Senior Value Engineer - Asset & Wealth Management
Celonis
New York
Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet.
As a Senior Value Engineer specializing in Banking, you are at the forefront of solving business-critical problems for some of the world's largest financial institutions. You will work intimately with strategic enterprise clients to understand their complex objectives—ranging from accelerating Loan Origination and Client Onboarding to optimizing Capital Markets Operations and Regulatory Reporting.
You will build Celonis solutions using the world’s leading Process Intelligence (PI) platform in combination with top AI and ML technology partners. By feeding operational context to AI, you help banks understand the intricate realities of their massive transactional ecosystems. You will prototype these solutions, demonstrate their value to Banking Executives (COOs, CROs, and Heads of Digital Transformation), and ensure successful implementation and value realization to solidify and expand the Celonis footprint across the global financial landscape.
Key Responsibilities:
- AI Discovery & Solutioning: Understand the clients' overarching AI strategies and the distinct challenges inherent to Banking (e.g., fraud detection, credit risk assessment, and automating KYC/AML). Translate complex financial workflows into innovative AI solutions that drive measurable ROI.
- Pre- and Post-Sales Execution: Actively drive the customer lifecycle. Lead technical discovery and capability demonstrations during the expansion cycle. Remain deeply involved post-sale to guide implementation, ensuring efficiency and adoption thresholds are met.
- Hackathons & Prototyping: Think creatively to tackle heavily siloed legacy core-banking systems. Leverage cutting-edge AI to rapidly build prototypes in client hackathons, solving pain points across Settlements, Reconciliations, and Payments.
- Agentic Process Transformation: Support enterprise clients in shifting from rule-based automation to autonomous AI agents. Enable "intelligent" banking processes, such as autonomous exception handling in Trade Ops or automated Complaints Management.
- Proof Projects: Execute end-to-end Business-critical Proof-of-Value projects. Architect secure, scalable LLM/agent systems (with RAG and guardrails) that integrate with complex enterprise stacks like SAP Banking, Salesforce FINS, or core-banking ledgers.
- Domain Practitioner Leadership: Serve as a functional subject matter expert for the Banking value chain, scaling knowledge across the organization regarding the nuances of financial operations and transaction lifecycles.
Requirements:
- 5+ years of experience leading technical pre-sales and post-sales engagements specifically within complex Banking or Financial Services environments. This includes building ROI business cases and guiding technical implementations.
- Strong Domain Knowledge: Deep familiarity with the banking value chain, with the ability to translate operational needs into AI use cases across:
- Lending & Onboarding: Loan Origination, KYC/AML, and Banking & Lending.
- Capital Markets: Sales & Trading Ops, Settlements, Reconciliations, and Custody Services.
- Support & Governance: Finance, Risk & Controls, and Regulatory/Transaction Reporting.
- Expertise in Generative AI Techniques: Knowledge of RAG, prompt engineering, and multi-agent orchestration used to build high-impact use cases (e.g., intelligent compliance assistants or automated data extraction from complex trade documentation).
- Technical Fluency: Solid knowledge of Python and common ML/Data libraries (e.g., pandas, LangChain) as well as SQL for handling massive, high-velocity transactional datasets.
- Communication: Strong presentation skills to both internal and external stakeholders, from technical whiteboarding with IT to formal demos for Banking Directors.
- Degree: Bachelor’s Degree required; Master's Degree in Finance, Computer Science, Economics, or Mathematics preferred.
Nice to Have:
- Agentic Systems: Hands-on experience building systems using LLM orchestration and function calling within highly regulated "Data Sovereignty" environments.
- Banking Systems: Familiarity with FSI-specific platforms (e.g., nCino, Guidewire, FIS, Fiserv, or Bloomberg).
- Cloud Platforms: Experience deploying models across major cloud providers (Azure AI, AWS Bedrock, GCP Vertex).
Visa sponsorship is not offered for this role.
What Celonis can offer you:
- Pioneer Innovation: Work with the global leader in Process Mining and the Process Intelligence Graph to shape the future of AI-driven business operations.
- Ownership from Day 1: Every full-time "Celonaut" is an owner, receiving Restricted Stock Units (RSUs) and merit-based refresh grants.
- Unrivaled Family Support: Benefit from our inclusive parental leave policy—24 weeks of fully paid leave for primary carers and 12 weeks for supporting carers, available from your first day of employment.
- Work-Life Integration: Enjoy Unlimited PTO (in applicable regions) and generous PTO globally, as well as a flexible hybrid work model that balances remote focus with vibrant office collaboration.
- Continuous Growth: Elevate your skills through our 70-20-10 learning framework, mentorship programs, and access to a dedicated learning platform.
- Holistic Well-being: Prioritize your health with subsidized Wellhub memberships, mental health counseling, and dedicated "Wellness Weeks" that prioritize work/life balance.
- Drive Sustainability: Participate in annual Impact Days, where you receive paid time off to volunteer for community and environmental causes with your local office, or virtually.
- Global Inclusion & Belonging: Find community through our Inclusion Think Tank and participate in our annual Inclusion Days, ensuring every voice is heard and valued.
- Value-Driven Impact: Join a mission-led organization where our core values—Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future—drive every decision.
About Us:
Celonis is the trusted platform to industrialize Enterprise AI, empowering organizations to analyze, design, and operate AI-driven processes. The Celonis Platform is powered by the Celonis Context Model, which combines process data, business knowledge, and intelligence to create a living digital twin of the enterprise that AI can understand — turning AI’s operational blind spots into operational clarity. Industry-leading companies around the world trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.
Get familiar with the Celonis Process Intelligence Platform by watching this video.
Celonis Inclusion Statement:
At Celonis, we believe our people make us who we are and that “The Best Team Wins”. We know that the best teams are made up of people who bring different perspectives to the table. And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen.
Your Privacy:
Any information you submit to Celonis as part of your application will be processed in accordance with Celonis’ Accessibility and Candidate Notices
By submitting this application, you confirm that you agree to the storing and processing of your personal data by Celonis as described in our Privacy Notice for the Application and Hiring Process.
Use of Artificial Intelligence Tools We rely on an artificial intelligence tool to match the information from your resume to the relevant Celonis job descriptions. This processing is limited to the information provided in your resume or in your candidate profile. The tool produces a match score per candidate for a role, suggests preliminary ranking, and provides recommendations. The tool is only used for support in parts of the job application process, including to facilitate the identification of the relevant Celonis Jobs for candidates and recruiters. All final decisions are made by hiring managers and the Celonis talent acquisition team. Hiring managers and HR specialists use this tool responsibly, are aware of the risk of potential bias, and are equipped to mitigate it.
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