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.
$121k - $159k
...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- ...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
- Braze is seeking a hands-on Team Lead, Solutions Consulting to build and lead a Solutions Consultants team for the Financial Services vertical in the Americas. You will mentor ICs, manage deals end-to-end, and partner with Sales, Marketing, Security, and Product to drive...SuggestedWork at office
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...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$58.7k - $67.2k
The Charles Schwab Corporation in Austin is hiring a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone, listening actively and resolving complex needs with care. Starting pay ranges from $58,700 to $67,200 with...Flexible hours- ...looking for: A seasoned financial planning professional... ...their business or a team An experienced financial... ...a prestigious brand, leading‑edge digital capabilities... ..., retirement solutions, and estate planning.... ...resources to modernize your service delivery. A collegial...
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...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- ...talent for a confidential Senior Financial Advisor opportunity focused... ...planning and investment solutions. The opportunity offers access... ...‑high‑net‑worth clients Lead business development initiatives... ...planning, and client service teams to ensure a high‑quality client...
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$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$54.1k
...and your drive to make a difference. Our service team plays a vital role in guiding clients... ...your eagerness to learn and grow. As a Financial Services Representative, you'll be the... ...communication, proactive education, and thoughtful solutions. We'll support your growth from day...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$19.5 per hour
Financial Services Consultant- Teller / Personal Banker (Part Time) Job Type: Part Time Exemption Type... ...financial needs, and recommend valuable solutions to improve their financial well-being... ...work independently and as part of a team, with the flexibility to adapt to...Hourly payFull timePart timeWork experience placementWork at office$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- ...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...Work at officeImmediate start
- LPL Financial is seeking a Senior Financial Planner to support advisors in all aspects of financial plan design and analysis within the Paraplanning Services team. The role involves presenting plans to clients and collaborating with advisors to tailor strategies that meet...
- ...ingredients you need at LPL Financial to shape your success while helping... ...who provide investment solutions to mass affluent investors virtually... ...120,000 clients. This is a team-based call center environment... ...success driven with a client service attitude and the ability to...Work experience placementWork at officeImmediate startWork from home
- ## 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
- A financial services institution in Austin, Texas seeks an entry-level Financial Services Consultant to provide exemplary service to members. Responsibilities include processing transactions... ...financial needs, and recommending solutions to enhance members' well-being....Full time
$19.25 per hour
...Amount: $19.25 hourly minimum As a Financial Services Consultant, your role will be a combination of both... ...needs and recommending valuable solutions. Your support of a sales and service... ...responsibilities to include buy/sell cash to/from team members, load/balance ATM/CDM/CRM,...Hourly payFull timePart timeWork experience placement$70.9k - $118.2k
...meets innovation? At LPL Financial, we empower... ...who provide investment solutions to mass affluent investors... ...00 clients. This is a team-based call center environment... ...driven with a client service attitude and the... ...guidance. As the nation’s leading independent broker-...Work at officeImmediate startWork from home- ...an expense and corporate card solution that eliminates the hassles... ...bring on an Enterprise Solutions Consultant, Expense who will continue to... ..., Support and Operations teams, all the way up to our C-Suite... ...Implementation Manager or Professional Services Consultant position within a...
$25k
...commitment extends beyond financial planning into the heart... ...into financial services. You’ll be surrounded by a team that’s walked the same path... ...personalized insurance solutions and financial planning.... ...Responsibilities: Client Consultation: Engage with clients to...InternshipWork at officeVisa sponsorshipFlexible hours
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