About the Company

We are a Series A WealthTech company building modern, API-first infrastructure and data-driven solutions for financial advisors, RIAs, and wealth management firms. Our platform helps firms streamline advisor workflows, integrate across custodians and CRMs, and unlock better client outcomes through clean, orchestrated data.

About the Role

We are hiring a Solutions Consultant to serve as the technical and domain expert in our go-to-market motion. You will partner closely with Sales, Product, and Engineering to guide prospects through discovery, solution design, and evaluation—demonstrating how our platform fits into complex wealth management ecosystems.

This is a hands-on pre-sales role ideal for someone who understands advisor workflows, financial data, and integration-heavy SaaS platforms, and thrives in an early-stage, fast-moving environment.

Key Responsibilities

• Partner with Account Executives to support the full pre-sales lifecycle: discovery, solution design, demos, proof-of-concepts, and technical close

• Lead technical discovery to understand advisor workflows, data sources, compliance constraints, and operational pain points

• Deliver tailored product demonstrations to technical and non-technical stakeholders (Ops, Product, Compliance, Advisors)

• Design solutions involving custodians, CRMs, portfolio systems, market data providers, and third-party integrations

• Act as the technical subject-matter expert on APIs, data models, security, and platform architecture

• Respond to technical questions during sales cycles including security reviews, architecture discussions, and RFPs

• Collaborate with Product and Engineering to influence roadmap based on customer feedback and field learnings

• Support pilot programs and evaluations to ensure successful outcomes

• Document common use cases, architectures, and best practices to scale pre-sales effectiveness

Required Qualifications

• 5+ years experience in a Solutions Consultant, Solutions Engineer, Pre-Sales, or Technical Consultant role

• Experience selling or supporting B2B SaaS platforms, preferably in Fintech or WealthTech

• Strong understanding of wealth management concepts such as:

• RIAs and advisor workflows

• Custodians and broker-dealers

• CRMs, portfolio accounting, and performance reporting

• Financial and client data integrations