Senior Business Consultant (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Business Consultant (Fintech): Acting as the US domain authority for asset management data solutions with an accent on wealth and retail distribution workflows. Focus on bridging business requirements with technical implementation, leading client workshops, and shaping the growth of the US professional services team.
Location: Must be based in the U.S. (Hybrid role)
Salary: $140,000–$185,000 + variable bonus
Company
is a fintech company transforming how global asset managers process, analyze, and leverage their data to drive efficiency and growth.
What you will do
- Act as the primary US market subject matter expert for internal teams and clients.
- Lead client-side workshops to define implementation scope, design, and acceptance criteria.
- Translate complex business requirements across distribution, finance, and compliance into actionable specifications.
- Collaborate with project managers, engineering, and QA to deliver scalable data solutions.
- Mentor colleagues and brief global teams on US-specific market nuances and data structures.
- Triage client feedback and contribute to product roadmap and feature development.
Requirements
- 5+ years of experience with US asset manager data, specifically AUM, flow, and client economic data.
- Deep expertise in wealth and retail distribution (RIAs, wirehouses, broker-dealers).
- Strong data literacy with hands-on experience using SQL and Excel for large dataset analysis.
- Knowledge of MDM concepts, firm hierarchies, and US investment vehicles (ETFs, SMAs, Mutual Funds).
- Ability to influence senior client stakeholders and bridge business and technical functions.
- Must be based in the U.S.
Nice to have
- Experience with SalesConnect, Broadridge, or similar industry data sets.
- Background in AI/ML implementation or BI/reporting solutions.
- Experience with Azure or cloud-based infrastructure.
- Prior work in fintech or for a US asset manager.
Culture & Benefits
- Opportunity to shape a growing professional services operation from the ground up.
- Collaborative, innovation-focused environment within a global fintech.
- Competitive compensation package with variable bonus eligibility.
- Support for professional development and career growth.
- Flexible working options with a hybrid team structure.
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