Sales Engineer, VP
Core
Pre-sales Sales Engineer supporting the sale of investment lifecycle and data management capabilities to wealth managers and buy-side firms.
Role type
Senior Sales Engineer (Pre-sales)
Builds
State Street Alpha™ and CR IMS investment technology platform
Domain
Wealth management, Institutional Investment, Asset Management
Required skills
Investment lifecycle management, Financial markets knowledge, Software demonstration, RFP/RFI preparation, Client-facing presentation, Workflow rationalization, Security master data, Technical landscape awareness, Competitor analysis, Hands-on experience with investment platforms
Preferred skills
Implementation/consulting experience, Private credit/alternatives knowledge, Passive/ETF/derivatives strategies, Multi-manager/OCIO experience
Technologies
MS Azure, Snowflake, SQL, ETL tools, Machine learning models, Bloomberg, Refinitiv, MSCI, CRD, Simcorp Dimension, BlackRock Aladdin, Bloomberg AIM, S&P ThinkFolio, NeoXam
Responsibilities
Prepare and deliver detailed product presentations and demonstrations to sophisticated investment professionals, Follow up with prospects to resolve objections, Represent the company at conferences and trade shows, Coordinate prospect visits and product test pilots, Assist with RFP and RFI preparation
Seniority
Senior, hands-on IC