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Solutions Consultant

Solutions Consultant for Vestmark, bridging client needs and tech solutions.
Vestmark, Inc.
Hybrid
On-Site
United States
Undisclosed salary
Job Description
Vestmark is seeking a Solutions Consultant to serve as a subject matter expert for the sales organization and prospective clients. This role involves translating client business needs into tailored solutions that showcase the Vestmark Suite of Products. The ideal candidate will blend technical skills with client-facing expertise, supporting the full sales lifecycle.

Role Involves:
  • Serving as the technical point of contact for prospective clients.
  • Conducting deep-dive discovery sessions to understand client workflows and pain points.
  • Designing tailored solutions using Vestmark’s offerings.
  • Delivering customized product demonstrations.
  • Collaborating with Implementation and Client Delivery teams for smooth transitions.

Requirements:
  • 5–10 years of industry experience in financial technology or wealth management.
  • Minimum of 3 years in a Sales Engineer, Solutions Consultant, or pre-sales role.
  • Familiarity with managed accounts and portfolio management systems.
  • Strong presentation and communication skills.
  • Bachelor’s degree in Business, Computer Science, Finance, or related field.

Vestmark offers:
  • Hybrid work environment.
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Vestmark, Inc.

All Jobs at Vestmark, Inc. (10)