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Celonis

Process intelligence platform for end-to-end efficiency

Senior Value Engineer - Asset & Wealth Management

Pre-Sales Solution Engineering +1Confirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least five years of experience leading technical pre-sales and post-sales engagements in complex Banking or Financial Services environments, including building return-on-investment business cases and guiding technical implementations.
  • Deep familiarity with the banking value chain and the ability to translate operational needs into artificial intelligence use cases across lending and onboarding, including Loan Origination, KYC/AML, and Banking & Lending; capital markets, including Sales & Trading Ops, Settlements, Reconciliations, and Custody Services; and support and governance, including Finance, Risk & Controls, and Regulatory/Transaction Reporting.
  • Knowledge of retrieval-augmented generation, prompt engineering, and multi-agent orchestration for building high-impact use cases such as compliance assistants or automated extraction from complex trade documentation.
  • Solid knowledge of Python and common machine-learning and data libraries such as pandas and LangChain, as well as SQL for handling large, high-velocity transactional datasets.
  • Strong presentation skills for internal and external stakeholders, including technical whiteboarding with IT and formal demonstrations for banking directors.
  • A bachelor's degree is required.

Responsibilities

  • Understand clients' overarching artificial-intelligence strategies and banking-specific challenges, such as fraud detection, credit risk assessment, and automating KYC/AML; translate financial workflows into artificial-intelligence solutions that drive measurable return on investment.
  • Drive the customer lifecycle by leading technical discovery and capability demonstrations during expansion, and remain involved after sale to guide implementation and meet efficiency and adoption thresholds.
  • Build prototypes with artificial intelligence during client hackathons to address challenges across settlements, reconciliations, and payments in siloed legacy core-banking systems.
  • Support enterprise clients in shifting from rule-based automation to autonomous artificial-intelligence agents, enabling processes such as autonomous exception handling in Trade Ops and automated Complaints Management.
  • Execute end-to-end business-critical Proof-of-Value projects; architect secure, scalable large-language-model and agent systems using retrieval-augmented generation and guardrails, integrating them with enterprise systems such as SAP Banking, Salesforce FINS, and core-banking ledgers.
  • Serve as a functional subject-matter expert for the banking value chain and scale organizational knowledge of financial operations and transaction lifecycles.

Desired Qualifications

  • A master's degree in Finance, Computer Science, Economics, or Mathematics.
  • Hands-on experience building agentic systems using large-language-model orchestration and function calling in highly regulated data-sovereignty environments.
  • Familiarity with financial-services-specific platforms such as nCino, Guidewire, FIS, Fiserv, or Bloomberg.
  • Experience deploying models across major cloud providers, including Azure AI, AWS Bedrock, or GCP Vertex.

About the Company

Celonis

Process intelligence platform for end-to-end efficiency

Celonis builds a Process Intelligence platform that creates a digital twin of an organization's end-to-end processes by collecting data from multiple systems to map how work actually flows. Users from different departments can see bottlenecks, inefficiencies, and improvement opportunities in a system-agnostic view, enabling cross-functional collaboration. Its business model charges customers for platform usage and aims to help organizations accelerate digital transformation and achieve cost savings. Its goal is to help organizations streamline operations and realize measurable efficiency gains through data-driven process improvements.

Company size
1,001-5,000
Company stage
Series D
Total funding
$2.4B
Headquarters
Munich, Germany
Founded
2011

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