Fintech Presales Consultant: Demos & Wealth-Tech Training

Jobot; Philadelphia (Philadelphia County); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Bonus

Unlimited PTO

HSA/FSA

Paid Paternity Leave

Health Insurance

Dental Insurance

Vision Insurance

Travel up to 40%

Job summary

Jobot in St. Petersburg, FL is seeking a Presales Tech Consultant to connect our technology with advisor needs through tailored demos and training sessions.

You will translate complex concepts into practical use cases for independent financial advisors, supporting platform adoption and ongoing education. Ideal candidates have 3–5 years in fintech or wealth management, excellent presentation skills, and familiarity with CRM and financial planning tools.

Qualifications

• 3–5 years of relevant fintech, wealth management, or financial services experience.
• Strong presentation and demo delivery skills.
• Familiarity with CRM, performance reporting, or financial planning platforms.

Responsibilities

• Lead tailored software demos and trainings for prospective and existing partner firms.
• Understand advisor workflows and recommend features and training.
• Create clear guides and presentations to simplify learning.
• Collaborate with internal teams and external vendors to deploy new capabilities.

Skills

Presentation skills

Client-facing training

Demonstrations / software demos

Fintech / wealth management experience

Tools

CRM software

Financial planning platforms

Job description

Jobot in St. Petersburg, FL is seeking a Presales Tech Consultant to connect our technology with advisor needs through tailored demos and training sessions.

You will translate complex concepts into practical use cases for independent financial advisors, supporting platform adoption and ongoing education. Ideal candidates have 3–5 years in fintech or wealth management, excellent presentation skills, and familiarity with CRM and financial planning tools.