Sales Engineer- Financial Services

As a Sales Engineer at Advisor360, you will have the opportunity to drive Go-To-Market (GTM) execution and support the expansion of our sales pipeline.

The ideal candidate has an insatiable intellectual curiosity with a deep knowledge of the enterprise wealth management market. You enjoy analyzing enterprise buyer needs to develop strategies and solutions that address those needs, while working side-by-side with our Sales team.

You will develop and possess a deep understanding of our platform's features, capabilities, and integrations, coupled with exceptional communication, business acumen and ability to present sometimes complex topics. This role requires a proactive individual who can effectively bridge the gap between technical and non-technical teams, engaging with clients to demonstrate how our solutions align with their business needs. This role will play a crucial role in achieving our ambitious growth targets, and we are looking for someone who is results-oriented and can demonstrate results across these key responsibilities, in order of business value priority:

This role will report to the Sr. Director of Sales Engineering and Sales Operations, based in Weston, MA.

Responsibilities:

Platform Expertise & Customer Engagement:

• Clear understanding and ability to explain the features, capabilities, and integrations of the Advisor360 platform.
• Conduct product demonstrations and technical presentations to showcase the capabilities of our offerings.
• Stay updated on enhancements and changes to the platform.
• Respond to RFIs from prospective clients in a clear and concise manner.
• Articulate the benefits of the A360 platform compared to competitive solutions, demonstrating an understanding of customer needs.
• Recognize evolving areas of interest in the industry and adapt prospect interactions accordingly.

Deep Market Knowledge:

• Stay abreast of the rapidly evolving enterprise wealth management market, buyer needs, and technological trends.
• Develop insights to inform compelling messaging positioned to solve the needs of prospective clients
• Adapt presentations based on active prospect conversations, showcasing the platform's ability to solve common business problems.

Sales Support:

• Work closely with Sales, Marketing and Product Management to develop compelling materials, content and digital assets for sales conversations with enterprise buyers.
• Identify and address key pain points for existing customers.
• Effectively bridge the gap between technical and non-technical teams.
• Closely aligned with Advisor360's sales process, including lead qualification, needs analysis, solution design, proposal creation, and close plans.
• Collaborate with partner firms on joint solutions based on specific prospect needs.

Conduct Market Research:

• Conduct regular market analysis and competitive research to inform buyer profiles and messaging; share insights cross-functionally.
• Gauge the impact of your regular market analysis and competitive research in shaping competitor profiles and messaging.
• Measure the effectiveness of insights shared cross-functionally in enhancing our overall market strategy.
• Stay informed about industry trends, regulatory constraints, and competitive solutions.
• Identify and understand competitors to A360 and their individual strengths and weaknesses.
• Work closely with sales, engineering, onboarding, and product teams to share market insights.

Qualifications:

• Bachelor's degree in business, Finance, or a related field.
• Proven experience in a Sales Engineer or similar role within the financial services industry.
• Strong technical aptitude with the ability to understand and communicate complex concepts.
• Excellent verbal and written communication skills.
• Ability to adapt and thrive in a fast-paced, dynamic environment.
• Familiarity with wealth management firms and their decision-making processes.
• Awareness of the regulatory environment, compliance requirements, and industry best practices.
• Experience working within the financial services sector, specifically focusing on broker dealer and RIA business models.
• An understanding of financial products and the unique challenges faced by broker dealers and RIAs.
• Understanding of day-to-day operations of broker dealer and RIA entities.
• Proven commitment to staying abreast of industry changes, available technology solutions and emerging trends, and regulatory updates affecting broker dealer and RIA operations.

If you are passionate about the intersection of finance and technology, possess strong communication skills, and thrive in a collaborative environment, we encourage you to apply and contribute to the success of our growing team at Advisor360.