At a Glance
- Tasks: Lead engaging product demos and translate tech into business value for clients.
- Company: Join a dynamic fintech company revolutionising asset management.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Work in a collaborative environment with a focus on innovation and client success.
- Why this job: Make an impact by helping clients leverage technology for efficiency and growth.
- Qualifications: 7+ years in client-facing roles with strong financial software knowledge.
The predicted salary is between 70000 - 90000 £ per year.
We are seeking an experienced Pre-Sales Technical Consultant to join a growing fintech environment and support the delivery of a leading cloud-native platform serving Asset Managers, Wealth Managers, Trustees, Insurance firms, and Asset Servicers.
About the Role
This is a high-impact, client-facing position where you will lead tailored product demonstrations for senior stakeholders, including C-level executives, across the UK and Europe. You will play a key role in translating complex system capabilities into clear business value, helping prospects understand how technology can drive efficiency, reduce risk, and support growth.
Key Responsibilities
- Deliver engaging, tailored product demonstrations aligned to client needs and business outcomes
- Develop compelling demo scripts and use cases for different market segments
- Partner closely with Sales to support new business opportunities and contribute to deal closure
- Act as a bridge between prospects and technical teams to ensure accurate and timely responses
- Participate in solution design workshops for complex client requirements
- Contribute to product development by sharing client feedback and insights
What We’re Looking For
- 7+ years of experience in client-facing roles within financial services (e.g. Asset Management, Wealth Management, Fund Administration, Capital Markets)
- Proven experience demonstrating or implementing complex financial software
- Strong understanding of financial instruments, accounting, and investment operations
- Excellent communication skills with the ability to engage and influence senior stakeholders
- Confidence in leading live demos and handling dynamic, high-pressure interactions
- Solid understanding of financial technology, including integrations, cloud delivery, and emerging AI use cases
Nice to Have
- Advanced degree or certifications (e.g. CFA Level 1)
- Experience with implementation or post-implementation support
- Familiarity with Agile/Waterfall methodologies
- Fluency in French
Presales Technical Consultant - Asset Management employer: IO Associates
Join a dynamic fintech environment that prioritises innovation and collaboration, offering a unique opportunity for growth as a Pre-Sales Technical Consultant. With a strong focus on employee development, we provide tailored training and mentorship to enhance your skills while fostering a supportive work culture that values diversity and inclusion. Located in the UK, Geneva, or Luxembourg, you will engage with senior stakeholders across Europe, making a meaningful impact in the asset management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Presales Technical Consultant - Asset Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the fintech space, especially those in asset management. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Nail that demo! If you get the chance to showcase your skills, make sure your product demonstrations are engaging and tailored to the audience. Show them how your expertise can solve their specific challenges.
✨Tip Number 3
Stay updated on industry trends! Knowing the latest in financial technology and market movements will help you speak confidently with potential employers and demonstrate your value.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals like you. Make sure to check out our careers page for the latest opportunities and submit your application directly.
We think you need these skills to ace Presales Technical Consultant - Asset Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of a Pre-Sales Technical Consultant. Highlight your experience in financial services and any relevant software demonstrations you've done. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about fintech and how your background makes you the perfect fit for our team. Don’t forget to mention specific experiences that relate to the job description.
Showcase Your Communication Skills:Since this role involves engaging with senior stakeholders, make sure your application reflects your excellent communication skills. Use clear and concise language, and don’t shy away from demonstrating your ability to translate complex concepts into simple terms.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at IO Associates
✨Know Your Product Inside Out
Before the interview, make sure you thoroughly understand the cloud-native platform and its features. Be ready to discuss how it can specifically benefit asset managers and other financial services. This will help you confidently answer questions and demonstrate your expertise.
✨Tailor Your Demos
Since this role involves delivering tailored product demonstrations, practice creating demo scripts that align with different client needs. Think about how you can showcase the technology's ability to drive efficiency and reduce risk in a way that resonates with senior stakeholders.
✨Brush Up on Financial Knowledge
Given the focus on financial instruments and investment operations, ensure you're up-to-date with industry trends and terminology. This knowledge will not only help you engage with clients but also show that you’re serious about the role and understand their challenges.
✨Prepare for High-Pressure Scenarios
Expect dynamic interactions during the interview, especially if you're asked to lead a mock demo or handle tough questions. Practise staying calm and collected under pressure, as this will reflect your ability to manage similar situations in real client meetings.
