Kevin Yang

About Kevin Yang

I help wealth management and capital markets leaders modernize the way advisors and clients work. For more than 15 years I’ve led front-office and technology transformation programs, built Salesforce FSC platforms that improve advisor and client experience, and guided organizations through multi-million dollar transformation journeys.What sets me apart is the ability to move fluidly between the boardroom and the build room. I work with C-suite executives and heads of business, transformation, and technology to shape strategy, and then ensure it translates into platforms, workflows, and operating models that deliver measurable outcomes. The initiatives I lead don’t stop at vision, they get adopted, scaled, and recognized.Alongside digital transformation, I help firms explore the potential of Generative AI, leading mobilization efforts, executive workshops, and thought leadership that shape industry direction. Some of my work contributions have been showcased at Davos and Dreamforce. I also invest in people, mentoring the next generation of consultants and practice leaders. My priority is helping leaders go from concept to concrete, shaping bold strategies and making sure they’re built, adopted, and scaled. If you are driving digital or AI transformation in wealth or capital markets, I’d be glad to connect.

Experience

1. Banking and Capital Markets Strategy Senior Manager

   Accenture

   Mar 2014 — Present · New York, NY, US

   I help leading financial institutions modernize their front office, scale digital platforms, and deliver transformation programs that drive measurable business outcomes. My work spans advisor and client platforms, operating models, and Generative AI mobilization, always focused on connecting C-suite vision with execution.Key highlights:• Generative AI Leadership: Directed go-to-market campaigns for Generative AI in Capital Markets, exceeding sales targets by 60%. Co-led the global GenAI Community of Practice with 100+ practitioners and developed demo assets showcased at Davos and Dreamforce.• Front-Office Modernization: Partnered with executives at a global wealth and asset manager to co-design future-state platforms covering 45+ client-servicing capabilities. Led various advisor desktop, CRM, and Salesforce FSC initiatives exceeding $100M in combined scope.• Large-Scale Transformation: Built a $500M modernization roadmap for a merchant acquiring business and created a $150M retail digital integration plan spanning ~60 projects, unlocking $135M in annual synergies.• Operating Models & Business Cases: Designed roadmaps and business cases that generated $80M+ in annual run-rate benefits for a global asset manager. Improved cross-selling in commercial banking by developing a pre-sales optimization model for payments.• Leadership & People Development: Mentored 20+ consultants and analysts. Facilitated the Accelerate with GenAI for Industries, a flagship leadership training program in GenAI for Financial Services.

Education

• The University of Chicago Booth School of Business

  Master of Business Administration - MBA

  2018

• Baruch College

  Bachelor of Business Administration - BBA

  2008