Sales Solution Consultant, Investor Services

Davita Inc.; New York (NY); On-site; USD 145,000 - 241,000; Full time

Job summary

A leading company in fintech seeks a Sales Solution Consultant - PreSales in New York. You will leverage product knowledge to assist sales staff and develop solutions for clients. With substantial travel and collaboration across teams, this competitive role offers significant growth potential in a thriving industry.

Benefits

Opportunities for innovation in fintech

Tools for personal and professional growth

Inclusive and diverse work environment

Competitive salary and benefits

Qualifications

• Experience in investor servicing for funds, partnerships, and private equity vehicles.
• Expertise in FATCA and CRS onboarding, AML/KYC compliance.
• Ability to manage projects under pressure.

Responsibilities

• Deliver pre-sales presentations and solution demonstrations.
• Collaborate with sales and professional services teams.
• Identify and qualify clients' business requirements.

Skills

Excellent communication

Presentation skills

Problem solving

Critical thinking

Education

Bachelor's Degree

Job description

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor's Degree

Job Description

The world of finance moves fast. At FIS, we're faster. Our teams are empowered to learn, grow, and make an impact-in their careers and communities. We deliver innovation that advances the way the world pays, banks and invests. If you want to grow personally and professionally, we'd like to know: Are you FIS?

About the role:
As a Sales Solution Consultant - PreSales, you'll utilize your in-depth product knowledge to help sales staff uncover requirements and recommend solutions. Your unique expertise will help us advance the way the world pays, banks and invests, while you advance your own career with a growing, global organization. This role requires 20%-40% travel.

About the team:

FIS has an extensive suite of technology solutions and managed services to cover all the back-office needs of the buyside firms regardless of strategy or size. With innovative solutions and flexible services covering the front-to-back-office needs of asset managers, and administrators, we have a team of Sales Solution Consultants who provide expertise on different parts of our portfolio of products.

This role relates to our Investor Servicing solutions, which automates and streamlines all aspects of investor servicing for a variety of fund, partnership and other investment vehicle.

What you will be doing:

The Sales Solution Consultant plays an integral role in the sales process, utilizing in-depth product knowledge to provide technical expertise to sales staff. This includes uncovering prospect requirements and identifying product functionality gaps, in order to develop, recommend, and package the best possible products/solutions and services for client prospects. This is done through use of sales presentations, product demonstrations and proofs of concept. The candidate must possess the following skills:

• Deliver high quality pre-sales presentations and solution demonstrations
• Attend annual trade shows and client events
• Provide technical and functional expertise throughout the pre-sales process in collaboration with the sales and professional services teams
• Identify, qualify and document clients' business and functional requirements in order to effectively present FIS solutions, as well as identify solution gaps and communicate back to product management
• Respond to RFI / RFP / client queries in a timely and professional manner
• Develop new business opportunities and interface with the product management, professional services, support and development organizations
• As a market expert, be aware of industry trends, drivers and regulatory initiatives; understand the competitive offerings and their differentiators in the market, read trade and industry journals to keep abreast of industry thoughts and initiatives

What you will need:

• Industry experience in Investor servicing for offshore and onshore funds, partnerships and private equity vehicles, real estate and retail funds.
• Subject matter expertise in FATCA AND CRS onboarding, AML/KYC, compliance, fee calculations, and regulatory reporting
• Excellent communication and presentation skills
• Ability to manage projects with tight deadlines and work under pressure
• Strong problem solving and critical thinking skills
• Work with internal stakeholders such as Sales, Product Management, and Professional Services and other organizations to help develop and progress sales opportunities
• Ability to converse with a wide variety of audiences including end users of the software as well as technology teams and C-level decision makers
• Proficient with enterprise software in general with strong understanding of technical concepts

Added bonus if you have:

The appropriate candidate may also have current or previous work experience as a user, sales engineer, product manager or professional services for any of the systems listed:

• Deep pool Mantra/ NTAS/ Lifecycle Manager
• Fenergo
• Lexis Nexis
• Blackrock/E-Front

What we offer you:
At FIS, we hire the best. In return, you receive exceptional benefits including:

• Opportunities to innovate in fintech
• Tools for personal and professional growth
• Inclusive and diverse work environment
• Resources to invest in your community
• Competitive salary and benefits

FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $145,980.00 - $240,860.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.. This position may be eligible for bonus and/or commission.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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