Solutions Consultant - Wealth Management

Location: London

About the Role

An exciting opportunity has arisen for a Solutions Consultant to join a growing team within the wealth management technology sector.

This is a highly client-facing role, working alongside sales and solutions teams to help financial services organisations understand how technology can address their evolving business needs. You will play a key role throughout the sales process, from initial discovery and requirements gathering through to demonstrations, proposals and contract discussions.

The role would suit someone with experience across wealth management, private banking, investment management or financial technology, who enjoys combining industry knowledge with client engagement and commercial activity.

Key Responsibilities

• Partner with sales teams to identify and develop new business opportunities.
• Engage with prospective clients to understand their current and future business requirements.
• Translate client requirements into appropriate technology and platform solutions.
• Deliver engaging product and platform demonstrations to prospective clients.
• Lead and support business discovery sessions, including client interviews, presentations and written proposals.
• Develop strong relationships with clients, industry consultants and subject matter experts.
• Support RFPs and tender processes, ensuring responses are accurate, compelling and delivered within deadlines.
• Maintain a strong understanding of the platform, products, services and future roadmap.
• Provide market and client insight to internal product, solutions and sales teams.
• Support the wider sales team with industry knowledge, technical expertise and client presentations.

About You

We are looking for someone with a strong understanding of wealth management or private banking, particularly the operational and technology requirements that sit across the front, middle and back office.

You will ideally have:

• Experience in a solutions consulting, pre-sales, technical sales, business analysis or similar client-facing role.
• Strong knowledge of wealth management, private banking or investment management.
• Experience working with wealth management technology or investment platforms.
• Excellent presentation and written communication skills.
• Confidence engaging with senior stakeholders and answering detailed client questions.
• Strong analytical and organisational skills.
• A commercial mindset and an ability to understand and articulate client needs.
• The ability to work independently while collaborating effectively with wider sales and solutions teams.
• A proactive, self-motivated and logical approach.
• A degree or equivalent professional experience is desirable.

Why Consider the Role?

This is an opportunity to join an established financial technology environment and work at the intersection of wealth management, technology and commercial sales.

You will have significant exposure to senior clients and decision-makers while developing expertise across one of the fastest-evolving areas of financial services.

If you have a background in wealth management technology, pre-sales, solutions consulting or technical sales and are looking for your next opportunity in London, we would be keen to hear from you.

Who We Are at Bayford Hale

Bayford Hale is a specialist recruitment consultancy focused on Financial Planning, Wealth Management, Asset Management and Family Office recruitment across the UK, Europe and Middle East.

We connect talented professionals with leading financial services businesses and pride ourselves on delivering a personal, market-focused recruitment service.