Sales Engineer
Core
Solutions Engineer for an AI wealth management platform, acting as a technical and workflow expert for Registered Investment Advisors (RIAs) to design, implement, and enable technology solutions.
Role type
Solutions Engineer (Pre-sales & Implementation)
Builds
AI-driven wealth management platform for financial advisors
Domain
Wealth Management / Financial Technology (Fintech)
Deliverable
production ML models | product features | client delivery
Required skills
RIA/wealth management operations knowledge, technology consulting, sales engineering, project management, consultative problem solving, API/data integration fluency
Preferred skills
Experience at custodial platforms or TAMPs, CRM/portfolio accounting system design, industry credentials (CFP, CPA, CIMA, PMP)
Technologies
Salesforce, Redtail, Wealthbox, ACAT workflows, portfolio accounting systems, planning tools, digital onboarding tools
Responsibilities
Support high-value RIA opportunities across the sales cycle, map current-state workflows and design target-state architectures, lead implementations and integrations, deliver customized demos and training, support transitions from legacy custodians
Seniority
Mid-level, hands-on IC