Hazeltree · 1 day ago
Solutions Consultant
NYC Metro Area
Full-time
Onsite
Senior Level
$110K/yr - $150K/yr
5+ years expHazeltree Fund Services Inc. is a leading provider of integrated treasury management solutions and services for alternative investment fund managers. The Solutions Consultant will work closely with the sales team to demonstrate products and design solutions for clients, acting as a trusted advisor to enhance financial performance through Hazeltree's platform.
FinanceFinancial ServicesHedge Funds
No H1B
Responsibilities
Establish trusting relationships with key decision-makers at hedge funds and private market firms
Understand client business objectives, challenges, and evolving needs to maximize engagement
Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry
Educate prospective clients on best practices and help them fully leverage our solutions
Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements
Provide insights and feedback that directly shape the evolution of our platform and services
Qualification
Required
Bachelor's degree in Finance, Accounting, Business, or a related field
5+ years of experience in solutions consulting, treasury management, or a related role
Experience working with hedge funds, private equity firms, or financial services is highly desirable
Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients
Passion for building rapport and trust with new client relationships
Strong understanding of financial products and investment management dynamics
Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology
Exceptional communication, presentation, and interpersonal skills
Ability to identify challenges, develop solutions, and proactively manage multiple client accounts
Highly organized, self-starter with strong time management skills
Benefits
Competitive salary and performance-based bonuses.
Comprehensive health, dental, and vision insurance plans.
Retirement savings plan with company match.
Opportunities for professional development and career advancement.
A collaborative and supportive work environment.
Company
Hazeltree
HazelTree offers a comprehensive treasury management solution to hedge funds and institutional investors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$32.65MKey Investors
GoogleFINTOP Capital
2024-12-24Series Unknown· $9.96M
2022-08-23Series Unknown· $14M
2012-05-02Seed· $1.2M
Leadership Team
Douglas Trafelet
Chief Commercial Officer
Paul Gallant
Chief Product Officer
Recent News
2025-08-06
Company data provided by crunchbase