Presales Tech Consultant

Jobot; Philadelphia (Philadelphia County); Vor Ort; USD 135.000 - 165.000; Vollzeit

Benefits dieser Stelle

Bonus

Unlimited PTO

HSA/FSA

Paid Paternity Leave

Health Insurance

Dental Insurance

Vision Insurance

Travel up to 40%

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Presentation skills

Client-facing training

Demonstrations / software demos

Fintech / wealth management experience

Tools

CRM software

Financial planning platforms

Jobbeschreibung

Presales Tech Consultant

$135000 - $165000 per year | St. Petersburg, FL | On-site | Permanent

Wealth Management

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

Job Details

You’ll connect what our technology can do with what advisors actually need. From a prospect’s first demo to an existing partner’s training session, you’ll listen closely, make complex concepts approachable, and help people see practical ways to work more effectively.

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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