Pre-Sales Solution Architect

About the Position

... create world-changing products using God-given talents . ..

We offer a hugely supportive environment to build a career, with continuous learning and development opportunities. We have a collaborative culture of testing and exploring problems together to find the best evidence-based solutions. We respect your independent thought, your intellectual curiosity, and your opinion.

We are recruiting a Pre-Sales Solution Architect to join our growing team. You will be working in tandem with our Sales Team, applying a consultative selling approach to find the best solutions for our prospective clients. On a day-to-day basis, your role will involve: running demos and workshops, designing future state architectures, and becoming a product and technical expert on our platform.

This role is varied and you will work with clients from all across the buy-side, from Asset Managers and Asset Services to Hedge Funds, Alternatives, and Private Wealth Managers.

This is a fantastic opportunity for a candidate who enjoys building relationships with clients, working in the financial services domain, and building technology-based solutions.

Responsibilities

• Design and deliver engaging product demonstrations, workshops, and proof-of-concept solutions for prospective clients across both technical and business audiences.
• Gather, analyze, and document client business requirements, translating them into scalable solution architectures and future-state designs.
• Lead technical discovery sessions and architecture discussions, recommending solutions that align with client objectives and industry best practices.
• Develop customized demo environments and reusable sales assets using APIs, Python, SQL, and related technologies.
• Collaborate closely with Sales, Product, and Engineering teams to design, validate, and present optimal solutions throughout the pre-sales lifecycle.
• Serve as a trusted technical advisor by providing product expertise, enabling internal sales teams through training, and channeling customer feedback to support product roadmap development.

Requirements

• Strong experience working with APIs, with hands-on development skills in Python and SQL (experience with C#, Java, or similar languages is also valued).
• Proven experience in the financial services industry, with the ability to understand and discuss financial concepts with senior stakeholders, including CTOs and COOs.
• Solid solutions architecture background, including gathering business requirements and designing effective solutions for both technical and non-technical challenges.
• Excellent communication and presentation skills, with confidence in leading client-facing demos, workshops, and discussions in both virtual and in-person settings.

Nice to Have

• Experience with buy-side investment management workflows, including Portfolio Management Systems (PMS), Order Management Systems (OMS), Investment Book of Record (IBOR), and Fund Accounting.
• Exposure to technical pre-sales, solution consulting, or client-facing architecture roles within financial services, fintech, consulting, banking, or asset management organizations.
• Familiarity with modern data and cloud platforms such as Snowflake, Databricks, Microsoft Fabric, AWS/Azure, along with tools like Git and Jupyter Notebooks.

We Offer

• 20 days of annual vacation, public holidays, up to 14 days of paid sick leave, up to 5 days of compassionate leave, plus a paid day off on your birthday.
• Comprehensive medical coverage through Aetna from day one, with dental, vision, and supplemental insurance plans available.
• Company-paid medical insurance for employees (100% covered), with 60% coverage provided for eligible dependents.
• 401(k) retirement plan with a 4% company match after 90 days of employment.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options to help manage healthcare and dependent care expenses.
• Access to gym memberships and fitness discounts through Aetna wellness programs.

About the Company

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Contact Information

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