Solutions Consultant (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Remote within the United States; listed locations include New York, NY, Boston, MA, and Washington, DC. US work authorization is required without employer sponsorship. Travel: 20–40%.
Salary: $192,000–$240,000 OTE annually. A select-location range of $211,000–$264,000 OTE may apply, including the New York City Metro Area.
Company
provides a unified, cloud-native, front-to-back system of record for investment managers, using real-time data and embedded AI to modernize investment management workflows.
What you will do
- Lead technical and functional demonstrations of investment management solutions for prospective clients.
- Act as a product expert for stakeholders across trading, portfolio management, IT, accounting, and compliance.
- Collaborate with sales, product development, and implementation teams from pre-sales through deployment.
- Support RFP and RFI responses and create Statements of Work with internal teams.
- Translate client needs into tailored solutions covering order management, accounting, and reporting.
- Provide product feedback and travel regularly to engage prospects and support sales efforts.
Requirements
- 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or a similar field.
- 5+ years of client-facing experience with enterprise technology solutions in asset or wealth management.
- Deep knowledge of investment management systems, including OMS, PMS, and accounting platforms.
- Understanding of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement.
- Experience with consultative selling, cloud-based solutions, value-based sales, and executive-level presentations.
- Bachelor’s degree in computer science, information systems, engineering, finance, or a related field.
Culture & Benefits
- Collaborative, transparent, high-performing work environment focused on learning and mutual success.
- Unlimited vacation and educational and wellness reimbursements.
- $0-cost employee insurance plans.
- Company stock plan, subject to the applicable agreement.
- Career advancement opportunities and the ability to influence the product.
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