Members of the Advisory team support the practice by leading various projects, building client relationships, and delivering other value add services to clients. As a member of the team, you’ll work closely with clients and internal subject matter experts to advise clients on important matters, conduct research on key issues, draft client deliverables, and otherwise contribute to successfully meeting client goals and objectives. Team Members must stay up-to-date on key issues, regulations, technology innovation, and general trends across the fintech ecosystem.
Primary Responsibilities
- Work with a variety of clients within the financial services ecosystem (fintechs, banks, investors) to address their most urgent needs.
- Review/research applicable federal and state laws, regulations and apply to clients’ products and services.
- Help develop products through merging client ideas with the banking and regulatory system.
- Help develop compliance and risk management programs, such as drafting compliance related policies and procedures, as well as the implementation of new compliance related processes.
- Participate in new product development, system initiatives, and other projects.
- Help clients with third party relationships and external stakeholders (regulators, auditors, law firms, etc.).
- Assist with firm development and other strategic initiatives.
What we are looking for in a colleague
- Work with a variety of clients within the financial services ecosystem (fintechs, banks, investors) to address their most urgent needs.
- Review/research applicable federal and state laws, regulations and apply to clients’ products and services.
- Help develop products through merging client ideas with the banking and regulatory system.
- Help develop compliance and risk management programs, such as drafting compliance related policies and procedures, as well as the implementation of new compliance related processes.
- Participate in new product development, system initiatives, and other projects.
- Help clients with third party relationships and external stakeholders (regulators, auditors, law firms, etc.).
- Assist with firm development and other strategic initiatives.
Qualifications
- Minimum of 3 years of relevant experience at a consulting firm or financial services company.
- Ability to manage and execute a variety of client deliverables.
- Strong desire to build subject matter expertise in the area of Fintech.