Roles & Responsibilities
About the Role
As a Senior Sales Engineer, you will lead key initiatives to drive digital transformation and product innovation for financial services organizations. With your deep technical expertise and consulting background, you will serve as a strategic leader, shaping the technical direction for clients and driving collaboration between the product and sales teams. This role requires an experienced professional who excels at client engagement, internal leadership, and fostering innovation that leads to revenue generation.
What does a great Senior Sales Engineer do?
A great Senior Sales Engineer is both a strategic consultant and a sales leader, driving technical solutions that meet client needs while collaborating with product and sales teams to fuel innovation. You will lead client engagements, shaping solutions that solve complex business challenges, and guide product development based on real-world insights. By leveraging your consulting expertise, you will drive both technical direction and revenue growth, ensuring InvestCloud remains a market leader.
How you will provide meaningful contributions :
Required qualifications for the role
Preferred Skills / Experience
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com .
Our Values
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.
Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Tell employers what skills you have
Digital Transformation
Wealth Management
Mentoring
Product Innovation
Financial Planning
Architect
Wealth
Technical Direction
Private Banking
Selling
Thought Leadership
PowerPoint
Revenue Growth
Presentation Skills
Consulting
Product Development
Sales Engineer • D01 Cecil, Marina, People’s Park, Raffles Place, SG