Principal Advisor

Fenergo

. Guide and successfully implement Fenergo’s AI-powered client lifecycle management and financial crime compliance products within client environments .

Posted 11/10/2026full-timeNew York City • New York • United StatesLead💰 $174,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in implementing AI-powered client lifecycle management solutions within financial services, with a strong focus on regulatory compliance and project delivery best practices. Capable of engaging with clients to define operating models and drive optimal solutions aligned with industry standards.

Highest-signal resume keywords

Client Lifecycle Management ImplementationFinancial Crime Compliance ExpertiseAML Regulatory KnowledgeProject Delivery Best PracticesTransfer Agency Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Software Project ManagementDesign Solutions DevelopmentOperating Model DefinitionRegulatory Compliance KnowledgeClient Engagement Strategies

Soft Skills

Strong Presentation SkillsExcellent Communication SkillsInterpersonal Leadership SkillsEffective Listening SkillsOrganizational Skills

Tools & Technologies

FEN-X CLM Platform

Industry Keywords

Financial ServicesKYCAMLEU27 Regulatory EnvironmentLuxembourg Regulatory EnvironmentUK Regulatory Environment

About the role

Key responsibilities & impact

Guide and successfully implement Fenergo’s AI-powered client lifecycle management and financial crime compliance products within client environments
Engage extensively with clients to assess and define operating-model scope and complexity
Formulate high-, medium-, and low-level designs
Provide subject-matter expertise and solutioning support
Resolve functional challenges and influence internal and external stakeholders
Lead project-delivery best practices
Oversee the project portfolio to help clients realise product value quickly
Develop cross-team collaboration, information sharing, and mentoring practices
Support client solutions, pre-sales, and sales
Ensure best-practice design and align client needs with product strategy
Define client operating models when introducing FEN-X into client architectures
Challenge requirements to drive optimal solutions aligned with industry best practices and implementation strategy
Foresee and escalate project issues
Provide comprehensive demonstrations of the FEN-X CLM platform
Shape Delivery Organisation direction and support employee development through line management, SME work, and training
Implement repeatable delivery efficiencies and improvements
Monitor industry, regulatory, product, and content-hub changes
Support regional change management and cascade organisational goals to teams

Requirements

What you’ll need

Degree in Business/Technology or equivalent
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 and 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
Ability to travel domestically and internationally to attend on-site client meetings and/or other Fenergo offices

Benefits

Comp & perks

Comprehensive Medical, Dental, and Vision coverage provided through Cigna
Access to Cobra Coverage
Employee Assistance Programme available via Cigna
401k retirement savings plan
Life, Accident, and Disability Cover offered through Cigna
Participation in a Savings and Transformation Scheme
Opportunity to earn an annual company bonus based on performance
Generous 20 days of Paid Time Off (PTO) annually
3 company closure days for designated holidays
Access to extensive training programs, including both classroom and online options through 'Fenergo University'
Implementation of a Buddy system for all new starters to provide guidance and support
Opportunity to work on a cutting-edge Fintech product, utilizing the latest tools and technologies
Defined training and role tracking to monitor and support your career development and progress
Complimentary lunches provided in the office
Work From Home set-up allowance
Salary up to $174,000 PA + performance related incentives