Solutions Consultant, Financial Instruments
VirtualVocationsSan Bernardino, 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
serp_jobs.job_alerts.create_a_job
Financial Consultant • San Bernardino, California, United States
Job_description.internal_linking.related_jobs A company is looking for a Financial Analysis Consultant.Key Responsibilities Provide accurate, timely reports with financial insight to allow business partners to improve performance Use analys...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less 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 techn...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less 
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less 
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours A company is looking for an Investments Systems Consultant Senior.Key Responsibilities Maintain investment accounting and reporting operating systems Implement system upgrades and ensure complia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
- serp_jobs.job_card.promoted
Financial Analysis Consultant
VirtualVocationsSan Bernardino, California, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Irvine, CA (Lake Forest)
Fidelity InvestmentsLake Forest, CA, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Rancho Cucamonga, CA (Corona)
Fidelity InvestmentsCorona, CA, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Solutions Consultant, Financial Instruments
VirtualVocationsCorona, California, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Mission Viejo, CA (Mission Viejo)
Fidelity InvestmentsMission Viejo, CA, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Rancho Cucamonga, CA
Fidelity InvestmentsMount Baldy, CA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Irvine, CA (Irvine)
Fidelity InvestmentsIrvine, CA, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required
IntuitPHELAN, California, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Tax Expert - 2+ Yrs Paid Tax Experience Required
IntuitPhelan, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data AnnotationMurrieta, Californiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data AnnotationHesperia, Californiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Mission Viejo, CA
Fidelity InvestmentsLaguna Niguel, CA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Investment Systems Consultant
VirtualVocationsCorona, California, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Irvine, CA
Fidelity InvestmentsYorba Linda, CA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Rancho Cucamonga, CA (Riverside)
Fidelity InvestmentsRiverside, CA, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data AnnotationHemet, Californiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Commercial Banking Analyst - AI Trainer
Data AnnotationHesperia, Californiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Financial Consultant - Rancho Cucamonga, CA (Diamond Bar)
Fidelity InvestmentsDiamond Bar, CA, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data AnnotationLake Elsinore, Californiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data AnnotationSan Jacinto, Californiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1