Solutions Consultant - Wealth Management

Solutions Consultant

You will spearhead and execute comprehensive implementation projects to onboard new clients onto the Wealth Management Platform. You will engage with a diverse range of clients, including RIAs, Family Offices, and Private Banks, to unlock significant value for their businesses. Your role involves designing and building customized solutions to meet client needs at any scale. You will leverage your deep understanding of both finance and technology, collaborating with internal teams and taking ownership of our client's success.

You will bring a history of delivering superior client experiences in investment management or enterprise software deployments. You will have the autonomy to manage your projects and schedule, demonstrating self-reliance and the ability to collaborate with Sales, Engineering, and Product teams. A deep understanding of our target markets and clients is essential, along with the technical skills to teach, learn, and develop our software's functions.

Your key responsibilities

• Drive the successful onboarding of new clients onto the Wealth Management Platform, ensuring a seamless transition and exceptional client experience.
• Assess, manage, and ensure the success of add-on projects, delivering outstanding results that exceed client expectations.
• Apply your industry expertise to effectively transition clients and their data onto the platform, ensuring accuracy and efficiency.
• Set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• Skillfully prioritize and manage multiple projects simultaneously, ensuring timely and successful completion of each.
• Continuously evaluate and enhance our processes and tools, driving improvements that support our expanding client base.
• Develop and maintain deep expertise in all aspects of the Wealth Management Platform, becoming a trusted advisor to clients and internal teams.
• Design new functionalities and solutions.
• Optimize existing processes and system components.
• Create prototypes and proof‑of‑concept for new or improved modules.
• Research technological possibilities and analyze trends.

Skills and attributes for success

• The ability to manage projects independently is essential, demonstrating a capability to take ownership of projects from inception to completion while ensuring all aspects are handled efficiently and effectively.
• Strong analytical skills are required to assess complex data and processes, enabling informed decision‑making and strategic planning.
• Proficiency in relationship‑building is crucial, as it involves establishing and nurturing strong relationships with clients and internal teams to foster collaboration and trust.
• The ability to manage multiple projects simultaneously is necessary, showcasing skills in prioritizing tasks and managing time effectively to ensure timely delivery of all projects without compromising quality.
• A client‑oriented mindset is important, focusing on understanding and addressing client needs to ensure exceptional service delivery and client satisfaction.
• Excellent communication skills, both verbal and written, are required to facilitate clear and effective interactions with clients and team members.
• Proactive problem‑solving abilities are essential for identifying issues early and developing effective solutions, ensuring smooth project execution and client satisfaction.
• Technical proficiency is vital, with a deep understanding of the Wealth Management Platform and related technologies to enable effective training and support for clients.

To qualify for the role, you must have

• A solid background in financial services or consulting is required, with at least 4+ years of professional experience showcasing a proven track record of success in client‑facing roles.
• Experience in investment management or enterprise software deployments is essential, demonstrating a history of delivering superior client experiences in relevant fields.
• The ability to learn and adapt is crucial, with an openness to acquiring new knowledge and skills and a proactive approach to adapting to changing environments and technologies.
• Proficiency in programming or scripting, particularly in Python, is necessary to support and enhance platform functionalities.
• Strong organizational skills are required to set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• A willingness to travel is important, as flexibility to travel as needed will help meet client requirements and support project initiatives, enhancing client relationships and project success.
• A genuine passion for technology and finance is essential, driving continuous learning and improvement in both areas.
• The ability to adapt in a dynamic environment is necessary, demonstrating resilience and flexibility in the face of challenges.

Ideally, you’ll also have

• Practical experience in investment management software implementations is highly desirable, showcasing your ability to deploy software solutions effectively within the investment management sector.
• Strong leadership skills are important, as they enable you to guide and inspire teams, driving project success and fostering a culture of innovation and collaboration.
• A genuine interest in technology and finance is essential, motivating you to engage in continuous learning and professional growth in both fields.
• Flexibility and a willingness to travel are important, as this will allow you to meet client requirements and support project initiatives, ultimately enhancing client relationships and project success.
• Previous experience in client‑facing roles within the financial services or consulting sectors is advantageous, as it demonstrates your ability to deliver exceptional client experiences and understand client needs effectively.

What we look for

Professionals with prior work experience in FinTech / Wealth Management / Financial Markets, who have a teamwork approach and growth mindset.

What we offer

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture : You’ll be embraced for who you are and empowered to use your voice to help others find theirs.