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Pre Sales Support Specialist in Wealth and Asset Management

Synechron
United Statesfull_timeVerifiedPosted 20 Mar 2025

About the role

We are

At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,500+, and has 58 offices in 21 countries within key global markets.

 

Our challenge

We are seeking a highly skilled and motivated Pre Sales Support Expert with a strong background in Wealth and Asset Management, specifically within the Capital Market & Investment Banking domain. The ideal candidate will play a crucial role in driving business transformation, assessing current states, defining target states, and contributing to revenue growth and margin expansion. This role requires a strategic thinker who can engage with internal stakeholders and clients, understand their business problems, and provide domain-specific solutions.

 

 

The Role

Responsibilities:

  • Lead initiatives to transform business processes, assess current states, and define target states to achieve strategic goals.
  • Contribute to the company's revenue growth and margin expansion through strategic planning and execution.
  • Engage with clients to understand their business challenges and provide tailored solutions from a domain standpoint.
  • Incubate new ideas into viable business solutions, identifying and leveraging Fintechs and internal IP solutions as part of GTM offerings.
  • Manage and build relationships with existing product partners, identify and assess new partners, validate their value propositions, and collaborate on GTM strategy execution.
  • Oversee project planning, quality, and stakeholder management to ensure successful project delivery.
  • Identify and analyze process gaps, recommend best practices for cost savings, and enhance delivery efficiency.

Requirements:

  • Experience level 10+ Years
  • Extensive experience in the Capital Market & Investment Banking domain.
  • Proven track record in business transformation and strategic planning.
  • Strong understanding of current state assessments and target state definitions.
  • Ability to contribute to revenue growth and margin expansion.
  • Experience in location strategy and resource planning.
  • Excellent client engagement and relationship management skills.
  • Innovative mindset with the ability to incubate new ideas into business solutions.
  • Strong project management skills, including planning, quality assurance, and stakeholder management.
  • Ability to identify process gaps and recommend best practices for cost savings and efficiency.

 

We offer:

  • A highly competitive compensation and benefits package
  • A multinational organization with 58 offices in 21 countries and the possibility to work abroad
  • Laptop and a mobile phone
  • 10 days of paid annual leave (plus sick leave and national holidays)
  • Maternity & Paternity leave plans
  • A comprehensive insurance plan including: medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)
  • Retirement savings plans
  • A higher education certification policy
  • Commuter benefits (varies by region)
  • Extensive training opportunities, focused on skills, substantive knowledge, and personal development.
  • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses 
  • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center o

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Company

Synechron

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