Senior Solutions Consultant

Clearwater Analytics; London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading financial solutions provider in London is seeking an Asset Management Solutions Consultant to drive new business by addressing client challenges with their operational framework. This role requires a strong background in investment management, exceptional communication skills, and a commitment to operational excellence. Ideal candidates will have a Bachelor's or Master's degree, and over 6 years of experience in relevant fields.

Qualifications

• Proven record of exceeding goals/quotas.
• Relevant experience working in Investment Managers, Wealth Managers or Hedge Funds in FinTech.
• Commitment to agility, continuous learning, improvement, and operational excellence.

Responsibilities

• Act as the ‘trusted advisor’ and resource to internal and external stakeholders.
• Assist in the development of compelling proposals and RFP responses.
• Document solution requirements and client processes to ensure successful implementation.

Skills

Strong data analysis skills

Outstanding verbal and written communication skills

Strong organizational and interpersonal skills

Exceptional problem-solving abilities

Education

Bachelor’s/master’s degree in business, finance, accounting, and/or relevant area of focus

Tools

Microsoft Office

Job description

Job Summary:

The Asset Management Solutions Consultant plays a crucial role in collaborating with prospects and clients to address pain points within their current operational framework. Their primary goal is to secure new business by showcasing how the Clearwater solutions effectively resolve issues and enhances the overall value of their operations. As an integral member of the sales team, the Solutions Consultant serves as a subject matter expert on the Clearwater Solutions, harnessing their profound expertise in Order and Execution Management, Compliance, Portfolio Construction / Management, Accounting & Risk to support clients.

Responsibilities:

• In this role you will act as the ‘trusted advisor’ and a consultative resource to both internal (e.g., Sales, Product, Account Management, etc.) and external stakeholders, assisting in driving new business from prospective and existing customer accounts, as well as meeting and/or exceeding all sales quotas to achieve revenue goals.
• Subject matter expert and consultative resource during the sales process, assist in discovery and the sales strategy to effectively communicate and demonstrate the value proposition.
• Assist in the development of compelling proposals and RFP responses.
• Document solution requirements and prospect / client processes to ensure successful implementation and customer success.
• Provide relevant product and market feedback to Clearwater’s product management, development, global delivery, and client services teams.
• As a subject matter expert and consultative resource during the sales process, assist in discovery and the sales strategy to effectively discuss and demonstrate the value proposition.
• Additionally, the role is a liaison to several key stakeholders within the organization outside of Sales which include Onboarding,Marketing,Partnerships, andProduct.
• Leverage relevant business experience to both mentor and collaborate with the global team.

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Required Skills:

• Proven record of exceeding goals/quotas.
• Relevant experience working in Investment Managers, Wealth Managers or Hedge Funds in FinTech.
• Commitment to agility, continuous learning, improvement, and operational excellence.
• Strong data analysis skills.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Education and Experience:

• Bachelor’s/master’s degree in business, finance, accounting, and/or relevant area of focus.
• 6+ years of relevant experience.