Institutional Client Solution & Strategy Strategist

Ebury Partners Uk Ltd; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in the UK is seeking an Institutional Client Solution & Strategy Strategist. This role is pivotal in enhancing their Institutional Solutions business, focusing on treasury management and collaboration with cross-functional teams. The ideal candidate will have experience with treasury products, including FX and cash management solutions. Additional responsibilities include problem-solving for private market participants and defining product strategies, all within a dynamic and supportive culture.

Benefits

Career development and progression

Dedicated Mentorship

Cutting-Edge Technology

Dynamic & Supportive Culture

Generous Benefits Package

Central London Office

Qualifications

• Experience with Treasury products such as FX derivatives, Interest rate derivatives, and cash management.
• Knowledge of financial markets technology stacks.
• Familiar with Fintech Treasury Management Systems.
• Experience with cash management products and solutions.
• Strong understanding of treasury management principles.

Responsibilities

• Discover treasury problems and opportunities for private market participants.
• Define a product vision, strategy, and roadmap.
• Collaborate with internal teams and clients to define requirements.

Skills

Treasury products expertise

Knowledge of financial markets technology stacks

Familiarity with Fintech Treasury Management Systems

Experience with cash management products

Strong understanding of treasury management principles

Job description

Overview

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.

Responsibilities

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 Dealing.

Key focus areas include 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.

Additional responsibilities:

• Review and improve an impressive product suite including Trade Finance with more innovative and cutting edge products.
• Participate in international development opportunities, including attending global Dealing Boot Camps.

Qualifications

• 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.

Benefits & Development

• Career development and progression: Some of our most experienced dealers 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 prioritised.
• 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.