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Risk Engagement Advisor

Role overview

Qualifications

  • Bachelor’s Degree in Business Administration or related field or equivalent combination of education and experience required
  • Eight (8) years within the financial service industry required
  • Five (5) years professional experience in Corporate/Professional risk management and/or fraud required
  • Five (5) years experience with data analytical tools required

Responsibilities

  • Standardize and commercialize the suite of Enhanced Fraud offerings and processes
  • Identify and pursue new opportunities to enhance the product offering
  • Develop content materials for marketing and advisory programs
  • Manage client pricing and proposals for Enhanced Fraud Services

Key facts

Other skills

  • Communication
  • Collaboration
  • Problem Solving

About the company

Velera logo

Velera

Financial Services

Company details

IndustryFinancial Services

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Job description

Join the People Helping People

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity:

The Risk Engagement Advisor will standardize and commercialize the suite of Enhanced Fraud offerings and processes that provide for sound risk management operations, ensure quality expectations achieved in service and establish client advocacy within the risk division. Responsible for the revenue, operational expense, and margin for the Enhanced Fraud Services line of business. Must achieve annual goals related to the financial performance of these services including oversight of pricing, revenue, and margin. Incumbent will identify and pursue new opportunities to enhance the product offering, continue to ensure it is relevant in the market and client satisfaction is high. This individual will also be responsible to ensuring marketing content, case studies and fraud information is being regularly distributed to clients and internal teams. Incumbent will drive and own these items from conception to deployment. This will include collaborating with other department leaders, others within the organization and clients.

Day in the Life:

  • Lead and support pursuit of new markets, business opportunities, and relationships, including but not limited to, potential new clients, products, technical advances and lines of business.

  • Work directly with key leaders (internal and external) in developing client experiences that align with industry fraud trends and with needed financial institution support related to how we work with EFS clients.

  • Build and execute the annual client experience feedback process for EFS solution. 

  • Support planning and develop content materials for RMAG Advisory program

  • Contribute written collateral (E.g. Articles, blogs, Newsletters, Risk Community, etc.,) for the Risk Organization, Account Management, Corporate Communications and Marketing using industry expertise, experience and intellectual property

  • Development and delivery of formal presentational formats with high level management within organization and senior client management, as well as all levels of personnel, members, clients and vendors. Drive our relationship and sales teams with client conversations and expectations for EFS.

  • Partner with key organizational collaborators and departments to understand their key business and marketing challenges, assess and prioritize opportunities, and work efforts and business impact.

  • Partner with marketing and assist in the evaluation of customer facing collateral and development of ongoing materials as needed to support the continued growth of the Enhanced Fraud Services solution

  • Understand and stay attune to all areas of fraud and risk mitigation.

  • Communicate effectively with senior leadership across multiple channels (organization, clients, vendors).

  • Advocate for both clients and organization resulting in enhanced experiences that focus on supporting our clients needs and their desired service to their members.

  • Manage client pricing and proposals for EFS.  Work with Finance, Billing, Sales and Account Management to ensure we find a balance and achieve goals for the product. 

  • Perform other duties as assigned.

Qualifications:

  • Bachelor’s Degree in Business Administration or related field or equivalent combination of education and experience required. 

  • Eight (8) years within the financial service industry required.

  • Five (5) years professional experience in Corporate/Professional risk management and/or fraud  required.

  • Five (5) years experience with data analytical tools required. 

  • Minimum five (5) years of presentation, engagement, interaction experience including both front line client and executive level engagement preferred. 

  • Project management experience preferred. CFE Certification preferred. 

  • Graphic Design Skills preferred

  • Strong business insight, influencing, client facing skills and deep subject matter expertise in the fraud mitigation, analytics, recovery and payment card industry activity

  • Ability to travel as needed, less than 25%

  

About Velera

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

Pay Equity

$84,900.00 - $108,200.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

  • Competitive wages

  • Medical with telemedicine

  • Dental and Vision

  • Basic and Optional Life Insurance

  • Paid Time Off (PTO)

  • Maternity, Parental, Family Care

  • Community Volunteer Time Off

  • 12 Paid Holidays

  • Company Paid Disability Insurance

  • 401k (with employer match)

  • Health Savings Accounts (HSA) with company provided contributions

  • Flexible Spending Accounts (FSA)

  • Supplemental Insurance

  • Mental Health and Well-being: Employee Assistance Program (EAP)

  • Tuition Reimbursement

  • Wellness program

  • Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@velera.com for assistance.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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