Current jobs related to Solution Consultant, FINS- Financial Services - Salt Lake City - Workday

  • Financial Services Advisor

    3 weeks ago

    Salt Lake, Utah, United States PNC Financial Services Group Full time

    Position Overview: The role of the Investment Services Consultant (FINRA Licensed) at PNC is pivotal in our mission to provide exceptional financial guidance and support to our clients. About Us: At PNC, we pride ourselves on our inclusive workplace culture where every employee is valued and empowered to contribute to our collective success. Role...

  • Financial Services

    1 month ago

    Salt Lake City, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...

  • Financial Services Consultant

    3 weeks ago

    Jersey City, New Jersey, United States Citizens Financial Group, Inc. Full time

    Become a Part of Citizens Financial Group, Inc.Position Overview:At Citizens Financial Group, we are dedicated to delivering customized financial guidance, unique experiences, and innovative strategies to empower our clients in managing their evolving financial situations. As a Wealth Management Advisor, you will work alongside colleagues from various...

  • Agricultural Financial Services Consultant

    3 weeks ago

    Kansas City, Kansas, United States FCS Financial Full time

    Position Overview:At FCS Financial, a key player in the nationwide Farm Credit System, we are seeking an Agricultural Financial Services Consultant to enhance our Customer Service Team. FCS Financial stands as a prominent member of the largest agricultural lending cooperative in the United States. Ideal Candidate:We are in search of a personable, assured,...

  • Investment Solutions Advisor

    3 weeks ago

    Salt Lake, Utah, United States PNC Financial Services Group Full time

    Position Overview: As a Financial Advisory Consultant at PNC, you will play a crucial role in delivering exceptional service and tailored investment solutions to our clients. Role Responsibilities: In this position, you will serve as a phone-based financial advisor within our dynamic Investment Center. Collaborating closely with branch partners, you will...

  • Senior Treasury Solutions Consultant

    3 weeks ago

    Oklahoma City, Oklahoma, United States BOK Financial Full time

    Position Overview:The Treasury Onboarding Consultant III plays a pivotal role in collaborating with Treasury Management Officers (TMOs) and Relationship Managers (RMs) to deliver tailored financial solutions for our most significant and intricate clients. This position requires a high degree of independence in crafting, testing, and executing optimal...

  • Solutions Consultant for Legal Services

    3 weeks ago

    Salt Lake, Utah, United States Ecoclean Inc. Full time

    Position Title: Solutions Consultant for Legal ServicesCompany: Ecoclean Inc.Overview: Are you passionate about fostering strong internal and external partnerships that drive growth? Do you thrive in collaborative environments aimed at achieving shared objectives?About Our Team: At Ecoclean Inc., we are dedicated to providing innovative solutions that serve...

  • Financial Wealth Consultant

    3 weeks ago

    Salt Lake, Utah, United States BankTalent HQ Full time

    Company Overview: BankTalent HQ is recognized as a leading financial services provider, committed to fostering strong community ties and delivering exceptional banking experiences. Our dedication to our employees and clients alike is reflected in our accolades and consistent recognition as a top employer. Position Summary: We are seeking a dedicated Wealth...

  • Senior Treasury Solutions Consultant

    3 weeks ago

    Oklahoma City, Oklahoma, United States BOK Financial Full time

    Position Overview:The Treasury Onboarding Consultant III plays a pivotal role in collaborating with Treasury Management Officers (TMOs) and Relationship Managers (RMs) to deliver tailored financial solutions for our most significant and intricate clients. This position is designed for individuals who excel in independently crafting, testing, and executing...

  • Financial Services Consultant

    1 week ago

    Lake Stickney, Washington, United States Velocity Enterprises Full time

    At Velocity Enterprises, we are committed to providing exceptional financial services to our clients. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals through personalized consulting and asset management.We are seeking a highly skilled Financial Services Consultant to join our team. As a key member of our...

  • Financial Solutions Lead Analyst

    1 day ago

    Long Island City, United States Citigroup Inc Full time

    Job SummaryThe Fin Solutions Lead Analyst is a key professional who drives strategic initiatives and contributes to the development of financial solutions. This role requires a deep understanding of financial systems and processes, as well as excellent communication and diplomacy skills to guide and influence others.Key ResponsibilitiesDevelop and implement...

  • Financial Wealth Consultant

    3 weeks ago

    Salt Lake, Utah, United States BankTalent HQ Full time

    Company Overview: BankTalent HQ is a leading financial services organization recognized for its commitment to excellence and strong community ties. We pride ourselves on fostering a workplace that values our employees and their contributions to our success. Position Summary: We are seeking a dedicated Wealth Advisor to enhance our Wealth Management division....

  • Financial Services Consultant

    3 weeks ago

    Lake Oswego, United States New York Life -Oregon Full time

    Job OverviewFinancial Services Consultant at New York Life - OregonThe core responsibility of a Financial Services Consultant at New York Life is to build relationships with clients, assisting them in navigating their financial journeys.This role is designed for individuals who possess the expertise to guide clients in achieving their financial aspirations...

  • Senior Financial Consultant

    3 weeks ago

    Salt Lake, Utah, United States University of Utah Full time

    Senior Financial ConsultantJob OverviewAs a Senior Financial Consultant, you will engage in comprehensive financial assessments and reconciliation of discrepancies within research adjustment reports. Your role will involve conducting monthly evaluations of individual chart field validation discrepancies and collaborating with relevant departmental personnel...

  • Experienced Financial Consultant at Merrill

    3 weeks ago

    Salt Lake, Utah, United States Bank of America Full time

    Position OverviewIf you possess over 5 years of expertise as a Financial Consultant with a transferable client base, excel in collaborative environments, and are motivated to enhance outcomes for both yourself and your clients, we encourage you to explore this opportunity.About Merrill Lynch Wealth ManagementMerrill Lynch Wealth Management stands as a...

  • Diagnostic Solutions Consultant

    4 hours ago

    Salt Lake, Utah, United States Zoetis Full time

    Diagnostic Solutions ConsultantWe are seeking a highly skilled Diagnostic Solutions Consultant to join our team at Zoetis. As a key member of our sales team, you will be responsible for selling diagnostic instruments, tests, and associated products and services within an assigned US sales territory.Key Responsibilities:Develop and maintain a thorough...

  • Customer Financial Consultant

    3 weeks ago

    Lake Stevens, Washington, United States First Financial Northwest Full time

    Join Our Team as a Personal Banking ConsultantBring your expertise and enthusiasm to a company that values your talents. As a Personal Banking Consultant, you will play a crucial role in our organization, utilizing your industry knowledge and strong grasp of financial products to deliver an exceptional experience for our clients.This position is not your...

  • Senior Sales Consultant for Advanced Solutions

    3 weeks ago

    Forest Lake, Minnesota, United States Securian Financial Group Full time

    Position Overview:As a Senior Sales Consultant for Advanced Solutions, you will leverage your expertise in consulting, training, and education within the intricate realms of estate and tax planning. This role is designed for seasoned legal or tax professionals who are eager to transition into a dynamic and collaborative environment.Key Responsibilities:-...

  • Senior Solution Consultant

    2 days ago

    Salt Lake, Utah, United States KION Group Full time

    Job Title: Senior Solution ConsultantAs a Senior Solution Consultant at KION Group, you will play a key role in collaborating with the Dematic Sales Organization to understand the future state needs of our clients and translate those needs into automated material handling solutions.Key Responsibilities:Lead the creation of world-class automated material...

  • Financial Services Consultant

    3 weeks ago

    Kansas City, Missouri, United States Commerce Bancshares, Inc. Full time

    At Commerce Bancshares, Inc., we believe in making a significant difference in the lives of our clients. As a Financial Services Consultant, you will play a vital role in delivering exceptional financial guidance and support.Your key responsibilities will encompass: Cultivating strong connections with clients to assess their financial aspirations Delivering...

Solution Consultant, FINS- Financial Services

4 months ago

Salt Lake City, United States Workday Full time

*Your work days are brighter here. * At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here. About the Team As a member of our diverse and skilled North America Financial Services Solution Consulting team, you will have the opportunity to communicate and demonstrate the power of Workday's applications to prospects and customers alike. It is this team's job to bring the value of Workday solutions to life and showcase how the world of work can be transformed. Along with working closely with our sales counterparts, this team also sits at the exciting intersection of our Product Management, Consulting Services, Marketing, and Value Management teams, providing exposure to various areas of the business. About the Role Workday is looking for a Solution Consultant with Financial Management / ERP expertise to join our Financial Services industry focused solution consulting team. Our team demonstrates the value of next generation SaaS Financial Management Applications to Workday prospects and customers. Through interactive pre-sales discovery meetings, and by using deep Accounting skills and complex Enterprise Software product knowledge, Workday Solution Consultants provide Core Accounting expertise, Executive presentations, and Workday Financials product demonstrations, in partnership with our sales team, to customers throughout the sales cycle. Our team works in a highly complex environment that requires curiosity, flexibility, and drive. Responsibilities include: The delivery of relevant functional product presentations, demonstrations, workshops, and seminars. Assist in the closure of sales opportunities by demonstrating a complete understanding of and resolving questions regarding our solution, services, and training. Contribute to the qualification of prospects, proposed demonstration criteria, proof of concept system builds and sales cycle closure plans. Supporting all sales, marketing, technical and channel objectives. Assist sales in the response to RFPs. Participate in discovery sessions alongside sales to ask qualifying questions and understand challenges, current business processes, and ideal future state Ability to travel 50% of the time About You Basic Qualifications: Sr. Solution Consultant 5+ years of extensive financial domain expertise, including 3+ years working with core accounting concepts (GL, AR, AP, Fixed Assets, Cash Management), as well as industry relevant topics such as project accounting 3+ years of business experience with relevant cloud-based financial management applications (e.g. Workday, Netsuite, Sage Intacct, Infor, SAP, Oracle, e tc.) Solution Consultant 3+ years of extensive financial domain expertise, including 1+ years working with core accounting concepts (GL, AR, AP, Fixed Assets, Cash Management), as well as industry relevant topics. 2+ years of business experience with relevant cloud-base financial management applications (e.g. Workday, Netsuite, Sage Intacct, Infor, SAP, Oracle, etc. Other Qualifications: Presales, consulting and or implementation preferre Financial Services experience preferred Ability to work under pressure and work on multiple projects individually as well as working cross-functionally Exceptional and dynamic presentation & communication skills Outstanding professional discovery, presentation, communication, and influencing skills to C-Level Executives, talking to and selling to the office of the CFO specifically. Experience presenting cloud-based solutions to both functional and technical audiences and experience with value based selling, a plus Bachelor's Degree in Accounting or Finance, AND/OR equivalent work experience Workday Pay Transparency Statement The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here. Primary Location: USA.CA.San Francisco Primary Location Base Pay Range: $103,600 USD - $155,400 USD Additional US Location(s) Base Pay Range: $103,600 USD - $155,400 USD Our Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter. Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records. Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans. Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process