Principal Advisor

Fenergo•New York, NY

2h•$174,000

About The Position

The Principal Advisor is a leadership role requiring expert-level domain, product, and delivery-methodology knowledge to guide and successfully implement Fenergo’s products in client environments. The role involves extensive client engagement to assess and define the scope and complexity of clients’ operating models and formulate high-, medium-, and low-level designs. Relevant areas include client lifecycle management in financial services; financial crime compliance; credit risk assessment; product features such as agentic AI; tax regulations; KYC risk models and solutions; financial markets regulations; and ESG. The successful candidate leads by example in project delivery, providing subject-matter expertise and solutioning support, resolving functional challenges, and influencing and partnering with internal and external stakeholders. Practice-development work includes fostering cross-team collaboration, information sharing, and mentoring, while overseeing the project portfolio to help clients realize value from Fenergo products quickly. The role also requires commercial acumen, supporting client solutions and sales as needed, and aligning client needs and best-practice design with product strategy. Domestic and international travel for client meetings or visits to other Fenergo offices is required. The role supports the direction and development of the Delivery Organisation, including employee development through line management, product expertise, and training. The Principal Advisor is expected to improve delivery efficiency and consistency, stay current with industry, regulatory, product, and content-hub changes, support regional change management, and communicate organizational goals and initiatives to the team.

Requirements

At least 10 years of industry and domain experience implementing, consulting on, or managing software projects, including vendor-side experience in the financial services industry.
Degree in Business or Technology, or equivalent.
Knowledge of the AML regulatory environment across the EU27.
Strong presentation and communication skills.
Strong interpersonal and leadership skills, including the ability to shape and lead conversations at all levels.
Excellent written and oral communication skills.
Excellent organization skills.
Effective listening skills.
Experience offering design solutions.
Ability to travel domestically and internationally for client meetings or visits to other Fenergo offices.

Nice To Haves

More than 10 years of experience in Transfer Agency, Fund Administration, or KYC within financial services.
Knowledge of the Luxembourg and UK regulatory environments.
Expertise in one or more relevant areas, including client lifecycle management, financial crime compliance, credit risk assessment, agentic or other Fenergo platform features, FATCA/CRS, KYC risk models, financial-services solutions such as Orbis or WorldCheck One, financial markets regulations, and ESG.

Responsibilities

Communicate effectively with clients and act as a confident domain and product expert in one or more relevant domains.
Work with clients to define their operating model as FEN-X is introduced into their architecture.
Challenge client requirements to identify optimal solutions aligned with industry best practices, Fenergo’s product offering, and the implementation strategy.
Anticipate and escalate issues in a timely manner to protect project success.
Deliver comprehensive customer demonstrations of the Fen-X CLM platform.
Manage internal and external communications to set and manage stakeholder expectations.
Support pre-sales and sales as needed.
Support shaping the direction of the Delivery Organisation.
Support employee development through line management, becoming an SME in multiple parts of the Fenergo product, and regularly delivering training.
Implement efficiencies and improvements that enable consistent, repeatable, successful delivery.
Keep up to date with changes in industry and regulatory practices, the product offering, and the content hub.
Support regional change-management efforts.
Cascade global and regional organizational goals and initiatives to the team.
Oversee the project portfolio to help ensure clients realize value from Fenergo products as quickly as possible.
Travel domestically and internationally for on-site client meetings and visits to Fenergo offices.

Benefits

Comprehensive medical, dental, and vision coverage through Cigna.
Access to COBRA coverage.
Employee Assistance Programme through Cigna.
401(k) retirement savings plan.
Life, accident, and disability coverage through Cigna.
Participation in a Savings and Transformation Scheme.
Opportunity to earn an annual performance-based company bonus.
20 days of paid time off annually.
Three company closure days for designated holidays.
Training programs through Fenergo University, including classroom and online options.
Buddy system for new starters.
Work-from-home setup allowance.
Complimentary office lunches.
Defined training and role tracking to support career development.