Principal Solutions Consultant

Role Purpose:
The role of the Principal Solutions Consultant is to support business development consultants working on larger and more complex sales opportunities by providing technical support about how Dynamic Planner and its investment services work and how they will add value to the client.
Objectives:
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To support business development consultants in the sale of Dynamic Planner to larger financial advice firms and wealth managers by:
a) Understanding and mapping their current advice and financial planning processes and systems
b) Designing enhanced processes which use Dynamic Planner integrated into their organisation
c) Demonstrating how Dynamic Planner and its investment services can add value to their organisation with a clear return on investment
To respond to requests for proposals or information from prospective clients with technical solutions showing how Dynamic Planner can meet their needs and deliver strong return on investment.
Key Responsibilities:
Working in support of the business development consultants on sales to larger organisations (wealth managers, insurers, banks and large advice firms)
Consulting to clients on their current processes and systems to gain a clear picture of what they are looking to achieve, what they use today, and what the challenges are
Presenting and demonstrating Dynamic Planner to individuals and groups
Designing and presenting solutions which meet client needs based on configuring and integrating Dynamic Planner
Acquiring a deep understanding of how Dynamic Planner and its investment services work and how it has added value and transformed existing clients such that you can explain this to prospective clients
Leading client interactions including technical presentations and facilitating technical workshops
Writing proposals and completing technical requests for a proposal / information
Coordinating input from across internal teams as required e.g. proposition, product, investment services, architecture etc
KPIs and Measures:
Clients and prospective clients who understand how Dynamic Planner and its investment services will drive significant benefits and ROI to their organisation versus alternative solutions, in particular their present architectures
Sales made by the Business Development team members supported
Key Deliverables:
Achievement of KPIs
Key Stakeholders:
Sales
Product and Proposition
Marketing
Technology and Integrations
Finance
Competencies (knowledge/skills/experience):
Passionate about the role of financial advice in enhancing client outcomes and the role that technology plays in supporting this
An excellent understanding of scaling financial planning businesses, their processes, challenges and the systems they use for; financial planning, CRM, platform / custody, compliance, workflow, MI, portals, KYC and research etc
Experience of successfully implementing and/or using the key systems in and around the financial planning process to deliver measurable gains
An outgoing personality, comfortable presenting and facilitating workshops with senior individuals from large organisations
Good at influencing others to communicate your ideas and helping them achieve the benefits they are looking for
Team player comfortable gaining input from a range of stakeholders both external and internal to agree the optimal solution for the client
Ideally a detailed understanding of the advice process, including how technology fits into the process. However, for the right candidate this can be taught
General understanding of stochastic modelling and the ability to explain this in lay person’s terms. Full support will be provided to aid understanding here.
Excellent written English and good maths
Excellent presentational and public speaking skills
Attention to detail
Comfortable writing proposals and responding to RFIs / RFPs, business cases etc
Strong project skills
Sales orientation – while this is not a quota carrying sales role, affinity to the sales process is important
Education & Qualifications
Excellent Microsoft office (Powerpoint, Excel, Word etc