Sales Engineering Director
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Sales Engineering Director

Sales Engineering Director

London Full-Time 72000 - 108000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Lead digital transformation for clients and drive product innovation.
  • Company: InvestCloud is a global leader in wealth technology, transforming the financial services industry.
  • Benefits: Enjoy a culture of innovation, collaboration, and opportunities for professional growth.
  • Why this job: Make a real impact in financial services while working with top-tier clients and teams.
  • Qualifications: 10+ years in consulting or fintech, strong leadership, and client-facing experience required.
  • Other info: Join a recognized top fintech company and help shape the future of wealth management.

The predicted salary is between 72000 - 108000 £ per year.

How you will provide meaningful contributions:

  • Lead digital transformation initiatives for clients, acting as a strategic advisor on both business and technical fronts.
  • Collaborate with the product and sales teams to drive product innovation, identifying market opportunities and shaping new solutions that generate revenue.
  • Collaborate with a multi-disciplinary team, including sales executives , product managers and engineers, ensuring the delivery of high-quality, client-focused solutions.
  • Partner with the product team to influence the development roadmap, ensuring that client feedback and market trends are integrated into product innovations.
  • Drive the discovery process for clients, leveraging your expertise in financial services technology and digital transformation to architect tailored solutions.
  • Present complex technical concepts to C-level executives, positioning InvestCloud as the leading solution in the financial services industry.
  • Achieve and exceed sales targets by managing client relationships and fostering growth opportunities through consultative selling.
  • Provide internal thought leadership by sharing best practices and driving excellence across teams, promoting a culture of innovation.

Basic Qualifications for Consideration:

  • 10+ years of experience in consulting, banking or fintech, with a strong focus on digital transformation
  • Expertise in client-facing roles, with the ability to build trust and credibility with senior stakeholders.
  • Demonstrated leadership in managing and mentoring multi-disciplinary teams.
  • Proven experience in collaborating with product and sales organizations to drive product development and revenue growth.
  • Proficiency in PowerPoint and Excel with high attention to detail and quality when delivering content.
  • Strong communication and presentation skills, with the ability to translate complex solutions into business value.
  • University degree required; Master’s degree preferred.

Preferred Skills / Experience

  • Successful track record of leading product innovation initiatives within a financial services firm or fintech environment.
  • Ability to identify new business opportunities and lead initiatives that align product innovation with revenue generation.
  • Strong analytical and problem-solving skills, with a systematic approach to resolving client challenges.
  • Experience working across multiple disciplines, including product management, sales, marketing, finance.
  • Expertise in consultative sales processes, with a proven ability to drive client acquisition and growth.

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visitInvestCloud.com .

Our Values

  • Client Connected
  • Human Centered
  • Technology Forward
  • Respect + Integrity
  • Excellence

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Sales Engineering Director employer: InvestCloud

InvestCloud is an exceptional employer that champions innovation and collaboration, making it an ideal place for a Sales Engineering Director to thrive. With a strong focus on employee growth, we offer opportunities for professional development and mentorship within a dynamic work culture that values respect, integrity, and excellence. Our commitment to digital transformation in the financial services industry not only positions us as a leader but also empowers our employees to make meaningful contributions while working with a diverse, multi-disciplinary team.
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Contact Detail:

InvestCloud Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Sales Engineering Director

✨Tip Number 1

Familiarize yourself with the latest trends in digital transformation within the financial services sector. This knowledge will not only help you understand the challenges clients face but also position you as a strategic advisor during interviews.

✨Tip Number 2

Network with professionals in the fintech and banking industries. Attend relevant conferences or webinars to connect with potential colleagues and gain insights into the company culture at InvestCloud.

✨Tip Number 3

Prepare to discuss your experience in leading multi-disciplinary teams and driving product innovation. Be ready to share specific examples of how you've successfully managed client relationships and exceeded sales targets.

✨Tip Number 4

Practice presenting complex technical concepts in a simplified manner. Since you'll be interacting with C-level executives, honing your communication skills will be crucial to effectively convey business value.

We think you need these skills to ace Sales Engineering Director

Digital Transformation Expertise
Client Relationship Management
Strategic Advisory Skills
Product Innovation Leadership
Consultative Selling
Cross-Disciplinary Collaboration
Financial Services Technology Knowledge
Analytical and Problem-Solving Skills
Presentation Skills for C-Level Executives
PowerPoint and Excel Proficiency
Market Opportunity Identification
Mentoring and Team Leadership
Attention to Detail
Revenue Growth Strategy

Some tips for your application 🫡

Tailor Your Resume: Make sure your resume highlights your experience in digital transformation, consulting, and client-facing roles. Emphasize your leadership skills and any relevant achievements in product innovation and revenue growth.

Craft a Compelling Cover Letter: In your cover letter, express your passion for financial services technology and how your background aligns with InvestCloud's mission. Mention specific examples of how you've driven digital transformation initiatives and collaborated with multi-disciplinary teams.

Showcase Communication Skills: Prepare to demonstrate your strong communication and presentation skills. Be ready to discuss how you can translate complex technical concepts into business value, especially when addressing C-level executives.

Highlight Analytical Abilities: Illustrate your analytical and problem-solving skills in your application. Provide examples of how you've systematically resolved client challenges and identified new business opportunities in previous roles.

How to prepare for a job interview at InvestCloud

✨Showcase Your Digital Transformation Expertise

Be prepared to discuss your experience in leading digital transformation initiatives. Highlight specific projects where you acted as a strategic advisor, focusing on both business and technical aspects.

✨Demonstrate Collaborative Skills

Emphasize your ability to work with multi-disciplinary teams. Share examples of how you've collaborated with sales executives, product managers, and engineers to deliver high-quality solutions that meet client needs.

✨Prepare for C-Level Presentations

Since you'll be presenting complex technical concepts to C-level executives, practice simplifying these ideas into clear business value propositions. Use relevant examples from your past experiences to illustrate your points.

✨Highlight Consultative Selling Experience

Discuss your track record in consultative selling and how you've successfully managed client relationships. Be ready to share specific instances where you identified growth opportunities and exceeded sales targets.

Sales Engineering Director
InvestCloud
Apply now
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