Fiserv Client Solutions Consultant III in Warren, New Jersey

Position Description

Position Purpose:

The Client Solutions Consultant will be responsible for all Unified Wealth Platform pre-sales, demand generation and proposal activities. The Client Solutions Consultant will team up with the Director of Business Solutions Strategy for developing a world class pre-sales, demo creation and RFP function that can be replicated and expanded across the Fiserv enterprise.

This role will be responsible for developing the process for delivering complete and robust responses to RFP, Analyst and Consultant requests across the Advice and Wealth platforms. The role will establish a standardized product demonstration process, leveraging existing technologies to enhance and accelerate the buyer decisioning process. The Client Solutions Consultant will support the pre-sales process to help expand the sales pipeline, accelerate revenue growth, and provide cross-sell and new sales support.

The Client Solutions Consultant must possess a unique blend of business and technical savvy; a big-picture vision, and the ability to work across teams to build a prospect centric proposal that includes all elements of the pre-sales lifecycle. The Client Solutions Consultant will work with the Sales Organization at Investment Services to meet their needs in delivering focused solution demonstrations, proposal management and responses for prospects and leads.

The Client Solutions Consultant will have strong interpersonal, communication, technical and project management experience.

About our Business:

Fiserv Investment Services is a division of Fiserv, (NASD: FISV). The IS division provides software and hosted solutions for all aspects of trade processing, settlement, accounting to buy and sell side organizations. We are a leader in the middle-back office solutions.

The financial industry is undergoing profound change in the way it must now serve investors. Investors want solutions that are holistic in approach, including tailored advice and aggressive risk management that offers peace of mind. They want choice and convenience without sacrificing results and they want to protect every family member with one complete and easily managed financial plan.

The Investment Services division of Fiserv has earned its top market share after years of excellent service, quality products and satisfied clients—and a vision of the future born from a true understanding of industry issues and individual client needs. We are the only technology provider to offer integrated, front-to-back solutions and deliver on the unified managed household (UMH) — a single view of total assets, liabilities and investment data for each customer household.

Out technology is transforming the way financial advice can be delivered. We offer hosted technology separately or as a unified wealth management solution. Stand-alone institutional solutions are also available for certain back-office capabilities.

With over a dozen UMA patents, Fiserv has more than 4 million accounts on its wealth management platforms and over 1.3 million UMA sleeves. Our Unified Wealth Platform is a holistic wealth advisory platform that enables financial advisors to construct and deliver client-centric portfolio solutions for all client types from one integrated, end-to-end platform.

Essential Job Responsibilities:

Support entire sales process for Fiserv-UWP solutions Ability to understand the business challenges and problems and position the most optimum solutions. Performs moderately complex Proof of Concepts and system demonstrations within tight deadlines. Good Consultative selling skills which includes building strong long terms client relationship Prepares technical documentation and compelling presentations. Technical ability to respond to RFI and RFP questionnaire. Researches industry chnages and provides a opportunity map for the sales team

The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities.

Required Qualifications:


Bachelor’s degree required

Job Related Experience:

•5 years progressive experience within the Financial Services Industry

•Technical expertise and product management experience

•Strong organizational, analytical and project management skills as well as heightened attention to detail

•Experience with Managed Accounts

•Knowledge of Security APL and Managed Account workflows

•Strong and logical problem solving skills

•Ability to work on multiple projects in a fast-paced environment while producing quality work and adhering to strict deadlines

•Proficient user of Microsoft Office with strong experience in advanced features of MS Word and Excel

•Willingness to work to meet deadlines.

Additional Skills/Knowledge:

•Excellent project management, organizational and customer service skills

•Excellent verbal, written and group communication skills; Ability to communicate with technical and non-technical audiences

•Familiarity with messaging middleware and/or Straight-Through-Processing (STP) products.

•External Customer Interaction

•Familiarity with business processes including financial planning, portfolio accounting, trading, performance and reconciliation

•Ability to establish relationships with people at all levels of the organization and external clients

•Ability to manage cross functional teams across projects

•Ability to work independently and maintain tight deadlines

•Strong results orientation with demonstrated track record of success

•High degree of adaptability

•Ability to excel in dynamic, fast-paced and entrepreneurial environment

Travel Required:

•Travel required

Fiserv is an Equal Opportunity Employer/Disability/Vet. Visit for more information.