Position: Subject Matter Expert in Wealth Management
Company: Sombra
Category: Other
Experience required: 5y
English level: upper
Published: 2023-07-01T00:00:00+03:00

Sombra is looking for a person passionate about investment advising / wealth management domain with 5+ years of experience working in companies in the US, Canada, and the UK.

Your main goal will be to build a wealth management domain upon existing expertise and actively evolve it to attract new clients.

You will work on understanding wealth management companies’ problems and solving them, along with our software architects and delivery managers. This includes working with existing large wealth management clients and active involvement in the pre-sales process for new clients.

**Requirements:**
- English is Upper-Intermediate High or higher.
- Knowledge and experience in:
1) Investment advising / wealth management domain in US / Canada / UK
2) Using software systems in investment advising/wealth management domain in US / Canada / UK.
- Understanding of how software systems in the domain integrate with each other and how it impacts usability and wealth mgmt businesses.
- Deep knowledge and experience in the financial domain.

**Responsibilities:**
- Validate our Problem Statement and create Value Proposition for wealth management clients based on existing research together with the team of Software Architect and Delivery Manager.
- Advise clients on how to automate their wealth mgmt businesses with existing software systems and our custom-built software.
- Prepare blog posts for the marketing team and support them with other activities to help them with WM inbound leads.
- Take part in pre-sales of wealth mgmt leads (take active part during calls to understand client context and needs, provide a solution to clients needs, agree on it with the team, and sell this solution to the client).
- Take part in audits of service for our wealth mgmt clients (1. Identify where Sombra lacks WM expertise and how it negatively affects our client 2. Demonstrate how adding this expertise improves our service 3. Sell this with Delivery Manager to the client as an additional service 4. Maintain the level of service by checking how the new hire is performing).
- Conduct additional research of wealth mgmt domain by communicating with existing or potential clients, the network of contacts in the domain, reading articles, and taking part in US conferences (and proactively proposing to visit them).
- Expand the network of experts in the US / Canada / UK to gather innovative experience in the field.
- Shape value proposition according to new findings during research.

**What we offer:**

- 18 Working days of annual paid vacations, available from the start day.
- 10 Working days of paid sick leave annually.
- Extra vacation days for long-lasting cooperation.
- Marriage and Parenthood Package.
- Compensation for sports activities (up to 6000 UAH\year).
- 50% cost compensation for attending courses for self-development;
Internal University (Tech Communities, Leadership program, corporate library, Udemy courses, etc.).
- English training courses (twice per week + Communication Course, Grammar Course, Listening Course, practice with native speakers every week, and other activities).
- Сareer opportunities.
- Mentoring program.
- Corporate doctor.
- Mental Health support.
- Paying taxes and conducting private entrepreneurs.
- Internal Referral program.
- Corporate events.
- Opportunity to take part in company volunteering activities.