Wealth Tech Platform Specialist

at  Sofisticai

Job Title: Wealth Tech Platform Specialist
Location: Montreal
Job Type: Full-time
Reports to: Chief Revenue Officer

POSITION OVERVIEW:

We are seeking a highly motivated and experienced Wealth Tech Platform Specialist with a strong background in financial advisory, wealth management, and technology solutions. This individual will play a critical role during the pre-sales process with Sofistic.AI’s prospects in order to position the added value of Sofistic.AI.

QUALIFICATIONS:

• CFA, CSC, CIM or similar designation is highly preferred.
• Bachelor’s degree in finance, economics, business, or a related field.
• 5+ years of experience in family offices, wealth management, financial advisory, or a similar role within the wealth tech space.
• Strong understanding of wealth management principles, portfolio management, and financial planning.
• Familiarity with technology platforms, particularly those focused on wealth management or financial services.
• Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-experts.
• Client-focused with strong problem-solving and relationship management skills.
• Ability to work in a fast-paced, innovative environment and adapt to new technologies quickly.

• Work closely with prospects (family office, wealth management firms, financial advisors, etc.) to understand their needs and tailor Sofistic.AI’s solutions to maximize value.
• Provide industry expert insights and advice on wealth management practices for the overall wealth situation of a family or an individual
• Conduct product demonstrations, training sessions, and webinars to help clients adopt the platform efficiently.
• Collaborate with the product and development teams to refine the platform based on client feedback and market trends.
• Stay updated on wealth management industry trends, AI innovations, and regulatory changes to provide relevant guidance to clients.
• Support the sales team in pre-sales activities, including solution presentations and technical clarifications.
• Remain as an advisor to the internal team during onboarding, implementation, and ongoing usage of our platform.