Pre-Sales Consultant

About the Role

InvestCloud is seeking a proven Pre-Sales Consultant to join our growing business development team and partner with leading financial services organizations to shift mindsets, shape digital priorities, and create value through digital transformation.

What does a great Pre-Sales Consultant do?

Your work will enable our clients and prospects to reimagine what is possible for their businesses. The right candidate will be confident, inquisitive, execution-focused and passionate about growing our client base.

Successful Pre-Sales Consultants need to possess excellent technical, communication, organizational, and sales engineering skills, as well as a passion for problem solving.

How you will provide meaningful contributions :

• Engage with prospects and clients to uncover their most important business challenges, demonstrate the value of the InvestCloud platform, and shape solutions to address clients' most urgent needs.
• Work directly with Account Executives to position InvestCloud as the most powerful software solution in the industry to the investment management community.
• Drive the discovery process with prospective clients through expertise in financial markets, technology, and design.
• Present the unique InvestCloud story with empathy and passion to the full array of financial services firms (wealth managers, asset managers, banks, broker dealers, custodians, and TAMPs).
• Oversee and guide digital agency consultative exercises to bring each client's differentiated story to life through digital design and comprehensive functional documentation while solutioning within the productized application suite.
• Collaborate with the product to team drive platform and app innovation.
• Achieve / exceed sales objectives through the expansion and growth of business relationships with new clients using a consultative and process-driven approach.
• Effectively and confidently facilitate client meetings, and provide thought leadership on digital experiences for clients and advisors.
• Gain experience and grow skills in multiple competitive disciplines including design, product development, finance, portfolio management, digital advice, consultative facilitation, deal structuring, and more.

Basic Qualifications for Consideration :

• Solid understanding of the financial technology landscape including client experience, client management, reporting, portfolio management, order management, risk and accounting.
• Ideally 3+ years' experience in the financial services or consulting industry, driving digital transformation with experience in client service.
• Entrepreneurial drive to build new client relationships and be a self-starter
• Experience building credibility and relationships with senior technical and non-technical stakeholders.
• Ability to analyze complex problems and use a systematic approach to gain resolution.
• Experience working with and leading multi-disciplinary teams (including engineers, business analysts, designers, implementation consultants, and C-level executives) to formulate digital solutions for clients.
• Proactive approach to sales with both the ability to lead as well as work within large and small teams.
• Ability to work on multiple projects simultaneously, adhering to deliverable deadlines.
• Superior presentation, business writing, and oral communication skills.
• Technical solution expertise.
• College / University degree required; Master's Degree preferred.

About InvestCloud

InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion of assets with over 550 direct clients, from wealth managers, institutional investors and asset managers to family offices, asset services companies, financial platforms, and banks.

InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud.

The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry.

Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney.

InvestCloud is backed by Motive Partners (together with its affiliates) and Clearlake Capital Group, L.P. (together with its affiliates).

For more information, visit InvestCloud.com.

The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data.

The salary may also be adjusted based on the applicant's geographic location. Salary range : $80,000 - $150,000

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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