Jesse Smith
Director of Engagement Management

With over 25 years of experience in the financial services industry spanning across financial institutions, vendor and consulting organizations, Jesse is a seasoned veteran. An innovative leader with a strong business acumen in the financial services and technology space, Jesse displays impeccable communication skills and showcases the ability to convey complex and highly technical updates to non-technical stakeholders. From leading the IT department at a credit union, managing enterprise-wide full system conversations and leading quality assurance testing for new software releases at a Fortune 500 company, to standing up and directing the PMO at a national consulting firm, Jesse brings experience and perspective from all aspects of the engagement model. Designing and managing the execution of strategic initiatives, Jesse has a solid track record of leading organizational change and growth.
Core Competencies
- Project and Change Management
- Core Banking System Conversions
- Financial Institution Mergers & Acquisitions
- Financial Institution Operations
- System Analysis, Design and Support
- Business Transformation
- Requirements Gathering and Analysis
- Digital Transformation
- Data Management and Reporting
- Technology Integrations
- Technology Strategy
Industry Experience
- Financial Services
- Manufacturing
- Logistics
- Healthcare