Strategic Solutions Engineer — Asset & Wealth Management

Performativ Aps; England; Sur place; GBP 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

VC backing

Professional development

Top-tier teammates

Leadership growth

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Asset mgmt

Pre-sales

SaaS APIs

C-level storytelling

Cross-functional

Presentation

Description du poste

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