Solutions Consultant (Fintech)

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