Wealth Tech Platform Specialist

2 weeks ago

Montréal QC, Canada Sofistic.ai Full time

**Job Title**: Wealth Tech Platform Specialist
**Location**: Montreal

**Job Type**: Full-time
**Reports to**: Chief Revenue Officer
**About Sofistic.AI**:
At Sofistic.AI, we empower Wealth Advisors and Family Offices to drive financial success for their clients through cutting-edge technology solutions. Our platform leverages AI-driven insights to enhance decision-making, optimize portfolio management, and improve client relationships in the wealth management industry.
**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.
**Key Responsibilities**:

- 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.

**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.

**What We Offer**:

- Opportunity to work with cutting-edge AI technology that’s transforming the wealth management industry.
- A collaborative and inclusive work environment.
- Career growth opportunities in a fast-growing fintech company.

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