Technology Business Consultant, Securities Finance

Job Title – Technology Business Consultant, Securities Finance

Location:  Remote in US / Canada

Duration: 12 Months

Job Description Summary

With deep expertise in Securities Finance business processes, and Global One/ Apex collateral products experience the consultant provides client facing functional and technical guidance on the business implications of financial systems and solutions. The role involves defining system scope and objectives aligned with client business strategies, regulatory requirements, and industry best practices, while acting as a trusted advisor to clients throughout the engagement lifecycle.

Job Description                                                                     

General Duties & Responsibilities

·         Works independently or as part of a global consulting team on client facing technology and business consulting engagements to meet specific client and industry requirements

·         Acts as a primary liaison between client stakeholders, operations, and technical teams, ensuring clear communication and alignment throughout project delivery

·         Researches, analyzes, and documents complex client business requirements, regulatory constraints, and system impacts across multiple platforms and applications

·         Defines product and solution scope, objectives, and functional requirements; produces detailed functional specifications and data models for implementation and testing

·         Creates clear, detailed documentation from which technical solutions and system configurations are developed

·         Analyzes industry trends, market practices, vendor solutions, and technology developments to recommend optimal solutions to clients

·         Assesses system impacts, dependencies, and integration considerations across upstream and downstream systems

·         Designs, improves, and optimizes business processes and operational workflows to increase efficiency and address complex client challenges

·         Evaluates available technologies and recommends solutions in collaboration with consulting and delivery teams

·         Defines test strategies and writes test plans and test cases; supports and coordinates system, integration, readiness, and user acceptance testing using client data

·         Influences client decision making regarding priorities, solution design, and vendor or platform selection

·         Acts as a functional workstream lead or sub project lead on complex client engagements; mentors and reviews the work of less experienced consultants

·         Supports client and internal training initiatives, delivering knowledge transfer sessions or classroom training depending on audience and engagement requirements

·         Provides pre sales functional and solution support when required

·         Performs other related duties as assigned