Product Specialist, Associate - B2B SaaS Fintech

Landytech is building the intelligent operating platform for modern investment management. Our AI-powered platform, Sesame, brings together investment, corporate and accounting data across asset classes, custodians, currencies and legal entities, creating one secure, trusted source of truth from which our clients can understand their wealth and act with confidence.

Sesame is much more than a reporting tool. We build technology that helps asset owners, asset managers, private banks and trust and company service providers run their entire investment ecosystem: automating complex data and document ingestion, surfacing portfolio and risk insights, anticipating liquidity needs, supporting investment decisions and deal flow, streamlining collaboration and turning intelligence into action through AI.

From family offices managing multigenerational wealth to financial institutions serving clients at scale, Sesame replaces fragmented data and manual processes with clarity, control and smarter decisions.

Team & Role

Landytech’s Services Group consists of:

• Client Success Management (CSM)

• Client Delivery (CD)

• Managed Financial Data (Data Operations)

• Product Specialists (PS)

• Support

The purpose of the Services Group is to ensure clients achieve their objectives quickly and effectively, delivering fast time-to-value, strong adoption, operational efficiency, and long-term client retention and growth.

The Product Specialist function is a key leverage point within the Services organisation, enabling scalable onboarding, advanced client workflows, product adoption, and operational efficiency.

What we're looking for

Product & Industry Expertise

• Begin building foundational knowledge across investment operations, portfolio analytics, reporting, performance, risk, cash management, private assets, allocations, and data workflows, with support from senior team members.

• Gain a working understanding of Sesame functionality, workflows, configuration options, and limitations, building toward more comprehensive product knowledge over time.

• Contribute to workshops, documentation, Academy content, and use-case libraries.

Solution Design & Workflow Architecture

• Support the design of scalable client solutions aligned with operational requirements and best practices, under the guidance of senior Product Specialists.

• Assist in translating business and technical requirements into platform solutions.

• Identify workflow optimisation opportunities.

Internal Enablement & Knowledge Sharing

• Support the enablement of Client Success, Client Delivery, Support, Sales, and Data Operations teams.

• Build and maintain KBs, SOPs, UCLs, and Academy content.

Enablement & Escalation Management

• Support the delivery of client-specific training and workshops.

• Support demonstrations and Proof of Concepts (PoCs), pre and post sales

• Escalate complex workflow issues to senior Product Specialists as needed.

Product Feedback, Testing & QA

• Act as a structured feedback channel to Product Management.

• Perform testing of new functionality and releases.

AI, Automation & Operational Efficiency

• Leverage AI-driven tools and automation capabilities.

• Identify workflows suitable for automation.

• Reduce manual effort through reusable configurations and automation.

Presales & Commercial Support

• Support presales discussions and assessments as needed.

• Support upsell, cross-sell, and expansion opportunities.

• Assist with relevant professional services engagements.

Skills & Expertise

• A relevant degree (e.g. finance, economics, investment management, or a related field) and/or up to 1–2 years’ experience in investment operations, SaaS fintech, portfolio analytics, or related financial technology environments; internships or placements are a strong plus.

• Foundational understanding of investment products and asset classes, with a willingness to build deeper product knowledge on the job.

• Comfort learning new software platforms quickly, with some exposure to workflows or operational processes through study, projects, or internships.

• Strong analytical, communication, and problem-solving skills.

• Genuine interest in AI, automation, and operational efficiency tooling, with a willingness to experiment and apply new tools to real workflows.

• Eagerness to learn and take ownership of scoped tasks, with support and mentoring from senior Product Specialists as part of a defined path toward the full Product Specialist role.

Why join now

You're joining early enough to shape the platform and late enough that it has real clients, real scale and real revenue behind it. The problems are hard, the domain is deep, and the industry is genuinely ready for what we're building. You'll work with an international team across London, Paris, Pune and beyond, and you'll have a real voice in what we build.

Benefits

• An opportunity to work in a fast growing fintech revolutionizing investment reporting
• Hybrid style of work/WFH allowed depending on role
• Competitive salary & stock options package
• Budget for the AI tooling, hardware and learning you need to do your best work
• Mutuelle insurance
• Travel reimbursement
• Edenred food vouchers, regular socials

If this sounds like a match to you, we are looking for to receiving your application!