Role Overview
As a Senior Solutions Consultant, you'll partner with our sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs. You'll enable Europe's top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions.
What You Will Do
You'll own client discovery, conduct solution workshops, develop technical content, accelerate pre-sales, and ensure regulatory compliance.
Why It Might Be a Fit
You'll have the opportunity to think holistically about investment strategy and the broader infrastructure ecosystem, and drive cross-functional collaboration across sales, product, engineering, operations, and banking.
Requirements
- 5 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services
- Experience in investments or investment-related domains
- Excellent verbal and written communication and presentation skills
- A proven track record of owning the technical workstream in complex, multi-stakeholder sales cycles at enterprise or Tier 1 financial institutions
- API-literate and able to credibly engage with client engineering teams on integration approaches and technical requirements
Benefits
- Best-in-class AI tools
- Impact-driven work
- Wellbeing
- Development
- Flexible work environment
- Compensation and equity
- Team celebrations
- Inclusion
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