3 часа назад
Senior Solutions Engineer, Enterprise (Fintech)
200 000 - 262 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Solutions Engineer, Enterprise (Fintech): Supporting enterprise wealth-management customers through technical discovery, customized demos, API integration planning, and client onboarding with an accent on consultative enterprise selling and financial-services workflows. Focus on designing integration solutions, coordinating implementations, explaining complex data flows, and translating advisor feedback into scalable product and sales improvements.
Location: United States (Remote); expect 4–6 days of travel per month depending on location.
Base salary: $200,000–$262,000 annually; annual variable compensation: $60,000–$82,000, plus equity.
Company
is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility, efficiency, and quality of financial advice.
What you will do
- Partner with enterprise product and sales leadership to refine the go-to-market strategy.
- Support the full enterprise sales cycle through discovery, technical consultation, customized demos, presentations, and proof-of-concept activities.
- Lead technical implementation and onboarding for new enterprise clients, including requirements gathering, integrations, and handoff coordination.
- Build deep knowledge of the platform, wealth-management technology stacks, use cases, and integration capabilities.
- Capture advisor feedback and contribute insights to product priorities and marketing initiatives.
- Develop competitive intelligence on legacy custodians such as Schwab, Fidelity, and Pershing while improving sales processes and Salesforce records.
Requirements
- 10+ years of experience in sales engineering, solutions consulting, or technical pre-sales, ideally in B2B financial services or wealth management.
- Strong knowledge of the RIA ecosystem, broker-dealer infrastructure, portfolio management workflows, custodial platforms, and compliance requirements.
- Ability to understand and explain complex API integrations, data flows, and backend processes to technical and non-technical audiences.
- Deep understanding of enterprise sales cycles, including discovery, proof of concept, and security reviews.
- Strong communication, ownership, resilience, assurance, and creative problem-solving skills.
- SIE, Series 7, and Series 63 licenses, or the ability to obtain them within 90 days.
Culture & Benefits
- Values centered on kindness, brilliance, humility, ownership, growth, and grit.
- Premium healthcare, dental, and vision insurance plans.
- 401(k) savings plan with a 4% match and immediate vesting.
- 16 weeks of paid parental leave after one year of employment.
- Professional development opportunities, an employee mobility program, and an annual learning and development budget.
- One month of work-from-anywhere access, with a few country exceptions, plus company, financial guidance, fitness, travel, and other benefit programs.
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