Product Consulting and Technical Client Implementations Advisor

Reposted Yesterday
Be an Early Applicant
Hiring Remotely in New York, NY, USA
In-Office or Remote
120K-198K Annually
Mid level
eCommerce • Fintech • Information Technology • Payments • Financial Services
At Fiserv, we aspire to move money and information in a way that moves the world.
The Role
Supports client lending implementations for DNA core processing and professional services engagements. Configures workflows and system settings, evaluates conversion readiness, maps transactions to the general ledger, tests functionality, supports training and client testing, troubleshoots implementation issues, and helps maintain data integrity during pre-conversion activities. The role collaborates with clients, implementation teams, product stakeholders, and third-party interface providers, requiring frequent travel and on-site work.
Summary Generated by Built In

Calling all innovators - find your future at Fiserv.

We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Product Consulting and Technical Client Implementations Advisor

About your role:

As a Product Consulting and Technical Client Implementations Advisor, you will support DNA implementations, conversions, mergers, acquisitions, optimization engagements, and professional services initiatives for financial institution clients. You will partner with clients, implementation teams, conversion specialists, product teams, development teams, and executive stakeholders to configure solutions, validate outcomes, improve delivery processes, and support successful platform adoption.


What you'll do:

  • Lead DNA implementation and configuration activities for new client implementations, mergers, acquisitions, and strategic consulting engagements.
  • Consult with financial institutions to assess business processes, operational workflows, technical requirements, implementation readiness, and platform configuration needs.
  • Translate client requirements into scalable implementation designs across DNA modules, product parameters, security settings, user access, workflows, integrations, and supporting applications.
  • Design and execute conversion validation strategies, including data mapping, transformation, reconciliation, balancing, quality review, exception analysis, and post-conversion validation.
  • Build and maintain Structured Query Language (SQL) queries, validation reports, reconciliation processes, and conversion utilities to support implementation accuracy and data integrity.
  • Partner with Product, Development, Technical Services, Conversion Engineering, Operations, and Professional Services teams to resolve implementation issues and improve delivery outcomes.
  • Contribute to implementation modernization through reusable assets, documented standards, process improvements, automation opportunities, and artificial intelligence-enabled validation approaches.
  • Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.

Experience you'll need to have:

  • 8+ years of experience supporting core banking implementations, conversions, mergers, acquisitions, or financial technology solutions for financial institutions.
  • 6+ years of hands-on experience implementing, configuring, or supporting DNA functionality, modules, workflows, security settings, integrations, or related platform capabilities.
  • 6+ years of experience leading client-facing implementation activities, including discovery sessions, solution workshops, requirements gathering, testing support, production readiness, or go-live support.
  • 6+ years of experience using Structured Query Language (SQL), Oracle, data analysis, validation, reconciliation, balancing, or technical troubleshooting in implementation or conversion environments.
  • 6+ years of experience translating business requirements into product configuration, technical implementation designs, operational workflows, or client-ready documentation.
  • Ability to facilitate client discussions, present implementation recommendations, document risks and decisions, and influence cross-functional stakeholders through data-supported analysis.
  • Bachelor’s Degree or higher in Business, Finance, Information Systems, Computer Science, or a related field, or equivalent combination of education, related experience and/or military experience.

Experience that would be great to have:

  • Experience with DNA Conversion Engine, conversion automation frameworks, validation platforms, or balancing methodologies.
  • Experience integrating third-party solutions, ancillary banking systems, or custom applications with core banking platforms.
  • Experience creating implementation methodologies, governance frameworks, reusable delivery assets, or knowledge management resources.
  • Lean, Six Sigma, operational excellence, or process improvement experience.

How you'll work:

  • This role requires use of a computer and audio equipment.

Sponsorship:

You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.


Benefits at Fiserv:

  • Fuel Your Life program to support your physical, financial, social, and emotional well-being.
  • Paid holidays and generous time away policies.
  • No-cost mental health support through Employee Assistance Programs.
  • Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
  • Eight Employee Resource Groups to foster a collaborative culture and expand your network.
  • Unparalleled professional growth with training, development, and internal mobility opportunities.
  • Medical, dental, vision, life, and disability insurance options available from day one.
  • Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
  • Tuition assistance and reimbursement program.
  • Paid parental and military leave.

Salary Range

$120,000.00 - $198,000.00

These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company’s sole discretion.

Thank you for considering employment with Fiserv.  Please:

  • Apply using your legal name
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

Our commitment to Equal Opportunity:

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. 

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact [email protected]. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.

Note to agencies:

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

Warning about fake job posts:

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

Skills Required

  • 4+ years implementing core banking, lending, or financial services technology solutions in banking, credit union, or professional services environments
  • 4+ years working with DNA core processing, other core implementation platforms, or comparable account processing systems
  • 4+ years supporting client-facing implementation, training, workflow analysis, or conversion activities with internal and external stakeholders
  • Experience using Microsoft Office tools to document requirements, track implementation activities, and communicate project status
  • Experience analyzing business processes, identifying system configuration needs, and recommending measurable solutions to operational issues
  • Experience with lending operations, including consumer lending, commercial lending, mortgage servicing, investor or participation lending, or back-office processing
  • Associate's degree or higher in business, finance, information systems, or a related field, or equivalent education, related experience, or military experience
  • Experience using SQL for data review, validation, or troubleshooting
  • Experience supporting bank or credit union conversion projects
  • Experience assisting clients with business specifications for custom processes
  • Experience with DNA general ledger mapping and financial workflow design

Fiserv Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fiserv and has not been reviewed or approved by Fiserv.

  • Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental, and vision options alongside disability, life, and mental-health support resources. The offering is further reinforced by wellness programming and access to an employee assistance program with counseling.
  • Leave & Time Off Breadth — Time-off support appears broad, including paid holidays, sick time, and policies framed as well-being or recharge time. Parental leave and other leave types such as bereavement are also described as part of the overall package.
  • Retirement Support — Retirement benefits include a 401(k) plan with company matching and, for some legacy populations, access to a defined benefit pension plan. Equity-related programs such as an employee stock purchase plan are also described as available for eligible employees.

Fiserv Insights

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The Company
HQ: Milwaukee, WI
41,000 Employees
Year Founded: 1984

What We Do

Fiserv, Inc. (NYSE: FI) is a leading global provider of payments and financial services technology solutions, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For more information, visit www.fiserv.com.

Why Work With Us

As a global leader in payments and financial technology, we proudly serve clients in more than 100 countries. As one of Fortune® magazine's "World's Most Admired Companies™" 9 of the last 10 years, one of Fast Company’s Most Innovative Companies, and a top scorer on Bloomberg’s Gender-Equality Index, we are committed to innovation and excellence.

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