Solutions Engineer - Post Trade

The best pre-sales professionals in post-trade don't just demo. They diagnose.

A well-regarded FinTech vendor serving tier one and tier two banks is looking for a Pre-Sales Manager to lead from the front — personally owning complex enterprise pursuits while building and developing a small team of solutions consultants across North America.

This is a player-manager role. You will be in the room on the deals that matter, and you will be the person your team looks to when the client asks a question nobody has been asked before.

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The role

· Lead and develop a small pre-sales team — setting standards, coaching on discovery and demo excellence, and building a repeatable solutions methodology

· Personally own pre-sales activity on strategic and complex enterprise opportunities across tier one and tier two banking clients

· Lead discovery sessions and technical deep-dives with operations, technology and risk stakeholders across settlement, clearing, custody and reconciliation functions

· Design and deliver compelling, tailored demonstrations that connect platform capability to real client workflow pain

· Own proof of concept processes — scoping, managing and closing POCs that accelerate deals

· Act as the bridge between sales, product and engineering — translating client feedback into product insight and commercial opportunity

· Stay current on post-trade market developments — T\+1, settlement fails, CSDR, tokenised securities, SWIFT messaging standards and emerging regulatory obligations

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What you bring

· Pre-sales or solutions consulting experience within post-trade, settlement, clearing, reconciliation, custody or capital markets operations software

· A genuine player-manager mentality — you lead by doing, not by delegating

· Deep familiarity with post-trade workflows across trade lifecycle management, fails management, settlement optimisation, corporate actions or collateral management

· Experience presenting and running discovery with senior banking stakeholders — Heads of Operations, COOs, technology and risk leadership

· The technical credibility to go deep — and the commercial instinct to know when to pull back and let the business case lead

· Experience building or mentoring a pre-sales team is highly advantageous

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$180,000–$220,000 base · Bonus · Benefits · New York (hybrid)

Confidential search · iopa Solutions