WealthTech/FinTech Platform Solution Sales Specialist (m/f/d)
Core
Lead complex, consultative sales and expansion initiatives for Embedded Investment Solutions across advised channels in EMEA.
Role type
Senior B2B/consultative sales specialist (WealthTech/FinTech)
Builds
Embedded Investment Solutions through advised distribution ecosystems (private banks, retail banks, wealth managers, IFAs, model portfolio platforms)
Domain
Asset Management / WealthTech / FinTech
Deliverable
product features
Required skills
B2B/consultative sales, strategic account planning, pipeline governance, end-to-end sales cycle management, stakeholder negotiation, value proposition crafting, market feedback integration, industry trend analysis, AI tool leverage
Preferred skills
Master's degree, wealth distribution exposure, mentoring
Technologies
AI tools
Responsibilities
Develop and execute Wealth Channels EMEA growth plan, Lead complex end-to-end consultative sales cycles, Build trust-based relationships with senior decision-makers, Craft tailored value propositions and proposals, Partner with internal teams for coordinated delivery, Provide structured feedback to inform product direction
Seniority
Senior, hands-on IC