Lead Value Engineer - Asset & Wealth Management

Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet.

The Role: As a Lead Value Engineer for Asset & Wealth Management you will architect and drive large-scale AI and data-driven business transformation across the NAM market using the Celonis Context Model. Working alongside local and global VEs, you will combine technical execution with consulting and project management. As a master AI operator, your core mandate is to support complex roadmaps and execute targeted transformation initiatives that improve how these businesses operate across their ecosystems.

This is not a standard process optimization role. We are looking for a Lead Value Engineer to own customer success and drive high-stakes SaaS and AI adoption across top-tier global financial institutions and regional banking enterprise accounts. You will serve as the strategic bridge—translating complex financial and operational needs into technical strategy. As a trusted advisor to C-suite executives (CRO, CIO, CFO, Head of Wealth, etc), you will blend deep banking DNA with elite management consulting and an AI-first mindset to realize maximum customer value.

The Impact You Will Drive

• Value Architecture: Translate executive banking priorities into high-impact AI use cases (e.g., intelligent credit underwriting, automated fraud mitigation, hyper-personalized wealth advisory) and Value Realization Frameworks.

• Solution Blueprints: Architect scalable, end-to-end data flows to resolve complex operational bottlenecks across legacy core banking platforms, payment rails, and loan origination pipelines.

• Financial Quantification: Build data-backed business cases driving $10M+ in OPEX savings, risk reduction, or net-new revenue generation.

• Executive Advisory: Deliver high-stakes value narratives to C-suite stakeholders and G-SIB (Global Systemically Important Banks) leadership to accelerate software adoption pipelines.

• Process Transformation: Automate complex front-to-back office workflows (e.g., institutional onboarding, trade lifecycle management) using Lean or Six Sigma methodologies while maintaining bulletproof audit trails.

• Lifecycle Management: Own the end-to-end customer value journey from technical discovery and proof-of-concept pilots through to impactful Quarterly Business Reviews (QBRs).

Who You Are: The Ideal Background

You are a strategic leader with 7-10 years of experience navigating unstructured enterprise problems. To be successful in this role, you must possess a hybrid background that bridges institutional financial services and elite business strategy. We are looking for candidates who fit one of the following exact trajectories:

• The Banker turned Consultant: You began your career in risk management, capital markets, or retail/commercial banking operations at a major financial institution, and subsequently pivoted into Management Consulting, Strategy, or SaaS Value Engineering.

• The Consultant turned Banking Digital Strategist: You began your career at an MBB, Big 4, or elite tech consultancy, built a deep portfolio of quantified business cases in digital transformation, and subsequently specialized heavily within Retail Banking, Commercial Banking, or FinTech.

The Non-Negotiables

• Value-Led Consulting: Proven track record in consultative value-selling, value engineering, or account strategy for enterprise SaaS digital transformations.

• Next-Gen Tech Fluency: Functional understanding of Generative AI, process mining, and their intersection with enterprise financial systems and core banking platforms (e.g., FIS, Fiserv, Temenos, or SAP Banking).

• Domain Expertise: Deep knowledge in 2+ areas across Credit Risk & Underwriting, Wealth Management/Advisory, Payments & Clearing, Capital Markets, Asset/Liability Management (ALM), or KYC/AML Operations.

• Back-Office & Compliance: Strong grasp of financial services risk management frameworks, internal controls, and major regulatory mandates (e.g., Dodd-Frank, Basel III/IV, SEC, FINRA, CFPB).

Education & Certifications

• B.S. or M.S. in Finance, Economics, Financial Engineering, Computer Science, Data Science, or Business Administration.

• LSS Black Belt, Lean/Six Sigma, or Advanced Data Analytics / CFA / FRM certifications are a major plus.

Visa sponsorship is not offered for this role.

The base salary range below is for the role in the specified location, based on a Full Time Schedule.

Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). Please note that the base salary range is a guideline, and that the actual total compensation offer will be determined based on various factors, including, but not limited to, applicant's qualifications, skills, experiences, and location.

The base salary range below is for the role in New York, based on a Full Time Schedule.

$183,000 — $217,000 USD

What Celonis can offer you:

• Pioneer Innovation: Work with the global leader in Process Mining and the Process Intelligence Graph to shape the future of AI-driven business operations.

• Ownership from Day 1: Every full-time "Celonaut" is an owner, receiving Restricted Stock Units (RSUs) and merit-based refresh grants.

• Unrivaled Family Support: Benefit from our inclusive parental leave policy—24 weeks of fully paid leave for primary carers and 12 weeks for supporting carers, available from your first day of employment.

• Work-Life Integration: Enjoy Unlimited PTO (in applicable regions) and generous PTO globally, as well as a flexible hybrid work model that balances remote focus with vibrant office collaboration.

• Continuous Growth: Elevate your skills through our 70-20-10 learning framework, mentorship programs, and access to a dedicated learning platform.

• Holistic Well-being: Prioritize your health with subsidized Wellhub memberships, mental health counseling, and dedicated "Wellness Weeks" that prioritize work/life balance.

• Drive Sustainability: Participate in annual Impact Days, where you receive paid time off to volunteer for community and environmental causes with your local office, or virtually.

• Global Inclusion & Belonging: Find community through our Inclusion Think Tank and participate in our annual Inclusion Days, ensuring every voice is heard and valued.

• Value-Driven Impact: Join a mission-led organization where our core values—Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future—drive every decision.

About Us:

Celonis is the trusted platform to industrialize Enterprise AI, empowering organizations to analyze, design, and operate AI-driven processes. The Celonis Platform is powered by the Celonis Context Model, which combines process data, business knowledge, and intelligence to create a living digital twin of the enterprise that AI can understand — turning AI’s operational blind spots into operational clarity. Industry-leading companies around the world trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.

Get familiar with the Celonis Process Intelligence Platform by watching this video .

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