Financial Solutions Consultant

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Identify and cultivate business opportunities with banks, credit unions, fintech companies, insurers, consortium administrators, payment institutions, and other entities within the financial services sector.

• Assist Sales and Pre-Sales teams in qualifying opportunities, gathering requirements, and crafting compelling value propositions.

• Facilitate discovery meetings to comprehend clients' business challenges, regulatory needs, and strategic goals.

• Create models, accelerators, frameworks, and solutions that emphasize Governance, Risk Management, Compliance, Internal Controls, Audit, Vendor Management, and Business Continuity.

• Organize and conduct workshops, demonstrations, executive presentations, and exploratory sessions with clients and prospects.

• Serve as a subject-matter expert in the market during the sales cycle, aiding in demonstrations, proof-of-concept projects, and technical presentations.

• Support implementation consulting teams by helping them to understand business requirements and best practices in the financial services industry.

• Engage in strategic projects, steering the definition of processes, metrics, controls, and functional requirements.

• Assist in initiatives aimed at expanding and enhancing solutions for current clients.

• Contribute to the creation of content for marketing initiatives, webinars, events, articles, case studies, and positioning materials targeted at the financial services sector.

• Keep abreast of trends, regulations, and best practices within the financial services market, sharing insights with internal teams and clients.

• Provide high-value specialized GRC consulting services, including value-chain analysis, risk methodologies, risk and control matrices, key risk indicators, and readiness for establishing the loss database (CADOC 5050).

⛳️ Requirements

• Understanding of financial services processes and the challenges they present.

• Familiarity with Governance, Risk Management, Compliance, Internal Audit, and Internal Controls.

• Knowledge of regulations and standards applicable to the financial services industry, such as BACEN, CMN, CVM, SUSEP, LGPD, and other relevant regulatory requirements.

• Expertise in process management, digital transformation, and continuous improvement methodologies.

• Capability to translate regulatory requirements into actionable processes, controls, and technological solutions.

• Experience with enterprise GRC, BPM, ECM, or similar platforms.

• Postgraduate degree or specialization in Risk Management, Compliance, Corporate Governance, Audit, or Financial Services is a plus.

• Relevant certifications in Risk Management, Compliance, Audit, or Governance are an advantage.

• Intermediate or advanced proficiency in English is a plus.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Comprehensive benefits package, including health and wellness programs.

• Flexible work environment and a collaborative team culture.