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Solutions Consultant, Financial Instruments

Solutions Consultant, Financial Instruments

VirtualVocationsFlushing, New York, United States
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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 • Flushing, New York, United States

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