Senior Sales Engineer

InvestCloud; United States; Remote; USD 195,000 - 210,000; Full time

Job summary

A leading company in Wealth Management Technology is seeking an experienced technical consultant to lead client engagements and drive product innovation. The role offers a competitive salary and benefits package, along with opportunities for career advancement in a dynamic environment focused on client success and technological advancements. Ideal candidates will have a strong background in financial services technology, excellent communication skills, and a track record of building relationships with senior stakeholders.

Benefits

Comprehensive benefits package including medical, dental, and vision insurance

401(k) retirement savings plan with company match

Opportunities for career advancement and growth

Qualifications

• 5+ years of experience in technical consulting in financial services technology.
• Expertise in managing client relationships and stakeholder communications.
• Strong understanding of trading and portfolio management workflows.

Responsibilities

• Lead client engagements as a strategic advisor on technical and business fronts.
• Collaborate with product and sales teams to drive product innovation.
• Present complex concepts to C-level executives.

Skills

Technical Consulting

Client Engagements

Product Innovation

Analytical Skills

Communication Skills

Education

Bachelor’s degree (B.A.)

Tools

APL

Job description

Employer Industry: Wealth Management Technology

Why consider this job opportunity:
- Salary range: $195,000 - $210,000, with eligibility for commissions
- Comprehensive benefits package including medical, dental, vision, and life insurance
- 401(k) retirement savings plan with company match
- Opportunity for career advancement and growth within the organization
- Innovative and dynamic work environment that values client success and technological advancement
- Chance to lead initiatives that directly impact the wealth management industry

What to Expect (Job Responsibilities):
- Lead client engagements, acting as a strategic advisor on both technical and business fronts
- Collaborate with product and sales teams to drive product innovation, identifying market opportunities
- Perform product demonstrations to existing clients and prospects as an APL application expert
- Partner with internal teams to deliver high-quality, client-focused solutions
- Present complex technical concepts to C-level executives, positioning the employer as a market leader

What is Required (Qualifications):
- 5+ years of experience in technical consulting, focusing on financial services technology
- Expertise in client-facing roles, building trust with senior technical and non-technical stakeholders
- Deep understanding of trading, portfolio management, and operational workflows in Wealth and Asset Management
- Proven experience in collaborating with product and sales organizations to drive revenue growth
- Bachelor’s degree (B.A.) from a four-year college or university or equivalent combination of education and experience

How to Stand Out (Preferred Qualifications):
- Expert knowledge of APL or other trading and portfolio management platforms
- Prior experience with Wealth/Asset Management tier 1 firms
- Successful track record of leading product innovation initiatives within a financial services firm
- Strong analytical and problem-solving skills with a systematic approach to resolving client challenges
- Excellent verbal and written communication skills, capable of building strong working relationships

#WealthManagement #SalesEngineering #DigitalTransformation #CareerOpportunity #FinancialServices #InnovativeTechnology

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