Talent.com
Financial Services Pre-Sales Consultant

Financial Services Pre-Sales Consultant

VirtualVocationsGlendale, California, United States
Hace 2 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

A company is looking for a Pre-Sales Consultant focused on Financial Services.

Key Responsibilities

Collaborate with Account Executives to manage product evaluations and drive new business revenue growth

Conduct discovery into clients' research workflows to develop tailored financial services use cases

Engage with investment professionals to build strong relationships and contribute to product development based on client feedback

Required Qualifications

Minimum 2 years of experience in a Financial Services role or supporting Financial Services clients in a fintech / SaaS environment

Demonstrated interest in AI's potential within the financial sector

Proven ability to engage stakeholders and present technical solutions effectively

Strong ownership mindset with a focus on driving workflow transformation

Ability to work collaboratively and influence cross-functional teams

Crear una alerta de empleo para esta búsqueda

Financial Consultant • Glendale, California, United States

Ofertas relacionadas
  • Oferta promocionada
Financial Services Pre-Sales Consultant

Financial Services Pre-Sales Consultant

VirtualVocationsGarden Grove, California, United States
A tiempo completo
A company is looking for a Pre-Sales Consultant focused on Financial Services.Key Responsibilities Collaborate with Account Executives to manage product evaluations and drive new business revenue...Mostrar másÚltima actualización: hace 2 días
  • Oferta promocionada
Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,

Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,

BankTalent HQLos Angeles, CA, United States
A tiempo completo
Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing sales consultant...Mostrar másÚltima actualización: hace 8 días
  • Oferta promocionada
Financial Consultant- Century City, CA

Financial Consultant- Century City, CA

Fidelity InvestmentsLos Angeles, CA, US
A tiempo completo
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Mostrar másÚltima actualización: hace 3 días
  • Oferta promocionada
Temp HR Generliast

Temp HR Generliast

Vaco by HighspringAltadena, California, United States
A tiempo completo
Temporary – covering maternity leave, through end of January 2026.We are seeking a hands-on HR Generalist to join our client’s team in Valencia. This is a fully onsite, temporary role covering a mat...Mostrar másÚltima actualización: hace 18 días
  • Oferta promocionada
Technical Services Consultant

Technical Services Consultant

VirtualVocationsSanta Ana, California, United States
A tiempo completo
A company is looking for a Services Technical Consultant.Key Responsibilities Provide consulting services to clients and translate client requirements into flat file requirements Manage internal...Mostrar másÚltima actualización: hace 17 días
  • Oferta promocionada
Corporate Pre-Sales Consultant

Corporate Pre-Sales Consultant

VirtualVocationsSanta Ana, California, United States
A tiempo completo
A company is looking for a Pre-Sales Consultant, Corporate.Key Responsibilities Collaborate with Account Executives to conduct product evaluations and drive new business revenue growth Conduct d...Mostrar másÚltima actualización: hace 2 días
  • Oferta promocionada
Solutions Consultant

Solutions Consultant

VirtualVocationsGlendale, California, United States
A tiempo completo
A company is looking for a Solutions Consultant to guide prospective clients in leveraging their market research platform. Key Responsibilities Become an expert on the market research platform to ...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Ohio Licensed Financial Consultant

Ohio Licensed Financial Consultant

VirtualVocationsNorth Hollywood, California, United States
A tiempo completo
A company is looking for a Consultant in Technical Financial Services focused on Retirement Plans Document & Design.Key Responsibilities : Consults with wholesalers, advisors, and plan sponsors on...Mostrar másÚltima actualización: hace 3 días
  • Oferta promocionada
Sales Engineering Consultant

Sales Engineering Consultant

VirtualVocationsCarson, California, United States
A tiempo completo
A company is looking for a Consultant, Sales Engineering.Key Responsibilities Provide technical support and guidance for deployed Ciena platforms within large GCN backbone networks Manage techni...Mostrar másÚltima actualización: hace 1 día
  • Oferta promocionada
Business Travel Consultant II

Business Travel Consultant II

VirtualVocationsCarson, California, United States
A tiempo completo
A company is looking for a Business Travel Consultant II (experienced) to provide exceptional customer service to corporate travelers. Key Responsibilities Create and complete travel arrangements ...Mostrar másÚltima actualización: hace 8 días
  • Oferta promocionada
Payroll Specialist

Payroll Specialist

Vaco by HighspringAltadena, California, United States
A tiempo completo
Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our mar...Mostrar másÚltima actualización: hace 22 días
  • Oferta promocionada
Window Treatment Sales Consultant

Window Treatment Sales Consultant

3 Day BlindsLong Beach, CA, US
A tiempo completo
Day Blinds is a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters.We are proud to be part of the Hunter Douglas family of brands.Over the last 40 ye...Mostrar másÚltima actualización: hace 1 día
Sales Consultant

Sales Consultant

Discover ConsultingLos Angeles, CA, US
A tiempo completo +1
Quick Apply
Join our dynamic team and immerse yourself in an environment that's all about support, fun, and creating unforgettable memories that last a lifetime!. We firmly believe that while things may fade, e...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Future Sales Consultant Opportunities

Future Sales Consultant Opportunities

LithiaSherman Oaks, CA, US
A tiempo completo
Acura of Sherman Oaks Sales Consultant.At Acura of Sherman Oaks, we're always looking ahead and planning for growth.While we do not have an immediate opening today, we are accepting applications fo...Mostrar másÚltima actualización: hace 6 días
  • Oferta promocionada
Sales Account Executive - Remote

Sales Account Executive - Remote

Riverside PaymentsAltadena, California, US
Teletrabajo
A tiempo completo
Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Financial Consultant- Newport Beach, CA

Financial Consultant- Newport Beach, CA

Fidelity InvestmentsNewport Beach, CA, US
A tiempo completo
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Mostrar másÚltima actualización: hace 3 días
  • Oferta promocionada
Licensed Talk Therapist - Fee For Service

Licensed Talk Therapist - Fee For Service

ThriveworksAltadena, CA, United States
A tiempo completo
Thriveworks is currently seeking Licensed Clinicians to provide a mix of telehealth and face-to-face sessions in La Habra, CA. This role is eligible for a $7,500 ramp stipend for clinicians offering...Mostrar másÚltima actualización: hace 28 días
  • Oferta promocionada
Finance Systems Consultant

Finance Systems Consultant

VirtualVocationsOrange, California, United States
A tiempo completo
A company is looking for a Finance Systems Consultant (Contract) to lead the design and implementation of a new accounts receivable process. Key Responsibilities Evaluate and implement a scalable ...Mostrar másÚltima actualización: hace 2 días
Business Consultant (PEO-Sales) - Los Angeles East

Business Consultant (PEO-Sales) - Los Angeles East

FrankCrumEast Los Angeles, CA, US
A tiempo completo
Quick Apply
FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida.FrankCrum employs appro...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Solution Consultant

Solution Consultant

VirtualVocationsCarson, California, United States
A tiempo completo
A company is looking for a Solution Consultant.Key Responsibilities Lead product demonstrations and support strategic sales motions with Account Executives Deliver consistent, value-driven demos...Mostrar másÚltima actualización: hace más de 30 días