Client Solution & Strategy Specialist (Institutional)

Ebury; Greater London; On-site; GBP 100,000 - 140,000; Full time

Benefits offered by this job

Central London Office

Mentorship

Competitive benefits

Career development

Cutting-edge technology

Supportive culture

International development opportunites

Job summary

Ebury London is seeking an Institutional Client Solution & Strategy Strategist to fuel the growth of our Institutional Solutions business. You will help expand our fastest growing client segment by delivering treasury products and solutions that address complex needs.

Reporting to the MD Institutional, you will define product vision, work with engineering, data, sales, risk and operations, and translate financial requirements into clear roadmaps and user stories for cross-functional teams.

Qualifications

• Experience with Treasury products such as FX derivatives and cash management.
• Knowledge of financial markets technology stacks and fintech treasury systems.
• Experience building roadmaps for teams from uncertainty to clarity.
• Hands-on product leadership and ability to translate financial requirements into specifications.
• Strong communication to broad audiences and stakeholders.
• Comfortable working in a hands-on, roll-up-your-sleeves environment.
• Ability to collaborate with internal teams and clients to define requirements and epics.

Responsibilities

• Discover treasury problems and opportunities for private market participants.
• Solve problems through technology, analytics, product and operations.
• Define product vision, strategy and roadmap; align cross-functional teams.
• Collaborate with Engineering, Data, Sales, Risk, Operations, and Client Portfolio Management.
• Identify high-impact opportunities in FX, Derivatives, Interest income and regional growth.
• Gather requirements and translate into epics and user stories.
• Analyze market and conduct competitor analysis to inform roadmap.
• Develop deep understanding of treasury management workflows.

Skills

Treasury product knowledge

Cross-functional collaboration

Roadmap development

Hands-on product building

Analytical problem solving

Effective communication

Tools

Treasury Management Systems

Job description

London

Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed.

If you're a collaborator who wants to help transform how businesses operate globally, get in touch - we'd love to discuss how Ebury can accelerate your career so you can shape the future.

Ebury London- Office based

We're looking for an Institutional Client Solution & Strategy Strategist to fuel the growth of our Institutional Solutions business. This role is a unique opportunity to have an impact in helping expand Ebury's fastest growing client segment and provide products and solutions to solve their treasury needs. The role reports to the MD Institutional.

What you'll do:

• You will help to discover the biggest treasury problems and opportunities for private market participants like investment funds, LPs, and financing vehicles and their service providers being fund administrators, law firms, and auditors.
• You will solve these problems through technology, analytics, product and operations.
• You will define a product vision, strategy, and roadmap, aligning cross-functional teams and stakeholders towards a common goal.
• You will operate as part of a cross functional team including Engineering, Data, Sales, Risk, Operations and Client Portfolio Management.
• You will identify high impact opportunities in FX, Derivatives, Interest income and regional growth.
• You will collaborate effectively with internal teams and clients & prospective clients to define requirements, epics, and user stories, ensuring alignment and successful product outcomes.
• You will maintain a strong understanding of the market and conduct competitor analysis for product offering, functionality, pricing to inform development of the product roadmap.
• You will develop and maintain a deep understanding of treasury management and legal technology workflows.

What you'll need:

• Experience with Treasury products such as FX derivatives, Interest rate derivatives, and cash management.
• Knowledge of financial markets technology stacks, for example: treasury management, asset management, banks or scale up fintechs.
• Familiar with Fintech Treasury Management Systems.
• Experience with cash management products and solutions such as money market funds, deposit optimisation, and cash pooling.
• Strong understanding of treasury management principles and experience with treasury management solutions.
• Multiple years of product building experience, either product or operations leader in a hands on role.
• Strong individual contributor, willing to get your hands dirty and build product yourself.
• Have built roadmaps for teams finding a path from uncertainty/chaos to clarity.
• Has experience of getting to grips with established systems and processes. And identifying the optimal improvements and the pathway.
• Has experience of building both in-house services and integrating with third party systems.
• Experience in developing and executing product strategies that involve financial systems or regulations.
• Flexible in approach and comfortable taking a hands-on approach and rolling up your sleeves when necessary.
• Enthusiastic about learning new skills to unblock yourself and your team.
• Analytically-minded, can clearly frame problems, articulate hypotheses and solutions, measure them and has used the tools to be able to do this.
• Capable of communicating well to a wide audience.
• Proven ability to translate financial requirements into product specifications.

Why Ebury?

• An impressive product suite including Supplier Payment Finance with more innovative and cutting edge products.
• International development opportunities including attending global Client Portfolio Management Boot Camps.
• Career development and progression: Some of our most experienced client portfolio managers with exceptional FX knowledge move into leadership and coaching positions.
• Dedicated Mentorship: Learn directly from experienced Dealing Managers who are invested in your success.
• Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
• Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
• Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
• Central London Office: A fantastic location with excellent transport links.

About us

Ebury delivers sophisticated, integrated solutions - business accounts, hedging, and financing - on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally.

Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 2000+ Eburians across nearly 70 cities and we're always looking to add to our team.

At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage.

The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.

We believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.

Important Security Notice for Job Applicants:

Important Security Notice for Job Applicants:
Ebury only accepts applications via official Ebury channels. We will only contact you from an @ebury.com domain. Always check the emails you receive from us, and note that we will never request payment for any part of the recruitment process. Stay safe and report suspicious activity.

Notice to Recruitment Agencies and Search Firms:

Ebury does not accept unsolicited resumes, CVs, or candidate profiles from recruitment agencies or search firms without signed written Ebury recruitment terms in place for a specific role. Any unsolicited applications will be considered the sole property of Ebury. Ebury will not be responsible or liable for any placement fees or costs associated with unagreed candidate submissions or subsequent hires.

AI Transparency Statement:

Ebury uses Artificial Intelligence (AI) and automated tools to help streamline certain parts of our recruitment process, however, these tools are strictly for administrative efficiency. All hiring decisions, including application reviews, shortlisting, and final selections are evaluated and conducted by human talent acquisition professionals and hiring managers.