At a Glance
- Tasks: Drive sales growth by partnering with teams and delivering tailored solutions to clients.
- Company: Join a Fortune 500 leader in global financial technology.
- Benefits: Competitive salary, professional development, and a diverse team atmosphere.
- Other info: Opportunities for innovation and community contribution in a dynamic environment.
- Why this job: Shape the future of fintech while making a real impact on client success.
- Qualifications: 3+ years in investor services with strong presentation and stakeholder management skills.
The predicted salary is between 51750 - 63250 £ per year.
Position Type: Full time
Type Of Hire: Experienced (relevant combo of work and education)
About The Team: Join us as we redefine financial technology on a global level. We’re proud to be a Fortune 500 company and the world leader in the global financial technology industry. Our Investor Services Suite provides operational automation, efficiency and risk management across the full investor services lifecycle, covering transfer agency, fund accounting, investor lifecycle and client reporting.
What You Will Be Doing: The Sales Solution Consultant is a product and market specialist, working within the European Trading and Asset Services Pre-Sales team. The role will involve working closely with the Sales team, Product Management, and clients in order to manage client requirements and expectations throughout the sales process, and drive business and sales growth. You need to be highly motivated and have the ability to successfully work with all levels in an organization to successfully deliver the value proposition of the FIS Investor Services Suite via client engagements.
Key Responsibilities:
- Partner with Sales to qualify opportunities, shape deal strategy, and drive conversion
- Lead client discovery sessions to uncover business, operational, and regulatory challenges
- Deliver compelling solution presentations, demos, and workshops tailored to client needs
- Translate client requirements into end-to-end solution architectures
- Develop value propositions tied to cost efficiency, scale, risk mitigation, and growth
- Create commercial narratives aligned to target client segments (buy-side, asset servicers, transfer agents)
- Articulate differentiation vs competitors across data, workflow automation, and servicing capabilities
- Lead or contribute to RFP responses, proposals, and client-facing documentation
- Support Sales in pipeline generation activities
- Work with the Sales and Marketing teams on defining 'Go to market' plans and executing Sales and Marketing campaigns
- Provide feedback to Product on market needs, strategic roadmap and competitive positioning
What You Bring:
- 3+ years of experience in investor service operations, asset servicing, and/or fund accounting
- Deep domain expertise covering the entire end-to-end investor services lifecycle – transfer agency, fund accounting, client reporting
- Strong understanding of fund platforms, distribution, servicing models, and operational workflows across front-to-back investor servicing
- Ability to translate complex technology into business value
- Strong presentation, storytelling, and stakeholder management skills
- Ideally proven experience in pre-sales, solution consulting, or product-facing client roles
- Strong executive presence with clear, concise communication style
- Commercial mindset with focus on deal acceleration and revenue impact
- Desire to help shape business strategy and growth
- The flexibility to travel circa 20% predominantly in Europe
What We Offer You:
- Opportunities to innovate in fintech
- Inclusive and diverse team atmosphere
- Professional and personal development
- Resources to contribute to your community
- Competitive salary and benefits
Privacy Statement: FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
Sourcing Model: Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
Senior Sales Solutions Consultant - Investor Services / Fund Accounting employer: B Capital
B Capital is an exceptional employer that fosters a culture of innovation and collaboration, particularly in the dynamic field of AI-driven finance. With a strong commitment to employee growth, we offer extensive professional development opportunities and a supportive environment that encourages transformative leadership. Located in the vibrant EMEA region, our team enjoys a diverse and inclusive workplace, making it an ideal setting for those looking to make a meaningful impact in finance operations.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Sales Solutions Consultant - Investor Services / Fund Accounting
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like B Capital. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from B Capital.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like B Capital. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Sales Solutions Consultant - Investor Services / Fund Accounting
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in B Capital and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show B Capital how you can be a team player!
How to prepare for a job interview at B Capital
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with B Capital.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with B Capital's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
