
Asset Management Solutions Expert
2 weeks ago
We are seeking a highly motivated and experienced professional to join our team as a Senior Asset Management Solutions Consultant.
This role will focus on supporting pre-sales activities and developing innovative solutions for clients in the asset and wealth management, hedge fund, and broader capital markets industries.
The ideal candidate will possess a strong understanding of these industries, excellent communication and presentation skills, and a proven track record of success in a pre-sales or consulting role.
- Partner with sales teams to understand client needs and business requirements related to asset management, wealth management, and hedge funds.
- Deliver compelling product demonstrations and presentations to prospective clients, showcasing the value proposition of our solutions.
- Respond to RFPs (Requests for Proposal) and RFIs (Requests for Information) with detailed and accurate information.
- Conduct thorough needs analysis and develop tailored solutions to address specific client challenges.
- Build and maintain strong relationships with key stakeholders at prospective client organizations.
- Design and architect solutions that leverage our products and services to meet client requirements.
- Collaborate with product management and engineering teams to provide feedback on product enhancements and new features.
- Develop and maintain a deep understanding of industry trends, regulatory changes, and competitive landscape.
- Create and maintain pre-sales collateral, including presentations, demos, and case studies.
- Contribute to the development of best practices and methodologies for pre-sales activities.
Key Qualifications:
- Bachelor's degree in IT, Business, or a related field.
- MBA or master's degree preferred.
- 12+ years of experience in a pre-sale, consulting, or solutions engineering role within the asset and wealth management, hedge fund, or capital markets industries.
- Deep understanding of asset management, wealth management, and/or hedge fund business processes and technology solutions.
- Excellent communication, presentation, and interpersonal skills.
- Proven ability to build and maintain strong relationships with clients.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- Experience responding to RFPs and RFIs.
- Familiarity with relevant software and technology platforms used in the asset management industry.
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