At a Glance
- Tasks: Help onboard strategic clients in asset and wealth management with tailored solutions.
- Company: Join a fast-growing fintech scaleup making waves in the industry.
- Benefits: Trust, responsibility, professional development, and a dynamic work environment.
- Other info: Be part of a collaborative culture that values autonomy and innovation.
- Why this job: Make a real impact in a high-growth tech company with passionate professionals.
- Qualifications: 5-7 years in asset and wealth management with strong client-facing skills.
The predicted salary is between 63000 - 77000 £ per year.
As a Solutions Engineer, you will play a central role in helping Performativ win and onboard strategic clients across the asset and wealth management industry.
You will partner closely with sales to uncover client needs, design tailored solutions, and demonstrate how our platform drives measurable business value.
From first discovery to successful onboarding, you will help clients accelerate time to value through strong industry expertise and a highly consultative approach.
- What you’ll do
- Partner with sales on high-value opportunities to understand client goals, challenges, and priorities across asset and wealth management.
- Lead discovery sessions to uncover business pain points related to portfolio analytics, performance measurement, regulatory reporting, and data quality.
- Design and deliver compelling presentations, product demos, and proof-of-concepts tailored to client use cases and decision criteria.
- Act as a trusted advisor during the sales cycle by bringing relevant market knowledge and industry insight to senior stakeholders.
- Translate complex client requirements into solution designs that demonstrate clear ROI and business impact.
- Support new clients during onboarding by helping configure dashboards, reporting structures, analytics, and workflows aligned with their objectives.
- Work closely with product, engineering, and client success teams to ensure a smooth transition from pre-sales to implementation.
- Build strong relationships with customers post-sale to support adoption and identify expansion opportunities.
- What we’re looking for
- 5-7 years of experience in asset and wealth management, ideally in a solutions engineering, pre-sales, or client-facing product role.
- Deep expertise in financial and portfolio reporting, including performance measurement, risk metrics, and regulatory disclosures.
- Strong commercial mindset with a proven ability to influence buying decisions and contribute to revenue growth.
- Excellent presentation, communication, and storytelling skills, especially when engaging C-level stakeholders.
- Ability to simplify complex technical and financial concepts into clear, value-driven client conversations.
- Experience working with Saa S platforms and API-driven solutions in financial services.
- Consultative approach with the ability to uncover needs, shape solutions, and build trust with clients.
- Comfort working in a fast-paced, high-growth environment with cross-functional collaboration.
- What we can offer you
- Trust and responsibility to shape the future of Performativ’s success in the European market from day 1.
- Join a fast-growing fintech scaleup supported by top-tier VCs.
- Work with intelligent, passionate, and driven professionals with experience from leading institutions (such as Goldman Sachs, Mc Kinsey, BCG, Amazon etc).
- Accelerate your career with opportunities for professional development and leadership.
Join a Team of Fintech heroes!
Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial institutions do business around the world.
Working at Performativ means working at a fast-paced tech scaleup with intelligent people who are passionate about their work.
We are on a scaling journey beyond all metrics and expectations - and can't wait to have you join us in making a real impact.
We are funded by some of the leading VC funds in the world and expectations are set to be established as a European market leader in a record amount of time.
- You can read more about our product at performativ. com
- We value passion
At Performativ, we are builders first.
We are passionate with ambitious goals and value the time and effort people put into their work.
You will be part of the family from day one, and responsible for making your mark and driving forward your vision.
Autonomous work is embedded in our culture, and we are committed to ensure you have all the tools and support you need while acknowledging the importance of flexibility.
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Commercial Solutions Engineer - Asset & Wealth Management employer: Performativ Aps
Performativ Aps is an attractive employer due to its collaborative work culture and focus on professional development. Employees have the chance to engage with various teams, enhancing their skills and expertise in the asset and wealth management sector. The company's commitment to client success provides a meaningful impact on the industry.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Solutions Engineer - Asset & Wealth Management
✨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 Performativ Aps. 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 Performativ Aps.
✨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 Performativ Aps. 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 Commercial Solutions Engineer - Asset & Wealth Management
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 Performativ Aps 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 Performativ Aps how you can be a team player!
How to prepare for a job interview at Performativ Aps
✨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 Performativ Aps.
✨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 Performativ Aps'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!
