WealthTech Presales Consultant – Demos, Training & Impact

Jobot; Austin (TX); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Base salary + bonus

Unlimited PTO

HSA/FSA

Paid paternity leave

Health insurance

Dental insurance

Vision insurance

Travel up to 40%

Job summary

Jobot in Austin, TX seeks a tech consultant presales for wealth management to lead tailored software demos, webinars, and training for prospective and existing partner firms. You will translate advisor workflows into actionable features and learning resources.

The role requires roughly 3–5 years in fintech or financial services, strong presentation skills, and experience with CRM or performance reporting platforms.

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 demos, webinars, and training for prospective and existing partner firms.
• Understand advisor workflows and recommend relevant features and training.
• Create clear guides and presentations to facilitate learning.

Skills

Presentation skills

Client-facing training

CRM familiarity

Fintech/wealth management knowledge

Tools

CRM

Performance reporting

Financial planning platforms

Job description

Jobot in Austin, TX seeks a tech consultant presales for wealth management to lead tailored software demos, webinars, and training for prospective and existing partner firms. You will translate advisor workflows into actionable features and learning resources.

The role requires roughly 3–5 years in fintech or financial services, strong presentation skills, and experience with CRM or performance reporting platforms.