Financial Solutions Consultant

SoftExpert - Software for Excellence

. Identify and develop business opportunities with banks, credit unions, fintechs, insurers, consortium administrators, payment institutions, and other organizations in the financial services market .

Posted 9/22/2026full-timeRemote • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Governance, Risk Management, and Compliance within the financial services sector, with a strong ability to translate regulatory requirements into effective processes and technology solutions. Proven experience in leading client engagements, developing value propositions, and delivering specialized consulting services.

Highest-signal resume keywords

Governance, Risk Management, ComplianceFinancial Services Industry KnowledgeEnterprise GRC PlatformsRegulatory Requirements FamiliarityPostgraduate Degree in Risk Management or Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk MethodologiesInternal ControlsProcess ManagementDigital TransformationContinuous ImprovementValue-Chain AnalysisRisk and Control MatricesKey Risk IndicatorsLoss Database ReadinessRequirements Gathering

Soft Skills

Client EngagementWorkshop FacilitationPresentation SkillsStrategic ThinkingCollaboration

Tools & Technologies

BPM PlatformsECM PlatformsGRC Platforms

Certifications & Qualifications

Risk Management CertificationCompliance CertificationAudit CertificationGovernance Certification

Industry Keywords

Financial ServicesRegulatory ComplianceInternal AuditVendor ManagementBusiness ContinuityMarket Subject-Matter ExpertTrends MonitoringBest Practices

About the role

Key responsibilities & impact

Identify and develop business opportunities with banks, credit unions, fintechs, insurers, consortium administrators, payment institutions, and other organizations in the financial services market
Support Sales and Pre-Sales teams in opportunity qualification, requirements gathering, and the development of value propositions
Lead discovery meetings to understand clients’ business challenges, regulatory requirements, and strategic objectives
Develop models, accelerators, frameworks, and solutions focused on Governance, Risk Management, Compliance, Internal Controls, Audit, Vendor Management, and Business Continuity
Organize and lead workshops, demonstrations, executive presentations, and discovery sessions with clients and prospects
Act as a market subject-matter expert throughout the sales cycle, supporting demonstrations, proof-of-concept initiatives, and technical presentations
Support implementation consulting teams in understanding business requirements and financial services industry best practices
Participate in strategic projects, guiding the definition of processes, metrics, controls, and functional requirements
Support initiatives to expand and enhance solutions for existing clients
Contribute to content development for marketing campaigns, webinars, events, articles, case studies, and positioning materials for the financial services vertical
Monitor trends, regulations, and best practices in the financial services market, sharing knowledge with internal teams and clients
Deliver high-value specialized GRC consulting services, including value-chain analysis, risk methodologies, risk and control matrices, key risk indicators, and readiness for establishing the loss database (CADOC 5050)

Requirements

What you’ll need

Knowledge of financial services processes and challenges
Knowledge of Governance, Risk Management, Compliance, Internal Audit, and Internal Controls
Familiarity with regulations and standards applicable to the financial services sector, including BACEN, CMN, CVM, SUSEP, LGPD, and other relevant regulatory requirements
Knowledge of process management, digital transformation, and continuous improvement
Ability to translate regulatory requirements into processes, controls, and technology solutions
Experience with enterprise GRC, BPM, ECM, or related platforms
Postgraduate degree or specialization in Risk Management, Compliance, Corporate Governance, Audit, or Financial Services (a plus)
Certifications related to Risk Management, Compliance, Audit, or Governance (a plus)
Intermediate or advanced English proficiency (a plus)