Solution Consultant CRM
FNZ
About this role
A Senior Solution Consultant at FNZ provides subject-matter expertise in private banking and wealth management to shape and articulate platform propositions. The role works with clients to translate business outcomes into platform-aligned solutions and target operating models. It also supports platform adoption through knowledge transfer and by guiding strategic direction across client engagements.
Skills
About FNZ
fnz.comWe provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution
Recent company news
Money MarketingExclusive: FNZ platform assets hit $2.4tn following strategic reset
3 days ago
TipRanksFNZ Emphasizes Diversity and Collaboration on International Women’s Day
4 days ago
Private Banker InternationalFNZ raises $650m from existing institutional shareholders
Nov 13, 2025
Wealth BriefingWho’s Moving Where In Wealth Management? – FNZ, RBC Brewin Dolphin, Rathbones, Chester Rose
1 day ago
Wealth ManagementFNZ Secures $650 Million in New Equity Funding
Nov 13, 2025
About FNZ
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for FNZ.
Salary
$108k – $146k
per year