What does this role entail? The Principal Advisor role is a leadership role that requires an expert-level knowledge of domain, product and delivery methodology to guide and successfully implement Fenergo's product offering within the client environment. The role requires extensive client engagement to assess and define scope and complexity of a clients operating model and formulating designs at both High, Medium and Low levels.
These domains are typically:
- Client Lifecycle Management (CLM) within the financial services industry.
- Financial Crime Compliance, including anti-money laundering, anti-terrorist financing, sanctions, anti-bribery and corruption, and fraud.
- Experience of features to enhance efficiency and capability such as Agentic or specific features as offered in the Fenergo Platform.
- Awareness/Knowledge of Tax regulation (FATCA/CRS)
- Knowledge of Risk models typically utilised in the process of KYC
- Knowledge of solutions typically utilised by Financial services such as Orbis, WorldCheck One etc
- Financial Markets Regulations; and
- Environmental and Social Governance (ESG)
The successful candidate will lead by example, from execution of best practices in project delivery, including SME (Subject Matter Expert) and solutioning support, to resolving functional challenges that will require a strong ability to influence and partner with various internal and external stakeholders.
Practice development responsibilities will include helping develop a culture of cross-team collaboration, information sharing and mentoring. This will include having oversight in the project portfolio to ensuring all clients realise the value of their investment in Fenergo's products as quickly as possible.
The successful candidate is expected to have strong commercial acumen and an understanding of the commercial impact at all stages of delivery. The Principal Advisor will also support client solutions and sales as needed, ensuring best-practice design and identifying client needs for alignment with product strategy.
The ability to travel (domestic and international) to attend on-site client meetings and/or to other Fenergo offices is also required.
RequirementsYour Responsibilities - Communicate effectively with clients and be considered a confident domain and product expert in one or more of the domains listed above
- Work with clients to define their operating model with the introduction of FEN-X to their architecture
- Challenge clients on requirements to drive out optimum solutions and align with industry best practices, the Fenergo product offering, and the overall implementation strategy
- Foresee and escalate issues in a timely manner, avoiding negative impact on the project success
- Provide comprehensive customer demonstrations on Fen-X CLM platform.
- Drive internal and external communications aimed at effectively managing stakeholder expectations
- Provide support to pre-sales and sales as needed
Practice and leadership: - Play a supporting role in shaping the direction of the Delivery Organisation.
- Support employee development through line management and becoming an SME in multiple parts of the Fenergo Product and regularly delivering training on these areas
- Implement efficiencies and improvements that drive consistent, repeatable, successful delivery
- Keep up to date with changes in industry and regulatory practices, the product offering and content hub
- Support regional change management efforts
- Cascade global and regional organisational goals and initiatives to the team
Key Expectations - Degree Minimum of 10 years' industry and domain experience implementing, consulting or managing software projects and working on the vendor side within the financial services industry
- Advantage if 10 years plus working experience in Transfer Agency and/or Fund Administrations or KYC terms within Financial Services
- Knowledge of the AML regulatory environment across the EU27. Additional knowledge of Luxembourg and UK regulatory environment would be a distinct advantage.
- Strong presentation and communication skills
- Strong interpersonal/leadership skills - ability to shape and lead conversations at all levels
- Excellent written and oral communication skills
- Excellent organisation skills
- Effective listening skills
- Experience offering design solutions
Education - Degree in Business/Technology or equivalent
BenefitsWhat's in it for you? - Healthcare cover with Canada Life
- Retirement savings plan
- Employee Assistance Programme
- Opportunity to earn an annual company bonus
- 20 days PTO
- 3 company closure days
- Extensive training programs, classroom and online, through 'Fenergo University'
- Other competitive company benefits, such as flexible working hours, work from home policy, sports and social committee and much more
- Buddy system for all new starters
- Opportunity to work on a cutting-edge Fintech Product, using the latest of tools and technologies.
- Defined training and role tracking to allow you see and assess your own career development and progress.
- Work From Home set-up allowance
