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Fenergo is a global leader in AI-powered client lifecycle management (CLM) and financial crime compliance solutions, trusted by over 100 of the world's top financial institutions. The company's FinCrime Operating System helps banks and financial services firms tackle Know Your Customer (KYC), Anti-Money Laundering (AML), sanctions, and evolving regulatory challenges across 120+ countries.
The Principal Advisor is a leadership role requiring expert-level domain knowledge to guide and implement Fenergo's product offerings within client environments. This is a high-impact position that combines deep technical expertise with strategic client engagement and internal leadership responsibilities.
Key Responsibilities:
- Serve as a confident domain and product expert, communicating effectively with clients on Client Lifecycle Management, Financial Crime Compliance (AML, ATF, sanctions, ABAC, fraud), Credit Risk Assessment, Tax Regulation (FATCA/CRS), KYC risk models, and related financial services solutions
- Lead extensive client engagements to assess and define scope and complexity of client operating models, formulating designs at high, medium, and low levels
- Work with clients to define their operating model with introduction of Fenergo's FEN-X platform to their architecture
- Challenge clients on requirements to drive optimal solutions aligned with industry best practices and Fenergo's product strategy
- Provide comprehensive customer demonstrations on the FEN-X CLM platform
- Foresee and escalate issues in a timely manner to avoid negative project impact
- Drive internal and external communications to manage stakeholder expectations effectively
- Provide support to pre-sales and sales teams as needed
Practice and Leadership:
- Play a supporting role in shaping the direction of the Delivery Organisation
- Support employee development through line management and mentoring; become an SME in multiple product areas and deliver training
- Implement efficiencies and improvements that drive consistent, repeatable successful delivery
- Keep current with industry and regulatory changes, product offerings, and content
- Support regional change management efforts
- Cascade global and regional organizational goals and initiatives to the team
Travel to client sites (domestic and international) and other Fenergo offices is required.
Requirements:
- Minimum degree in Business, Technology, or equivalent
- Minimum 10 years' industry and domain experience implementing, consulting, or managing software projects on the vendor side within financial services
- Advantage if 10+ years' experience in Transfer Agency, Fund Administration, or KYC within Financial Services
- Knowledge of the AML regulatory environment across EU27; additional knowledge of Luxembourg and UK regulatory environments is a distinct advantage
- Strong presentation and communication skills
- Strong interpersonal and leadership skills; ability to shape and lead conversations at all levels
- Excellent written and oral communication skills
- Excellent organization and effective listening skills
- Experience offering design solutions
