As a Senior Pre-Sales Consultant (WealthTech) at Evooq you will sit at the intersection of product sales and clients. You will help banks and wealth managers understand how Evooqs platform can transform their advisory portfolio management and investment processes and you will shape how we position demonstrate and sell our solutions.
What you’ll do
* Partner with Business Development to qualify opportunities shape discovery and translate stakeholder needs into clear solution value.
* Deliver tailored demos across the sales cycle from early discovery to executive and board-level sessions anchored in measurable outcomes.
* Own andorchestratedemo environments end-to-end (datasets configurations integrations scripts) that arerobustreusable and production-grade aligned with client use cases.
* Run presales workshops (functional and technical) : requirements deep-dives fit-gapanalysis integration mappingsecurityand deployment options.
* Create andmaintainpresales collateral (decks talk tracks ROI models demo videos one-pagers) and scale thefunctionwith process and AI tooling.
* Lead RFI / RFP responses : drive timelines coordinate contributors craft compelling compliant answers and own submission quality.
* Co-design target architectures with Solutions Architects BD and Product (APIs data flows custodians / market data SSO cloud).
* Act as the voice of the clienttowardsProduct and Implementation; package field feedback into clear problem statements and influence the roadmap.
* Track and improve presales KPIs (win-rate stage conversion asset adoption cycle time) and continuously refine playbooks.
* Support marketing / events with high-impact demos webinars and conference presentations.
* Travel across Europe / Switzerland for onsite workshops and executive sessions (approx. 20%).
Qualifications
Wealth Management Expertise
* 5 years in wealth management / private banking with hands-on understanding of suitability / advisory & discretionary mandates portfolio construction performance / risk structuredproductsandreporting.
* Regulatory awareness across EU / CH (e.g. MiFID II LSFIN / FIDLEG) and ability to translate requirements into solution design.
Presales / Consulting Excellence
* Experience in presales / sales engineering / consulting for enterprise softwareor in software implementation at Banks.
* Strong discovery skillsvaluearticulation objection handling and ability to tailor messages to senior stakeholders.
Technical Fluency
* Comfortable working with REST APIs datamodelsand SQL
* Abilityto discusscloud deployment (AWS / Azure / GCP)containerisation (e.g.Docker)and security / compliance fundamentals.
Communication and Influence
* Outstanding communication storytelling and narrative-building skills.
* Confident presenting to senior management C-suite and boards.
Ways of Working
* High ownership structure and paceyou create clarity build process and scale what works in a fast moving environment.
* Strong commercial mindset with strong discovery objection handling and valuearticulation.
* Excellent English; German and / or French strongly preferred.
* Experience with Jira Confluence Salesforce is beneficial.
Core Competencies
* Discovery & solution mapping
* Demo design & delivery (scenario building data preparation narrative)
* Workshop facilitation (functional & technical)
* RFI / RFP orchestration and technical writing
* Architecture fundamentals (APIs integrations SSO data privacy & security)
* Stakeholder management across Front Office IT Risk / Compliance and Executives
* Project scoping estimation and handover to delivery
* Clear concise written and verbal communication
* Scale-up experience and comfortoperatingwith ambiguity
Nice to Have
* Experience with Swiss / DACH private banks
* Experience with front-office in private banks (e.g. portfolio construction advisory relationshipmanagement...)
* Advanced risk and portfolio analyticsknow-how(multivariate statistics repricing optimizationalgorithms...)
* Hands-on scripting Postman andgood understanding of how selected AI tools can beleveragedto enhance efficiency
Additional Information
Why Join Evooq
AtEvooqyoullbe part of an ambitious innovative team shaping the future of investment technology. We offer a collaborative culture where ideas are valued learning is encouraged and growth is supported.Youllhave the opportunity to work on impactful projects influence company-wide processes and make a meaningful contribution to how our products deliver value to clients.
Join us and help build the operational backbone ofEvooqsnext generation of products.
Remote Work
No
Employment Type
Full-time
Vacancy
1
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