Senior Sales Solutions Consultant - Investor Services / Fund Accounting

Senior Sales Solutions Consultant - Investor Services / Fund Accounting

Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support sales growth by delivering tailored solutions and presentations to clients.
  • Company: Join FIS, a Fortune 500 leader in financial technology.
  • Benefits: Competitive salary, professional development, and a diverse team atmosphere.
  • Other info: Opportunities for travel and career growth in a dynamic environment.
  • Why this job: Make an impact in fintech while working with innovative solutions and a collaborative team.
  • Qualifications: 3+ years in investor services or fund accounting with strong presentation skills.

The predicted salary is between 60000 - 80000 £ per year.

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

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

  • You will play a pivotal role in supporting the Sales team to generate and close pipeline and deliver on quarterly / annual quota.
  • Providing in-depth subject matter expertise across the entire investor services lifecycle.
  • 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

At FIS, we are as committed to growing our employees' careers as our own business. We offer opportunities to innovate in fintech, an inclusive and diverse team atmosphere, professional and personal development, resources to contribute to your community, and a competitive salary and benefits.

Senior Sales Solutions Consultant - Investor Services / Fund Accounting employer: FIS Capital Markets

At FIS, we pride ourselves on fostering a dynamic and inclusive work environment where innovation thrives. As a Senior Sales Solutions Consultant in our Investor Services team, you'll be part of a collaborative culture that values your expertise and encourages professional growth, all while working for a Fortune 500 leader in financial technology. With competitive benefits and opportunities to make a meaningful impact in the fintech space, FIS is an exceptional employer for those looking to advance their careers in a supportive and engaging atmosphere.

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Contact Details:

FIS Capital Markets Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Sales Solutions Consultant - Investor Services / Fund Accounting

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 FIS Capital Markets. 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 Sales Solutions Consultant - Investor Services / Fund Accounting

Investor Services Expertise
Fund Accounting Knowledge
Client Engagement
Sales Strategy Development
Solution Presentation Skills
Stakeholder Management
RFP Response Preparation

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 FIS Capital Markets.

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 FIS Capital Markets'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 FIS Capital Markets

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 FIS Capital Markets.

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 FIS Capital Markets 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 FIS Capital Markets 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.