Sr. Solutions Engineer, Enterprise
Core
Strategic technical consultant for prospective and current Enterprise customers in the wealth management industry, partnering with sales and product leadership to drive adoption of an AI platform.
Role type
Founding Senior Solutions Engineer (Enterprise Sales)
Builds
AI platform for wealth professionals serving Registered Investment Advisors (RIAs) and financial advisors
Domain
Financial services / Wealth management / AI platform
Deliverable
product features
Required skills
Enterprise sales cycles, API integrations, RIA ecosystem, broker-dealer infrastructure, portfolio management workflows, custodial platforms, compliance requirements, technical fluency, consultative selling
Preferred skills
Security reviews, proof-of-concept, legacy custodian knowledge (Schwab, Fidelity, Pershing), Salesforce management
Technologies
Salesforce, API integrations
Responsibilities
Develop and refine GTM strategy for the Enterprise segment, drive sales execution through consultative demos and presentations, lead end-to-end implementation and onboarding, capture advisor feedback to inform product roadmap, identify efficiency gains for firms, maintain accurate records in Salesforce, travel for pre- and post-sales processes
Seniority
Senior, hands-on IC with strategic impact