Presales Tech Consultant

Jobot; Austin (TX); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Base salary + bonus

Unlimited PTO

HSA/FSA

Paid paternity leave

Health insurance

Dental insurance

Vision insurance

Travel up to 40%

Job summary

Jobot in Austin, TX seeks a tech consultant presales for wealth management to lead tailored software demos, webinars, and training for prospective and existing partner firms. You will translate advisor workflows into actionable features and learning resources.

The role requires roughly 3–5 years in fintech or financial services, strong presentation skills, and experience with CRM or performance reporting platforms.

Qualifications

• 3–5 years of experience in fintech, wealth management, or financial services.
• Strong presentation skills and experience delivering software demos or client-facing training.
• Familiarity with CRM, performance reporting, or financial planning platforms.

Responsibilities

• Lead tailored demos, webinars, and training for prospective and existing partner firms.
• Understand advisor workflows and recommend relevant features and training.
• Create clear guides and presentations to facilitate learning.

Skills

Presentation skills

Client-facing training

CRM familiarity

Fintech/wealth management knowledge

Tools

CRM

Performance reporting

Financial planning platforms

Job description

Job Details

tech consultant presales / wealth management

Salary: $135,000 - $165,000 per year

This Jobot Job is hosted by: Katrina McFillin

A bit about us

We’re a growing financial services and technology firm helping independent financial advisors build thriving businesses and better serve their clients. We combine technology, operational resources, and strategic support with an entrepreneurial culture that values initiative, curiosity, and a willingness to grow.

Why join us

• Help advisors feel more confident using technology to support their businesses.
• Bring the platform to life through engaging demos, training, and real-world examples.
• Enjoy a mix of prospect conversations, partner education, and collaboration with technology teams.
• Join an evolving organization where you can contribute ideas and take on new challenges.

Benefits

• Base + Bonus + Unlimited PTO + HSA/FSA + Paid Paternity Leave + Premium Health, Dental, and Vision Insurance
• Travel up to 40%

What you’ll do

• Lead tailored software demos, webinars, and training sessions for prospective and existing partner firms.
• Understand advisor workflows and recommend relevant features, tools, and training.
• Create clear, useful guides and presentations that make learning easier.
• Partner with internal teams and vendors to introduce new capabilities and follow through on advisor needs.

What you’ll bring

• Approximately 3–5 years of experience, ideally in fintech, wealth management, or financial services.
• Strong presentation skills and experience delivering software demos or client-facing training.
• Familiarity with CRM, performance reporting, or financial planning platforms preferred.
• A thoughtful, adaptable communication style. You meet people where they are and tailor your approach.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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