TL;DR

Solutions Consultant (Fintech): Serve as a technical and domain expert in pre-sales for a WealthTech SaaS platform, guiding prospects through discovery, solution design, and evaluation with an accent on advisor workflows, financial data, and complex integrations. Focus on designing API-driven solutions, supporting sales cycles, and collaborating across teams to influence product roadmap and ensure successful pilot outcomes.

Location: United Kingdom

Company

Series A WealthTech startup building API-first infrastructure and data-driven solutions for financial advisors and wealth management firms.

What you will do

Partner with Account Executives to support the full pre-sales lifecycle including discovery, demos, and technical close
Lead technical discovery to understand workflows, data sources, and compliance constraints
Deliver tailored product demonstrations to technical and non-technical stakeholders
Design solutions involving custodians, CRMs, portfolio systems, and third-party integrations
Act as technical subject-matter expert on APIs, data models, security, and platform architecture
Collaborate with Product and Engineering to influence roadmap based on customer feedback

Requirements

Location: United Kingdom
5+ years in Solutions Consultant, Pre-Sales, or Technical Consultant roles
Experience with B2B SaaS platforms, preferably in Fintech or WealthTech
Strong understanding of wealth management concepts and integrations
Ability to translate business requirements into technical solutions
Excellent communication and presentation skills

Nice to have

Experience at Series A–C startups or high-growth SaaS companies
Familiarity with data pipelines, orchestration, or analytics platforms
Exposure to security, compliance, and data privacy in financial services
Experience supporting enterprise or mid-market sales cycles

Culture & Benefits

Opportunity to join a fast-growing Series A WealthTech company
High-impact role with influence on revenue and product direction
Competitive salary, equity, and benefits
Collaborative, transparent, and customer-focused culture