Job Description
Your Team Responsibilities Position Summary We are looking for a
Presales Specialist
to join our Wealth Solutions team, with a core focus on driving growth through expert engagement with Wealth Managers, Private Banks, and Family Offices. The ideal candidate combines
deep Wealth domain knowledge
—especially in
Discretionary Portfolio Management (DPM)
and
Advisory services
—with
technical fluency
,
risk management acumen
, and
consulting skills
to deliver compelling product demonstrations, lead complex client solutioning, and help institutions scale their investment platforms. This role sits at the intersection of product, technology, and business, supporting our clients' transformation and growth by showcasing how our risk, performance, and advisory tools can unlock value across their workflows. Your Key Responsibilities Key Responsibilities Presales Leadership: Own and drive the presales process across multiple client engagements—from discover...
Presales Specialist
to join our Wealth Solutions team, with a core focus on driving growth through expert engagement with Wealth Managers, Private Banks, and Family Offices. The ideal candidate combines
deep Wealth domain knowledge
—especially in
Discretionary Portfolio Management (DPM)
and
Advisory services
—with
technical fluency
,
risk management acumen
, and
consulting skills
to deliver compelling product demonstrations, lead complex client solutioning, and help institutions scale their investment platforms. This role sits at the intersection of product, technology, and business, supporting our clients' transformation and growth by showcasing how our risk, performance, and advisory tools can unlock value across their workflows. Your Key Responsibilities Key Responsibilities Presales Leadership: Own and drive the presales process across multiple client engagements—from discover...