Product Consulting and Technical Client Implementations Advisor

Role overview Lead technical consulting and implementation work for financial institutions adopting or changing a core banking platform. The role spans discovery, solution configuration, data conversion, validation, and go-live readiness, with close coordination across client teams and internal product and engineering groups.

Responsibilities - Direct platform configuration for new implementations, mergers, acquisitions, and other consulting engagements. - Assess clients’ business processes, technical needs, operational workflows, and readiness; translate findings into implementation designs. - Define configuration across platform modules, product settings, security, user access, workflows, integrations, and supporting applications. - Plan and perform conversion checks, including data mapping, transformation, reconciliation, balancing, exception review, and post-conversion validation. - Develop SQL queries, reports, and reconciliation tools to support accurate implementations and reliable data. - Resolve delivery issues with cross-functional teams and improve methods through reusable materials, documented standards, process changes, and automation.

Requirements - At least 8 years supporting core banking implementations, conversions, mergers, acquisitions, or financial technology solutions for financial institutions. - At least 6 years implementing, configuring, or supporting DNA platform features such as modules, workflows, security, or integrations. - At least 6 years leading client-facing implementation work, including discovery, requirements gathering, workshops, testing, readiness, or go-live support. - At least 6 years using SQL, Oracle, data analysis, validation, reconciliation, balancing, or technical troubleshooting in implementation or conversion settings. - Ability to turn business needs into configuration plans and clear technical or operational documentation, and to guide client and cross-functional discussions. - Bachelor’s degree or higher in a relevant field, or an equivalent combination of education and related experience.

Nice to have - Experience with conversion engines, automation frameworks, validation platforms, or banking system integrations. - Background in implementation governance, reusable delivery methods, knowledge management, Lean, Six Sigma, or process improvement.

Benefits and work setup The source lists medical, dental, vision, life, and disability coverage; retirement savings and discounted share programs; tuition support; paid parental and military leave; and professional development. A performance incentive may apply. The stated annual salary range of $120,000–$198,000 applies to New York and New Jersey; ranges elsewhere may differ.