WealthTech Presales Consultant — Demos, Training & Strategy

Jobot; Bedford Park (IL); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Base bonus

Unlimited PTO

HSA/FSA

Paid paternity leave

Health insurance

Dental insurance

Vision insurance

Travel 40%

Job summary

Jobot is seeking a tech consultant presales in the United States (Illinois). The role focuses on wealth management software demonstrations, training, and advisor workflows, with a strong emphasis on presenting value and tailoring solutions to client needs.

The candidate will lead demos, webinars, and training for partner firms, create guides, and collaborate with internal teams to deploy new capabilities, while traveling up to 40% as needed.

Qualifications

• Approximately 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.
• Adaptable communication style and ability to tailor approaches.

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

Client-facing training

Fintech experience

Tools

CRM systems

Performance reporting

Financial planning platforms

Job description

Jobot is seeking a tech consultant presales in the United States (Illinois). The role focuses on wealth management software demonstrations, training, and advisor workflows, with a strong emphasis on presenting value and tailoring solutions to client needs.

The candidate will lead demos, webinars, and training for partner firms, create guides, and collaborate with internal teams to deploy new capabilities, while traveling up to 40% as needed.