Solutions Consultant, Financial Instruments

1 week ago

New York, United States GTreasury Full time

**Solutions Consultant, Financial Instruments - US EST time zone (Remote)**

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.

**What We’re Looking For**:

- Intellectual Curiosity: In this role you will always be presented with new and different ways of approaching a problem. Maintaining one’s interest in learning new things, and being excited about spreading to that knowledge, will contribute greatly to your success.
- Positivity: Meeting challenges with a positive attitude will encourage your clients to think outside of the box and to maintain their excitement about the project.
- Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. We’re looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills.

**What You Will Do**:

- 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

**Specific Experience for the Role**:

- 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

**Education Requirements**:

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

**What You Will Get**:
- A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of “good work.”
- A great management team and reporting structure that supports you and your growth
- A culture of open collaboration and problem solving
- An empowered role on the Solutions team, responsible for driving business value
- Great benefits, culture, and the ability to work remotely
- Our benefits include:

- 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

**About GTreasury**:
GTreasury believes there is opportunity in complexity. We connect treasury and finance teams with industry-leading experts, technology solutions and untapped possibility. By simplifying complexity, teams can unleash their organization’s potential to gain strategic advantages and grow. GTreasury helps organizations reach that potential by connecting treasur

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