Team Lead Solutions Consultant, Financial Services
$121k - $159kBraze
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 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 Braze sounds like a place where you can thrive, we can’t wait to meet you.WHAT WE'RE LOOKING FORThe 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 Braze’s financial services, Americas division.This role is an opportunity to expand on your people management and leadership skills while partnering with Braze’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 Austin, Texas office.WHAT YOU CAN EXPECTLead 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 conversationsSet the bar for what good looks like — technically, strategically, and in front of customersBe the escalation point when deals get complicatedWork with Sales and SC leadership on hiring and capacity as the business scalesOwn deals - This is a player-coach role. You'll be directly involved in opportunitiesRun pre-sales end-to-end on major accounts: discovery, solution design, demos, POVs, security reviews, exec presentationsBuild credibility across the full FinServ buying team — Architecture, Engineering, Security, Compliance, Marketing Ops, and the C-suitePosition BrazeAI and advanced capabilities with buyers who have real technical depth and regulatory complexityPull in Product, Security, Professional Services, and partners when needed to get the deal done rightBuild the Financial Services - Practice FinServ is a new territory for Braze. There's no playbook; you’ll have a front seat at writing it.Create the sales plays, discovery frameworks, and competitive positioning Braze uses in FinServBuild 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 managementWork directly with Sales, Marketing, and Product to define how we grow in this segmentPublish thought leadership — white papers, presentations, blog posts — that earn Braze credibility in the industryWHO YOU AREPeople management experience, or a demonstrated track record of leading teams, mentoring ICs, and driving outcomes through othersExceptional written and verbal communicator with strong executive presence and follow-throughStrategic problem solver who can break down ambiguous, cross-functional challenges into clear options, tradeoffs, and next stepsComfortable operating autonomously and proactively; you spot gaps and build what is neededExperience selling into enterprise accounts with sophisticated technical buying teams and rigorous evaluation processes, ideally in regulated industriesDomain 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 youFor candidates based in the United States, the pay range for this position at the start of employment is expected to be between $121,000 and $159,000/year, with an expected On Target Earnings (OTE) between $173,000 and $227,000/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-HybridWHAT WE OFFERBraze 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. Braze offers benefits such as:Competitive compensation that may include equityRetirement and Employee Stock Purchase PlansFlexible paid time offComprehensive benefit plans covering medical, dental, vision, life, and disabilityFamily services that include fertility benefits and equal paid parental leaveProfessional development supported by formal career pathing, learning platforms, and a yearly learning stipendA curated in-office employee experience, designed to foster community, team connections, and innovationOpportunities to give back to your community, including an annual company-wide Volunteer Week and donation matching Employee Resource Groups that provide supportive communities within BrazeCollaborative, transparent, and fun culture recognized as a Great Place to WorkABOUT BRAZEBraze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging. Braze 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 Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al-powered decisioning and optimization, Braze 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. Braze was also named a 2026 Best Places to Work by Built In, a 2025 America’s Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology by Great Place To Work. Braze is also proudly certified as a Great Place to Work in the U.S., the UK, Australia, and Singapore. The company is headquartered in New York with offices in Austin, Berlin, Bucharest, Chicago, Dubai, Jakarta, London, Paris, San Francisco, São Paulo, Singapore, Seoul, Sydney and Tokyo.BRAZE IS AN EQUAL OPPORTUNITY EMPLOYERAt Braze, we strive to create equitable growth and opportunities inside and outside the organization.Building meaningful connections is at the heart of everything we do, and that includes our recruiting practices. We're committed to offering all candidates a fair, accessible, and inclusive experience – regardless of age, color, disability, gender identity, marital status, maternity, national origin, pregnancy, race, religion, sex, sexual orientation, or status as a protected veteran. When applying and interviewing with Braze, we want you to feel comfortable showcasing what makes you you.We know that sometimes different circumstances can lead talented people to hesitate to apply for a role unless they meet 100% of the criteria. If this sounds familiar, we encourage you to apply, as we’d love to meet you.OUR AI-POWERED BRAZE RECRUITMENT PROCESSAt Braze, we’re committed to a fair and transparent candidate experience. To help our recruitment teams focus on what matters most — the person behind each application — we use AI-assisted tools at certain stages of our recruitment process. This includes using AI to analyze the experience, skills and qualifications in your application materials to help with screening and prioritizing candidates. Such screening may amount to a form of solely automated decision-making. We also use AI for administrative support, like scheduling and recording interviews and summarizing interview notes. Our recruiting teams remain responsible for all hiring decisions and are involved throughout the process.Depending on where you are located, you may have the right to request further information about how AI is used in our recruitment process, to opt out of AI-assisted review, to request a manual review of any decision made or to contest a decision. Please contact us at View email address on click.appcast.io for any requests or questions.To find out more about our hiring process, check out this page.Notice Regarding Automated Employment Decision Tool (NYC Local Law 144)Our use of AI during the application review process may include the use of automated employment decision tools. Pursuant to New York City Local Law 144, for roles based in New York City, or if you reside in New York City, you have the right to request an alternative selection process or a reasonable accommodation instead of AI-assisted review. Please submit any such request to our Talent Acquisition team at View email address on click.appcast.io promptly after applying. A summary of the most recent bias audit results for such tool is available here.Please see our Candidate Privacy Policy for more information on how Braze processes your personal information during the recruitment process and, if applicable based on your location, how you can exercise any privacy rights.
- ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas; Austin... ...include triaging client leads, making referrals to business partners... ...makes referrals to appropriate internal service providers based on client needs and asset...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Responsibilities Triage client leads, make referrals to internal... ...Meet with clients to review financial and investment goals. Build comprehensive... ..., annuities, and banking solutions. Recommend banking and... ...needs and appropriate product services. Required Qualifications...SuggestedMonday to FridayShift workDay shift
$72k - $90k
...cutting-edge technology solutions for our clients.... ...provider leading the AI and Digital... ...high-performance teams? Join WWT today!... ...is the Solutions Consulting & Engineering (SC&... ...in a professional services or consulting environment... ...budgets, analyze financial reports, and track...SuggestedFull timeRemote workShift work- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...include triaging client leads, making referrals to business... ...referrals to appropriate internal service providers based on client...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...purpose to help make financial lives better through the... ...shaped by military service, community college education... ...home lending product solutions, submits the mortgage... ...a proven record in consultative sales and delivering tailored... ...as needed. A true team player and...SuggestedFull timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...deliver innovative solutions. Empowered with... ...Workday-certified teams, you’ll be part of... ...cloud-based HR and financial management solutions... ...P2P/WSS Consultant, your primary responsibilities... ...procedures Lead workshops for client... ...global professional services company that helps...Full timeWork experience placementLive inWork at officeLocal area
$105.4k - $207.8k
...Finance Transformation team, you’ll collaborate... ..., market-driven solutions that modernize... ...unlock new levels of financial and operational excellence... .../2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance... ...in a managed services or Finance Operate...Local areaVisa sponsorship$76.32k - $127.21k
...ll find the ingredients you need at LPL Financial to shape your success while helping... ...goals.Job Overview:LPL’s Paraplanning Services team is looking for a highly motivated and qualified... ...advisor affiliation models, investment solutions, fintech tools and practice management...Full timeWork at officeWork from home- ...the Wealth Advisor will lead the effort to... ...investment and insurance solutions that can help make goals... ...following:Develops customer financial profiles to determine... ...of clients.Provides consultation and recommendations to... ...securities, financial services, insurance and...Full timeLocal area
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 50... ...supported by branch associates, a home-office team and other regional financial advisors.... ...to new information seeking the right solutions for clients Comfortable in your...Work at officeWork from homeHome officeFlexible hours- ...About the Financial Representative Role As a Financial... ...you will be part of a team that helps individuals... ...personalized insurance solutions and financial planning... ...Client Consultation: Engage with clients to... ...experience in financial services, insurance, or business...Visa sponsorshipFlexible hours
$124k - $148k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all... ...you! New York Life is growing its team by hiring a financial service professional who can offer our wealth...Full timePart timeImmediate start$24k - $125k
...help our clients secure their financial well-being, providing them... ...businesses by offering financial services and products that address... ...of remote-work technology solutions. You will also upskill from... ...professional and Chartered Financial Consultant (ChFC). In partnership with...Full timeTemporary workLocal areaRemote work$77k - $214k
...in our State and Local Tax Financial Services practice, within State and Local... ...tax burden and recommend solutions that support their overall business... ...tax laws and rules.Our team helps our Financial Services... ...team you are expected to lead the way as technology-enabled...Full timeH1bLocal area- ...for: * A seasoned financial planning professional... ...build their business or a team * An experienced... ...a prestigious brand, leading-edge digital capabilities... ...management, retirement solutions, and estate planning.... ...resources to modernize your service delivery. * A...Start working today
$43.89k - $150k
...position with Cetera Financial Group. Accepted... ...Cetera Investment Services LLC (marketed as Cetera... ...today. Our team will review and connect... ...of investment solutions and products to help... ...prospecting, lead utilization, and local... ...Chartered Financial Consultant and Certified...Full timeTemporary workLocal areaFlexible hours- ...customers and refer them to the relevant solutions, services, and experts within the bank. Perform... ...including deposits, lending, and other financial services. Ability to multitask and problem... ...with the ability to speak concisely. Team‑oriented and capable of influencing and...Work at office
- ## Financial Relationship ConsultantApplylocations: Austin, TXtime type: Full timeposted... ...For more information about joining our team, please visit us at Establish, retain... ...customers and refer them to the relevant solutions, services, and experts available within the bank*...Work at officeImmediate startDay shift
- ...purpose.We partner with leading platforms—Salesforce,... ...scalable, end-to-end solutions that unify data, streamline... ...works quietly in service of extraordinary outcomes... ..., and Bynder. We're a team of strategists,... ...experience work at a large consultancy or a digital agency,...Temporary workLocal areaFlexible hoursDay shift
- ...best? Come join a team that feels personal... ...Integration Lead who brings both the... ...anticipate how core solution changes ripple across... ..., metering, field service, finance, and... ...systems, GIS, OMS, financial systems, field service... ...across Strategy & Consulting, Technology,...Full timeWork experience placementLive inWork at officeLocal areaRemote work
- ...Austin | Division: Wealth Mgmt Services | Work Days: Monday - Friday... ...the relationship management team, overseeing all aspects of the... .... Provide a full range of financial and banking services to best... ...Experience. Demonstrate strong solution-oriented sales and...Monday to Friday
$88.6k - $246.6k
The Solution Implementation Lead is the end‑to‑end execution owner and subject‑matter expert for the development... ...a primary focus on the respiratory service line. The role bridges strategy,... ...by technical and validation teams. Support vendor relationships, including...Full timePart timeImmediate startRemote workWorldwide- ...guided by a common purpose to help make financial lives better through the power of every... ...with conducting transactions through self-service resources, such as mobile banking,... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
- ...complexities of people's lives and offer simple solutions. When you choose our Company, you have... ...to meet and provide exceptional client service to a diverse audience. This will include... ...options, and providing a broad base of financial and credit services. Additionally,...Flexible hours
- ...Salary Range: Not Available BOK Financial, Headquartered in Tulsa,... ...is a top U.S.-based financial services holding company with operations... ...the right financial solutions to help our high-net-worth clients... ...relationships within the department. Team Culture We understand...Local area
- ...reflects our values and encourages team members to be the best they... ...unparalleled banking services. Who you are: As a Personal Banker... ...products by discussing personal financial needs with customers and present product and service solutions to our customers in which Frost...Monday to Friday
- ...state and local tax burden and recommend solutions that support business objectives and comply... ...with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax...Full timeLocal area
$60k - $300k
...the freedom to run your own financial services practice with the support of... ...work together. Mutual support leads to greater success rather... ...to work collaboratively as a team. Training - Our team is dedicated... ...Preferred but not required) #J-18808-Ljbffr TEEMA Solutions GroupFull timeRelocation packageFlexible hours- ...research, and commentary to financial market participants.... ...a variety of market leading tools, methodologies,... ...financial information services with operations in... ...which also includes Fitch Solutions. With dual... ...mindset,” you'll join a team dedicated to innovating...Temporary workWork at officeImmediate start3 days per week
- ...seeks a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. You will build relationships with clients, focusing on their financial needs and offering exemplary service. The ideal candidate has significant financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Team Lead Solutions Consultant, Financial Services. Be the first to apply!


