Demo

Remote Financial Instruments Consultant, Solutions

Get It - Executive
Chicago, IL Remote Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 3/22/2025
Job Overview

Are you driven by a passion for technology and its transformative potential in the financial landscape? We are seeking a Solutions Consultant to join our innovative team, dedicated to delivering cutting-edge solutions in treasury management. This fully remote position offers a flexible working environment, providing a platform to create significant impact for our clients within the treasury and finance sectors.

Key Responsibilities

  • Facilitate discovery sessions with clients to identify technical requirements and business processes for managing financial instruments portfolios.
  • Document and define project scope and implementation specifications clearly.
  • Develop functional strategies and articulate the design rationale aligned with client objectives.
  • Offer expertise on financial instruments and market best practices through training and consulting engagements.
  • Assist in the implementation and troubleshooting of solutions during the delivery phase.
  • Ensure that projects are executed according to specifications, on schedule, and within budget constraints.
  • Act as a primary contact for escalated client issues and provide tier 2 support as needed.
  • Identify opportunities for upselling and collaborate with relevant teams to secure client success.

Required Skills

  • A genuine curiosity and eagerness to learn while tackling complex challenges.
  • An optimistic approach to problem-solving that motivates both clients and team members.
  • A collaborative mindset focused on forging strong relationships and fostering continuous skill enhancement.
  • Comprehensive knowledge of financial instruments and the systems that support them.
  • Strong financial acumen with proficiency in financial mathematics.
  • Exceptional communication skills, capable of engaging with senior management and clients.
  • Ability to navigate fast-paced environments through effective multitasking and adaptability.
  • Excellent organizational and interpersonal skills.

Qualifications

  • Demonstrated experience in Treasury, Relationship Banking, or Fintech.
  • Proven success in project management, particularly in client-oriented roles or business user implementations.
  • Bachelor's degree in Business or an equivalent combination of experience and education is preferred.
  • Enrollment in professional programs such as CFA or CTP is advantageous.

Career Growth Opportunities

This role presents high-visibility and impactful opportunities, allowing you to contribute significantly to a growing team while advancing your professional skills in a dynamic field.

Company Culture and Values

Join a team that thrives on open communication, teamwork, and problem-solving. We embrace a culture that values personal growth, accountability, and collaboration, ensuring a supportive environment for all employees.

Compensation And Benefits

The expected median salary for this position is $75,000 annually, with adjustments made based on experience, skills, and geographic location. We offer competitive benefits, including health and dental coverage, 401k matching, paid time off, and the flexibility of a fully remote work model.

Employment Type: Other

Salary : $75,000

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