Wealth Management Principal BSG Consultant

Temenos; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial technology company is seeking a talented Business Solutions Consultant to support their fast-growing wealth management line of business. This role involves engaging with C-level clients, delivering impactful product demonstrations, and crafting user journeys to enhance client experiences. The ideal candidate will have experience in wealth management transformation, a solid understanding of financial technologies, and strong communication skills. This position offers the opportunity to make a significant impact in the financial services industry.

Benefits

Maternity leave with phased return

Paid leave for civil partnership or marriage

Paid family care leave

Recharge days for mental and physical well-being

Study leave for personal development

Qualifications

• Experience working in wealth management and financial institutions.
• Ability to act as a trusted partner to C-level stakeholders.
• Interest in the financial services industry and its trends.

Responsibilities

• Support sales as a trusted expert engaging C-level clients.
• Create customer personas and user journeys.
• Work with product engineering to optimize solutions.
• Help clients build transformation roadmaps.
• Support the RFP process and manage bids.
• Act as a brand ambassador in marketing efforts.

Skills

Experience in wealth management transformation projects

Understanding of the Value Chain in Private Banking

Pre-sales and related sales activities

Fluent in English and ideally in French or Italian

Excellent communication skills

Entrepreneurial spirit

Client-facing role experience

Ability to navigate complexity

Job description

ABOUT TEMENOS

Temenos powers a world of banking that creates opportunities for billions of people and businesses everywhere. We have been doing this for over 30 years through the pioneering spirit of our Temenosians who are passionate about making banking better, together.

We serve over 3000 clients from the largest to challengers and community banks in 150+ countries. We collaborate with clients to build new banking services and state‑of‑the‑art customer experiences on our open banking platform, helping them operate more sustainably.

At Temenos, we have an open-minded and inclusive culture, where everyone has the power to create their own destiny and make a positive contribution to the world of banking and society.

THE ROLE

As part of our continuous expansion, we are looking for talented specialists to support one of our fastest growing and most innovative lines of business. Business solutions consultants play a pivotal role in all sales engagements, we rely on their technical know‑how, and ability to take customers on a journey by delivering impactful product demos, POCs or through compelling story telling to help them on their digital transformation journey.

OPPORTUNITIES

• You will be supporting the sales organization as a trusted wealth management expert in engaging at C‑level with new and existing customer in architecting and demonstrating the solutions relevant to their business requirements.
  
• You will be creating customer personas and user journeys to create impact and interest around the wealth solutions offerings.
  
• You will work closely with product engineering and development teams to ensure that our solutions offerings are competitive, compelling and address customer needs.
  
• You will be acting as a functional authority and trusted advisor to help our clients on their transformation journey, listening, challenging, anticipating, and making recommendations by building a transformation roadmap with them.
  
• You will collaborate, partner, and consult with customer stakeholders at all levels to understand their bank's and wealth managers business strategy, challenges, and opportunities and articulating how Temenos can help them achieve their objectives.
  
• You will be supporting the RFP process to ensure that our solutions can be effectively applied to the clients unique business challenge on a global scale.
  
• You will manage Bids and proposals and coordinate between all parties to submit Temenos responses to clients RFPs and RFIs.
  
• You will act as a brand ambassador for Temenos by getting involved in marketing campaigns, public speaking engagements, generating content (blogs, articles, etc.)
  
• You will collaborate with various distributed internal teams to ensure the seamless execution of sales campaigns

SKILLS

• You should have experience in working in wealth management transformation projects, and other financial institutions. Having an understating about the Value Chain in Private banking / Wealth management (Digital, Front -, Middle and Back offices with the relevant Data Connectivity) would be essential.
  
• You should have experience in Pre‑sales and related sales activities.
  
• You should have experience in the following area: Wealth Management
  
• You should have a particular interest in the financial services industry; the trends, challenges, and innovations, particularly on Wealth Management and Private Banking
  
• You should have experience in a client‑facing role acts as a trusted partner to C‑level business and technical stakeholders.
  
• You should be able to navigate complexity and deal with ambiguity.
  
• You should have entrepreneurial spirit and a can‑do approach to problem‑solving.
  
• You should have a global mindset, a team spirit, and a desire to make a real impact.
  
• You should have an appetite for learning and growth.
  
• You should be fluent both in English and ideally in French or Italian languages
  
• You should have excellent communication skills, a careful listener and inspiring speaker

VALUES

• Care about people, impact, and meaningful outcomes.
  
• Commit to excellence, integrity, and innovation.
  
• Collaborate with customers, partners, and colleagues for shared success.
  
• Challenge the status quo to drive bold transformation.

SOME OF OUR BENEFITS include:

• Maternity leave:Transition back with 3 days per week in the first month and 4 days per week in the second month
  
• Civil Partnership:1 week of paid leave if you're getting married. This covers marriages and civil partnerships, including same sex/civil partnership
  
• Family care:4 weeks of paid family care leave
  
• Recharge days:4 days per year to use when you need to physically or mentally needed to recharge
  
• Study leave:2 weeks of paid leave each year for study or personal development

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