The Job

Frontier Industry Advisor

Finance, Banking & Legal · Banking & Investments · Financial Analysis

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In short

Microsoft is seeking a Frontier Industry Advisor to drive AI-led transformation in the banking and insurance sectors. This role involves originating industry-led business opportunities, engaging senior decision-makers, and partnering with account teams to deliver scalable AI solutions. The advisor will focus on shaping market-making opportunities and co-building production-grade AI solutions with customers.

Responsibilities

  • Serve as the banking/insurance industry subject matter expert in digital and AI transformation and account planning.
  • Engage internal stakeholders on account planning and partner business planning, including key business leaders, global systems integrators, independent software vendors, solution partners, and Microsoft account teams.
  • Bring a multi-year strategic industry perspective to digital and AI transformation.
  • Provide thought leadership via focus on broad global industry trends to evangelize worldwide industry strategies and/or large ecosystem plays into local market and/or must-win accounts.
  • Drive stakeholder mapping to identify and influence key stakeholders and decision makers in the customer business.
  • Increase the speed of adoption of Microsoft technologies by plotting the strategic, long-term vision of the customer’s/partner’s business strategy and driving appropriate actions to bring it to fruition.
  • Lead multi-horizon planning to outline an approach for industry-oriented solution selling with the customer.
  • Build and maintain relationships with external senior- and executive-level decision makers and partners, leveraging targeted stakeholders at the assigned customer.
  • Act as an industry advisor to the executive-level business decision makers at the customer’s business by applying deep understanding of their business strategy, market dynamics, relevant technology trends, and Microsoft’s Industry point of view (POV).
  • Identify customer needs, industry readiness, and business-value opportunities across the banking value chain.
  • Lead industry-led conversations that position Frontier AI as a catalyst for banking & insurer transformation, connecting Microsoft technology to measurable business outcomes.
  • Apply an outcomes-inward approach to shape market-making opportunities, starting with the customer outcome and working backward to the process, architecture, data, AI, security, governance, and change-management requirements needed to scale.
  • Collaborate with account teams, rapid deployment teams, industry solution teams, partner teams, and internal stakeholders to build and mature banking pipeline.
  • Conduct customer and market research to understand operating models, revenue levers, cost pressures, credit and risk posture, regulatory priorities, data estates, and the highest-value opportunities to apply AI, cloud, and agentic workflow technologies to enterprise-scale transformation.
  • Represent the financial services industry perspective in customer conversations and ideation sessions.
  • Identify, advance, and scale high-impact Frontier AI scenarios for strategic banking and insurance accounts.
  • Help customers move beyond AI pilots to enterprise-ready Frontier AI transformation by rethinking FSI operating models, redesigning workflows, modernizing data foundations, and embedding responsible AI, security, and governance at scale.
  • Champion Forward Deployed Engineering (FDE)—a core motion of Microsoft’s Frontier Company strategy—helping strategic banking/insurance customers move from AI ambition and isolated pilots to embedded, co-engineered, production-grade solutions delivered by Microsoft’s forward-deployed engineering teams.
  • Actively identify, originate, and qualify FDE opportunities across the account portfolio.
  • Partner closely with FDE engineering crews throughout the engagement lifecycle and act as an industry front door for FDE.
  • Collaborate with account teams, business strategy leads, business development managers, solution architects, technical specialists, industry solution teams, consulting teams, and partner organizations to plan, orchestrate, and execute customer opportunities.
  • Work across the Microsoft partner ecosystem to bring together capabilities that solve complex banking business problems.
  • Coordinate with commercial, legal, compliance, engineering, and customer success teams to establish formal partnerships and advance strategic programs that support customer transformation, Microsoft growth, and long-term trust.
  • Proactively build and maintain knowledge of Microsoft’s and other industry-relevant solutions and capabilities.
  • Proactively build strong knowledge of the industry, including trends, policy implications (e.g., privacy), and competitors.
  • Lead communication to provide feedback across the ecosystem (i.e., cross-pollinating information across teams/industries) to other teams (e.g., sales, marketing, engineering) on future product trends or sales blockers, and to guide industry solutions team members in a wide variety of specialties, leveraging deep industry knowledge to articulate nuances and anticipate gaps.
  • Advise and present at industry and customer communities.
  • Provide recommendations on accounts and establish a learning baseline for less experienced colleagues.
  • Proactively seek out additional training to build on career competencies, including information that adds to the understanding of customers’ businesses, and shares it with team members.

Requirements

  • Bachelor’s Degree in Computer Science, Information Technology, Engineering, Business, or related field AND 7+ years customer-facing experience in financial services, management consulting, consultative selling, technology, or industry-relevant equivalent management or technical work experience.
  • OR Master’s Degree in Computer Science, Information Technology, Engineering, Health Sciences, Supply Chain, Education, Business, or related field AND 5+ years customer-facing experience in financial services, management consulting, consultative selling, technology, or industry-relevant equivalent management or technical work experience.
  • OR equivalent experience.
  • 7+ years of experience in a consultative sales, advisory, strategy, business development, transformation, or technology leadership capacity, either directly within the Banking industry or with enterprise technology, fintech, payments, data and analytics, core banking, management consulting, systems integrator, or advisory firms serving Banking clients.
  • Experience may include work with retail banks, commercial banks, corporate banks, investment banking groups within banks, payments organizations, lending businesses, deposits, treasury services, cash management, risk, compliance, fraud, financial crime, regulatory reporting, customer experience, branch and contact center operations, digital banking, core banking modernization, or banking operations, with a focus on driving digital transformation through cloud, data, AI, Frontier AI, automation, security, and modern platform capabilities.
  • Embody our culture and values.
  • Should have a 'Can do ' attitude
  • Must be a strong collaborator, ability to navigate complex and matrixed internal org with the ability to manage through influence
  • Building relationships in the organization is key to getting things done
  • Someone who demonstrates perseverance, grit and finds a compliant way to get things done, when obstacles are encountered
  • Should be able to lead with an 'entrepreneur' and 'owner mindset' and lead with accountability to bring value to customers and therefore Microsoft

Desired Qualifications

  • Bachelor’s Degree in Computer Science, Information Technology, Engineering, Business, or related field AND 10+ years customer-facing experience in financial services, or industry-relevant equivalent management or technical work experience,
  • OR Master’s Degree in Computer Science, Information Technology, Business, or related field AND 7+ years customer-facing experience in financial services, management consulting, consultative selling, technology, or industry-relevant equivalent management or technical work experience,
  • OR equivalent experience.
  • Experience working with Banking business leaders on transformation opportunities across areas such as retail banking, commercial banking, corporate banking, payments, lending, deposits, treasury services, cash management, customer onboarding, branch and contact center modernization, digital banking, credit decisioning, fraud and financial crime, risk management, compliance, regulatory reporting, data and analytics, core banking modernization, and banking operations.
  • Ability to engage senior business decision makers, shape business value propositions, and translate strategic banking priorities into technology-enabled transformation opportunities.
  • Working knowledge of cloud, data, AI, Frontier AI, automation, security, and modern application capabilities as applied to regulated banking and financial services environments.
  • Proven ability to work across account teams, solution teams, engineering, partners, consulting organizations, and senior customer stakeholders to shape complex transformation programs and drive execution.
  • Experience with Asian banking markets and familiarity with the Asian/Australian regulatory environment (e.g., APRA, Australian insurance regulator).
  • Experience identifying, originating, or collaborating with forward-deployed or embedded engineering teams (e.g., Microsoft’s Forward Deployed Engineering / FDE motion) to co-build and scale production-grade AI and agent solutions with customers.

Benefits

  • Travel: Less than 25%
  • Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances.
#AI#Banking#Insurance#Financial Services#Transformation#Advisory#Sales#Cloud
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Company

Microsoft

Job Posted

1 day ago

Employment Type

Full Time

WorkMode

Hybrid

Experience Level

Senior

Locations

United States

Qualification

Bachelor, Master

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