Senior Sales Engineer

About the Role  

As a Senior Sales Engineer, you will lead key initiatives to drive digital transformation and product innovation for Wealth and Asset Management firms. With your deep technical expertise and consulting background, you will serve as a strategic leader, shaping the technical direction for clients and driving collaboration between the product and sales teams. This role requires an experienced professional who excels at client engagement, internal leadership, and fostering innovation that leads to revenue generation. 

What does a great Senior Sales Engineer do?   

A great Senior Sales Engineer is both a strategic consultant and a sales leader, driving technical solutions that meet client needs while collaborating with product and sales teams to fuel innovation. You will lead client engagements, shaping solutions that solve complex business challenges, and guide product development based on real-world insights. By leveraging your consulting expertise, you will drive both technical direction and revenue growth, ensuring InvestCloud remains a market leader.  

How you will provide meaningful contributions: 

•  Lead client engagements, acting as a strategic advisor on both technical and business fronts.   
•  Collaborate with the product and sales teams to drive product innovation, identifying market opportunities and shaping new solutions that generate revenue.   
•  Act as an APL application expert, performing product demonstrations to existing clients and prospects. 
•  Work with internal teams of engineers, analysts, and consultants, ensuring the delivery of high-quality, client-focused solutions.   
•  Partner with the product team to influence the development roadmap, ensuring that client feedback and market trends are integrated into product innovations.   
•  Drive the discovery process for clients, leveraging your expertise in the wealth management industry (specifically portfolio management and trading workflows) to architect tailored solutions.   
•  Present complex technical concepts and product demonstrations to C-level executives, positioning InvestCloud as the leading solution in the wealth management industry.   
•  Achieve and exceed sales targets by managing client relationships and fostering growth opportunities through consultative selling.   
•  Provide internal thought leadership by sharing best practices and driving excellence across teams, promoting a culture of innovation.   

Required qualifications for the role 

•   5+ years of experience in technical consulting, with a strong focus on financial services technology. 
•  Expertise in client-facing roles, with the ability to build trust and credibility with senior technical and non-technical stakeholders, with a heavy focus on C-Suite Executives.   
•  Knowledge of a Financial Advisor’s day-to-day business activities. 
•  Expertise of the Wealth Management industry including RIAs, RIA Aggregators, Independent Broker Dealers, Banks, and Managed Accounts.  
•  Deep understanding of trading, portfolio management, and operational workflows used by Wealth and Asset Management firms. 
•  Proven experience in collaborating with product and sales organizations to drive product development and revenue growth.   
•  Proficiency in PowerPoint, Excel, and other standard industry tools.   
•  Strong communication and presentation skills, with the ability to translate complex technical solutions into business value.   
•  Bachelor’s degree (B.A) from a four-year college or university; or equivalent combination of education and experience.  

Preferred Skills / Experience  

•  Expert knowledge of APL and/or other trading and portfolio management platforms strongly preferred. 
•  Prior experience selling to, consulting, or working with Wealth / Asset Management tier 1 firms.  
•  Successful track record of leading product innovation initiatives within a financial services firm or fintech environment.   
•  Ability to identify new business opportunities and lead initiatives that align product innovation with revenue generation.   
•  Strong analytical and problem-solving skills, with a systematic approach to resolving client challenges.   
•  Experience working across multiple disciplines, including product development, finance, and sales.   
•  Expertise in consultative sales processes, with a prove