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Solutions Consulting Lead - Treasury & Capital Markets

Finastra
Lake Mary, United Statesfull_timeVerifiedPosted 5 Aug 2025

About the role

Who are we?


At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

We are seeking a highly experienced and driven Solutions Consultant Lead to join our dynamic team and support our continued growth across the Americas. This role is pivotal in shaping how prospective and existing clients adopt our Managed Services, Software as a Service (SaaS), and Cloud-based solutions within the Treasury and Capital Markets landscape. The ideal candidate combines deep technical acumen with strong client-facing skills, translating complex business needs into strategic and scalable solutions. As a Solutions Consultant Lead, you will serve as a trusted advisor to financial institutions across the Americas, helping them modernize their operations through cloud-based and managed service offerings. You will collaborate with Sales, Product, Engineering, and Service Delivery teams to craft value-driven solution proposals and demonstrations that reflect a deep understanding of the financial services domain.

The Solutions Consultant Lead is a highly skilled functional and technical domain specialist, often with over 10 to 15 years of experience in financial services, consulting, or enterprise software. Your primary responsibility is to partner with sales teams and the broader ecosystem to understand, identify, and qualify client needs, then design and position tailored solutions that deliver measurable business value. They lead solution discovery workshops, craft compelling demonstrations, and manage the end-to-end engagement process—from initial qualification through to proposal, stakeholder alignment, and contribute with post-sale customer success. Your strategic input will influence go-to-market positioning and shape how our Managed Services and SaaS offerings evolve to meet the region’s demands.

What will you contribute?

You will play a key role in expanding the company’s footprint by articulating how our solutions help clients reduce IT complexity, improve operational resilience, and accelerate time-to-value through our cloud-native infrastructure and managed services platform. In close partnership with Sales, Marketing, Global Services and the Customer Value Team you will develop client-specific narratives,

proposals, and presentations that highlight business outcomes, technical feasibility, and implementation strategies aligned to client goals. You will actively engage in discovery sessions, RFI/RFP responses, solution mapping, and proof-of-value exercises to support the full sales lifecycle.

Your thought leadership will also be essential in representing the company at industry events, supporting analyst engagements, and contributing to strategic initiatives that help differentiate our offerings in an increasingly competitive environment.


Responsibilities & Deliverables:

Your deliverables will include, but are not limited to, the following:

  • Solution Design & Positioning: Craft tailored solutions that address business, operational, and regulatory needs using our cloud and managed service platforms for Treasury and Capital Markets.

  • Pre-Sales Engagements: Lead discovery sessions, product demonstrations, RFP responses, and workshops that clearly communicate the value of SaaS and Managed Services to senior client stakeholders.

  • Value Proposition Development: Translate technical features into business benefits and quantify ROI through cost-benefit analysis and operational impact assessments.

  • Stakeholder Collaboration: Partner cross-functionally with Product, Engineering, and Delivery teams to ensure client requirements are accurately reflected in proposed solutions.

  • Thought Leadership & Enablement: Produce white papers, presentation content, and internal enablement materials to help scale knowledge around cloud, SaaS, and managed service trends in financial services.


Required Experience:

The successful candidate is required to demonstrate:

  • Presentation Excellence: The Solutions Consulting Lead masters the art of delivering compelling, value-led presentations structured around audience relevance, impactful storytelling and clarity of value. The messaging is always tailored to resonate with client priorities, connecti

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Company

Finastra

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