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Fenergo

Principal Advisor

Remote, United States

Salary rang up to $174,000 PA + performance related incentives

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Job details

Pay: Salary rang up to $174,000 PA + performance related incentives
Experience: Advantage if 10 years plus working experience in Transfer Agency and/or Fund Administrations or KYC terms within Financial Services
Posting language: English
Posted: Nov 9, 2026

Original job description

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 Principal Advisor role is a leadership role that requires an expert-level knowledge of domain, product and delivery methodology to guide and successfully implement Fenergo’s product offering within the client environment. The role requires extensive client engagement to assess and define scope and complexity of a clients operating model and formulating designs at both High, Medium and 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 the Fenergo Platform.
Awareness/Knowledge of Tax regulation (FATCA/CRS)
Knowledge of Risk models typically utilised in the process of KYC
Knowledge of solutions typically utilised by Financial services such as Orbis, WorldCheck One 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 strong ability to influence and partner with various internal and external stakeholders. Practice development responsibilities will include helping develop a culture of cross-team collaboration, information sharing and 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.

The successful candidate is expected to have strong commercial acumen and an understanding of the commercial impact at all stages of delivery. The Principal Advisor will also support client solutions and sales as needed, ensuring best-practice design and identifying client needs for alignment with product strategy. The ability to travel (domestic and international) to attend on-site client meetings and/or to other Fenergo offices is also required.

Your Responsibilities

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 out optimum solutions and align with industry best practices, the Fenergo product offering, and the overall implementation strategy
Foresee and escalate issues in 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 the Fenergo Product and regularly delivering training 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

Degree Minimum of 10 years’ industry and domain experience implementing, consulting or managing software projects and working on the vendor side within the financial services industry
Advantage if 10 years plus working experience in Transfer Agency and/or Fund Administrations or KYC terms within Financial Services
Knowledge of the AML regulatory environment across the EU27. Additional knowledge 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

Our promise to you We are striving to become global leaders across financial crime we operate in and as part of that we are a high-performing highly collaborative team that works cross-functionally to accommodate our client’s needs.

Collaboration: Working together to achieve our best
Outcomes: Drive Success in every engagement
Respect: A collective feeling of inclusion and belonging
Excellence: Continuously raising the bar

What’s in it for you?

Comprehensive Medical, Dental, and Vision coverage provided through Cigna
Access to Cobra Coverage
Employee Assistance Programme available via Cigna
401k retirement savings plan
Life, Accident, and Disability Cover offered through Cigna
Participation in a Savings and Transformation Scheme
Opportunity to earn an annual company bonus based on performance
Generous 20 days of Paid Time Off (PTO) annually
3 company closure days for designated holidays
Access to extensive training programs, including both classroom and online options through 'Fenergo University'
Implementation of a Buddy system for all new starters to provide guidance and support
Opportunity to work on a cutting-edge Fintech product, utilizing the latest tools and technologies
Defined training and role tracking to monitor and support your career development and progress
Enjoy complimentary lunches provided in the office
Work From Home set-up allowance to support a comfortable and efficient remote working environment
Salary rang up to $174,000 PA + performance related incentives

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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