This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Pre-Sales Consultant, Financial Services based in United States.

This role offers the opportunity to become a trusted advisor for financial services organizations navigating complex research and decision-making challenges.
You will combine industry expertise, product knowledge, and consultative selling skills to demonstrate the value of innovative AI-powered solutions.
Working closely with sales and cross-functional teams, you will guide prospects through impactful evaluations and help drive business growth.
The position requires strong client engagement skills, the ability to translate complex workflows into clear solutions, and a passion for emerging technologies.
You will collaborate with investment professionals across asset management, investment banking, private equity, venture capital, and hedge funds.
This is a high-visibility opportunity within a fast-growing environment where your insights directly influence customer success and product evolution.

What the job really is