Job Summary:
We are looking for a Solutions Consultant to join our EMEA Asset Management team in London. In this client-facing, pre-sales role you will be central to how CWAN wins and onboards complex asset management mandates — owning the technical and written deliverables that move opportunities through the sales cycle.
You will partner with prospective clients to uncover the pain points in their current operating model and demonstrate, clearly and credibly, how the CWAN solution solves those problems and adds measurable value. Alongside this you will build and refine the sales resources, documentation and standards the wider EMEA team relies on, continually looking for ways to strengthen our proposition.
The ideal candidate is a creative, self-starting problem-solver who earns the trust of internal and external stakeholders alike, combining strong technical fluency with the commercial instinct to turn complex requirements into compelling solutions
Responsibilities:
- Work with prospective clients to understand their current infrastructure, business requirements and operational challenges, and articulate how CWAN’s solution enhances their operating model.
- Lead the pre-sales workstream on complex software sales, from discovery through to solution design and handover.
- Develop deep, demonstrable expertise across CWAN’s products and the value they deliver.
- Communicate CWAN’s core value proposition persuasively, through written documentation, demonstrations and live presentations.
- Own the completion, organisation and coordination of prospect RFPs and DDQs, ensuring high-quality, accurate and timely responses.
- Conduct the research and preparation that underpins high-impact sales meetings and demos.
- Coordinate resources across CWAN to support sales efforts and a smooth transition of new clients to our Global Delivery team.
- Solve complex abstract problems and develop creative solutions to non-standard client requirements.
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Requirements:
- Relevant experience in investment operations, investment management, insurance or investment accounting.
- A clear understanding of the challenges facing the industry, particularly around reporting, data management and accounting.
- Familiarity with the needs of the different personas within an institutional asset manager, from front office to operations, finance and technology.
- Good knowledge of financial services and fixed income securities; a professional qualification such as the CFA is preferable.
- Excellent written and verbal communication skills, with the ability to present and articulate complex propositions clearly.
- Strong organisational, interpersonal and problem-solving skills.
- Strong technical skills, including Excel and the ability to quickly become proficient in in-house software solutions.
- A commitment to agility, continuous learning and operational excellence, combined with competitiveness, curiosity, creativity and drive.
Skills Required
- Relevant experience in investment operations, investment management, insurance or investment accounting
- Understanding of reporting, data management and accounting challenges in asset management
- Familiarity with needs of different institutional asset manager personas (front office, operations, finance, technology)
- Good knowledge of financial services and fixed income securities
- Professional qualification such as the CFA
- Excellent written and verbal communication and presentation skills
- Strong organisational, interpersonal and problem-solving skills
- Strong technical skills, including Excel and ability to quickly learn in-house software
- Commitment to agility, continuous learning, operational excellence, and drive
What the Team is Saying
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
