Commercial Solutions Engineer - Asset & Wealth Management

Performativ; England; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

VC backing

Professional development

Top-tier teammates

Leadership growth

Job summary

Performativ is seeking a Solutions Engineer to help win and onboard strategic clients in asset and wealth management. You will partner with sales to uncover client needs, design tailored solutions, and demonstrate how our platform delivers measurable ROI.

Your role spans discovery through onboarding and post-sale adoption. You will collaborate with product, engineering and client success teams to ensure a smooth transition from pre-sales to implementation, while building trust with executives

Qualifications

• Experience in asset and wealth management client contexts.
• Proven ability to lead discovery and translate needs into solutions.
• Strong storytelling and presentation skills for executive audiences.
• Familiarity with SaaS platforms and API-driven integrations.
• Comfort collaborating with sales, product, engineering and client success teams.

Responsibilities

• Partner with sales to understand client goals and priorities in asset & wealth mgmt.
• Lead discovery sessions to uncover pain points in portfolio analytics, reporting and data quality.
• Design and deliver demos, presentations and proofs-of-concept for client use cases.
• Act as trusted advisor to senior stakeholders and articulate ROI and business impact.
• Translate client requirements into actionable solution designs with clear value.
• Support onboarding by configuring dashboards, reports, analytics, and workflows.
• Coordinate with product, engineering and client success for smooth handover.
• Build relationships post-sale to drive adoption and expansion.

Skills

Asset mgmt

Pre-sales

SaaS APIs

C-level storytelling

Cross-functional

Presentation

Job description

As a Solutions Engineer, you will play a central role in helping Performativ win and onboard strategic clients across the asset and wealth management industry. You will partner closely with sales to uncover client needs, design tailored solutions, and demonstrate how our platform drives measurable business value. From first discovery to successful onboarding, you will help clients accelerate time to value through strong industry expertise and a highly consultative approach.

What you’ll do

• Partner with sales on high-value opportunities to understand client goals, challenges, and priorities across asset and wealth management.
• Lead discovery sessions to uncover business pain points related to portfolio analytics, performance measurement, regulatory reporting, and data quality.
• Design and deliver compelling presentations, product demos, and proof-of-concepts tailored to client use cases and decision criteria.
• Act as a trusted advisor during the sales cycle by bringing relevant market knowledge and industry insight to senior stakeholders.
• Translate complex client requirements into solution designs that demonstrate clear ROI and business impact.
• Support new clients during onboarding by helping configure dashboards, reporting structures, analytics, and workflows aligned with their objectives.
• Work closely with product, engineering, and client success teams to ensure a smooth transition from pre-sales to implementation.
• Build strong relationships with customers post-sale to support adoption and identify expansion opportunities.

What we’re looking for

• 5-7 years of experience in asset and wealth management, ideally in a solutions engineering, pre-sales, or client-facing product role.
• Deep expertise in financial and portfolio reporting, including performance measurement, risk metrics, and regulatory disclosures.
• Strong commercial mindset with a proven ability to influence buying decisions and contribute to revenue growth.
• Excellent presentation, communication, and storytelling skills, especially when engaging C-level stakeholders.
• Ability to simplify complex technical and financial concepts into clear, value-driven client conversations.
• Experience working with SaaS platforms and API-driven solutions in financial services.
• Consultative approach with the ability to uncover needs, shape solutions, and build trust with clients.
• Comfort working in a fast-paced, high-growth environment with cross-functional collaboration.

What we can offer you

• Trust and responsibility to shape the future of Performativ’s success in the European market from day 1.
• Join a fast-growing fintech scaleup supported by top-tier VCs.
• Work with intelligent, passionate, and driven professionals with experience from leading institutions (such as Goldman Sachs, McKinsey, BCG, Amazon etc).
• Accelerate your career with opportunities for professional development and leadership.

Join a Team of Fintech heroes!

Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial institutions do business around the world. Working at Performativ means working at a fast-paced tech scaleup with intelligent people who are passionate about their work. We are on a scaling journey beyond all metrics and expectations - and can't wait to have you join us in making a real impact.

We are funded by some of the leading VC funds in the world and expectations are set to be established as a European market leader in a record amount of time.

You can read more about our product at performativ.com

We value passion

At Performativ, we are builders first. We are passionate with ambitious goals and value the time and effort people put into their work. You will be part of the family from day one, and responsible for making your mark and driving forward your vision. Autonomous work is embedded in our culture, and we are committed to ensure you have all the tools and support you need while acknowledging the importance of flexibility.