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Technical Pre-Sales, Automation, Wealth Managers

The Company

I am thrilled to be partnered with an innovative, VC backed solutions provider for the wealth management and private banking community. My client can be found across the globe and has offices in all of the major financial cities. Automation is the core solution that my client provides, and it is highly desirable for anyone managing the funds of HNWI. My client’s solution enables Wealth Managers to fully onboard new clientele and manages the financial process from end to end through their additional service offerings.

The Role

My client is looking for a Technical Pre-Sales Consultant to join the business and:

  • Support the sales team across the UK and Europe
  • Be an integral member to the sales process where you will be involved at the early stage discussions and will have 75% of your time client-focused
  • Work with the multiple departments and help shape and structure the company as they grow – assisting outside of your core remits when you have time if needed
  • Assist clients with RFI’s/RFP’s
  • Setting up and conducting demos
  • Liaising with the Solution Architects and anticipating when they will to get involved in the sales processes
  • Collaborating with the Marketing Department to get your presentations and messaging suited to prospects needs


  • A minimum of 8 years Pre-Sales experience at a FinTech firm
  • Some technical exposure – be able to speak the client’s lingo
  • Previously worked with Wealth Managers
  • ‘Roll your sleeves up’ approach – this is a growing company and the way up is not always linear

What is in it for you?

  • This is an aggressively growing firm that is backed by a firm that is heavily connected in the wealth management and private banking community
  • Join a company that has invested in their GTM strategy and tech, having recently acquired an AI company
  • This will be the only presales consultant in London – you will be able to help the business grow
  • Receive a % for each deal closed that you were part of with a competitive basic and discretionary bonus


If this is of interest, please email