Senior Solutions Consultant, Upvest

• Business fluent (C1) in German and English is essential
• 6 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services
• Excellent verbal and written communication and presentation skills, effectively engaging both business and technical stakeholders
• Experience creating detailed client-facing collateral, including design artifacts and technical specifications, with rigorous attention to detail
• Solid technical understanding, passion for technology, and knowledge of the investment market, with a proactive approach to learning and knowledge sharing

Desirable

• As a Senior Solutions Consultant you will partner with our sales team to demonstrate the value of Upvest to prospective clients (pre-sales) and develop a deep understanding of their business needs and challenges
• Enable Europe’s top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions, this is an opportunity to think holistically about their investments strategy and the investment infrastructure ecosystem
• Act as a trusted technical advisor, become a recognised expert in Upvest’s product offering and the investment infrastructure market
• Drive cross-functional collaboration across sales, product, engineering, operations and banking teams, to ensure we are developing comprehensive solutions that address all requirements
• Responsible for helping drive Upvest’s revenue by enabling and unblocking clients through to contract and ensuring successful handover to our client launch team
• Own client discovery: Own and conduct thorough discovery to understand prospective clients’ business and technical requirements you’ll present and lead engaging, customised demonstrations that clearly articulate Upvest's value
• Conduct solution workshops: Partner with Sales to develop and deliver compelling solutions workshops and product deep-dives
• Develop technical content: You’ll own the creation of crucial resources including solution deep-dives, proposals and architecture diagrams
• Accelerate pre-sales: You will help develop and contribute to the strategy to build scalable processes and materials that streamline the sales cycle and facilitate client onboarding
• Client feedback: You will capture and articulate client feedback, feature enhancements and priorities - working closely with product and engineering to ensure optimal roadmap alignment
• Ensure regulatory compliance: Operating in a regulated environment, you will facilitate cross-functional collaboration across all Upvest departments (from product and engineering, to operations and banking) to ensure solution compliance