Head of Solution Consulting, Core/Finserv

Socure

Head of Solution Consulting responsible for leading technical teams in the financial services sector. Managing client interactions and driving implementation strategies for Socure products.

Posted 7/29/2026full-timeSan Francisco • California, District of Columbia, Florida, New York, Washington • 🇺🇸 United StatesLead💰 $215,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing solution consulting teams within the financial services sector, focusing on strategy development, team performance improvement, and client relationship management. Proficient in risk management solutions, compliance frameworks, and data analytics to drive operational excellence and innovation.

Highest-signal resume keywords

Solution Consulting ManagementRisk Management SolutionsClient Relationship ManagementData Analytics ToolsTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Solution DesignConsultative SellingKPI ManagementPerformance MeasurementTechnical Strategy Development

Soft Skills

Effective CommunicationProblem-SolvingTeam MotivationCross-Functional CollaborationClient Consultation

Certifications & Qualifications

MBACertifications in Risk Management

Industry Keywords

Financial ServicesCompliance FrameworksBusiness ModelsChallenges in Finserv MarketCustomer Engagement

About the role

Key responsibilities & impact

Manage the vision and strategy for the Solution Consulting function for Financial Services Pod
Supervise a team of highly skilled Solution Consultants to improve team performance
Conduct effective After Action Reviews to instill effective team learning habits
Define and oversee consistent adoption of instrumentation and standards across the Solution Consulting team
Partner with Product, Engineering, Sales, and executive leadership to devise short and long term strategies tied to customer implementation and ongoing technical needs
Structure the Finserv Pod team to support Socure’s sales and product goals and initiatives
Communicate effectively up, down, and laterally to ensure alignment of work
Provide purpose, motivation, and direction to members of the Solution Consulting team
Partner with Socure Leadership to recruit and retain top-tier talent
Assist the team in supporting Socure’s largest, most strategic accounts
Own both the long-term technical strategy and the day-to-day operations, including fostering innovation and implementing best practices
Design, implement and maintain Solution Consulting playbooks to streamline operations and measure performance
Solve business problems by turning raw data into actionable insights
Proactively mitigates risk by identifying and controlling internal and external risk factors

Requirements

What you’ll need

Education: Bachelor’s degree in Business, Risk Management, Information Technology, or a related field. MBA or certifications in the domain market are a plus.
Experience: 10+ years of experience in consulting, solution design, or product management within similar field.
Industry Knowledge: Deep understanding of the challenges, regulations, and business models within the finserv market.
Technical Expertise: Familiarity with risk management solutions, compliance frameworks, and data analytics tools used within the specific industry.
Management: Proven track record of building and leading teams to obtain outlined KPIs for solution consulting/engineering selling into financial services markets.
Strong client-facing and communication skills with the ability to simplify complex solutions for both technical and non-technical stakeholders.
Ability to lead workshops, presentations, and client consultations.
Strong problem-solving skills with an innovative approach to solution design.
Excellent consultative selling and client relationship management skills.
Strong technical acumen and the ability to communicate effectively with both product and technical teams.
Proven ability to influence cross-functional teams and manage complex customer engagements.

Benefits

Comp & perks

Offers Equity
Offers Commission