Senior Advisory Solution Consultant - Financial Services / Banking

Senior Advisory Solution Consultant - Financial Services / Banking

Full-Time 70000 - 90000 £ / year (est.) Home office (partial)
Appian

At a Glance

  • Tasks: Lead technical sales processes and co-create solutions for financial services clients.
  • Company: Join Appian, a leader in AI automation with a culture of excellence.
  • Benefits: Enjoy health coverage, tuition reimbursement, and a supportive work environment.
  • Other info: Hybrid role in London with opportunities for growth and community engagement.
  • Why this job: Make an impact by solving complex problems with a talented team.
  • Qualifications: 10+ years in solutions consulting with a strong technical background.

The predicted salary is between 70000 - 90000 £ per year.

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Appian is built on a simple premise: we work hard and we do things well.

This is a hybrid role based in London. You must live within commuting distance of our office at The Walkie Talkie (20 Fenchurch St) and be willing to come in weekly, though the specific days will depend on client needs. This role involves about 30% travel. You must live in the UK for this role.

As a Senior Advisory Solutions Consultant, you are the technical lead during the sales process. You will work with the sales team to show prospective clients how Appian’s platform works in practice. You must articulate the business value a prospective client can expect from implementing Appian solutions. This role follows our SC 2.0 model - which means moving beyond basic feature demos to act as a strategic partner for our customers. You will co-create solutions with them, using your technical background to help shape their long‑term strategy. This position requires the technical creativity to build working prototypes and the business sense to explain why they matter. You will be responsible for handling technical objections, answering detailed product questions, and making sure potential customers understand exactly how our software fits into their business and provides value.

What you’ll do:

  • Work with Account Executives to meet sales goals across large Financial Services & Insurance accounts in the UK and Ireland.
  • Manage all technical aspects of a sales cycle, from initial meetings to final presentations.
  • Work with the AE to complete comprehensive discovery and fully understand the clients business needs.
  • Write and organize technical responses for RFPs and formal proposals.
  • Build and present proof‑of‑concept applications that solve specific customer problems.
  • Explain technical details and business benefits to executives and stakeholders.
  • Represent Appian at industry events, conferences, and seminars.
  • Build long‑term relationships with technical staff at target accounts.
  • Collaborate with internal teams to get the resources or information needed to close a deal.

Your Background:

  • Experience selling into Financial Services, Banking, Capital Market etc.
  • A Bachelor’s degree in Computer Science or a related technical field.
  • 10+ years as a Solutions Consultant or Sales Engineer for enterprise software.
  • You must have a background in hands‑on technical work, such as previous experience as a Software Engineer or Technical Consultant.
  • You view yourself as a partner to the sales team, taking equal responsibility for account planning and meeting revenue targets.
  • You can answer deep functional questions and are comfortable discussing production environments, including APIs, application servers, and databases.
  • You will have experience working large Financial Services & Insurance organisations.

Benefits:

Appian offers a comprehensive benefits package, which may include health coverage, life and disability insurance, an Employee Assistance Program (EAP) with free mental health support, an Employee Stock Purchase Program (ESPP), lifestyle allowance, tuition reimbursement, and family‑forming benefits. Benefits may vary by country.

Training and Development:

During onboarding, we focus on equipping new hires with the skills and knowledge for success through department‑specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First‑Friend program being widely utilized resources for new hires.

Growth Opportunities:

Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.

Community:

We’ll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee‑led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.

About Appian:

Appian provides AI automation for mission‑critical work. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We’ve been automating processes for more than 25 years and understand enterprise operations like no one else. For more information, visit appian.com.

Equal Opportunity Statement:

Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws.

Senior Advisory Solution Consultant - Financial Services / Banking employer: Appian

At Appian, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our London-based team enjoys the benefits of a hybrid work model, competitive compensation, and ample opportunities for professional growth, all while contributing to impactful solutions in the Financial Services and Insurance sectors. Join us to be part of a forward-thinking company that values your expertise and encourages your career development.

Appian

Contact Details:

Appian Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Advisory Solution Consultant - Financial Services / Banking

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Appian. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Senior Advisory Solution Consultant - Financial Services / Banking

Technical Leadership
Sales Process Management
Business Value Articulation
Solution Co-Creation
Prototype Development
Technical Objection Handling
RFP and Proposal Writing

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Appian.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Appian's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Appian

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Appian.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Appian will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Appian employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.