Product Consultant, Technical Client Implementations Advisor

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

📋 Description

• Assist with DNA implementations, conversions, mergers, acquisitions, optimization projects, and professional services for clients in the financial sector.

• Oversee DNA implementation and configuration tasks for new client projects, mergers, acquisitions, and strategic consulting assignments.

• Collaborate with financial institutions to evaluate business processes, operational workflows, technical specifications, implementation readiness, and platform configuration requirements.

• Convert client needs into scalable implementation designs across various DNA modules, product settings, security configurations, user access, workflows, integrations, and support applications.

• Develop and execute strategies for conversion validation, encompassing data mapping, transformation, reconciliation, balancing, quality review, exception analysis, and post-conversion validation.

• Create and maintain SQL queries, validation reports, reconciliation processes, and conversion tools.

• Work in partnership with Product, Development, Technical Services, Conversion Engineering, Operations, and Professional Services teams to address implementation challenges and enhance delivery results.

• Contribute to modernization efforts in implementation through reusable assets, documented standards, process enhancements, automation possibilities, and AI-driven validation methods.

⛳️ Requirements

• A minimum of 8 years of experience in supporting core banking implementations, conversions, mergers, acquisitions, or financial technology solutions for financial institutions.

• At least 6 years of practical experience in implementing, configuring, or supporting DNA functionalities, modules, workflows, security settings, integrations, or related platform capabilities.

• Six or more years of experience leading client-facing implementation tasks, including discovery sessions, solution workshops, requirements gathering, testing support, production readiness, or go-live assistance.

• Over 6 years of experience utilizing Structured Query Language (SQL), Oracle, data analysis, validation, reconciliation, balancing, or technical troubleshooting in implementation or conversion settings.

• At least 6 years of experience in translating business requirements into product configurations, technical implementation designs, operational workflows, or client-ready documentation.

• Proficient in facilitating client discussions, presenting implementation suggestions, documenting risks and decisions, and influencing cross-functional stakeholders through data-driven analysis.

• Bachelor’s Degree or higher in Business, Finance, Information Systems, Computer Science, or a related discipline, or an equivalent combination of education, relevant experience, and/or military service.

• Preferred experience includes DNA Conversion Engine, conversion automation frameworks, validation platforms, or balancing methodologies, which would be beneficial.

• Experience in integrating third-party solutions, ancillary banking systems, or custom applications with core banking platforms is preferred and would be advantageous.

• Preferred experience in developing implementation methodologies, governance frameworks, reusable delivery assets, or knowledge management resources, which would be a plus.

• Lean, Six Sigma, operational excellence, or process improvement experience is preferred as additional desirable qualifications.

• Must currently hold valid and unrestricted U.S. work authorization.

• Candidates requiring sponsorship now or in the future will not be considered.

• Ability to operate a computer and audio equipment is necessary.

🏝️ Benefits

• Fuel Your Life program to promote your physical, financial, social, and emotional health.

• Paid holidays and generous time-off policies.

• Complimentary mental health support available through Employee Assistance Programs.

• Living Proof program to acknowledge your colleagues’ extra efforts with points that can be redeemed for rewards.

• Eight Employee Resource Groups.

• Opportunities for professional growth through training, development, and internal mobility.

• Medical, dental, vision, life, and disability insurance options available from day one.

• Retirement planning offerings including 401k matching and discounted shares through the Employee Stock Purchase Plan.

• Tuition assistance and reimbursement options.

• Paid parental and military leave.

• Annual incentive opportunity, potentially awarded as cash bonuses and equity awards, for eligible associates.