Solutions Consultant, Financial Instruments (Remote, US)

GTreasury • Chicago, IL

78d • $100,000

About The Position

GTreasury has a vision to create the next-generation of technology tools for the global, corporate financial office. We are an established market leader in the SaaS treasury management space, and are expanding globally through a combination of cash management, connectivity, and financial risk management. GTreasury is currently looking for a Solutions Consultant to join our growing Solutions Delivery team. As a Solutions Consultant, you will be responsible for the overall design and analysis of customer requirements relating to the Financial Instruments module of a Treasury management system, and for implementing the functionality that meets these requirements on time and on budget.

Requirements

• Proven experience in Treasury, Relationship Banking, or Fintech
• Proven track record in project management and implementations – either on behalf of clients or as a business user
• Thorough understanding of the market environment for financial instruments and the systems that support such activities
• Adept with financial math
• A good team player with ability to act on own initiative
• Strong interpersonal skills and comfortable dealing with senior managers in client based environments
• Ability to quickly identify, analyze, and resolve problems / issues
• Able to multi-task, re-prioritize, and adapt to rapidly changing needs and fast paced environments
• Strong written and verbal communication skills
• Excellent listening, presentation, and consultative skills.
• Proven organizational, leadership, and interpersonal skills and proven success working directly with clients.
• Excellent verbal and written communication skills – ability to interface and influence at multiple organizational levels

Nice To Haves

• Bachelor’s degree in Business preferred, or equivalent experience
• Enrollment in CFA, CTP or other professional program a plus

Responsibilities

• Lead discovery sessions with clients on their technical requirements and business processes relating to the management of their financial instrument’s portfolio, including debt instruments, derivatives, and investments
• Gather and intimately understand full requirements and document the scope of implementation
• Articulate design rationale and functional strategy as it directly relates to accomplishing goal
• Act as an SME for financial instruments and risk, and train both clients and internal parties on the module and on market best practice
• Participate in building and implementation of the solution
• Help support & troubleshoot delivered work throughout implementation
• Ensure implementation proceeds on-specification and budget
• Ensure client expectations are met / exceeded in terms of product set up and services delivered
• Tier 2 support for any escalated client issues related to financial instruments
• Provide up-selling opportunities and funnel to appropriate channels

Benefits

• Salary: The expected annual median salary for this role is $100,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location.
• Excellent medical, dental and vision insurance options
• HSA and FSA options + company HSA contributions
• 401K matching
• 100% paid parental leave
• 15 paid holidays + competitive PTO
• 100% remote working

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees