Commercial Solutions Engineer - Asset & Wealth Management

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.

• 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 trusted advisor during the sales cycle by bringing relevant market knowledge and industry insight to senior

stakeholders.

• Support new clients during onboarding by helping configure dashboards, reporting structures, analytics, and workflows aligned

with their objectives.

• Work closely with product, engineering, and client success teams to ensure a smooth transition from pre-sales to

implementation.

• 5-7 years of experience in asset and wealth management, ideally in a solutions engineering, pre-sales, or client-facing product

role.

• Deep expertise in financial and portfolio reporting, including performance measurement, risk metrics, and regulatory

disclosures.

• Work with intelligent, passionate, and driven professionals with experience from leading institutions (such as Goldman Sachs,

McKinsey, BCG, Amazon etc).

Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial

institutions do business around the world. Working at Performativ means working at a fast-paced tech scaleup with intelligent

people who are passionate about their work. We are on a scaling journey beyond all metrics and expectations - and can't wait to

have you join us in making a real impact.

We are funded by some of the leading VC funds in the world and expectations are set to be established as a European market leader

in a record amount of time.

At Performativ, we are builders first. We are passionate with ambitious goals and value the time and effort people put into their

work. You will be part of the family from day one, and responsible for making your mark and driving forward your vision.

Autonomous work is embedded in our culture, and we are committed to ensure you have all the tools and support you need while

acknowledging the importance of flexibility.