Principal Solutions Consultant - Financial Services Technology

Location: Remote - US / CANADA

Type: Full-time, Permanent

About Cutter

At Cutter Associates, we empower the world’s leading asset managers and asset owners with the intelligence they need to stay ahead. For nearly 30 years, and with a global presence, we’ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. Our global team is known for its deep domain expertise, collaborative spirit, and relentless curiosity. As we expand into new markets and capabilities, now is the perfect time to grow your career with a company that values insight, innovation, and impact.

As we expand our reach and deepen our impact, we’re looking for a Principal Consultant who thrives in dynamic environments, solves complex challenges with creativity, and brings a team-first mindset. If you’re ready to accelerate your career while helping our clients evolve, we’d love to connect.

Why Cutter

At Cutter Associates, we believe people do their best work when they’re trusted, supported, and empowered to thrive - wherever they are.

Established credibility, entrepreneurial spirit – Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm.
Global reach - We partner with leading investment firms across North America, EMEA, and APAC, giving you meaningful exposure and exciting challenges.
Fully remote, fully connected - We’re a remote-first company with a flexible work model and a deeply collaborative culture.
Growth-focused - From client exposure and internal knowledge groups to tailored learning paths, we invest in your development from day one.
Performance-driven, people-first - We offer competitive pay, bonuses, profit sharing, and benefits that support your whole self.
A culture that values people - We take pride in our thoughtful, collaborative, and inclusive environment. We’re a team of individuals who care deeply - about our work, our clients, and each other.

Whether you’re launching your consulting career or bringing decades of experience, Cutter is a place where you can thrive.

Role Overview

We are seeking a Principal Consultant with strong technical expertise in financial services platforms, data management, and modern cloud solutions (e.g., AWS, Azure, Snowflake, SQL, Python). This role blends hands-on technical fluency with client-facing consulting and business development responsibilities. You will shape solutions, author proposals and statements of work, and build lasting client relationships, while carrying accountability for revenue generation and delivery oversight. The ideal candidate has grown from a technical background (engineering, development, or architecture) into consulting, customer success, or relationship management, bringing both credibility with technical teams and influence with executives.

Key Responsibilities

Lead client engagements from opportunity shaping through delivery, ensuring alignment of Cutter’s capabilities with client business objectives.
Drive proposal and statement of work creation, ensuring clear articulation of deliverables, scope, and business value.
Translate complex technical concepts into actionable business strategies for clients.
Partner with practice leads and delivery teams to ensure successful execution and high client satisfaction.
Carry accountability for revenue, including oversight of delivered revenue and origination of new business opportunities.
Cultivate and expand long-term client relationships, acting as a trusted advisor at both executive and operational levels.
Represent Cutter in industry forums, thought leadership events, and client workshops.
Contribute to firm-wide initiatives including mentoring, recruitment, and community engagement.

Core Competencies

Consulting Skills: Deliverable Creation, Planning & Project / Program Management, Analysis & Critical Thinking
Content Knowledge: Operating Model & Subject Matter Expertise, Industry Trends
Interpersonal & Communication Skills: Communication & Presentation, Collaboration & Stakeholder Management, Growth Mindset
Community Contribution: Finances, Participation, and Recruitment
Talent Development: Giving Feedback, Team Management, Mentoring
Business Development: Identifies Opportunities, Communicates Cutter’s Proposition, Supports BD Teams, Account Ownership & Proposition Development

The ideal candidate will have

Strong technical grounding in financial services technology, with fluency in data platforms, integration, and cloud ecosystems (AWS, Azure, Snowflake).
Hands-on skills in SQL, Python, or related scripting/automation for data workflows.
Ability to bridge technical and business audiences, translating complex capabilities into compelling client propositions.
Proven success building client relationships and supporting revenue growth.
Executive presence, business writing skills, and comfort engaging with senior stakeholders.

Benefits at a Glance

Our benefits vary slightly by location but are designed to support your health, financial wellness, and life outside of work. Highlights include:

Competitive salary with annual performance bonus and profit-sharing opportunity
401(k) match (U.S.) or Superannuation contributions (Australia)
A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering
Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia)
Long-term disability and life insurance fully paid by the company (U.S.)
Flexible work model - fully remote with optional access to co-working spaces or offices
Global collaboration and travel opportunities across North America, EMEA, and APAC.

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Principal Solutions Consultant - Financial Services Technology