Executive in Residence – Financial Services
About the role
Job Overview Plan A Technologies is seeking an Executive in Residence (EiR) for our Financial Services practice. This is a high-impact, six month residency designed for an experienced SVP, EVP, Managing Director, or C-suite leader who has spent their career at the intersection of finance and technology.
This role is roughly a 10-20 hour per week commitment. There are two components to the role: first, you’ll be providing high-stakes technology advice to existing clients and potential clients, and second, you’ll set up introductions to companies like banks, hedge funds, wealth management firms, FinTechs, PE firms, insurance providers, and payment processors.
Responsibilities
- Strategic Advisory: Act as a senior advisor to help clients solve critical technology challenges, from legacy modernization and core banking transitions to AI adoption and complex regulatory compliance.
- Sales & Business Development: Leverage your deep industry network to identify and set up new strategic partnerships and alliances for Plan A. This is a critical component of the role – if you’re not comfortable with this part, please do not apply.
- Strategic Growth: Advise the Plan A leadership team on market trends in the financial sector to help shape our service offerings.
Experience & Qualifications
- Industry Tenure: At least 15 years of deep expertise within the financial services sector.
- Leadership Pedigree: You must have served in a very senior role at a major financial services company, bank, or similar organization.
- Deep Network: A broad, active network of close relationships across banks, payment companies and other FinTech companies, insurers, hedge funds, wealth management firms, PE groups, etc.
- Technical Fluency: Solid understanding of software development lifecycles, AI transformations, and the specific tech stacks driving modern FinTech.
- Communication Mastery: Exceptional written and verbal communication skills are required for both thought leadership content and high-level discussions.
About The Company/Benefits Plan A Technologies is a fast-growing software engineering and technology advisory company with staff in 40 countries around the world. We deliver top-tier technology solutions and CIO/CTO advice to Fortune 500 companies, startups and government clients. Our team's expertise covers the full spectrum of technology services: from building custom products, to introducing new AI-first approaches and agents, to upgrading data architecture, to assessing/modernizing existing infrastructure, to supporting countless critical IT initiatives.
Pay: $200/hour plus a commission percentage of revenue you bring to the company.
Read more about us here: www.PlanAtechnologies.com .
Location: Work From Home 100% of the time, or come into one of our global offices. Up to you.
If this sounds like you, we'd love to hear from you!
About Plan A Technologies
Plan A Technologies is an award-winning software engineering company.
Both startups and Fortune 500 organizations ask us to build or enhance hundreds of different types of software products -- financial platforms, games, real estate tech, healthcare apps, marketing software, and much more.
Our founders are software entrepreneurs who built and sold several multimillion-dollar tech companies prior to starting Plan A. They were repeatedly disappointed when they hired other development shops in the past, so they decided to create the development company that they had always been wishing for...but could never find.
Here are five things that make us unique:
-
Our people genuinely know what they’re doing. We are far more selective than our competitors (we hire only a fraction of a percent of our applicants), so we get the work done correctly the first time. We also deeply understand the industries where we work. Our team helps with both the tech challenges and the business challenges you need to overcome.
-
We're available 24/7/365, across every time zone.
-
We actually care. Our back-end and front-end software engineers, technology researchers, UI/UX experts, business analysts, DevOps engineers, QA engineers, software architects, former CIOs and CTOs, and PMs are selected for their kindness, drive and desire to do the right thing as much as their technical skill.
-
We're flexible. We can do project-based work, retainer work, hourly rate work, staff augmentation, or tech consulting. We can give you a one-person team, or a 100-person team.
-
Our track record. We prioritize the health and success of our long-term relationships above all else with our clients. This idea of fostering long-term relationships means we do everything possible to make it easy to work with us. We treat you the way we would want to be treated if our roles were reversed.
Please reach out if you'd like to join our team, or if you'd like us to give you a free estimate!
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Executive in Residence – Financial Services
About the role
Job Overview Plan A Technologies is seeking an Executive in Residence (EiR) for our Financial Services practice. This is a high-impact, six month residency designed for an experienced SVP, EVP, Managing Director, or C-suite leader who has spent their career at the intersection of finance and technology.
This role is roughly a 10-20 hour per week commitment. There are two components to the role: first, you’ll be providing high-stakes technology advice to existing clients and potential clients, and second, you’ll set up introductions to companies like banks, hedge funds, wealth management firms, FinTechs, PE firms, insurance providers, and payment processors.
Responsibilities
- Strategic Advisory: Act as a senior advisor to help clients solve critical technology challenges, from legacy modernization and core banking transitions to AI adoption and complex regulatory compliance.
- Sales & Business Development: Leverage your deep industry network to identify and set up new strategic partnerships and alliances for Plan A. This is a critical component of the role – if you’re not comfortable with this part, please do not apply.
- Strategic Growth: Advise the Plan A leadership team on market trends in the financial sector to help shape our service offerings.
Experience & Qualifications
- Industry Tenure: At least 15 years of deep expertise within the financial services sector.
- Leadership Pedigree: You must have served in a very senior role at a major financial services company, bank, or similar organization.
- Deep Network: A broad, active network of close relationships across banks, payment companies and other FinTech companies, insurers, hedge funds, wealth management firms, PE groups, etc.
- Technical Fluency: Solid understanding of software development lifecycles, AI transformations, and the specific tech stacks driving modern FinTech.
- Communication Mastery: Exceptional written and verbal communication skills are required for both thought leadership content and high-level discussions.
About The Company/Benefits Plan A Technologies is a fast-growing software engineering and technology advisory company with staff in 40 countries around the world. We deliver top-tier technology solutions and CIO/CTO advice to Fortune 500 companies, startups and government clients. Our team's expertise covers the full spectrum of technology services: from building custom products, to introducing new AI-first approaches and agents, to upgrading data architecture, to assessing/modernizing existing infrastructure, to supporting countless critical IT initiatives.
Pay: $200/hour plus a commission percentage of revenue you bring to the company.
Read more about us here: www.PlanAtechnologies.com .
Location: Work From Home 100% of the time, or come into one of our global offices. Up to you.
If this sounds like you, we'd love to hear from you!
About Plan A Technologies
Plan A Technologies is an award-winning software engineering company.
Both startups and Fortune 500 organizations ask us to build or enhance hundreds of different types of software products -- financial platforms, games, real estate tech, healthcare apps, marketing software, and much more.
Our founders are software entrepreneurs who built and sold several multimillion-dollar tech companies prior to starting Plan A. They were repeatedly disappointed when they hired other development shops in the past, so they decided to create the development company that they had always been wishing for...but could never find.
Here are five things that make us unique:
-
Our people genuinely know what they’re doing. We are far more selective than our competitors (we hire only a fraction of a percent of our applicants), so we get the work done correctly the first time. We also deeply understand the industries where we work. Our team helps with both the tech challenges and the business challenges you need to overcome.
-
We're available 24/7/365, across every time zone.
-
We actually care. Our back-end and front-end software engineers, technology researchers, UI/UX experts, business analysts, DevOps engineers, QA engineers, software architects, former CIOs and CTOs, and PMs are selected for their kindness, drive and desire to do the right thing as much as their technical skill.
-
We're flexible. We can do project-based work, retainer work, hourly rate work, staff augmentation, or tech consulting. We can give you a one-person team, or a 100-person team.
-
Our track record. We prioritize the health and success of our long-term relationships above all else with our clients. This idea of fostering long-term relationships means we do everything possible to make it easy to work with us. We treat you the way we would want to be treated if our roles were reversed.
Please reach out if you'd like to join our team, or if you'd like us to give you a free estimate!