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Pre Sales Support Specialist in Wealth and Asset Management

Pre Sales Support Specialist in Wealth and Asset Management

CompanySynechron
LocationCharlotte, NC, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelExpert or higher

Requirements

  • Experience level 10+ Years
  • Extensive experience in the Capital Market & Investment Banking domain.
  • Proven track record in business transformation and strategic planning.
  • Strong understanding of current state assessments and target state definitions.
  • Ability to contribute to revenue growth and margin expansion.
  • Experience in location strategy and resource planning.
  • Excellent client engagement and relationship management skills.
  • Innovative mindset with the ability to incubate new ideas into business solutions.
  • Strong project management skills, including planning, quality assurance, and stakeholder management.
  • Ability to identify process gaps and recommend best practices for cost savings and efficiency.

Responsibilities

  • Lead initiatives to transform business processes, assess current states, and define target states to achieve strategic goals.
  • Contribute to the company’s revenue growth and margin expansion through strategic planning and execution.
  • Engage with clients to understand their business challenges and provide tailored solutions from a domain standpoint.
  • Incubate new ideas into viable business solutions, identifying and leveraging Fintechs and internal IP solutions as part of GTM offerings.
  • Manage and build relationships with existing product partners, identify and assess new partners, validate their value propositions, and collaborate on GTM strategy execution.
  • Oversee project planning, quality, and stakeholder management to ensure successful project delivery.
  • Identify and analyze process gaps, recommend best practices for cost savings, and enhance delivery efficiency.

Preferred Qualifications

    No preferred qualifications provided.