Team Lead Solutions Consultant, Financial Services
$121.1k - $165.9kUnited States Digital Space LLC
At the company, we have found our people. We’re a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-life harmony as we collectively navigate rapid growth on a global scale while striving for greater equity and opportunity – inside and outside our organization. To flourish here, you must be prepared to set a high bar for yourself and those around you. There is always a way to contribute: Acting with autonomy, having accountability and being open to new perspectives are essential to our continued success. Our deep curiosity to learn and our eagerness to share diverse passions with others gives us balance and injects a one-of-a-kind vibrancy into our culture. If you are driven to solve exhilarating challenges and have a bias toward action in the face of change, you will be empowered to make a real impact here, with a sharp and passionate team at your back. If the company sounds like a place where you can thrive, we can’t wait to meet you. WHAT WE'RE LOOKING FOR The Team Lead, Solutions Consulting role is a hands‑on player‑coach, which includes being the primary Solution Consultant in opportunities, managing and hiring Solutions Consultants, and building out our vertical in the company’s financial services, Americas division. This role is an opportunity to expand on your people management and leadership skills while partnering with the company’s sales, marketing, security, and product teams. The role will draw upon your experience in Pre‑sales Engineering, Technical Account Management, or Customer Success, and hone your people‑management skills, all while demonstrating and practicing a high level of curiosity about all things tech. You will serve as a mentor to Solutions Consultants on your team. This role requires travel of up to 50% at peak times and is based in our [Office] office. WHAT YOU CAN EXPECT Lead the team - You'll manage 2 Solutions Consultants to start. As the FinServ business grows, so does the team. Coach your ICs through deal involvement, direct feedback, and regular career conversations Set the bar for what good looks like — technically, strategically, and in front of customers Be the escalation point when deals get complicated Work with Sales and SC leadership on hiring and capacity as the business scales Own deals - This is a player‑coach role. You'll be directly involved in opportunities Run pre‑sales end-to-end on major accounts: discovery, solution design, demos, POVs, security reviews, exec presentations Build credibility across the full FinServ buying team — Architecture, Engineering, Security, Compliance, Marketing Ops, and the C‑suite Position BrazeAI and advanced capabilities with buyers who have real technical depth and regulatory complexity Pull in Product, Security, Professional Services, and partners when needed to get the deal done right Build the Financial Services - Practice FinServ is a new territory for the company. There's no playbook; you’ll have a front seat at writing it. Create the sales plays, discovery frameworks, and competitive positioning the company uses in FinServ Build the reusable assets the team needs: reference architectures, demo environments, security & compliance positioning, objection‑handling guides, and talk tracks for banking, payments, insurance, and wealth management Work directly with Sales, Marketing, and Product to define how we grow in this segment Publish thought leadership — white papers, presentations, blog posts — that earn the company credibility in the industry WHO YOU ARE People management experience, or a demonstrated track record of leading teams, mentoring ICs, and driving outcomes through others Exceptional written and verbal communicator with strong executive presence and follow-through Strategic problem solver who can break down ambiguous, cross‑functional challenges into clear options, tradeoffs, and next steps Comfortable operating autonomously and proactively; you spot gaps and build what is needed Experience selling into enterprise accounts with sophisticated technical buying teams and rigorous evaluation processes, ideally in regulated industries Domain knowledge in two or more of the following: AI, SaaS, Mobile, APIs, Marketing Automation, Marketing Analytics, Data and Architecture, Security and Compliance, or Programming (including HTML) Known as a collaborative teammate and a force multiplier who raises the bar for those around you For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $121,100 and $165,900/year, with an expected On Target Earnings (OTE) between $183,000 and $237,000/year (including bonus or commission). Your exact offer may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. In addition to cash compensation, this role qualifies for a comprehensive Total Rewards package that includes equity grants of restricted stock (RSUs) so that you will own a piece of our company. #LI-Hybrid **WHAT WE OFFER** *the company benefits vary by location, and we encourage you to review our specific benefits offerings for each country here . More details on benefits plans will be provided if you receive an offer of employment. From offering comprehensive benefits to fostering hybrid ways of working, we’ve got you covered so you can prioritize work‑life harmony. the company offers benefits such as: Competitive compensation that may include equity Retirement and Employee Stock Purchase Plans Flexible paid time off Comprehensive benefit plans covering medical, dental, vision, life, and disability Family services that include fertility benefits and equal paid parental leave Professional development supported by formal career pathing, learning platforms, and a yearly learning stipend A curated in‑office employee experience, designed to foster community, team connections, and innovation Opportunities to give back to your community, including an annual company‑wide Volunteer Week and donation matching Employee Resource Groups that provide supportive communities within the company Collaborative, transparent, and fun culture recognized as a Great Place to Work® **ABOUT the company **the company is the leading customer engagement platform that empowers brands to Be Absolutely Engaging. the company helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the the company Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al‑powered decisioning and optimization, the company enables companies to turn action into interaction through autonomous, 1:1 personalized experiences. The company has been consistently recognized as a Leader in marketing technology by industry analysts, and was named a G2 “Best of Marketing and Digital Advertising Software Product” in 2026. the company was also named a 2026 Best Places to Work by Built In, a 2025 America’s Greenest Companies by Newswee #J-18808-Ljbffr United States Digital Space LLC
$121.1k - $165.9k
...impact here, with a sharp and passionate team at your back. If Braze sounds like a... ...you.WHAT WE'RE LOOKING FORThe Team Lead, Solutions Consulting role is a hands-on player-coach,... ...building out our vertical in Braze’s financial services, Americas division.This role is an...SuggestedWork at officeLocal area$121.1k - $165.9k
...Team Lead Solutions Consultant, Financial Services Chicago At Braze, we have found our people. We're a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and...SuggestedWork at officeFlexible hours$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...us!As a Financial Solutions Advisor Stage I (FSA I... ...knowledge by using a defined consultative approach with clients... ...one year of financial services industry or sales... .... We provide industry-leading benefits, access to paid...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayDay shift$100k
...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is a leading provider of... ...investment products and services for individuals, companies... ...relationship with their advisory team committed to their... ...strategiesCommunicates solutions to clients that are best...SuggestedDay shift- ...Bank of America, seeks a Financial Advisor to serve high‑... .... Communicate solutions that meet client needs,... ...with Financial Advisor teams to build networks by sharing... ...to appropriate internal service providers based on needs... ...Qualifications Proven lead‑generation and client‑acquisition...SuggestedShift workDay shift
$77k - $202k
...our people in finance consulting specialise in providing consulting services related to financial management and... ...needs, develop financial solutions, and offer guidance and... ...anticipate the needs of your teams and clients, and to... ...you need to lead and deliver value at...Full timeH1b$19 - $25.5 per hour
Heights Finance, located in Chicago, is looking for a motivated Financial Service Representative to provide exceptional customer service and help clients find financial solutions. This role involves delivering outstanding support, driving sales growth, and engaging customers...Hourly payFull time- ...goals, and challenges. • Lead discovery sessions and... ...where Morningstar solutions can deliver value. • Develop... ...with Technology teams. • Lead client trainings... ...smooth transition to Client Services following implementation... ...Experience in financial services or the investment...Contract work
$70k - $80k
...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...comprehensive advice and customized solutions to clients to help them... ...include triaging client leads, making referrals to business...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$26 - $34.67 per hour
...purpose to help make financial lives better through the... ...shaped by military service, community college education... ...presenting customized solutions to clients to help... ...meetings to assist with team delivery of an... .... We provide industry-leading benefits, access to paid...Hourly payWork at officeFlexible hoursShift workDay shift$124k - $280k
...practice, within Finance Consulting services, will provide the... ...insight and challenge.Our team helps clients optimise and align financial planning, consolidation... ...Firm. You are expected to lead with integrity and... ...performance management solutions that help clients modernize...Full timeH1b- Rivercity Insurance and Financial Services is seeking driven Agents to join our growing Chicago team. This role emphasizes client relationship building... ...and presenting insurance and financial solutions. You will work with provided leads (no cold calling), manage your own...Remote job
- ...Advanced Computing Practice Lead is responsible for... ...with the introduction of new services and working with the services... ...awareness of advanced computing solutions within CDW's sales teams, and through direct... ...pertinent literature and consulting with marketing and technical...
$110k - $150k
...Vice President / Senior Consultant. Private Equity Mid-Market Focus - Financial Manager or Actuary. Location... ...inclusive and diverse team, and we are passionate... ...The Day Will Look Like Lead actuarial and financial... ...developing practical, innovative solutions. Deliver strategy and...Full timeTemporary workPart timeLocal area- Braze seeks a hands-on Team Lead, Solutions Consulting to serve as the primary Solution Consultant for opportunities in the Financial Services Americas division. You will manage and hire Solutions Consultants, mentor the team, and drive autonomy while collaborating with...Work at office
- ...SolutionsJob Title: AI Readiness Assessment Consultant (Financial Services)Location:Chicago, IL (Hybrid - 3 days... ...process owners, SMEs, and technical teams to produce actionable recommendations... ...committee presentations.SRI Tech Solutions is an equal opportunity employer and...3 days per week
- ...Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions to clients from various financial backgrounds. Qualified candidates...
- Workday is seeking a Financials Solution Consultant for our Nonprofit focus in Chicago. You will demonstrate Workday Financials and ERP expertise through... ...product demonstrations in collaboration with the sales team. Ideal candidates bring strong Financial Accounting...Remote job
$88.51k - $162.75k
...influential brokerage, insurance, and financial services organizations, as well as... ...continuous learning. The Team - Strategy & Transformation... .... Deliver high‑quality solutions that help clients achieve measurable... ...: $88,513 — $162,750 USD #J-18808-Ljbffr MorganFranklin ConsultingLocal area- ...experienced Workday Consultant to join our Workday Financials Practice. You will implement Workday solutions, work directly with clients... ..., and help shape our service delivery. The role requires leading workshops,... ...with cross-functional teams, stay current on Workday...
$88.51k - $162.75k
...with dynamic brokerage, insurance, and financial services clients. We help leaders navigate major... ...services clients. Deliver high‑quality solutions that help clients achieve measurable... ...improvement roadmaps. Collaborate with senior team members to execute strategic...Local area- WestPoint Financial Group is seeking a Wealth Management Advisor in Chicago, Illinois. This... ...financial guidance, developing tailored solutions for clients, and partnering with in-... ...training and work within a collaborative team environment to ensure your success. #J-1...
- ...powerhouse of diverse teams and take your career... ...in serving the global financial services marketplace and the... ...growth. As a Senior Consultant, you be right at the... ...and strategy, capital solutions, profitability management... ...is the depth to lead with credibility, the...Summer holidayFlexible hoursShift work
- A leading consulting firm based in Chicago is seeking a professional to join their Financial Services team. The role requires delivering high-quality solutions to clients in brokerage, insurance, and financial services. Candidates must have a BA/BS in a related field and...
$19 - $25.5 per hour
Attain Finance is seeking a Financial Service Representative in Chicago, IL, to deliver exceptional customer... ...and help individuals secure financial solutions. This role offers a chance to grow your career in a dynamic team environment. The right candidate will possess...Hourly pay$19 - $25.5 per hour
Heights Finance Corporation in Chicago is seeking a Financial Service Representative to enhance customer experience through exceptional service. This role focuses on delivering financial solutions, building strong relationships, and driving sales growth. Ideal candidates...Hourly pay$100k
...Wealth Management is a leading provider of... ...investment products and services for individuals, companies... ...guidance. Merrill’s Financial Advisors and Wealth Management... ...with their advisory team committed to their... ...Understands client solutions that are best suited for...Work at officeShift workDay shift- Central Credit Union Of Illinois is seeking a Member Solutions Representative (Part-Time) in Bellwood, IL. This role involves facilitating collections of delinquent accounts, aiding in credit applications, and maintaining documentation. The ideal candidate will have strong...Part time
- ...Transformational Platform Consultant, you will be the... ...2-3 Elevate Pursuit Leads driving transformational... .... Unlike traditional solution consultants who... ...specialists, and account teams to translate customer... ...success patterns (e.g., Financial Services digital...Work at officeImmediate startRemote workFlexible hours
- ...seeking an experienced client advisor to provide specialized financial guidance across borrowing and banking offerings. You will acquire... ...relationships by meeting with clients and presenting tailored solutions to help meet their financial goals. Ideal candidates will have...
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