Client Solutions Engineer
Bridgewise, which sells AI-powered investment analysis to financial institutions, is hiring a Client Solutions Engineer in Ramat Gan to bridge Sales, Product and R&D. Day to day: scoping solutions, running demos/POCs, owning RFPs and due diligence, and making sure pre-sale technical commitments match what delivery can build.
- Compensation
- Not disclosed
- Location
- Ramat Gan, Tel Aviv District
- Work setup
- Hybrid
- Seniority
- Not specified
- Employment
- Contract
- Experience
- 5+ years
- Category
- Solutions engineering
- Posted
Skills
Must have
- 5+ years in Pre-Sales / Solutions Engineering / Solution Consulting or Product Management in a B2B / B2B2C fintech environment, with part of that experience in a commercially facing role
- Deep familiarity with retail trading, brokerage or online investing world (trading flows, onboarding and KYC, market data, user engagement, monetization models, regulatory constraints)
- Proven ability to scope and estimate - owned effort, timeline and dependency assessments that others committed to contractually
- Strong product thinking - turn ambiguous client requests into a defensible solution definition
- Commercial orientation - comfortable in front of clients, able to influence a deal and push back without killing the opportunity
- Ability to work fluently with R&D - understand APIs, integrations, data pipelines and effort estimates
- Excellent English, written and spoken; client-facing presence with senior stakeholders
Nice to have
- Hands-on experience with API-based / embedded product integrations
- Exposure to AI / ML-based products and the expectation management they require
- Experience selling or delivering into banks, brokers or wealth platforms in multiple regions (EU, APAC, LATAM)
- Background in equity research, capital markets or investment products
- Experience building a pre-sales function from an early stage
Full description
About BridgeWise
Bridgewise builds investment AI for financial institutions. Our fully compliant AI sits inside financial platforms and gives every type of investor premium, guided investment experiences, 24/7. Leading global institutions, including Fidelity, Interactive Brokers, Rakuten Securities, ING, Emirates NBD, B3 and more Bridgewise to redefine how their customers invest and to build deeper, longer-lasting relationships.
Bridgewise serves more than 100 financial institutions and millions of investors worldwide, and we have offices in the US, Latin America, Europe, East Asia, and the Middle East.
Join us and help shape the future of how the world invests.
About the Role
We are looking for a Client Solutions Engineer to sit between Sales, Product and R&D, and own the technical and delivery side of the deal before it is signed.
This is not a demo-only role. You will shape what we commit to: what the solution actually is, how long it takes to deliver, what it depends on, and where the risk sits. Your job is to make sure that what Sales promises is what Delivery can build - and that the client understands it the same way we do.
The ideal profile is a Product Manger with strong commercial instincts, or a pre-sales / solutions professional who thinks like a PM. You need to be equally comfortable in a discovery call with a Head of Digital at a broker, and in a scoping session with our R&D leads.
Requirements
Solution Design & Scoping
- Translate client needs into a concrete solution definition: product configuration, integration approach, data flows, and required customization.
- Define scope boundaries and assumptions that feed directly into commercial proposals, SOWs and pricing discussions.
- Distinguish between what is configuration, what is roadmap, and what is genuine custom development - and price the difference in effort, not just in features.
- Build and lead tailored demos and POCs; own the technical narrative in RFP / RFI / security and vendor due-diligence processes.
Deal-to-Delivery Handover
- Own a structured handover to Implementation, Delivery and Customer Success once a deal closes: documented scope, assumptions, open risks and success criteria.
- Stay engaged through early delivery on strategic accounts to protect against scope drift and expectation gaps.
Product & Commercial Feedback Loop
- Act as the systematic voice of the market inside Product: track recurring client requests, capability gaps and competitive blockers, and turn them into prioritized, evidence-backed input to the roadmap.
- Partner with Product and R&D on what should become productized vs. what should stay bespoke.