Senior Presales Consultant, Financial Services
Tech Tammina
Senior Presales Consultant, Financial Services
Tech Tammina LLC
Job Description
Our client is currently seeking a dynamic individual with high energy and drive to join their team. Responsibilities include engaging with the company's prospects and clients to understand technical and functional requirements needed to deliver the business benefit of financial crime-detection solutions. Provide key subject matter expertise for Financial Services crime and be able to position detection solutions for specific banking applications. Explain features and benefits of the company's solutions in comparison to competitive products. Deliver product presentations to technical and management personnel. Communicate with sales and product management regarding customer needs. Lead Proof of Concept engagements, working with the client, sales, and technical presales. Completing RFI/RFPs; identifying client requirements and ensuring proactive communications with customers to ensure customer satisfaction. Participate in trade shows, seminars and other industry events.
Requirements
Essential: 5+ years of experience as a Presales Engineer or in a client facing role providing enterprise software solutions to the financial services industry. BS degree in computer science, statistics or equivalent – advanced degree a plus. Excellent verbal, written, and interpersonal communication skills. Proven ability to quickly and deeply learn new technologies and clearly communicate their value proposition. Proven track record of driving business success and revenue. Ability to thrive in a fast paced, dynamic environment. Experience in managing Proof of Concepts and creating solution demonstrations. Must be willing to travel to customer sites 40%+.
Preferred
Detailed knowledge of fraud detection or Anti-Money Laundering industry. Experience in the fraud detection or Anti-Money Laundering software and analysis for Financial Services. Experience in enterprise-wide case management.
$77.86k
...Description & Requirements Our Financial Services Internal Audit team helps banks and financial institutions strengthen risk management... ...Prior experience at a Big 4 or Top 10 public accounting or consulting firm Current and valid professional business credential...SeniorLocal areaFlexible hoursShift workForvis Mazars
New York, NY4 days ago$114k - $143k
...Financial Crime Transformation Consultant Location: New York (Hybrid) | Practice Area: Finance, Risk, Regulatory & Financial Crime | Type: Permanent... ..., sanctions, fraud, or compliance within financial services or consulting Understanding of regulatory requirements...SeniorPermanent employmentCapco
New York, NY12 hours ago- ...-year history, delivering excellent service through innovation has been a core part... ...our DNA across our audit, tax, and consulting groups. That's why we continuously... ...Job Description: Temporary Senior Consultant - Financial Crime Audit & Testing As a Temporary...SeniorTemporary workLocal areaWorldwide
Crowe
New York, NY2 days ago $80k - $108k
...Job Summary We are seeking aSenior Consultantto deliver financial advisory services toFederally Qualified Health Centers (FQHCs). In this role, you will partner with senior finance leaders—such asCEOs, CFOs,Controllers, Directors of Finance, and Financial PlanningAnalysts...SeniorTemporary workLocal areaRemote workFlexible hoursWipfli
New York, NY3 days ago- ...Senior Consultant, Financial Consulting MarshBerry is growing! We are seeking a Senior Consultant, Financial Consulting to join our team. We... ...to understand their business goals and identify MarshBerry services to help meet those goals including, but not limited to strategic...SeniorWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
MarshBerry
New York, NY12 hours ago - A leading technology firm is seeking a Sr Advisory Solution Consultant specialized in Financial Services. In this role, you'll partner with sales executives to facilitate customer discovery, provide compelling demonstrations of product capabilities, and navigate complex...SeniorRemote workFlexible hours
ServiceNow
New York, NY4 days ago $86.66k - $164.3k
...S. and in many of the world's leading financial centers - New York, London, San Francisco... ...(Baker Tilly) provide professional services through an alternative practice structure... ...We are currently searching for a Senior Consultant to join our Financial Advisory Services...SeniorLocal areaImmediate startWorldwideShift workBaker Tilly
New York, NY12 hours ago$106.9k - $176.5k
...teams and take your career wherever you want it to go. Join EY and help to build a better working world. Senior Consultant – Financial Services - Data & Analytics – Data Management and Strategy EY is the only professional services firm with a dedicated business...SeniorWork experience placementSummer holidayFlexible hoursEY
New York, NY12 hours ago$132k - $173k
Fractal is looking for a Principal Consultant in Financial Services. This leadership position requires 8-12 years of experience and a strong background in AI and financial analytics. The successful candidate will drive strategy, manage client relationships, and lead analytics...SeniorFlexible hours- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...Senior
- ...leading wealth management firm is looking for an experienced Financial Advisor to join their team. The role involves working directly... ...possess a CFP certification and a proven track record in financial services. This position offers competitive compensation based on...Senior
Ritholtz Wealth
New York, NY3 days ago $250k
...A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial... ...with at least 7 years in a client-facing role in the financial services industry. The advisor will develop and manage complex financial...SeniorRitholtz Wealth Management
New York, NY3 days ago- ...A leading financial services firm in the United States is seeking an experienced financial modeler to build advanced valuation models and perform detailed transaction analyses. The ideal candidate will have progressive experience in investment banking or private equity...SeniorRemote work
Crossing Hurdles
New York, NY3 days ago $120k - $150k
...Virtus Investment Partners, Inc seeks a seasoned professional to provide comprehensive wealth management and financial planning services. The role involves partnering with the BDO to enhance client experiences and develop strategies for high-net-worth clients. Candidates...SeniorVirtus Investment Partners
New York, NY1 day ago$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance... ...selling opportunities. Provide integrated financial services advice to these clients including...SeniorAvior Executive Search, Inc
New York, NY1 day ago$88k - $125k
...Azimuth Management and Consulting is expanding its team of Financial Consultants and is seeking a Senior Financial Services Professional to work in a fully remote environment in the United States. This role requires over 5 years of experience in financial services, banking...SeniorRemote workAzimuth Management and Consulting
New York, NY3 days ago$88k - $125k
...Senior Financial Services Professional - Remote We are expanding our team of Financial Consultants in a fully remote environment and are seeking experienced professionals based in the United States who are interested in applying their background in a more flexible, advisory...SeniorRemote workFlexible hoursAzimuth Management and Consulting
New York, NY3 days ago- ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking... ...should have at least eight years of experience in financial services, strong communication skills, and relevant certifications. The...Senior
Fifth Third Bank, N.A.
New York, NY3 days ago $310k - $390k
...Top firm seeks a senior associate to join its dynamic Financial Services Practice. The ideal candidate will have 4-6 years of experience in project finance. Experience consisting of "plain vanilla" project financings, tax equity bridge loans, backleverage financings and...SeniorMAP SSG Inc
New York, NY1 day ago$170.5k - $284.1k
...retention and expansion of a book of business. Consults and coordinates on the delivery of... ...Officers to assess client's current financial situation, goals and objectives to determine... ...and sell the full array of financial services distributed by the Company to current and...SeniorTemporary workWork experience placementWilmington Trust
New York, NY2 days ago- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
Professions
New York, NY12 hours ago - A financial services firm in New York is seeking a Senior Accountant / Senior Finance Associate to oversee accounting operations and ensure data accuracy. The role requires a CPA and 1-3 years of experience in financial services. Responsibilities include supporting audits...Senior
- ...Senior Consultant - Trade Finance Sanctions and Controls Risk (SME) Job Number: 26-00160 Help drive change! ECLARO is looking... ...and innovation in the industry by offering top-notch financial products and services for a wide-range of clients worldwide. If you're up to...SeniorWorldwide
Eclaro
New York, NY4 days ago - ...Senior Wealth Advisor SAFE Act - Brooklyn Working at Citi is far more than just a job... ...advice, counsel and/or facilitating services to others in area of specialization. Work... ...PWM and Retail bank through the use of financial planning and excellent discovery and profiling...SeniorWork at office
Citigroup Inc
Brooklyn, NY6 days ago $18.83 - $29.28 per hour
...Position Title Senior Financial Center Associate - Floater Location New York, NY 10018 Job Summary Assists Financial... ...monthly FC reports, monthly audits, etc. ~ Provides ongoing servicing relationship with clients and responds to inquiries and...SeniorLocal areaFlagstar Bank
New York, NY1 day ago$110k
...Contingency) Job #47878 Salary: $110,000 Job Overview - Senior Financial Reporting Associate (BDC) Compensation: $110,000 - $125,000... ...investor communications while coordinating with auditors and service providers to support audits, controls, and compliance....SeniorPermanent employmentMonday to FridayAtlantic Group
New York, NY3 days ago- ...Senior Wealth Advisor Safe Act - Uptown Manhattan Discover your... ...will offer comprehensive financial and investment advice to our... ...Insurance Specialists, Portfolio Consultants and Home Lending Officers.... ...proactive, successful sales and service role in the financial services...SeniorWork at office
Citi
New York, NY1 day ago $115k - $125k
...Vestwell is the financial technology company powering the new savings economy. Our platform... ..., and partner cross-functionally with senior leaders, particularly within the Sales &... ...Startup, FinTech, Tech, and/or Financial Services experience would be helpful. This...SeniorWork at officeLocal areaVestwell
New York, NY12 hours ago- ...Senior Associate, Corporate Finance Analytics Corporate Finance Analytics ("CFA") is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and... ...and its dynamics within the financial services industry, achieve a solid...SeniorVisa sponsorship
Chase
Jersey City, NJ1 day ago $136.8k - $198.38k
...the idea that transforming financial lives starts by giving our people... ...in good standing. The Senior Private Wealth Advisor,... ...-in-class client experience servicing needs related to client onboarding... ...delivering effective client consultations – always composed,...Senior16 hoursTemporary workPart timeWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hoursEmpower
New York, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Presales Consultant, Financial Services. Be the first to apply!
- senior wealth advisor New York, NY
- morgan stanley financial advisor New York, NY
- finance associate New York, NY
- financial advisor New York, NY
- private wealth advisor New York, NY
- patient financial counselor New York, NY
- estate planning consultant New York, NY
- financial planning assistant New York, NY
- finance operations associate New York, NY
- associate corporate finance New York, NY