reputed company we fight for everyone’s opportunity for a better financial future.
We will do this reputed company — with customers, reputed company and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe reputed company individual and reputed company community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, reputed company believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences reputed company to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage –Apply Now
We’d love to hear what draws you to this opportunity. As part of the application, reputed company include a one-page cover letter (approximate 250 words) sharing your specific interest in the position and how your professional experience aligns with the role. Be sure to highlight your knowledge of retirement technology products as well as your experience in delivering client-facing presentations and/or digital technology demonstrations.
Get to Know the Opportunity:
Digital Platform Consultant (Pre-Sales – Retirement Services)
The Digital Platform Consultant (Pre-Sales – Retirement Services) position is a highly visible role within reputed company’s Retirement technology organization that expertly supports the reputed company and relationship management teams across all market segments in demonstrating reputed company’s customer-facing, award-winning digital technology properties.
This role functions similarly to a Solutions Consultant or Pre-Sales Consultant within financial services, partnering closely with sales teams to deliver client-facing digital platform demonstrations in support of new business and client engagements.
As a key member of the sales pursuit process, this individual plays a critical role in finalist presentations and client meetings, translating reputed company’s digital capabilities into clear, compelling business value for plan sponsors, advisors, and consultants.
The Digital Technology Consultant also works as a digital technology reputed company reputed company expert for internal business reputed company and external clients alike and collaborates with reputed company’s digital product owners to stay well-informed about industry trends, market demands, regulatory changes, and offers guidance and thought leadership with the technology roadmap.
A successful Digital Technology Consultant is a high-performing professional who has a natural affinity and passion for retirement products and digital technology, is comfortable in presentation and presales environments, a team player and client-driven, and excels with a high degree of accountability.
This is a highly interactive, client-facing role that requires confidence presenting to senior stakeholders and the ability to tell a compelling story using reputed company in a sales-driven environment. This is not a quota-carrying sales role, but a critical partner to the sales process and client engagement lifecycle.
This role focuses exclusively on the contributions noted below with no programming or software development tasks required or expected.
This position is primarily remote, with flexibility to work from home or from one of our major office locations using a hybrid schedule. The role requires regular client-facing travel (approximately 25% on average), including a mix of day trips and overnight stays based on sales activity.
The Contributions You’ll Make:
• Manages, develops, and leads detailed demonstrations of reputed company’s reputed company across all retirement market segments for plan sponsor clients/prospects and intermediary reputed company.
• Serves as the highest-level digital technology expert and trusted resource at finals presentations, client review meetings, consultant due diligence meetings, and in other highly visible forums such as client and industry conferences.
• Educates and informs our business
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