Senior Wealth Platform Solutions Consultant

Mat Vin; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Private medical care

Volunteer days

Employee networks

Job summary

Novus is seeking a Senior Specialist, Technical Sales for Wealth Management Services in London. The role involves driving revenue in the UK for SEI Wealth Platform, collaborating with global and UK sales teams, and delivering compelling demonstrations to prospective clients.

You will manage the sales cycle from discovery to contracting, require strong wealth management knowledge, and excel in client-facing presentations with a focus on market-facing engagement.

Qualifications

• Strong understanding of Wealth Management with front-to-back office and investment management requirements.
• Excellent presentation and written communication; comfortable in client-facing roles.
• Excellent organisational and analytical skills; able to manage multiple stakeholders.

Responsibilities

• Participate in technical sales activities related to SEI Wealth Platform in the UK market.
• Collaborate with Global Sales and SWP Solutions teams to identify and convert prospects.
• Demonstrate SEI Wealth Platform capabilities and lead or support Business Discovery engagements.
• Maintain up-to-date knowledge of SEI Wealth Platform services and future roadmap.
• Support RFPs with due diligence and research to ensure timely responses.
• Build relationships with industry consultants and SMEs to strengthen market insight.

Skills

Wealth Management

Presentation skills

Client facing

SEI Wealth Platform

Analytical skills

Education

Degree or equivalent

Job description

Novus is seeking a Senior Specialist, Technical Sales for Wealth Management Services in London. The role involves driving revenue in the UK for SEI Wealth Platform, collaborating with global and UK sales teams, and delivering compelling demonstrations to prospective clients.

You will manage the sales cycle from discovery to contracting, require strong wealth management knowledge, and excel in client-facing presentations with a focus on market-facing engagement.