Presales Tech Consultant

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. From a prospect’s first demo to an existing partner’s training session, you’ll listen closely, make complex concepts approachable, and help people see practical ways to work more effectively.

tech consultant presales / wealth management

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $135,000 - $165,000 per year

A bit about us:

We’re a growing financial services and technology firm helping independent financial advisors build thriving businesses and better serve their clients. We combine technology, operational resources, and strategic support with an entrepreneurial culture that values initiative, curiosity, and a willingness to grow.

Why join us?

Help advisors feel more confident using technology to support their businesses.

Bring the platform to life through engaging demos, training, and real-world examples.

Enjoy a mix of prospect conversations, partner education, and collaboration with technology teams.

Join an evolving organization where you can contribute ideas and take on new challenges.

Base + Bonus + Unlimited PTO + HSA/FSA + Paid Paternity Leave + Premium Health, Dental, and Vision Insurance

Travel up to 40%

Job Details

You’ll connect what our technology can do with what advisors actually need. From a prospect’s first demo to an existing partner’s training session, you’ll listen closely, make complex concepts approachable, and help people see practical ways to work more effectively.

What you’ll do:

Lead tailored software demos, webinars, and training sessions for prospective and existing partner firms.

Understand advisor workflows and recommend relevant features, tools, and training.

Create clear, useful guides and presentations that make learning easier.

Partner with internal teams and vendors to introduce new capabilities and follow through on advisor needs.

What you’ll bring:

Approximately 3–5 years of experience, ideally in fintech, wealth management, or financial services.

Strong presentation skills and experience delivering software demos or client-facing training.

Familiarity with CRM, performance reporting, or financial planning platforms preferred.

A thoughtful, adaptable communication style. You meet people where they are and tailor your approach.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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