Lead Solutions Consultant - Asset Owners
Core
Lead pre-sales strategy and solution design for complex asset management mandates, partnering with C-suite stakeholders to demonstrate value and drive adoption of automated investment data aggregation and reporting software.
Role type
Senior pre-sales solutions consultant (Asset Owners)
Builds
Automated investment data aggregation, reconciliation, accounting, and reporting SaaS solutions
Domain
Financial services / Investment management / Asset ownership
Required skills
Pre-sales leadership, Asset Owner market expertise, C-suite stakeholder management, RFP/DDQ strategy, Financial services domain knowledge, Solution design, Technical fluency, Mentorship
Preferred skills
CFA qualification, Excel proficiency, Agile methodology
Technologies
Clearwater Analytics platform, Microsoft Office, In-house software solutions
Responsibilities
Lead senior-level discovery with prospective clients to understand infrastructure and operational challenges; Own the pre-sales workstream for high-value software sales from discovery to handover; Act as a trusted adviser to C-suite stakeholders building a compelling business case; Develop and maintain expert-level knowledge of Clearwater products; Lead and quality-assure prospect RFPs and DDQs; Mentor and develop Solutions Consultants; Provide market insight to Product and Engineering to influence the roadmap.
Seniority
Senior, hands-on IC with leadership responsibilities