Financial Institution Global Technical Expert

Location of Job: 
San Francisco, CA - United States
15 Jul 2019
12 Aug 2019
About the organization: is an international nonprofit organization based in Kansas City, Missouri that has positively transformed millions of lives around the world through access to safe water and sanitation. Founded by Gary White and Matt Damon, they have been pioneering market-driven financial solutions to the global water crisis for more than 25 years, giving women hope, children health and communities a future.

OMNI is honored to be retained by to assist with their search for a Financial Institution Global Technical Expert in the Kansas City, MO or San Francisco, CA areas.

About the Job: 

The Financial Institutions Global Technical Expert within the Financial Institutions team is primarily responsible for engaging cross-geographically with country and regional teams and providing quality technical assistance with regard to domestic financial institutions where and as needed. This role will provide technical direction and knowledge to internal stakeholders; as well as providing technical assistance and guidance with external stakeholders within the domestic financial institutions space. This Financial Institutions Expert will gather, synthesize, and provide regional insights into training solutions, collateral needs, and the overall strategic approach to sharing knowledge in support of the field operations team members and the success of their engagement with financial institutions.

Tasks and Responsibilities:

  • Share knowledge, evidence and resources related to financial institutions with regional and country teams.
  • Develop resource development, including technical content, case studies and business cases as appropriate to the region and the stakeholders.
  • Assist country teams in gathering best practices and lessons learned from financial institution implementations.
  • Support country and regional teams in integrating technical capabilities to thoroughly leverage financial institutions partnerships.
  • Manage, implement, administer and coordinate high-quality technical assistance projects that have a strong positive impact on partners.
  • Ensure quality control and results/impact monitoring of technical assistance projects.
  • Contribute to the development and execution of, annual workplans, performance monitoring systems, tools, analyses, and writing of program and research reports.
  • Participate and support the Financial Institutions team and Global Impact department as a thought leader.
  • Support global and regional financial institution relationship building by providing high quality advise, relevant and compelling collateral, and sharing best practices.
  • Actively build credibility among financial institutions and build brand among these financial institutions.
  • Manage, implement, administer and coordinate high-quality technical assistance projects that have a strong positive impact on partners.
  • Identify and recommend innovative ways to attract, inform and build new relationships with regional financial institutions.


  • Bachelor's Degree in industry relevant field required, MBA/MPA preferred.
  • 10 or more years of experience within the financial sector.
  • Experience advising financial institutions in developing countries across a range of institution types and geographies.
  • Financial product development experience.
  • Experience creating tools, materials and resources for financial institution audiences.
  • Exposure to training targeted at financial institution audiences.
  • Ability to prioritize, delegate and direct work including workflow management.
  • Fluency in English and at least one additional language is required. Fluency with Spanish and/or one or more native languages within South/SE Asia and Africa a plus.
  • Strong communication /and interpersonal skills.
  • Proficient skills with Microsoft Office 365
  • Up to 50% domestic and global travel.
How to Apply: 

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North America