Solutions Consultant (Fintech)

TL;DR

Solutions Consultant (Fintech): Lead presales execution for enterprise wealth management deals, delivering tailored product demonstrations and solution designs that map platform capabilities to client requirements with an accent on technical advisory and RFP responses. Focus on configuring demo environments, identifying integrations, and collaborating cross-functionally to refine sales playbooks and inform product roadmaps.

New York City, NY, USA. Willingness to travel up to 20–30% for client engagements and industry events.

$150,000 - $180,000 USD (New York)

Company

SaaS platform for wealth management enterprises enabling financial advisors to explain complex investment strategies through compelling presentations; rapid growth recognized in Deloitte’s Technology Fast 50 Canada and Fast 500 North America.

What you will do

• Lead discovery sessions, deliver tailored demos to technical and C-suite audiences, and respond to RFPs/security questionnaires.
• Design solution configurations mapping platform to client needs and validate integration feasibility with Product/Engineering.
• Partner with GTM Strategy and Account Executives to build presales playbooks, demo scripts, and provide field feedback for roadmaps.
• Maintain presales documentation, flag risks in deals, and refine approaches based on win/loss analysis.

Requirements

• 3–5 years in Solutions Consulting, Sales Engineering, or presales, ideally in SaaS/fintech.
• Understanding of wealth management, financial advisory workflows, or institutional investment platforms.
• Strong presentation/communication skills for technical evaluators and C-suite at enterprise firms.
• Hands-on with configuring scenario-based product demos, SaaS architectures, data integrations, and enterprise evaluation processes.
• Collaborative mindset to manage multiple opportunities; reports to Director of GTM Strategy & Solutions.

Culture & Benefits

• Team built on trust, respect, and collaboration to challenge and elevate each other.
• Compensation includes base pay, variable pay, equity, comprehensive benefits, flexible time off, and growth opportunities.
• Pay aligned to market data based on impact, skills, experience, and location.