WealthTech Presales Consultant - Demos, Training & Strategy

Jobot; Jacksonville (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 Insurance

Dental Insurance

Vision Insurance

Travel up to 40%

Job summary

Jobot is seeking a tech consultant presales focusing on wealth management. You will lead tailored software demos, webinars, and training for prospective and existing partner firms, while understanding advisor workflows and recommending relevant features, tools, and training.

You will create clear guides and presentations and collaborate with internal teams and vendors to introduce new capabilities and address advisor needs. 3–5 years in fintech/wealth management is preferred.

Qualifications

• Approximately 3–5 years of experience, ideally 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 preferred.
• A thoughtful, adaptable communication style; tailor approach to audience.

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

Demo delivery

Training sessions

CRM familiarity

Fintech/wealth mgmt knowledge

Tools

CRM platforms

Financial planning platforms

Job description

Jobot is seeking a tech consultant presales focusing on wealth management. You will lead tailored software demos, webinars, and training for prospective and existing partner firms, while understanding advisor workflows and recommending relevant features, tools, and training.

You will create clear guides and presentations and collaborate with internal teams and vendors to introduce new capabilities and address advisor needs. 3–5 years in fintech/wealth management is preferred.