Strategic Initiatives Lead (Financial Services)
Job ID
101994
Work area(s)
Employment type
Permanent Full-Time
Description & Requirements
** Please submit your CV/resume in English to ensure your application is considered. **
WHAT MAKES US A GREAT PLACE TO WORK
We are proud to be consistently recognized as one of the world’s best places to work. We are currently the #1 ranked consulting firm on Glassdoor’s Best Places to Work list and have maintained a spot in the top four on Glassdoor’s list since its founding in 2009.
Extraordinary teams are at the heart of our business strategy, but these don’t happen by chance. They require intentional focus on bringing together a broad set of backgrounds, cultures, experiences, perspectives, and skills in a supportive and inclusive work environment. We hire people with exceptional talent and create an environment in which every individual can thrive professionally and personally.
WHO YOU’LL WORK WITH
This is a full-time hybrid role within the Bain Capability Network, where you’ll work with a collaborative team of 80+ professionals in the Financial Services (FS) Centre of Expertise (CoE)—specializing in Banking, Insurance, Wealth & Asset Management, Payments, and other financial services sectors. This role will have regular interaction with Bain’s global case teams and FS practice leaders, contributing to both client-facing work and internal knowledge initiatives that shape the firm’s financial services expertise.
WHERE YOU’LL FIT WITHIN THE TEAM
This is an opportunity to be a part of Bain’s FS CoE, based out of the Mexico office. The FS CoE works with Bain global case teams on live engagements, client development, and proposal support across a range of products—from go-to-market strategies and industry analysis to competitive benchmarking, Excel models, survey analytics, and ad-hoc studies. The team also collaborates closely with the global FS practice to build and maintain FS data assets and support the development of annual IP publications and points of view (PoVs).
WHAT YOU’LL DO
- Act as a subject-matter expert within Financial Services sub-sectors such as Banking and Payments.
- Work under the guidance of a Manager or Senior Manager, driving workstream answers, final materials, client communication, and work planning.
- Take ownership of assigned workstreams, identifying relevant tools and sources and steering analysis to generate powerful insights.
- Assign workflows, monitor workloads, and proactively resolve capacity planning challenges.
- Apply thought leadership and sound business judgment to drive research and analysis.
- Communicate insights clearly to teams and stakeholders through audience-appropriate, high-quality presentations.
- Drive open-ended research, create industry points of view, contribute to IP creation, and support survey analytics.
- Understand client needs, screen potential solutions, and recommend actionable next steps.
- Structure communication across workstreams, resolve issues, and drive alignment and consensus.
- Build client-ready visualization dashboards using tools such as Tableau and perform advanced analysis using Excel or Alteryx.
- Consistently seek and provide constructive feedback, supporting individual and team development.
ABOUT YOU
- Willing and able to work in a hybrid set-up with 4 days per week on-site (Santa Fe initially; Polanco long term)
- Strong academic record with a Bachelor’s or Master’s degree and relevant Financial Services experience (5–8 years undergraduate; 3–6 years postgraduate), including exposure to Banking, Payments, Fintech, or related sectors
- Strong command of written and spoken English (C1–C2 proficiency), with the ability to communicate effectively across global teams.
- Strong interest in and passion for the Financial Services domain.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Experience with visualization tools or programming languages such as Alteryx, Tableau, Python, or R is a plus.
- Hands-on experience with open-ended research, industry POVs, sector scans, and synthesis of trends and insights.
- Strong interpersonal, communication, and teamwork skills with the ability to multitask.
- Comfort dealing with ambiguity and developing structured approaches to diligence-style questions.