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.
$121.1k - $165.9k
...impact here, with a sharp and passionate team at your back. If the company sounds... .... WHAT WE'RE LOOKING FOR The Team Lead, Solutions Consulting role is a hands‑on player‑coach,... ...building out our vertical in the company’s financial services, Americas division. This role is an...SuggestedWork at officeFlexible hours$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$78.5k - $163k
...Who We Are FTI Consulting is the leading global expert firm for... ...optimizing performance, our teams respond rapidly to... ..., operational, financial, and capital needs... ...subpractice in Real Estate Solutions offering has a... ...that serve it. Our services are designed to create...SuggestedFull timeWork experience placementRemote workVisa sponsorshipWork visaFlexible hours$80k - $90k
...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...SuggestedHourly payFull timeWork at officeShift 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$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$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
$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
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$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
- ...history, delivering excellent service through innovation has been... ...across our audit, tax, and consulting groups. That's why we continuously... ...and technology-powered solutions, to enhance our services.... ...Temporary Senior Consultant - Financial Crime Audit & Testing As a Temporary...Temporary workLocal areaWorldwide
- 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...
$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- ...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...
- 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
$100k - $165k
...sponsors and CFOs meet. Through financial consulting rooted in data, technology,... ...delivers the digital services and solutions to support organizational strategic... ...needed to implement the team’s business process... ...an Anaplan/Pigment Solution Lead, you will help clients modernize...Full timeWork at officeLocal areaRemote work2 days per week$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- 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
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