Fintech Solutions Expert

1 week ago


Old Toronto, Canada Boosted Full time

At Boosted, a well-funded fintech company with offices in Toronto, New York City, and Nashville, we're on a mission to revolutionize the financial services industry. Our cutting-edge AI tools automate custom research workflows, analyzing millions of data sources to provide tailored solutions for our investment management clients.

We're looking for an Fintech Solutions Expert who will bridge the gap between sales and account management, ensuring seamless value delivery to prospective clients across asset management, wealth management, investor relations groups, and global banks.

The ideal candidate will possess a deep understanding of CRM data, workflows, and reporting, as well as exceptional communication skills to convey complex technical concepts to both technical and non-technical audiences.

You'll have the opportunity to mentor team members, contribute to building internal consulting processes, and engage with C-suite executives to understand their investment processes, challenges, and objectives.

Key responsibilities include:

  • Conducting training sessions and workshops to educate clients on using our AI tools effectively.
  • Mentor team members or contribute to building and refining internal consulting processes.
  • Engaging with C-suite financial services executives, portfolio managers, and analysts to understand their investment processes, challenges, and objectives.

In return, you can expect a competitive salary range of $120,000 - $180,000 per annum, depending on experience, plus benefits and opportunities for professional growth.

To be successful in this role, you should hold a Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field, with advanced degrees (MBA or MS) preferred.

A strong proficiency in tools such as Office, CRM systems, Slack, Zoom is essential, as well as the ability to convey complex technical concepts to both technical and non-technical audiences.

If you're a motivated and results-driven individual who thrives in ambiguity, we encourage you to apply for this exciting opportunity to join our team at Boosted.



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