Presales Consultant – Fintech, SDLC

🕒 May 26

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Wealth Dynamix

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth Dynamix is a global provider of Client Lifecycle Management (CLM) software and services for private banks, wealth managers and asset management firms. Its modular, industry-focused SaaS platform delivers CRM, digital onboarding, prospect management, automated workflows, compliance (AML/suitability) and advisor/client engagement tools, with options for on-premises or cloud deployment. The company combines wealth management domain expertise with integrations into existing ecosystems and AI-driven capabilities to streamline operations, improve client experience and evidence regulatory compliance.

📋 Description

• Engage with prospects, clients and partners to showcase Wealth Dynamix’s innovative requirements • Conduct engaging demonstrations and workshops with prospects, partners and clients effectively showcasing product capabilities and benefits • Lead or support pre implementation analysis studies • Clearly outline project scopes to meet client needs • Identify which requirements are met via existing capabilities vs requiring product development or bespoke work • Identify and document assumptions that impact project delivery • Collaborate with stakeholders to plan and allocate resources effectively • Prepare and present detailed SOW documents that capture project requirements and deliverables • Work closely with the sales team to address commercial aspects and legal considerations • Collaborate with project teams to prepare for sold projects • Drive continuous improvement programs for demonstration environments • Support the completion of Requests for Information (RFIs) and Requests for Proposals (RFPs)

🎯 Requirements

• Comprehensive knowledge of private banking and wealth management • Prior experience in pre-sales, consultancy or sales roles is expected • Strong understanding of market dynamics and commercial strategies, particularly in the private banking and wealth management sectors • Semi-technical understanding of banking system architectures, including cloud vs. on-premise solutions, multi-tenancy, and data models • Ability to work both as part of a team and independently, managing multiple responsibilities and adapting to changing priorities • Demonstrated ability to absorb new information and methodologies swiftly • Confident, clear, concise communicator with the ability to present proposals and conduct demos effectively to C-level representatives • Solid grasp of the typical pre-sales process, enabling effective engagement with clients • Exceptional attention to detail in presentation materials and outputs

🏖️ Benefits

• Fantastic opportunity to work in a growing FinTech environment with excellent career progression • Investment into the WDX Academy for new and existing employee learning and development