Umbrex

About the Company

Umbrex is a global community of independent, top-tier management consultants. Mission Umbrex was formed to foster camaraderie, collaboration, knowledge-sharing, and professional development among independent management consultants. To accomplish that goal, Umbrex organizes professional development retreats and social events. See upcoming events. Membership We seek out talented and inspiring colleagues who are excited to contribute to our community. Membership in Umbrex is highly selective and is based on professional experience, recommendations from clients and peers, and a commitment to the highest standard of client service. The majority of our consultants started their careers at McKinsey, BCG, or Bain. Our members have a proven track record, each with at least two years of independent consulting experience. There is no fee to join Umbrex. Benefits Umbrex also provides members with shared services including visual graphic production, research and analytics, administrative support, and access to expert networks, including access to a proprietary database of 650,000 US physicians for market research. Contact Membership inquiries: membership@umbrex.com Client inquiries: info@umbrex.com

Listed Jobs

Company Name

Umbrex

Job Title

Financial Services Branch Strategy Consultant

Job Description

**Job Title** Financial Services Branch Strategy Consultant **Role Summary** Provide strategic consulting to a Canadian bank on optimizing its branch network. Focus on emerging operating models such as tellerless branches, central transaction hubs, and shared resource frameworks to enhance efficiency and align operations with the bank’s market strategy. **Expectations** - Early‑stage exploratory engagement with a 3–6 month contract, 2–3 days per week. - Deliver insights, innovative model proposals, and actionable recommendations. - Act as a thought partner during proposal development; potential to support execution if the project advances. **Key Responsibilities** - Evaluate current branch network operations and identify efficiency gaps. - Advise on innovative branch models (tellerless, centralized hubs, shared resources). - Align branch operations with overarching market and business strategy. - Recommend process optimizations and optimal resource allocation. - Collaborate with stakeholders to develop and refine the proposal. - Provide support for execution phases if the project progresses. **Required Skills** - 3+ years of management consulting experience (MBB or financial‑services specialist). - Deep knowledge of retail banking branch operations and diverse branch models. - Demonstrated ability to drive cross‑market efficiency improvements. - Proven track record of creative solutions (e.g., tellerless models, transaction hubs). - Comfortable in both advisory and execution roles at a mid‑to‑senior consultant level. - Strong analytical, communication, and stakeholder‑management skills. - Experience working with major North American retail banks; Canadian market familiarity preferred. **Required Education & Certifications** - Bachelor’s degree in Business, Finance, Operations, Engineering, or a related field. - Master’s degree (MBA, MCom, MEng, etc.) or equivalent advanced qualification preferred. - Project Management Professional (PMP) or similar certification is a plus.

Canada

Remote

19-09-2025