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Posted Jun 5, 2026

Senior Business Execution Consultant – Customer Advice Platforms & Digital Enablement Strategy

Join careerzynith: Shape the Future of Personalized Financial Guidance

Are you a strategic thinker with a passion for transforming how clients experience financial advice? careerzynith is seeking a Senior Business Execution Consultant – Customer Advice Platforms to join our dynamic Advice Enablement team within the broader Advice & Planning organization. This is an extraordinary opportunity to drive the ideation, development, and delivery of innovative, seamlessly connected experiences that redefine how customers engage with their financial journey across all stages of the Advice Framework.

At careerzynith, we are reimagining the intersection of technology, strategy, and client-centric design. Our flagship platform, LifeSync, represents the next evolution in customer engagement—a unique, deeply personalized connection to clients' lives throughout their financial journey. As a Senior Business Execution Consultant, you will be at the forefront of building game-changing technology and digital experiences that empower both our clients and the colleagues who serve them. This role offers the rare chance to influence enterprise-scale platforms while working in an environment that values innovation, collaboration, and measurable impact.

About the Role: Driving Strategic Platform Excellence

The Senior Business Execution Consultant will play a pivotal role in supporting the development and continuous evolution of Customer Advice Platforms. You will serve as a critical bridge between business strategy, technology execution, and operational excellence—ensuring that every initiative aligns with careerzynith's broader vision of delivering exceptional, personalized advice experiences. This position is ideal for a professional who thrives at the intersection of strategic planning, product enablement, and cross-functional collaboration.

Key Responsibilities

Qualifications: What You Bring to careerzynith

Required Qualifications

Desired Qualifications

Work Environment and Schedule

This position offers a hybrid work schedule, providing the flexibility to balance in-office collaboration with remote workdays. This approach enables you to benefit from meaningful in-person engagement with colleagues and stakeholders while maintaining the autonomy and focus that remote work provides.

Please note: This position is not eligible for Visa sponsorship. The role is subject to applicable background screening requirements, and internal candidates must comply with relevant regulatory standards, including ongoing screening and reporting obligations.

Work Locations

Why careerzynith? Discover the Difference

careerzynith is more than a workplace—it is a community of passionate professionals dedicated to building a sustainable, inclusive future for all. We believe that diverse perspectives, equitable opportunities, and an inclusive culture are not just values to aspire to; they are the foundation of our success. When you join careerzynith, you become part of an organization that actively supports housing affordability, small business growth, financial health, and a low-carbon economy.

Career Growth and Learning Opportunities

At careerzynith, your growth trajectory is a priority. We invest in our people through comprehensive professional development programs, mentorship opportunities, and exposure to enterprise-level strategic initiatives. As a Senior Business Execution Consultant, you will have the opportunity to expand your expertise in financial services, platform development, and strategic execution while building a network of accomplished colleagues across the organization. Whether you aspire to deepen your specialization in customer experience, transition into product leadership, or expand into broader strategic roles, careerzynith provides the resources, support, and challenging assignments to help you achieve your ambitions.

Compensation, Perks, and Benefits

careerzynith offers a competitive compensation package designed to attract and retain top talent. Our comprehensive benefits typically include:

Our Commitment to Diversity, Equity, and Inclusion

careerzynith is an equal opportunity employer that welcomes applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law. We are committed to building a workforce that reflects the diverse communities we serve and creating an environment where every team member feels valued, respected, and empowered to contribute their best work.

Our Culture: Building Strong Relationships, Managing Risk with Excellence

At careerzynith, our culture is anchored in building strong customer relationships balanced with a robust risk-mitigating and compliance-driven approach. We firmly believe that these disciplines are critical to the success of our customers and our company. Every team member is accountable for the execution of all applicable risk programs, including Credit, Market, Financial Crimes, Operational, and Regulatory Compliance. This includes effectively following and adhering to careerzynith policies and procedures, appropriately fulfilling risk and compliance obligations, ensuring timely and effective escalation and remediation of issues, and making sound risk decisions that align with our organizational risk appetite.

There is a strong emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. This disciplined yet innovative approach ensures that we deliver exceptional client experiences while maintaining the highest standards of integrity and regulatory excellence.

Take the Next Step in Your Career

If you are a strategic, analytical, and collaborative professional ready to make a meaningful impact on the future of customer advice platforms, we encourage you to apply. This is your opportunity to join a forward-thinking organization that values your expertise, invests in your growth, and empowers you to shape transformative experiences for clients and colleagues alike.

At careerzynith, you will find a workplace that challenges you to grow, colleagues who inspire you to excel, and a mission that matters. Bring your strategic vision, your analytical rigor, and your passion for innovation—and help us build the future of personalized financial guidance.

Ready to make your mark? Apply today and become part of the careerzynith team.