GTreasury · 3 months ago
Solutions Consultant, Financial Instruments (Remote, US)
United States
Full-time
Remote
Mid Level
$100K/yr - $100K/yrGTreasury is an established market leader in the SaaS treasury management space, looking for a Solutions Consultant to join their Solutions Delivery team. The role involves designing and analyzing customer requirements for the Financial Instruments module of a Treasury management system, ensuring timely and budget-friendly implementation.
AccountingBankingBusiness IntelligenceEnterprise SoftwareFinancial ExchangesFinancial ServicesFinTechInformation TechnologyPaymentsSoftware
Responsibilities
Lead discovery sessions with clients on their technical requirements and business processes relating to the management of their financial instrument’s portfolio, including debt instruments, derivatives, and investments
Gather and intimately understand full requirements and document the scope of implementation
Articulate design rationale and functional strategy as it directly relates to accomplishing goal
Act as an SME for financial instruments and risk, and train both clients and internal parties on the module and on market best practice
Participate in building and implementation of the solution
Help support & troubleshoot delivered work throughout implementation
Ensure implementation proceeds on-specification and budget
Ensure client expectations are met / exceeded in terms of product set up and services delivered
Tier 2 support for any escalated client issues related to financial instruments
Provide up-selling opportunities and funnel to appropriate channels
Qualification
Required
Proven experience in Treasury, Relationship Banking, or Fintech
Proven track record in project management and implementations – either on behalf of clients or as a business user
Thorough understanding of the market environment for financial instruments and the systems that support such activities
Adept with financial math
A good team player with ability to act on own initiative
Strong interpersonal skills and comfortable dealing with senior managers in client based environments
Ability to quickly identify, analyze, and resolve problems / issues
Able to multi-task, re-prioritize, and adapt to rapidly changing needs and fast paced environments
Strong written and verbal communication skills
Excellent listening, presentation, and consultative skills
Proven organizational, leadership, and interpersonal skills and proven success working directly with clients
Excellent verbal and written communication skills – ability to interface and influence at multiple organizational levels
Bachelor's degree in Business preferred, or equivalent experience
Preferred
Enrollment in CFA, CTP or other professional program a plus
Benefits
Excellent medical, dental and vision insurance options
HSA and FSA options + company HSA contributions
401K matching
100% paid parental leave
15 paid holidays + competitive PTO
100% remote working
Company
GTreasury
GTreasury provides a comprehensive treasury management system (TMS) designed to enhance cash visibility, forecasting, and risk control.
Founded in 1986
201-500 employees
H1B Sponsorship
GTreasury has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$42MKey Investors
Mainsail Partners
2025-10-16Acquired
2017-10-24Series Unknown· $42M
Leadership Team
Renaat Ver Eecke
CEO & Board Member
Recent News
2026-01-11
2026-01-07
Company data provided by crunchbase