Solutions Consultant (fmd)
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
This role will give you the opportunity to
Enable Europes top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions
In this role youll work closely with and consult Europes top financial services companies and fintechs. Owning and conducting thorough discovery to understand prospective clients business and technical requirements youll present and lead engaging customised demonstrations that clearly articulate Upvests value.
Act as a trusted technical advisor
As a trusted technical advisor youll become a recognised expert in Upvests product offering and the investment infrastructure market. Youll help create and maintain a comprehensive library of standardised technical content including solution deep-dives and architecture diagrams. Youll ensure this content is consistently updated to reflect new product releases and market developments. Youll lead responses for RFIs and RFPs including coordinating with internal teams to gather information and maintaining our repository of responses to ensure consistent high quality submissions.
Drive cross-functional collaboration
Partnering with sales you will develop and deliver compelling solutions workshops and product deep-dives. You will contribute to building scalable processes and materials that streamline the sales cycle and facilitate client onboarding. Operating in a regulated environment you will facilitate cross-functional collaboration across all Upvest departments (from product and engineering to operations and banking) to ensure solution compliance.
What youll bring
Experience across solutions engineering/consulting technical sales or client facing consulting roles within complex financial services.
Excellent verbal and written communication and presentation skills effectively engaging both business and technical stakeholders.
Experience creating client-facing collateral including design artifacts and technical specifications with a strong attention to detail.
Keen interest in tooling to support and enhance solution processes and strong project management skills to ensure delivery.
Good technical understanding and a passion for technology and the investment market with a proactive approach to learning and knowledge sharing.
Its great if you
Bring a client-first mindset and a pragmatic approach to solving problems capturing and translating requirements into technical solutions with a strong attention to detail.
Are self-motivated and thrive in autonomous environments with excellent time management and organizational skills to handle multiple priorities effectively and take ownership of outcomes.
Have experience in the investment space and B2B SaaS products.
Why Upvest
Were working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.
We invest in you. From access to a personal coach development budget and plenty of opportunities to grow in your role.
We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people who are passionate about their craft and helping us achieve our shared mission).
While were not quite fully-remote we are committed to being a flexible employer as we understand you dont have to be in the office to do your best work.
We live a culture of empowerment trust (that we hire the best people and get out of their way) and openness (theres a greater advantage in sharing information than keeping it to ourselves).
Our values:
Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.
Team first. We make it easy for others. We value our differences and are open to others opinions. We win and celebrate together! Team over Egos.
Own the outcome. Whether we win or we lose we stand together. We are proactive and get the job done. Outcome over Process.
Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees
Remote Work :
No
Employment Type :
Contract
Key Skills
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
About Company
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