Principal Business Consultant

Teciem; United States; Hybrid; USD 120,000 - 160,000; Full time

Job summary

Teciem is seeking a Principal Business Consultant for Fusion Invest/Sophis to lead data analysis, mapping, and system configuration for client implementations. You will train clients, reinforce learning, and support deployments across financial institutions. Travel to client sites will be required as projects warrant.

This role is client-facing and moderately complex, with senior-level responsibilities. Applicants should have 10+ years in the field, strong project management experience, and

Qualifications

• 10+ years of experience in relevant area, preferably for a financial institution or industry software company.
• Client facing service experience required.
• Software implementation, support, or training experience preferred.
• Experience with project management disciplines.

Responsibilities

• Interact with client to determine project requirements and needs analysis.
• Configure system parameters and controls based on client processes; review with clients and gain acceptance.
• Conduct data analysis and mapping for assigned applications.
• Map data to target application for use by technical resources to develop programs.
• Provide on-site or remote support during client conversions as applicable.
• Test and troubleshoot system configuration and functionality.
• Validate new system input, output, and connectivity.
• Record accurate time spent on project activities.

Skills

Data analysis

Data mapping

System configuration

Client-facing

Travel

Tools

Fusion Invest/Sophis

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.

What will you contribute?

Reporting to the Regional Head of Services, the Principal Business Consultant, Fusion Invest/Sophis is responsible for data analysis and mapping, system configuration, implementation, consultative training and/or reinforcement of training, and implementation support of software applications for new and existing clients. Follow project standards within established timeframes and at defined quality levels, and ensure projects are completed according to schedule and client specifications. This position is client-facing and requires travel to the client site as the project warrants. Work performed is typically moderately complex.

Responsibilities & Deliverables:

• Interact with client, consultatively, to determine project requirements and needs analysis.
• Establish and/or assist client with configuring system parameters and controls based on client’s business practices and processes; recommend best practices; review setup with clients and gain client acceptance.
• Conduct data analysis and mapping activities for assigned applications if applicable.
• Analyze source data files and map data to target application for use by technical resources to develop programs.
• Provide on-site or remote support during client conversions as applicable.
• Establish and/or assist client with establishing system parameters and controls based on client’s business practices and processes, recommend best practices, review setup with clients, and gain client acceptance.
• Conduct data mapping activities for assigned applications if applicable.
• Analyze source data files and map data to target application for use by technical resources to develop programs.
• Test and troubleshoot system configuration and functionality.
• Validate new system input, output, and connectivity.
• Identify, research, and assist in resolving any issues with technical resources.
• Facilitate converted database validation work sessions with clients as applicable.
• Assess and report risks during project and participate in the development and implementation of mitigation plans.
• Communicate project scope, status, and risks to all stakeholders.
• Record accurate and timely accounting of time spent on project related activities.
• Follow established project, departmental, company procedures and quality standards.
• Follow established project management standards.
• Provide activities related to the management of assigned implementation projects to bring the project to a timely close and transition the client appropriately.
• Complete post-implementation tasks in a timely manner.
• Update internal documentation as applicable.
• Provide subject matter expertise to internal staff including, but not limited to, sales, development, support, training, professional services as needed.
• Participate in the development of implementation or training content.
• Conduct software training and/or reinforce prior training to both external clients and internal staff.
• Maintain, enhance, and broaden knowledge and skills of software applications and industry practices.

Required Experience:

Minimum of 10 years of experience in relevant area of expertise, preferably for a financial institution or an industry software company. Client facing service experience required. Software implementation, support, or training experience strongly preferred. Experience with project management disciplines preferred. Experience with Teciem product Fusion Invest/Sophis or similar Asset Management/Annuities products.

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 unique ideas, and be part of a team driven by shared ambition. We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just 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 shape the future with AI, every day AI isn’t a buzzword here — it’s embedded in how we build, innovate, and deliver. 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.