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Avaloq

Solution Consultant

Posted 11 Days Ago
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In-Office
New York, NY
Mid level
In-Office
New York, NY
Mid level
The Solution Consultant supports client acquisition and upsells, engages with clients during their journey, and manages RFI/RFP processes while collaborating with internal teams.
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Company Description

Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.

We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.

Job Description

Avaloq's Solution Consulting team partners closely with Sales and Marketing to achieve ambitious regional growth through a consultative selling approach. We immerse ourselves in our clients' business challenges, articulate compelling solution narratives, and take ownership of opportunities from initial discovery through solution design. 

In this role, you'll engage with clients throughout their entire Avaloq journey-from first introduction through implementation-providing exposure to some of the world's most recognized banking and wealth management brands. 

Key tasks:

  • Support the acquisition of new clients and drive upsell opportunities within existing accounts. 
  • Lead solution shaping, including coordination with internal stakeholders such as Architecture, Pricing, Product, Delivery, and Technical Development teams. 
  • Organize and deliver impactful presentations and product demonstrations; develop storylines and value propositions in partnership with Sales and Product teams. 
  • Analyze and differentiate against competitive solutions; stay informed on relevant financial regulations and articulate their impact to clients. 
  • Manage RFI/RFP processes end-to-end, ensuring high quality, timely submissions

Qualifications

  • A proven track record in solution consulting, pre-sales, or a similar role-ideally within banking, wealth management, or fintech. 
  • Excellent interpersonal skills, including cross-regional collaboration, client-facing communication, facilitation, and negotiation. 
  • A consultative mindset with the ability to translate complex needs into clear, compelling solution narratives. 
  • Ability to understand and communicate highly technical product details in a client-friendly way. 
  • Strong knowledge of banking and wealth management processes, platforms, and industry practices. 

It would be a real bonus if you have: 

  • Knowledge of U.S. and global wealth management regulations. 
  • Experience with software development lifecycles or enterprise technology implementations. 

Additional Information

We realize that managing work-life balance is a challenge we all face in our daily lives, and in order to support this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work-life balance and still continue our fantastic Avaloq culture in our global offices.

In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions. We are wholeheartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true, authentic self.

We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique. We have done our best to write this advert in an inclusive and neutral way.

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations. 

Top Skills

Banking
Fintech
Wealth Management

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