Presales Tech Consultant

Jobot; Saint Petersburg (FL); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Base + Bonus + Unlimited PTO + HSA/FSA

Paid Paternity Leave + Premium Health,

Travel up to 40%

Job summary

Jobot is seeking a tech consultant presales for wealth management in Saint Petersburg, FL. You will lead tailored software demos and training sessions for advisors and partner firms, helping them feel confident using the platform.

You will translate advisor workflows into features, create clear guides and presentations, and collaborate with internal teams and vendors to deliver new capabilities and meet advisor needs.

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 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.

Skills

Presentation skills

Software demos

Fintech/wealth management experience

Communication adaptability

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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