Talent.com
Solutions Consultant, Financial Instruments

Solutions Consultant, Financial Instruments

VirtualVocationsChula Vista, California, United States
21 hours ago
Job type
  • Full-time
Job description

A company is looking for a Solutions Consultant, Financial Instruments to join their Solutions Delivery team.

Key Responsibilities

Lead discovery sessions with clients to gather and document technical requirements related to financial instruments

Act as a subject matter expert for financial instruments, providing training and support to clients and internal teams

Ensure successful implementation of solutions, meeting client expectations and project specifications

Required Qualifications

Proven experience in Treasury, Relationship Banking, or Fintech

Demonstrated track record in project management and implementations

Thorough understanding of financial instruments and related market environments

Bachelor's degree in Business preferred, or equivalent experience

Enrollment in CFA, CTP, or other professional programs is a plus

Create a job alert for this search

Financial Consultant • Chula Vista, California, United States

Related jobs
  • Promoted
Leasing Consultant

Leasing Consultant

National Community RenaissanceSan Marcos, CA, US
Full-time
National Community Renaissance (CORE) is seeking a Leasing Consultant to join our existing Property Management team.CORE is one of the nation's largest non-profit affordable housing developers with...Show moreLast updated: 30+ days ago
  • Promoted
Consultant

Consultant

TradeJobsWorkForce92123 San Diego, CA, US
Full-time
Consultant Job Duties : Conducts research to understand how a company functions and ...Show moreLast updated: 30+ days ago
  • Promoted
Remote Financial Analyst - AI Trainer

Remote Financial Analyst - AI Trainer

Data AnnotationEncinitas, California
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 26 days ago
  • Promoted
Financial Analyst II - FP&A

Financial Analyst II - FP&A

Ionis BrandCarlsbad, CA, US
Full-time
Headquartered in Carlsbad, California, and with offices in Boston, Massachusetts, and Dublin, Ireland, Ionis has been at work for more than three decades discovering medical breakthroughs that have...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Edward JonesCarlsbad, CA, US
Full-time
This job posting is anticipated to remain open for 30 days, from 16-Sep-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 30+ days ago
  • Promoted
Finance Analyst, Finance Leadership Development Program

Finance Analyst, Finance Leadership Development Program

QuidelOrthoCarlsbad, CA, US
Full-time +1
QuidelOrtho is seeking a Financial Analyst to be a part of our Finance Leadership Development Program (FLDP).The Finance Leadership Development Program is a 24-month program specifically designed t...Show moreLast updated: 10 days ago
  • Promoted
Leasing Consultant - Block C

Leasing Consultant - Block C

MG PropertiesSan Marcos, CA, US
Full-time
With over 30 years of experience in the acquisition, development, rehabilitation, and management of apartment communities across the Western United States, we are a trusted partner in the property ...Show moreLast updated: 30+ days ago
  • Promoted
Sr. Manager, LSG Digital Finance

Sr. Manager, LSG Digital Finance

Thermo FisherCarlsbad, CA, US
Full-time
Join the team at Thermo Fisher Scientific Inc.Manager, LSG Digital Finance in Carlsbad, and play a groundbreaking role in our commitment to fostering a healthier, cleaner, and safer world.This is a...Show moreLast updated: 10 days ago
SR Financial Analyst / Consultant

SR Financial Analyst / Consultant

Artemis ConsultingSan Diego, California, United States, 92103
Full-time
Artemis Consulting, LLC, established in 2005, is a Woman-Owned Small Business (WOSB) providing professional support services to government clients. Headquartered in San Diego, CA, with employees acr...Show moreLast updated: 30+ days ago
  • Promoted
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data AnnotationEscondido, California
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 26 days ago
  • Promoted
Solution Architect

Solution Architect

TradeJobsWorkForce92130 San Diego, CA, US
Full-time
Solution Architect Job Duties : Responsible for assisting in the establishment of an IT Architect...Show moreLast updated: 30+ days ago
  • Promoted
Financial Auditor

Financial Auditor

TradeJobsWorkForce92130 San Diego, CA, US
Full-time
Financial Auditor Job Duties : Plans financial audits by understanding organization objectives, ...Show moreLast updated: 30+ days ago
Analyst, Financial Systems I

Analyst, Financial Systems I

Patriot Enterprises LLCSan Diego, CA, USA
Full-time
Quick Apply
Patriot Enterprises will provide professional services support to the Department of Navy (DoN), Naval Information Warfare Systems Command (NAVWAR) Project Overmatch (OM) Office.OM is a DoN program ...Show moreLast updated: 30+ days ago
Mid Financial Analyst / Consultant

Mid Financial Analyst / Consultant

Artemis ConsultingSan Diego, California, United States, 92103
Full-time
Artemis Consulting, LLC, established in 2005, is a Woman-Owned Small Business (WOSB) providing professional support services to government clients. Headquartered in San Diego, CA, with employees acr...Show moreLast updated: 30+ days ago
  • Promoted
Remote Finance Director - AI Trainer

Remote Finance Director - AI Trainer

Data AnnotationPoway, California
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 26 days ago
  • Promoted
Business Consultant

Business Consultant

TradeJobsWorkForce92103 San Diego, CA, US
Full-time
Meeting with and advising senior executives throughout the consultation process.Determining business needs and identifying weaknesses. Assessing and analyzing business practices and procedures.Compi...Show moreLast updated: 30+ days ago
  • Promoted
Travel Consultant

Travel Consultant

AAAEncinitas, CA, US
Full-time
Discovering the World- One Member at a Time!.A love of travel attracts many people to the field, but to succeed a Travel Consultant must be passionate about travel and the endless opportunities it ...Show moreLast updated: 30+ days ago
Customer Solutions Consultant

Customer Solutions Consultant

Kenneth Brown AgencyEscondido, CA, US
Full-time
Quick Apply
A Career Change That Works for You—No Experience?.Thinking about making a career move but unsure where to start?.Stepping into something new can feel overwhelming, but that’s where we c...Show moreLast updated: 30+ days ago
  • Promoted
Investment Product Consultant

Investment Product Consultant

LPL FinancialSan Diego, CA, US
Full-time
Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!. Excited to learn more? If so, then this could be the ro...Show moreLast updated: 30+ days ago
  • Promoted
Managing Director, Forensics - Financial Services Resilience Practice Leader

Managing Director, Forensics - Financial Services Resilience Practice Leader

BDO USASan Diego, CA, US
Full-time
Managing Director, Financial Services Operational Resilience.BDO's Resilience practice is a recognized leader in helping organizations anticipate, prepare for, respond to, and recover from disrupti...Show moreLast updated: 30+ days ago