Solutions Engineer, Vice President

 Greenwich, CT, United States

Our client is a leading fintech company revolutionizing the alternative investment space with $218 billion in assets under management. Their platform supports wealth management firms, financial institutions, and asset managers in delivering tailored strategies for high-net-worth clients. The company is now launching a new identity management platform to streamline investor onboarding, compliance, and fraud prevention for highly regulated financial institutions.

Role Overview

 The Solutions Engineer will play a key role in the launch and implementation of this identity management platform. This role requires working with clients to design and deploy tailored KYC/KYB solutions, ensuring seamless integration and smooth onboarding. The ideal candidate will provide technical guidance, address challenges, and drive client success throughout the entire process.

Responsibilities

• Lead technical discovery sessions to understand client KYC/KYB workflows and compliance needs.
• Design and deploy customized KYC/KYB solutions within clients' existing systems.
• Assist with integrations, from technical specs to live deployment.
• Troubleshoot technical issues related to KYC/KYB, data, and APIs.
• Stay updated on regulatory changes and advise clients on compliance.
• Lead demos and PoCs to demonstrate the platform's capabilities.
• Collaborate with Product, Engineering, and Client Success teams to integrate client feedback.
• Educate teams and clients on new features, regulatory changes, and best practices.

Qualifications

• Expertise in KYC, KYB, and AML processes and their integration into financial institutions' systems.
• Experience with API/SDK integrations and building custom solutions for regulated industries.
• Strong knowledge of global regulations (e.g., FATF, GDPR, CDD, EDD).
• Proficiency in web technologies (e.g., RESTful APIs, OAuth) and cloud platforms (AWS, Azure).
• Familiarity with security protocols and compliance standards (e.g., encryption, data privacy).
• 10+ years in a client-facing technical role within SaaS/fintech for regulated industries.
• Strong communication skills, able to explain technical concepts to both technical and non-technical stakeholders.
• Experience with financial institutions, fintech, or other regulated sectors.
• Relevant compliance or identity management certifications (e.g., CAMS, CIMP) a plus.
• Familiarity with identity verification vendors (e.g., Persona, Onfido, Trulioo) is a plus.

Benefits

• Salary range: $140,000 to $175,000.
• Competitive compensation package: salary, equity, and performance bonuses.
• Comprehensive benefits: employer-matched retirement, 100% employer-paid dental/vision, telemedicine, virtual mental health, parental leave, and unlimited PTO.

Apply now, Interviews commence 3/18/2025.