Wealth Tech Presales Consultant — Demos & Training

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

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.