Senior Solutions Consultant
Core
Pre-sales Solutions Consultant for asset management software, partnering with prospective clients to uncover pain points and demonstrate how CWAN's solution enhances their operating model.
Role type
Senior Solutions Consultant (Pre-sales)
Builds
CWAN asset management software solutions and sales documentation
Domain
Financial Services / Asset Management / Investment Operations
Deliverable
client delivery
Required skills
Investment operations expertise, Investment management knowledge, Investment accounting knowledge, Fixed income securities knowledge, RFP/DDQ management, Solution design, Client requirement analysis, Technical fluency (Excel)
Preferred skills
CFA certification, Institutional asset manager persona knowledge
Responsibilities
Partner with prospective clients to understand infrastructure and operational challenges, Lead pre-sales workstream from discovery to solution design, Develop expertise across CWAN products, Communicate value proposition via documentation and presentations, Own completion of prospect RFPs and DDQs, Coordinate resources for sales support and client transition, Solve complex abstract problems for non-standard requirements