Pre-Sales Technical Solutions Consultant

The role of the Pre-Sales Technical Solutions Consultant is to support business development consultants working on larger and more complex sales opportunities by providing technical support about how Dynamic Planner and its investment services work and how they will add value to the client.

Objectives:

1) To support business development consultants in the sale of Dynamic Planner to larger financial advice firms and wealth managers by:

a) Understanding and mapping their current advice and financial planning processes and systems

b) Designing enhanced processes which use Dynamic Planner integrated into their organisation

c) Demonstrating how Dynamic Planner and its investment services can add value to their organisation with a clear return on investment

2)To respond to requests for proposals or information from prospective clients with technical solutions showing how Dynamic Planner can meet their needs and deliver strong return on investment., Working in support of the business development consultants on sales to larger organisations (wealth managers, insurers, banks and large advice firms)

Consulting to clients on their current processes and systems to gain a clear picture of what they are looking to achieve, what they use today, and what the challenges are

Presenting and demonstrating Dynamic Planner to individuals and groups

Designing and presenting solutions which meet client needs based on configuring and integrating Dynamic Planner

Acquiring a deep understanding of how Dynamic Planner and its investment services work and how it has added value and transformed existing clients such that you can explain this to prospective clients

Leading client interactions including technical presentations and facilitating technical workshops

Writing proposals and completing technical requests for a proposal / information

Coordinating input from across internal teams as required e.g. proposition, product, investment services, architecture etc

KPIs and Measures:

Clients and prospective clients who understand how Dynamic Planner and its investment services will drive significant benefits and ROI to their organisation versus alternative solutions, in particular their present architectures

Sales made by the Business Development team members supported

Key Deliverables:

Achievement of KPIs

Key Stakeholders

Passionate about the role of financial advice in enhancing client outcomes and the role that technology plays in supporting this

An excellent understanding of scaling financial planning businesses, their processes, challenges and the systems they use for; financial planning, CRM, platform / custody, compliance, workflow, MI, portals, KYC and research etc

Experience of successfully implementing and/or using the key systems in and around the financial planning process to deliver measurable gains

An outgoing personality, comfortable presenting and facilitating workshops with senior individuals from large organisations

Good at influencing others to communicate your ideas and helping them achieve the benefits they are looking for

Team player comfortable gaining input from a range of stakeholders both external and internal to agree the optimal solution for the client

Ideally a detailed understanding of the advice process, including how technology fits into the process. However, for the right candidate this can be taught

General understanding of stochastic modelling and the ability to explain this in lay person's terms. Full support will be provided to aid understanding here.

Excellent written English and good maths

Excellent presentational and public speaking skills

Attention to detail

Comfortable writing proposals and responding to RFIs / RFPs, business cases etc

Strong project skills

Sales orientation - while this is not a quota carrying sales role, affinity to the sales process is important

Education & Qualifications

Excellent Microsoft office (Powerpoint, Excel, Word etc)