Solutions Consultant
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Job Description
Solutions Consultant at Advisor360° managing implementation and onboarding processes for financial services technology. Bridging client needs with technology for measurable outcomes in wealth management.
Responsibilities:
- 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.
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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