Principal Management Consultant, Financial Services

Point B Irvine , CA 92606

Posted 2 months ago

Management Consulting has been the foundation of Point B's employee-owned firm for 20+ years. Our collaborative, forward looking leadership approach ensures our clients are on the right path to success.

What makes Point B different? An employee-ownership model that gives you a voice in directing your career and building our firm.

Diverse leadership opportunities to expand your skills, along with the support needed to deliver great results. A unique culture that recognizes the importance of flexibility and collaboration.

Point B has been consistently recognized as one of the best places to work by Fortune magazine, The Wall Street Journal, Consulting magazine, and many others.


Take a leadership role in the development and growth of our financial services practice

Lead and advise client engagements within the financial services industry across our markets (up to 80% travel at times) in this client-facing, revenue-generating role

Lead and contribute to financial services business development efforts

Further your financial services subject matter expertise through development of service offerings, thought leadership, and development of our people


The leadership opportunity to be part of building a key practice area within Point B

The support of a well-established consulting firm and related Point B businesses, and access to a rich network or peers and clients

The opportunity to build and be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients


Applied expertise in the financial services industry: strategic, operational and technical areas, key-initiative development and project or program management of transformative initiatives, business development and people development

Deep understanding of a business or a function within the financial services landscape; e.g., retail banking, payments/cards, asset management, insurance, wealth management, risk management and/or regulatory compliance

Worked in a consultative or advisory capacity with external or internal stakeholders

Executive presence; have proven yourself as a financial services industry leader, for a minimum of ten years

Worked as an effective leader across multiple business areas or in a cross-functional context

Built a strong network within financial services and other industries

Earned a B.A. or B.S. degree and preferably an MBA from a well-respected institution


Southern California


When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like.


At Point B, we work with some of the country's most respected companies to help them form, execute, and thrive. With capabilities including Management Consulting, Venture Investment and Advisory, Point B Studio and Property Development, our integrated businesses provide value to the organizations and communities we serve.

What makes Point B Different?

Our Founding Purpose and Values of our firm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients
100% Employee Ownership Giving you a voice in directing your career and building our firm

Benefits Our comprehensive package includes competitive base pay and an annual bonus, complete health benefits including an option for 100% employer paid premium for medical, vision and dental coverage for employees, ownership shares through our ESOP, self-directed time off and more.

Work-Life Balance A unique culture that recognizes the importance of flexibility and collaboration. Our local and national model empowers you to choose the life you want?

Award winning We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women. Hear more about why people love working at Point B on GlassDoor

We are an equal opportunity employer committed to a diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability.

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Principal Management Consultant, Financial Services

Point B