Global Solution Consultant - Sophis

TUS TCMI US LLC; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. This role focuses on consultative presales, solution design, demonstrations, and RFI/RFP management across the Americas to grow business with sophisticated trading and risk management capabilities.

You will collaborate with Sales and cross-functional teams to shape solutions, engage with prospects and customers, and travel across the Americas as needed.

Qualifications

• Typically 3+ years of relevant experience in financial markets technology, banking, asset management.
• Hands-on experience with Sophis and/or Sophis Invest is highly desirable.
• Professional fluency in English; Spanish fluency is strongly preferred for engagement across the Americas.
• Willingness to travel regularly as required to customer and partner engagements.

Responsibilities

• Partner with Sales throughout the full opportunity lifecycle, from initial discovery and qualification through solution definition, demonstrations, workshops, RFI/RFP responses, and deal closure.
• Lead consultative discovery sessions with business, trading, investment, risk, operations, finance, architecture, security, and technology stakeholders to understand the client’s environment and priorities.
• Translate client requirements into a clear and differentiated solution strategy and value proposition.
• Own the end-to-end demonstration strategy, including storyline, use cases, environment readiness, datasets, delivery, questions management, and follow-up for various audiences.
• Prepare and coordinate high-quality RFI/RFP responses that position Teciem’s capabilities against evaluation criteria.
• Develop solution design documentation including architecture, data flows, integrations, and functional coverage.
• Coordinate across Product, Professional Services, Managed Services, Security, Commercial, Support, and partners to ensure coherence and viability.

Skills

Financial markets knowledge

Presales / solution design

Demonstrations / storytelling

RFI/RFP responses

Stakeholder management

Education

Bachelor’s degree in Finance or related field

Tools

Sophis

Sophis Invest

Job description

The Work We Do

Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. We serve banks of every size and geography, offering the right setup for the right need. Our solutions are designed to replace multiple disconnected systems with one complete, front-to-back platform, helping customers to capture trading and business opportunities quickly, clearly and with control. We cover the entire trading lifecycle, ensuring that everything - from execution to position keeping, to risk management - runs smoothly. With decades of experience and one of the largest, most diverse client bases in the industry, we turn deep industry knowledge into software that covers most asset classes, meets complex real-world treasury and capital market's needs, and adapts as markets evolve. Job Description The Work We Do Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. We serve organizations of different sizes and across multiple geographies, providing the right solution for each client’s business and technology needs. Our solutions help financial institutions simplify complex technology landscapes by replacing multiple disconnected systems with integrated, front-to-back platforms. This enables clients to capture trading and investment opportunities faster while maintaining control across the entire lifecycle, from execution and position management to risk, operations, accounting, and reporting. With decades of industry experience and one of the largest and most diverse client bases in our market, Teciem combines deep financial markets expertise with technology that supports multiple asset classes and complex real-world requirements. Our solutions are designed to evolve with our clients as markets, regulations, and technology continue to change.

What Will You Contribute?

The Global Solution Consulting (GSC) team works closely with Teciem’s Sales, Marketing, Product Management, Professional Services, Customer Support, and partner ecosystem to drive business growth through consultative presales, solution design, demonstrations, and RFI/RFP management. Teciem is looking for a customer-focused Solution Consultant with strong financial markets expertise across the buy-side and/or sell-side to support our growth across North and South America. The role will focus primarily on: Sophis, our front-to-back platform supporting sophisticated trading and risk management activities, with particular strength in equity and commodity derivatives. Sophis Invest, our investment management platform supporting asset managers, institutional investors, and insurance organizations across the investment lifecycle. You will work alongside Sales to understand client challenges, shape compelling solutions, and demonstrate how Teciem can deliver measurable business value. You will engage directly with prospects, customers, partners, and internal stakeholders across discovery, opportunity qualification, solution design, demonstrations, RFI/RFP responses, and deal execution. This is a highly visible, client-facing role for someone who combines financial markets expertise, technology understanding, commercial awareness, and strong storytelling skills.

Essential Duties and Responsibilities

• Partner with Sales throughout the full opportunity lifecycle, from initial discovery and qualification through solution definition, demonstrations, workshops, RFI/RFP responses, and deal closure.
• Lead consultative discovery sessions with business, trading, investment, risk, operations, finance, architecture, security, and technology stakeholders to understand the client’s current environment, strategic priorities, constraints, and decision criteria.
• Translate client requirements into a clear and differentiated solution strategy and value proposition.
• Own the end-to-end demonstration strategy, including storyline, use cases, environment readiness, datasets, delivery, question management, and follow-up for business, technical, and executive audiences.
• Prepare and coordinate high-quality RFI/RFP responses that clearly position Teciem’s capabilities against the client’s key business and technical evaluation criteria.
• Develop solution design documentation for internal and client audiences, including application architecture, data flows, integrations, functional coverage, and solution assumptions.
• Coordinate across Product, Professional Services, Managed Services, Security, Commercial, Support, and partners to ensure proposed solutions are coherent, deliverable, supportable, and commercially viable.
• Support regional and global go-to-market campaigns, tailoring messaging, demonstrations, and value propositions to the Americas market.
• Maintain and continuously improve demonstration environments, scripts, datasets, discovery guides, competitive positioning, RFI/RFP content, and reusable solution assets.
• Stay current on product capabilities, roadmap developments, market trends, and competitive differentiators.
• Act as a voice of the Americas market and our clients, providing Product Management with insight into client requirements, market trends, competitive dynamics, and roadmap priorities.
• Help customers and prospects understand the business value and capabilities of Sophis and Sophis Invest through compelling presentations, demonstrations, and workshops.
• Travel across the Americas based on customer, partner, and opportunity requirements.

Knowledge and Skills

Strong understanding of buy-side and/or sell-side financial markets, ideally across front, middle, and back office functions. Knowledge of areas such as OTC and listed equity derivatives, commodities, annuities and insurance investments, asset and fund management, pricing and valuation, position management, P&L, market and counterparty risk, limits, settlement, accounting, and reporting. Good understanding of solution architecture, integrations, APIs, data flows, enterprise deployment models, cloud and SaaS concepts, managed services, non-functional requirements, and implementation dependencies. Excellent consultative discovery skills with the ability to translate business challenges into solution requirements and business value. Strong presentation, demonstration, executive storytelling, and written communication skills. Experience preparing and managing complex RFI/RFP responses. Strong commercial judgment, with the ability to balance customer value, competitive differentiation, solution integrity, delivery feasibility, risk, and deal momentum. Ability to work autonomously, manage competing priorities, and lead virtual cross-functional teams across regions and time zones. Ability to communicate effectively with stakeholders ranging from traders, portfolio managers, risk managers, and operations teams to CIOs, CTOs, and senior executives.

Experience

Typically 3+ years of relevant experience in financial markets technology, banking, asset management, life insurance, consulting, implementation, product management, solution architecture, or solution consulting. Hands-on experience with Sophis and/or Sophis Invest is highly desirable. Experience with comparable capital markets or investment management platforms will also be considered. Experience supporting complex enterprise software sales cycles, including discovery, solution design, demonstrations, fit-gap analysis, RFI/RFP responses, workshops, and executive presentations. Experience working with multiple stakeholders across Sales, Product, Services, Technology, and client organizations. A creative and solutions-oriented mindset, with the ability to develop innovative approaches to complex customer requirements. High levels of autonomy and ownership, with the ability to identify issues early and propose actionable solutions. Comfortable operating in a fast-moving environment with tight deadlines and multiple parallel opportunities. Commitment to applying and continuously improving presales methodologies and processes across the opportunity lifecycle. Excellent written and verbal communication, presentation, and storytelling skills. Professional fluency in English is required; Spanish fluency is strongly preferred for engagement across the Americas. Willingness to travel regularly as required to customer and partner engagements.

Education and Certifications

Bachelor’s degree in Finance, Economics, Mathematics, Engineering, Computer Science, Business, or a related discipline, or equivalent relevant professional experience.

Diverse Minds, Shared Ambition

At Teciem, we believe our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel innovation and help us build better solutions for the financial services industry. We are committed to creating a workplace where everyone feels respected, heard, and empowered to grow. You can bring your whole self to work, contribute your ideas, and be part of a team united by shared ambition. We welcome talent from all backgrounds and encourage applications regardless of gender, race, age, ability, identity, belief, or experience. Together, we are building a culture where diversity is not simply celebrated, but is an essential part of our success. Diverse Minds, Shared Ambition At Teciem, we believe that our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel our innovation and help us build solutions that truly make a difference in the world of financial technology. We’re committed to creating a workplace where everyone feels respected, heard, and empowered to grow. Here, you can bring your whole self to work, contribute your ideas, and be part of a team united by shared ambition. We welcome talent from all backgrounds and encourage applications regardless of gender, race, age, ability, identity, and belief. Together, we’re building a culture where diversity is not simply celebrated - it’s essential to our success.

Purpose - Why we exist

We empower financial institutions to build resilient and future-ready economies, worldwide.

Vision - What the future holds

To lead innovation in treasury and capital markets technology, building on the solid foundations of our mission -critical and industry - defining solutions.

Mission - How we get there

We place our clients' success and ambitions at our core, continuously evolving and innovating our solutions to deliver outstanding business value and real economic impact. You help us simplify Treasury and capital markets can be intricate, but you play a key role in making them easier to navigate. Your ideas and expertise help us transform complicated processes into intuitive, streamlined solutions used by financial institutions worldwide. Every improvement you make creates clarity, efficiency, and real-world impact for our clients. You’ll be part of a team that uses AI to make our products faster, sharper, and more meaningful for the industry. Whether you’re working on smarter automation, data-driven insights, or enhanced user experiences, your contribution fuels the next generation of intelligent financial technology. You’ll be part of a team that uses AI to make our products faster, sharper, and more meaningful for the industry. You grow through collaboration We believe the best outcomes happen when great minds come together. You’ll work alongside talented colleagues across engineering, product, design, and client-facing teams - sharing knowledge, solving problems, and learning constantly. Collaboration isn’t just how we work; it’s how we grow, innovate, and support each other.