Team Lead Solutions Consultant, Financial Services
$121.1k - $165.9kBraze
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 [Office] 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 $121,100 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-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.
$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- ...Financial Solutions Advisor - Oak Park, IL Oak Park, Illinois To proceed with your application... ...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 officeShift workDay shift
$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... ...strategies Communicates solutions to clients that are...SuggestedShift workDay 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
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities Works... ...to appropriate internal service providers based on client needs... ...plan. Benefits include industry‑leading benefits, paid time off, and resources...SuggestedTemporary workShift 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- ...opportunity to deliver innovative solutions to today’s complex business issues. Crowe’s accounting, consulting, and technology personnel... ...Job Description:Joining our Financial Services Consulting practice is an... ...From day one of being on our team, you will assist our clients...Local areaRemote workWorldwide
$99k - $232k
...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- ...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
$72k - $90k
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Job Overview National Financial Solutions Advisor (NFSA I): A contact‑... ...knowledge with a defined consultative approach. Build your network... ...of clients with industry‑leading products, services, and education. Benefit... ...effective operation in a team‑oriented and highly...Shift workDay shift$90k - $110k
...Capital is looking for a junior team member to be responsible for... ...with LPs and third-party service providers. In addition, the Analyst... ...Capital, including investor solutions, direct lending deal teams,... ...fund/program-level financial models, ensure accuracy and consistency...Full timeWork at officeFlexible hours- ...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
- ...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...meetings and presenting customized solutions to clients to help them... ...during meetings to assist with team delivery of an exceptional...Work at officeFlexible hoursShift workDay shift
$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- ...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
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$41.71k - $69k
...Retail Banking Sales & Service Bilingual English... ...and guidance regarding financial solutions that are in the best... ...objectives. Takes a lead in proactively engaging... ...branch and market team. Probes to understand... ...applications. Experience in a consultative customer service or...Full timeContract workPart timeLocal areaImmediate startDay shift$150k - $210k
...What We Offer: Fitch is a team-oriented work environment,... ...An opportunity to lead high visibility research and... ...Group is a global leader in financial information services with operations in more than... ...businesses: Fitch Ratings | Fitch Solutions | Fitch Learning. For...Full timeImmediate start$100k
...independent RIA firm offering financial planning and investment... ...and fiduciary retirement plan services to corporations. We pride ourselves... ...book through qualified leads, referrals, and proactive outreach... ...and deliver integrated solutions under the unified Baldwin brand...Full timeContract work$126.82k - $149.2k
...serve to make better and smarter financial decisions and enabling the... ...Portfolio and Pricing Team Lead in creating and implementing... ...develop, and continually optimize solutions that drive adoption, engagement... ...bank for pricing that is in service of prudent balance sheet management...Full timeWork experience placementLocal areaShift work$95k - $115k
...is currently seeking an ambitious Lead Financial Analyst to support our FP&A team. In this role, you’ll apply your... ...enterprise financial systems such as Vena Solutions and Workday Finance strongly... ...that provides online financial services through our AI and machine...Full timeSummer workWork at officeLocal areaRemote workMonday to Friday$85k - $240k
...foundations and endowments. PWM Teams work one-on-one with... ...the full product and service offerings of Goldman... ...wealth management, financial services, or related... ...developing innovative solutions for clientsSelf-motivated... ...in 1869, we are a leading global investment banking...$80k - $125k
...investor relations consulting firm providing... ...CEOs, CFOs, and IR teams of publicly listed... ...cycles of the public financial markets. We are... ...exceptional client service. We have Associate... ...presentations for clients. Lead introductory calls... ...with a proactive, solutions-oriented mindset...Live inWork at office3 days per week- ...be best-in-class.As a Lead Credit Officer (Vice President... ...Specialty Finance Risk Team, you would be... ...portfolio of non-bank financial entities which are focused... ...fintech, and other financial service industries. You will... ...bankers to develop solutions to the benefit the client...
$90k - $135k
...Description: We do Consulting Differently... ...operational, and financial advice to private... ...firms, management teams, boards of directors... ...products, financial services, healthcare, energy... ...Strategic Performance Solutions (SPS) Retail... ...combines world-leading academic credentials...Full timeWork experience placementLocal area$74k - $100k
...of the client's entire financial and family situation... ...contact. Delivers on Client Service Standards to maximize... ...Generates sales leads through cross-function... ...advocate and strategy consultant Completes regulator... ...Knowledge of investment solutions, risk management, asset...InternshipLocal area$90k - $100k
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...We do Consulting Differently BRG Corporate Finance practice... ..., operational, and financial advice to private equity firms, management teams, boards of directors,... ...consumer products, financial services, healthcare, energy,... ...Strategic Performance Solutions (SPS) Retail...Work experience placementLocal area$95.6k - $162.4k
...recognized, award-winning financial institution that... ...financial services and guidance to the... ...sophisticated clients using leading technology and... ...: Consults with clients to identify... ...in providing solutions and strategies that... ...goals Work in a team environment to identify...Flexible hours
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