11 Nov
|
Fenergo
|
Ontario
About us At Fenergo, we're not just building software - we're transforming how the world's leading financial institutions fight financial crime. Headquartered in Dublin and trusted by over 100 of the world's top financial institutions, we're on a mission to change the game.
We're more than a global leader in AI-powered client lifecycle management - we're reimagining how financial institutions tackle compliance. From Know Your Customer (KYC) and Anti-Money Laundering (AML) to rapidly evolving regulations, we turn complexity into clarity. Our FinCrime Operating System, powered by agentic AI and intelligent automation, helps financial institutions move faster, act smarter, and stay safer across 120+ countries.
But we don't stop there.
At Fenergo, we believe in a world where financial institutions aren't just compliant - they're confident. Where technology doesn't just meet regulations - it stays ahead of them. Our mission is to empower financial institutions to stop financial crime and create a safer world.
Every product we build, every innovation we deliver, and every partnership we forge is shaped by that belief. We're tackling some of the toughest challenges in financial technology. From speeding up onboarding to uncovering hidden risks, our work empowers banks to serve their customers with speed, integrity, and peace of mind.
Join us, and be part of a team that’s building smart solutions, solving real problems, and shaping the future - together.
What does this role entail? The PrincipalAdvisorrole is a leadership role that requires an expert-level knowledge of domain,productand deliverymethodologyto guide and successfully implementFenergo's product offering within the client environment. The role requires extensive client engagement to assess and define scope and complexity of aclientsoperating model and formulating designs at both High,Mediumand Low levels.
These domains are typically:
Client Lifecycle Management (CLM) within the financial services industry.
Financial Crime Compliance, including anti-money laundering, anti-terrorist financing, sanctions, anti-bribery and corruption, and fraud.
Credit Risk Assessment
Experience of features to enhance efficiency and capability such as Agentic or specific features as offered in theFenergoPlatform.
Awareness/Knowledge of Tax regulation (FATCA/CRS)
Knowledge of Risk models typically utilisedin the process of KYC
Knowledge of solutions typically utilised byFinancialservices such as Orbis,WorldCheckOne etc
Financial Markets Regulations; and
Environmental and Social Governance (ESG)
The successful candidate will lead by example,
from execution of best practices in project delivery, including SME (Subject Matter Expert) and solutioning support, to resolving functional challenges that will require a solid ability to influence and partner with various internal and external stakeholders.
Practice development responsibilities will include helping develop a culture of cross-team collaboration, informationsharingand mentoring. This will include having oversight in the project portfolio to ensuring all clients realise the value of their investment in Fenergo's products as quickly as possible.
Thesuccessfulcandidate is expected tohave strong commercial acumen and an understanding of the commercial impact at all stages of delivery. The PrincipalAdvisorwill also support client solutions andsales as needed, ensuring best-practice design andidentifyingclient needs for alignment with product strategy.
The ability to travel (domestic and international) to attend on-site client meetings and/or to otherFenergooffices is also required.
YourResponsibilities Communicate effectively with clients and be considered a confident domain and product expert in one or more of the domains listed above
Work with clients to define their operating model with the introduction of FEN-X to their architecture
Challenge clients on requirements to drive outoptimumsolutions and align with industry best practices, theFenergoproduct offering, and the overall implementation strategy
Foresee and elevate issuesin a timely manner, avoiding negative impact on the project success
Provide comprehensive customer demonstrations on Fen-X CLM platform.
Drive internal and external communications aimed at effectively managing stakeholder expectations
Provide support to pre-sales and sales as needed
Practice and leadership Play a supporting role in shaping the direction of the Delivery Organisation.
Support employee development through line management and becoming an SME in multiple parts of theFenergoProduct andregularly deliveringtraining on these areas
Implement efficiencies and improvements that drive consistent, repeatable, successful delivery
Keep up to date with changes in industry and regulatory practices, the product offering and content hub
Support regional change management efforts
Cascade global and regional organisational goals and initiatives to the team
Key Expectations DegreeMinimum of 10 years' industry and domain experience implementing,consultingor managing software projects and working on the vendor side within the financial services industry
Advantage if10 years plus working experience in Transfer Agency and/or Fund Administrationsor KYC terms within Financial Services
Knowledge of the AML regulatory environmentacross the EU27.Additionalknowledge of Luxembourg and UK regulatory environment would be a distinct advantage.
Strong presentation and communication skills
Strong interpersonal/leadership skills – 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
Education Degree in Business/Technology or equivalent
What's in it for you? Healthcare cover with Canada Life
Retirement savings plan
Employee Assistance Programme
Opportunity to earn an annual company bonus
20 days PTO
3 company closure days
Extensive training programs, classroom and online, through 'Fenergo University'
Other competitive company benefits, such as flexible working hours, work from home policy, sports and social committee and much more
Buddy system for all new starters
Opportunity to work on a cutting-edge Fintech Product, using the latest of tools and technologies.
Defined training and role tracking to allow you see and assess your own career development and progress.
Work From Home set-up allowance
Diversity, Equality, and Inclusivity Fenergo is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, where all employees are valued, respected, and can reach their full potential. We do not discriminate based on race, colour, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. Our hiring decisions are based solely on qualifications, merit, and business needs. We believe that a diverse workforce enriches our company culture, fosters innovation, and contributes to our overall success. We strive to provide a fair and supportive environment for all employees, promoting equal opportunities for career development and advancement. We encourage all qualified individuals to apply for employment opportunities and join our team in contributing to a collaborative and inclusive work environment.
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📌 Principal Advisor (Ontario)
🏢 Fenergo
📍 Ontario