Senior Industry Executive - Financial Services (Digital)

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At Wipfli, people count


Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.


People matter here and they feel it.


And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.


If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.



Wipfli Digital was born out of the knowledge that we need to stay one step ahead of our clients’ needs. Wipfli has over 90 years of experience across several industries—with many trusted client partners in each area who have built up relationships and a deep knowledge of their clients’ business. But we know our clients need more. They need someone who can take them into the future with digital solutions, an innovative mindset, and a passion for cutting edge technology.


The Financial Services (FS) Industry Strategist is a trusted advisor to Wipfli’s FS clients, prospects, and internal leadership—creating excitement around the ways human-centered UX design, digital product development, and fintech are impacting the FS industry opening a world of possibilities for FS organizations to better engage with their customers and members. They develop and deliver proactive thought leadership, partnering with the firm’s marketing organization to generate insightful content in the form of blogs, articles, whitepapers, and more, and play a pivotal role in the sales process for prospective clients in the FSindustry by identifying and pursuing opportunities in digital.


We are looking for someone who can combine their deep subject matter expertise in the FSindustry —including experience working with banks, fintechs, payment providers, and more—with their passion for technology and how digital product development can help grow our clients’ businesses. This role works closely with the Head of Growth for Digital and is instrumental in setting Wipfli Digital apart and establishing a foundation for long-term success and growth. The ideal leader will: 

  • Be the “face of digital” for partners and principals representing Wipfli’s clients in the FS industry.
  • In partnership with the head of growth for digital, develop and execute an internally facing thought leadership strategy to educate industry leaders about the opportunities digital presents for their clients.
  • Maintain a pulse on how shifts in technology and UX design are impacting the FS industry and develop a perspective on how Wipfli can capitalize on those opportunities for its clients and prospects.
  • Publish between 5 and 10 externally facing pieces of content across Wipfli Digital’s marketing channels each month.
  • Assist the head of growth for digital and other Wipfli industry leaders in developing proposals for prospective and existing clients that leverage our digital service offerings. 


  • 5-7 years of experience leading digital initiatives for a company in the financial services space.
  • The ability to distill complex technology topics down into easily understandable language for many stakeholder groups.
  • Experience motivating and influencing others to get excited about the possibilities afforded to them through digital.
  • A nimble spirit with the desire to see the results of your work come to life in our clients’ businesses.

What we look for in every candidate

  • A growth mindset - You are excited by opportunities to grow yourself, your teammates, and your clients, and you find ways to make growth happen even when the path ahead isn’t completely clear.
  • Authenticity - You are willing to bring your whole self to work and are excited to be around others who do the same.
  • Inspire trust - You listen to what others say and are genuine in your feedback and response.
  • Fanatic attention to detail - You hold yourself to a high standard because you know our clients do the same.
  • Nurturing of others - You always look for ways to go the extra mile for the people around you.

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. #LI-BD1 #LI-REMOTE


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