Pre-Sales Solution Architect

finbourne; New York (NY); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Competitive salary plus performance-based bonus

Private medical insurance

401(k) retirement savings plan

20 days holiday plus public holidays

Hybrid working flexibility

Professional learning and development opportunities

Job summary

finbourne is seeking a Pre‑Sales Solution Architect in New York, NY. As part of our expanding team, you will work closely with the Sales Team, creating demos and designing architectures tailored for diverse clients across the financial services sector.

This role emphasizes relationship building and requires technical proficiency in Python and SQL. The position offers flexible hybrid working arrangements in a supportive environment.

Qualifications

• API-first platform experience required.
• Proven solutions architecture experience.
• Ability to communicate effectively with C-level clients.

Responsibilities

• Deliver product demonstrations and workshops for clients.
• Design architecture based on client requirements.
• Serve as primary technical advisor for the Sales Team.

Skills

Python

SQL

C#

Java

Excellent communication

Presenting demos

Tools

Jupyter Notebooks

Git

Job description

Role Summary

We are recruiting a Pre‑Sales Solution Architect to join our growing team. You will be working in tandem with our Sales Team, applying a consultative selling approach to find the best solutions for prospective clients. On a day‑to‑day basis, your role will involve running demos and workshops, designing future‑state architectures, and becoming a product and technical expert on the FINBOURNE platform.

This role is varied and will involve working with clients from all across the buy‑side, from Asset Managers and Asset Services to Hedge Funds, Alternatives and Private Wealth Managers. It is an opportunity for a candidate who enjoys building relationships, working in the financial services domain and building technology‑based solutions (using mostly Python and SQL).

Prospective client meetings are both in person and online, so you must be able to work at our offices on a regular basis – this is not a fully remote role.

Key Responsibilities

Product demonstrations and workshops:

• You will design and deliver product demos and workshops for prospective clients.
• These workshops will be aimed at a wide spectrum of technical and non‑technical users, from Investment Operations and Portfolio Managers to Software Engineers (knowing your audience is key).
• You will create bespoke demos using FINBOURNE’s software toolkits (primarily in Python and SQL). You will also create reusable demo material for the wider Sales Team to run.

Solutions design:

• You will be responsible for all architectural discussions with prospective clients – asking the right questions and documenting their business requirements.
• You will analyse those business requirements to design a future‑state architecture using FINBOURNE’s platform.
• You will then run workshops and demos to pitch the solution.
• During this process you will collaborate with the Sales, Product and internal Engineering teams to design the optimal architecture.

Providing technical expertise:

• You will develop a deep understanding of FINBOURNE’s products and technical capabilities, becoming the primary advisor to both the Sales Team and prospective clients.
• You will run training sessions to upskill colleagues in the Sales Team.
• You will become a conduit between prospective clients and FINBOURNE’s Product Team, providing feedback to drive the future roadmap.

Skills and Experience

• FINBOURNE is an API‑first platform, so the ability to write against the APIs is essential (we primarily use Python and SQL, but strong candidates with C#, Java or similar experience will be considered).
• You will need industry experience working in financial
• You must have solutions architecture experience – collecting requirements and designing solutions to technical and non‑technical challenges.
• You will need excellent communication skills (both written and verbal).
• You will need to be very comfortable presenting demos and workshops (in person and online).
• You will need to be confident in discussing financial concepts with clients at COO and CTO level.

What skills and experience are ideal (but not essential)?

• Experience working with a vendor (like FINBOURNE) is ideal, but we are also interested to hear from candidates with the right skillset who have experience working in consultancies, banks, asset managers and asset servicers.
• The ideal candidate will have a good understanding of buy‑side workflows, from portfolio and order management to transaction lifecycle, transfer agency and fund management.
• Knowledge of the following systems: Investment Books of Records, Accounting Book of Records, Portfolio Management Systems, Enterprise Data Management, Order Management Systems.
• Knowledge of data platforms and tools such as Snowflake, Microsoft Fabric or other cloud‑based platforms.
• Basic understanding of cloud and SaaS (particularly AWS or Azure).
• Git (or other version control tools).
• Jupyter Notebooks.

Just some of our benefits

• Competitive salary plus performance‑based bonus.
• Competitive private medical insurance which includes health, dental, vision and life insurance.
• A 401(k) retirement savings plan.
• Holiday: 20 days holiday plus public holidays and the option to purchase an additional 5 days annual leave.
• Hybrid working: We have a mature attitude towards hybrid working. Whether you’re a night owl, morning person, parent, carer or simply need flexibility to work a different pattern to the norm, we’re committed to helping you be productive and work in a way that is best for you.
• Professional learning and development: External training and accreditations are supported, as well as internal training and development programs.