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Financial Data Analyst Enablement Specialist
2 weeks ago
About Us
We are a leading wealth management technology company that provides cutting-edge solutions for high-net-worth individuals and wealth professionals.
Our innovative platform enables seamless account aggregation, portfolio analytics, and client reporting, delivering value to Family Offices, HNWIs, Wealth Managers, External/Independent Asset Managers, Private Bankers, Trustees, and Fiduciaries.
We specialize in:
Data aggregation & standardization – Collecting financial data from custodians, banks, brokers (PDFs, CSVs, APIs, SWIFT).
Reconciliation & enrichment – Ensuring accurate, cleansed, and structured data for analysis.
Analytics & reporting – Providing real-time insights into asset allocation, portfolio performance, and risk management.
Our vision is to become a world-class financial digital enabler in wealth management, empowering clients globally. We make financial data aggregation effortless and provide deep insights that drive informed decision-making.
We're looking for a motivated and versatile Financial Data Analyst Enablement Specialist to support our commercial team's success by managing and optimizing the internal tools and knowledge systems that drive our client acquisition and onboarding process. You will play a hybrid role across product knowledge, content creation, and internal tooling to support both pre-sales and post-sales enablement.
Key Responsibilities:
- Develop, manage, and optimize pitch decks, product brochures, battle cards, one-pagers, FAQs, and proposal templates tailored to different client segments.
- Collaborate with marketing to ensure message-market fit and campaign consistency. Work with products to translate features into customer-centric value narratives.
- Maintain a central source of truth for sales playbooks, product messaging, pricing guidelines, case studies, and competitor comparisons.
- Analyze sales data and feedback to identify blockers in the sales process and recommend improvements.
Requirements:
- 2+ years of experience in B2B SaaS, preferably in a sales, sales ops, or enablement function.
- Familiarity with financial services, fintech, or wealth management space is a strong plus.
- Excellent written and visual communication skills.
- Structured thinker with attention to detail and ability to distill complex products into simple, persuasive narratives.
- Experience with tools like HubSpot, Notion, Google Slides, and CRM automation.
- Highly collaborative, self-motivated, and able to manage multiple projects at once.
