Financial Services Technology Consultant
Core
Lead commercial conversations to help financial services firms adopt AI, strengthen cybersecurity, and modernize cloud platforms.
Role type
Senior IC technology consultant (B2B sales & solution consulting)
Builds
Long-term managed services clients for financial planning, wealth management, and advisory firms
Domain
Financial services technology, AI adoption, cybersecurity, cloud platforms
Deliverable
client delivery
Required skills
consultative B2B sales, solution consulting, financial services domain knowledge, commercial discovery, proposal development, stakeholder management, technical curiosity
Preferred skills
experience with Xplan, AdviserLogic, Iress, Salesforce Financial Services Cloud, Microsoft technologies
Responsibilities
Lead qualification through to proposal and close, map decision makers, design solutions improving productivity, translate technical capabilities into business outcomes, ensure smooth handovers to implementation
Seniority
Senior, hands-on IC
