Presales Technical Consultant
Pre-Sales Technical Consultant (could be based in UK or Geneva or Luxembourg)
We are seeking an experienced Pre-Sales Technical Consultant to join a growing fintech environment and support the delivery of a leading cloud-native platform serving Asset Managers, Wealth Managers, Trustees, Insurance firms, and Asset Servicers.
About the Role
This is a high-impact, client-facing position where you will lead tailored product demonstrations for senior stakeholders, including C-level executives, across the UK and Europe. You will play a key role in translating complex system capabilities into clear business value, helping prospects understand how technology can drive efficiency, reduce risk, and support growth.
Key Responsibilities
- Deliver engaging, tailored product demonstrations aligned to client needs and business outcomes
- Develop compelling demo scripts and use cases for different market segments
- Partner closely with Sales to support new business opportunities and contribute to deal closure
- Act as a bridge between prospects and technical teams to ensure accurate and timely responses
- Participate in solution design workshops for complex client requirements
- Contribute to product development by sharing client feedback and insights
What We’re Looking For
- 7+ years of experience in client-facing roles within financial services (e.g. Asset Management, Wealth Management, Fund Administration, Capital Markets)
- Proven experience demonstrating or implementing complex financial software
- Strong understanding of financial instruments, accounting, and investment operations
- Excellent communication skills with the ability to engage and influence senior stakeholders
- Confidence in leading live demos and handling dynamic, high-pressure interactions
- Solid understanding of financial technology, including integrations, cloud delivery, and emerging AI use cases
Nice to Have
- Advanced degree or certifications (e.g. CFA Level 1)
- Experience with implementation or post-implementation support
- Familiarity with Agile/Waterfall methodologies
- Fluency in French