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Financial Services Subject Matter Expert - Remote

Posted Yesterday

Overview

As a Financial Services Subject Matter Expert, you will play a critical role in driving our go-to-market strategy within the financial services industry, working closely with enterprise account executives to pursue opportunities with major banks and financial institutions.

In Short

  • Serve as a trusted advisor on financial services industry trends.
  • Develop and deliver compelling sales presentations.
  • Conduct market research and competitive analysis.
  • Collaborate with product management and engineering teams.
  • Participate in industry events and conferences.
  • Stay updated on regulatory changes affecting the industry.
  • Provide ongoing training to account executives.

Requirements

  • Bachelor's degree in Finance, Economics, or related field.
  • 5+ years of experience in the financial services industry.
  • Strong consulting background with successful client engagements.
  • Deep understanding of the financial services landscape.
  • Excellent communication and presentation skills.
  • Strong analytical and problem-solving skills.
  • Experience with CRM systems and project management tools.

Benefits

  • 100% employer-paid medical, vision, and dental coverage.
  • 401k Match to help save for the future.
  • Monthly stipend for work productivity.
  • 15 days PTO plus Sick Time Off.
  • Up to 24 weeks of Parental Leave.
  • Paid Volunteer Day to support the community.
  • Access to professional growth and development opportunities.
  • Teleworking options from any registered location in the U.S.
  • Life insurance and disability plans coverage.
  • 12 paid holidays per year.

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