Solutions Consultant, Financial Instruments
VirtualVocationsOceanside, California, United Statesjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Solutions Consultant, Financial Instruments to join their Solutions Delivery team.
Key Responsibilities
Lead discovery sessions with clients to gather and document technical requirements related to financial instruments
Act as a subject matter expert for financial instruments, providing training and support to clients and internal teams
Ensure successful implementation of solutions, meeting client expectations and project specifications
Required Qualifications
Proven experience in Treasury, Relationship Banking, or Fintech
Demonstrated track record in project management and implementations
Thorough understanding of financial instruments and related market environments
Bachelor's degree in Business preferred, or equivalent experience
Enrollment in CFA, CTP, or other professional programs is a plus
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Financial Consultant • Oceanside, California, United States
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