Job#: 3041437

Job Description:

Client: Financial Services

Team: TBA

Job Title: Strategy & Planning Consultant 4 – Forward Deployed Agentic Sr Lead

Location: Charlotte, NC – Hybrid (3 days onsite / 2 remote)

Contract Length: 6mo

Pay Rate: $69 - $74

1. Hands-on experience deploying Agentic AI and LLM-powered solutions into enterprise operations
2. Strong background in Product Management, Strategy, and AI Solution Delivery
3. Experience with LLMs (GPT, Claude, Gemini), AI orchestration, and workflow automation frameworks

• Experience with MCP (Model Context Protocol) tools or equivalent integration frameworks
• Banking or Financial Services experience
• Experience building reusable AI frameworks, agent libraries, and automation platforms

In this contingent resource assignment, you will consult on complex initiatives with broad impact and large-scale planning for Strategy & Planning. As a Forward Deployed Agentic Sr Lead, you will drive the deployment and adoption of Agentic AI solutions across the Chief Operating Office. Acting as the bridge between operations, product management, AI engineering, and business stakeholders, you will translate operational challenges into AI-enabled workflows and scalable automation capabilities that deliver measurable business value.

• Lead the deployment of Agentic AI products into production business environments
• Partner with business and operations teams to identify AI and automation opportunities
• Conduct discovery sessions and analyze process artifacts including SOPs, workflows, runbooks, and process mining outputs
• Design and implement AI-powered workflows leveraging LLMs, orchestration frameworks, and enterprise integrations
• Develop multi-step AI agents that utilize reasoning, tool usage, and task execution capabilities
• Utilize GPT, Claude, Gemini, and related technologies to build enterprise-grade AI solutions
• Implement RAG (Retrieval-Augmented Generation), prompt engineering, and contextual grounding strategies
• Define KPIs, ROI models, and value realization frameworks for AI initiatives
• Manage product backlogs, prioritization, and iterative delivery cycles
• Develop reusable agent patterns, prompt templates, orchestration blueprints, and AI capability libraries
• Drive AI literacy and adoption through documentation, standards, training, and best practices
• Collaborate with risk, compliance, engineering, architecture, and operations teams to ensure governance alignment
• Present AI strategies and transformation opportunities to leadership and executive stakeholders

• Reports to: Manpreet Sangha
• Seeking a highly strategic yet hands-on leader with experience deploying Agentic AI solutions in production environments
• Strong experience with:
  • GPT, Claude, Gemini, or similar LLMs
  • Agentic AI workflows
  • AI orchestration frameworks
  • Product Management
  • Enterprise AI deployment
• Candidates should have experience translating business processes and operational needs into AI-enabled solutions
• Experience with process mining, operational excellence, workflow automation, or business process transformation is highly desirable
• Banking or Financial Services experience preferred
• Strong executive communication and stakeholder management skills required
• Hybrid work schedule: 3 days onsite
• Interview Process: 1 Teams Video Interview
• Duration: Through End of Year with possible extension

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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