Job Details

A company is looking for a Solutions Consultant to join their Implementation Team.Key ResponsibilitiesEngage with clients as a technical and business contact during onboarding, ensuring alignment with their strategic goalsDevelop solution architecture for onboarding clients while adhering to compliance and operational standardsDrive client adoption and troubleshoot onboarding issues to ensure successful transitions to Client Success and Support teamsRequired Qualifications3+ years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technologyExperience with enterprise system integrations, including APIs, SSO, and data managementBackground in financial services, insurance, or wealth advisory technologyFamiliarity with financial services data aggregators and industry standards is a plusPreferred experience with enterprise wealth management platforms and data migration best practices