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Delivering modern advisor experiences and actionable intelligence so advisors can focus on what matters most: clients
Solutions Consultant
Location
United States
Posted
50 days ago
Salary
0
Seniority
Senior
Job Description
Solutions Consultant
Advisor360°
• Serve as a technical and business contact during onboarding, collaborating internally and with client stakeholders. • Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory, operational, and performance requirements. • Guide clients through data migration, platform configuration, and integrations into enterprise ecosystems. • Help develop solution architecture for onboarding clients, balancing business objectives, compliance standards, and operational efficiency. • Ensure solutions follow best practices in security, scalability, performance, and risk management. • Partner with peers to validate solution feasibility and set realistic expectations with clients. • Shape Advisor360’s onboarding methodology to scale effectively across clients. • Drive client adoption and early measurable value realization during onboarding. • Anticipate and mitigate risks, dependencies, and blockers that could impact onboarding success. • Troubleshoot complex technical and business onboarding issues, ensuring rapid resolution. • Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.
Job Requirements
- 3+ years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology.
- Experience in enterprise system integrations (APIs, SSO, Basic SQL, CRM, data management, security frameworks).
- Foundation in business/systems analysis, fostering curiosity and a balanced mix of technical and business skills.
- Experience collaborating with developers and performing QA testing is valuable.
- Background in financial services, insurance, or wealth advisory technology.
- Demonstrated experience across key financial services workflows, such as Account Opening, Trading, Compliance, Portfolio Performance, or Reporting is a plus.
- Knowledge of broker-dealer and RIA back-office operations and workflows or other financial service industries is a plus.
- Familiarity with financial services data aggregators and industry standards is a plus.
Benefits
- Competitive base salaries
- Annual performance-based bonuses
- Chance to share in the equity value
- Comprehensive health benefits
- Dental insurance
- Life and disability insurance
- Unlimited paid time off program
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