FINANCIAL SERVICES CLIENT PARTNER

The Financial Services Client Partner will have the following responsibilities:

  • “Hunter” mentality to identify and close new business consulting opportunities within financial services industry
  • Perform business development activities i.e. prospecting, networking, solution-selling, & presentations
  • Leverage relationships from own network as well as those of the firms
  • Develop / plan your sales strategy and effectively position the Company’s services
  • Cultivate and develop GTM strategy to sell consulting services
  • Manage multiple, concurrent deal cycles maintaining accurate and timely customer, pipeline, and forecast data
  • Manage a quarterly sales quota
  • Pipeline Management: manage clients through sales cycle, from prospecting / meeting(s) and close stages
  • Establishing and managing the overall client relationship with key decision makers
  • Positioning VR as a Strategic Solution consulting partner and identifying avenues to implement business and technology consulting solutions
  • Work with our “Employees” Solution Partners to jointly develop opportunities, sales proposals
  • Working with account team(s) (account management and project management) to uncover opportunities and drive client satisfaction
  • Contributing to and owning new business development efforts to enhance and broaden the relationship in existing clients, and to create new logos within the vertical
  • The Client Partner should be comfortable in groups / teams and be able to both lead and follow. Must bring top-notch consulting / relationship management skills and a deep appreciation of processes, techniques, systems and solutions

SKILLS AND REQUIREMENTS

  • Must have 3-5 years minimum experience selling into Financial Services Industry (Services or Software)
  • Exceptional presentation skills with the ability to present to all organization levels
  • Proven track record in client relationship management, business development, and sales
  • Ability to work with customers and internal team members to estimate services needs
  • Ability to understand and effectively communicate the benefits and Value of our services
  • A successful track record, year-over-year, selling management consulting services or software platforms which require services sales
  • Familiarity with consultative selling methodologies including the business and technology roadmaps and assessments
  • Bachelor’s degree is required

INDUSTRY

  • Financial Services
  • Software / Services
  • Management Consulting

LOCATION

  • NYC  – 35 West 38th Street, New York, NY 10018
  • NJ – 51 JFK Parkway, 1st Floor West, Short Hills, NJ 07078

SENIOR CLOUD ARCHITECT/SENIOR TECHNICAL CONSULTANT

Consultant will be a part of Vertical Relevance (VR) team that is being engaged to provide support to Amazon Web Services (AWS). As the Senior AWS Cloud Infrastructure Architect, assist the AWS and Client teams with team leadership and by performing the following activities:

  • Develop cloud Center Of Excellence (CoE)
  • Lead the infrastructure work stream for the CoE, responsible for setting up and operating the work stream
  • Define foundational capabilities to build, develop and prioritize backlog, and assist with implementations
  • Document activities and required work stream management tasks
  • Reviewing backlog and recommending priorities of capabilities to build for the infrastructure work stream
  • OU implementing standard AWS Identity Access Management (IAM) roles
  • Review and recommend implementation approach based on existing, documented Customer’s OU hierarchies and IAM security general best practices
  • Provide oversight for implementation and training activities for the OU and IAM security general best practices
  • Provide oversight and design support where applicable for engineering activities
  • User access key management, “jump boxes,” bastion hosts design, and implementation
  • Review existing AWS Key Management Service (AWS KMS) requirements and implementation
  • Recommend new AWS KMS requirements versus leading practices
  • Review existing fault isolation detection (FID) requirements and implementation
  • Recommend general leading practice FID requirements
  • Provide a leading general practice bastion hosts security design
  • Provide an AWS CloudFormation template to implement hosts and security groups
  • Provide hands-on training of AWS CloudFormation template to implement hosts and security groups
  • Shared services design and implementation
  • Provide leading general practice shared service design for Customer high level requirements
  • Infrastructure as code deployment pipeline
  • Provide a framework for infrastructure continuous integration and continuous delivery (CI/CD) design

LOCATION

  • New York City

BUSINESS ANALYST

Vertical Relevance is looking for business analysts who will perform the following tasks:

  • Work within Asset Management, Banking, Capital Markets, Insurance and Wealth Management on areas such as business strategy, business performance and management, risk management, process improvement, business requirements, financial & operational improvement, data and business case analysis
  • Perform current to future state analysis for sales process efficiency, target operating model re-design and operational process improvements
  • Create mappings of the current people, process and technology components of a business, operations or technology
  • Identification, collection, organization and synthesis of large data sets for quantitative, qualitative and risk analysis using Excel and other analytical analysis tools
  • Conduct research on business models, industry trends, perceptions and best practices and support team in understanding and adoption of the best practices
  • Conduct interviews for appropriate findings and documentation of pain points and gaps. Document interviews and prepare deliverables including status reports, critical gaps, pain points and procedures, etc.
  • Synthesis of findings from qualitative and quantitative methods and design of deliverable content (including PowerPoint slides, excel, etc.) to precisely reflect and analyze the findings
  • Work with subject matter experts to develop key findings and recommendations

QUALIFICATIONS

  • Bachelor’s degree in Business, Information Technology or equivalent thereof

LOCATION

  • NY/NJ Metro

CLOUD CONSULTANT

As a Cloud Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, and organization skills needed to drive customer success. 

Responsibilities

  • Assist Senior and Principal cloud consultants in delivering technical engagements with customers.
  • Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”.
  • Consult, plan, design, and implement cloud solutions with customers
    • Build and deploy infrastructure and automate operations for customers
    • Become a deep technical resource that earns our customers trust
    • Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud
    • Innovate on behalf of customers and translate your thoughts into action yielding measurable results.
  • Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend the expansion of capabilities through enhanced and new offerings.
    • Assist with technical briefs that document solutions
    • Assist with reference architecture implementations
  • Support internal and external brand development through thought leadership:
    • Work with Marketing/Alliances to write blog posts
    • Work with Marketing/Alliances to develop internal case studies
  • Travel to client locations and deliver DevOps consulting services when needed.

Qualifications 

  • Professional experience architecting/operating solutions built on AWS
  • Experience in software/technology customer facing experience

Location 

  • Remote 

SENIOR CLOUD CONSULTANT

As a Senior Consultant you will implement technical solutions and often function as the technical lead of customer engagements. Additionally, the Senior Consultant is expected to provide feedback across various areas of the organization including Marketing, Development, Sales teams to identify product improvements. This role requires strong teamwork, communication, and organization skills needed to drive customer success. 

Responsibilities

  • Lead small technical teams in delivering technical engagements with customers.
    • Manage the team’s execution on engagements and ensure quality
    • Escalate engagement problems.
  • Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”.
  • Consult, plan, design, and implement cloud solutions with customers
    • Build and deploy infrastructure and automate operations for customers
    • Become a deep technical resource that earns our customers trust
    • Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud
    • Innovate on behalf of customers and translate your thoughts into action yielding measurable results.
  • Support sales efforts by meeting with customers to understand their current architecture and proposing new well-architected solutions. 
    • Assist in drafting statements of work for implementation of the proposed architecture
    • Assist in providing existing project leads back to the sales team
  • Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real-world implementation challenges and recommend the expansion of capabilities through enhanced and new offerings.
    • Assist with technical briefs that document solutions
    • Assist with reference architecture implementations
  • Support internal and external brand development through thought leadership:
    • Work with Marketing/Alliances to write blog posts
    • Work with Marketing/Alliances to develop internal case studies
  • Travel to client locations and deliver DevOps consulting services when needed.

Qualifications 

  • Professional experience architecting/operating solutions built on AWS
  • Experience in software/technology customer facing experience

Location 

  • Remote 

Send Us a Message


Contact Info


info@verticalrelevance.com

51 JFK Parkway
1st Fl West
Short Hills, NJ 07078

15 West 38th Street
9th Fl
New York, NY 10018