Commercial Solutions Engineer - Asset & Wealth Management Scale Up

fully Business Operations Specialists

As a Solutions Engineer, you will play a central role in helping Performativ win and onboard strategic clients across the asset and wealth management industry. You will partner closely with sales to uncover client needs, design tailored solutions, and demonstrate how our platform drives measurable business value. From first discovery to successful onboarding, you will help clients accelerate time to value through strong industry expertise and a highly consultative approach.

What you’ll do 📈

• Partner with sales on high-value opportunities to understand client goals, challenges, and priorities across asset and wealth management.

• Lead discovery sessions to uncover business pain points related to portfolio analytics, performance measurement, regulatory reporting, and data quality.

• Design and deliver compelling presentations, product demos, and proof-of-concepts tailored to client use cases and decision criteria.

• Act as a ...