serp_jobs.error_messages.no_longer_accepting

Solutions Consulting Lead - Treasury & Capital Markets (Lake Mary)

Finastra (Misys International Banking Systems Limited)Lake Mary, FL, United States

job_description.job_card.1_day_ago

serp_jobs.job_preview.job_type

serp_jobs.job_card.full_time

job_description.job_card.job_description

Solutions Consultant Lead

At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

We are seeking a highly experienced and driven Solutions Consultant Lead to join our dynamic team and support our continued growth across the Americas. This role is pivotal in shaping how prospective and existing clients adopt our Managed Services, Software as a Service (SaaS), and Cloud-based solutions within the Treasury and Capital Markets landscape. The ideal candidate combines deep technical acumen with strong client-facing skills, translating complex business needs into strategic and scalable solutions. As a Solutions Consultant Lead, you will serve as a trusted advisor to financial institutions across the Americas, helping them modernize their operations through cloud-based and managed service offerings. You will collaborate with Sales, Product, Engineering, and Service Delivery teams to craft value-driven solution proposals and demonstrations that reflect a deep understanding of the financial services domain.

The Solutions Consultant Lead is a highly skilled functional and technical domain specialist, often with over 10 to 15 years of experience in financial services, consulting, or enterprise software. Your primary responsibility is to partner with sales teams and the broader ecosystem to understand, identify, and qualify client needs, then design and position tailored solutions that deliver measurable business value. They lead solution discovery workshops, craft compelling demonstrations, and manage the end-to-end engagement processfrom initial qualification through to proposal, stakeholder alignment, and contribute with post-sale customer success. Your strategic input will influence go-to-market positioning and shape how our Managed Services and SaaS offerings evolve to meet the region's demands.

What will you contribute?

You will play a key role in expanding the company's footprint by articulating how our solutions help clients reduce IT complexity, improve operational resilience, and accelerate time-to-value through our cloud-native infrastructure and managed services platform. In close partnership with Sales, Marketing, Global Services and the Customer Value Team you will develop client-specific narratives, proposals, and presentations that highlight business outcomes, technical feasibility, and implementation strategies aligned to client goals. You will actively engage in discovery sessions, RFI / RFP responses, solution mapping, and proof-of-value exercises to support the full sales lifecycle.

Your thought leadership will also be essential in representing the company at industry events, supporting analyst engagements, and contributing to strategic initiatives that help differentiate our offerings in an increasingly competitive environment.

Responsibilities & Deliverables :

Your deliverables will include, but are not limited to, the following :

Solution Design & Positioning : Craft tailored solutions that address business, operational, and regulatory needs using our cloud and managed service platforms for Treasury and Capital Markets.
Pre-Sales Engagements : Lead discovery sessions, product demonstrations, RFP responses, and workshops that clearly communicate the value of SaaS and Managed Services to senior client stakeholders.
Value Proposition Development : Translate technical features into business benefits and quantify ROI through cost-benefit analysis and operational impact assessments.
Stakeholder Collaboration : Partner cross-functionally with Product, Engineering, and Delivery teams to ensure client requirements are accurately reflected in proposed solutions.
Thought Leadership & Enablement : Produce white papers, presentation content, and internal enablement materials to help scale knowledge around cloud, SaaS, and managed service trends in financial services.

Required Experience :

The successful candidate is required to demonstrate :

Presentation Excellence : The Solutions Consulting Lead masters the art of delivering compelling, value-led presentations structured around audience relevance, impactful storytelling and clarity of value. The messaging is always tailored to resonate with client priorities, connecting both emotionally and logically with stakeholders.

Interpersonal Influence & Empathy : The Solutions Consulting Lead operate in high-stakes, cross-functional environments where trust and rapport are prerequisites for influence, and has the ability to communicate difficult concepts and negotiate with others to adopt a different point of view through emotional intelligence, active listening and adapt different types of communications to diverse audiences.

Value-led engagements : Led through value with storytelling at the forefront of presenting the solution to a problem, are persona-oriented and validate realized value at every stage of the engagement, always aligned with business objectives. The Solutions Consulting Lead excels in both in-person and virtual presentation environments, being able to structure value and keep audience attention even in remote presentations, has clear domain of the right technical setup to maintain presence in digital formats.

Strong client-focus and impeccable professional integrity

10+ years of experience in pre-sales, solutions consulting, or technical sales within financial software or enterprise SaaS platforms. Experience working on SaaS, Managed Services projects is preferred

Strong knowledge of Treasury and Capital Markets operations, instruments, and regulatory frameworks in the Americas

Deep understanding of Managed Services and their commercial, operational, and security implications in enterprise financial environments

Hands-on experience with cloud platforms (e.g., AWS, Azure, GCP), including architecture patterns, migration strategies, and cloud-native application delivery

Proven ability to lead complex pre-sales cycles, from initial discovery through technical validation and proposal delivery

Excellent communication skills, with the ability to distill complex topics into client-relevant narratives for both business and technical audiences

Track record of engaging with C-level stakeholders in banks, asset managers, or other type of financial institutions

Strong collaboration and interpersonal skills, with the ability to influence internal teams and build consensus around solution strategy

Fluency in English and Spanish; professional proficiency in Portuguese is highly desirable

Experience supporting RFP / RFI processes, including writing technical and functional responses that align with business needs

Extensive experience with ITIL, SOC2, ISO27001, and other standards relevant to Managed Services and SaaS governance

Client-centric and outcome-focused, with a strong sense of ownership and responsiveness in fast-paced sales environments.

Strong analytical skills & understand current business / industry including relevant regulations, business drivers, evolving business needs

Self-driven, self-taught individual with strong motivation to excel in identified pursuits

Ability to travel as needed (up to 75%)

Must be curious about innovation and Fintech ecosystem, willing to learn and develop, specially in AI, ML and Cloud solutions

Team player spirit is essential

Education / Certifications :

Bachelor's degree in Computer Science, Finance, Information Technology, Engineering, or related field (advanced degree is desirable) or equivalent experience

Relevant certifications such as AWS Certified Solutions Architect, Azure Solutions Architect, or Google Cloud Professional Cloud Architect are a plus

ITIL Foundation certification or similar credentials in service management frameworks is advantageous

Ongoing professional development in financial services technology, cloud, and cybersecurity is expected

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold :

Flexibility : Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

Well-being : Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.

Medical, life & disability insurance, retirement plan, lifestyle and other benefits

ESG : Benefit from paid time off for volunteering and donation matching.

DEI : Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

Career Development : Access online learning and accredited courses through our Skills & Career Navigator tool.

Recognition : Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.

Specific benefits may vary by location.

At Finastra, each individual is unique,

serp_jobs.job_alerts.create_a_job

Solution Consulting • Lake Mary, FL, United States

Job_description.internal_linking.related_jobs

serp_jobs.job_card.promoted