Solutions Consultant

Job Summary

A company is looking for a Solutions Consultant to join their Implementation Team.

Key Responsibilities

• Engage with clients as a technical and business contact during onboarding, ensuring alignment with their strategic goals
• Develop solution architecture for onboarding clients while adhering to compliance and operational standards
• Drive client adoption and troubleshoot onboarding issues to ensure successful transitions to Client Success and Support teams

Required Qualifications

• 3+ years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology
• Experience with enterprise system integrations, including APIs, SSO, and data management
• Background in financial services, insurance, or wealth advisory technology
• Familiarity with financial services data aggregators and industry standards is a plus
• Preferred experience with enterprise wealth management platforms and data migration best practices