· Has proven success in consultative sales in financial services or in business-to-business sales

· Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

· Is passionate about outside sales and enjoys spending time prospecting

· Wants to enhance existing relationships and exceed sales goals

· Can analyze financial conditions of clients and industry trends

· Can understand and interpret financial statements and cash flow analysis

· Has excellent communication skills and demonstrated leadership ability

· Demonstrated management of a client portfolio with focus on relationship development and deepening

· Thorough knowledge of small business financial products and services

· Familiarity with CRM platforms and other banking systems

Desired Qualifications:

• Community leadership

• Strong computer skills with an ability to multitask in a demanding environment

• Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Pipeline Management

• Credit Documentation Requirements

• Financial Analysis

• Oral Communications

• Prioritization

• Written Communications

• Coaching

• Interpret Relevant Laws, Rules, and Regulations

• Prospecting

• Risk Management.

Minimum Education Requirement:

High School Diploma/GED or equivalent work experience

This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs

• Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships

• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends

• Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects

• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues

• Coaches and mentors peers, while utilizing leadership skills

• Adapts to changes in sales practices and broader market and industry conditions as needed

Required Qualifications:

• 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector

• Management of an extensive portfolio of clients with annual revenues of$20-$50 million

• Proven track record of sales, prospecting new business and enhancing existing relationships

• Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends

Desired Qualifications:

• Bachelor’s degree in Business, Finance, or Economics (or equivalent relevant work experience)

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Skills:

• Business Development

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Account Management

• Financial Analysis

• Leadership Development

• Loan Structuring

• Referral Identification

• Credit Documentation Requirements

• Pipeline Management

• Referral Management

• Regulatory Compliance

• Risk Management