Advisory Consultant

Linedata•Boston, MA

1d•$122,000 - $147,000•Hybrid

About The Position

Linedata Asset Management partners with global asset managers across front-, middle-, and back-office operations. Our Consulting organization plays a critical role not only in delivering solutions, but in ensuring clients successfully adopt, optimize, and realize long-term value from their technology investment. The Advisory Consultant works closely with client stakeholders to understand business objectives, guide effective system usage, and improve operational outcomes. While not owning full project delivery, this role maintains hands-on involvement in defined implementation activities to support continuity, credibility, and adoption success. This position is ideal for a consultant who enjoys working directly with clients, understands both technology and business workflows, and is motivated by helping clients turn systems into results.

Requirements

Bachelor’s degree or equivalent professional experience.
5+ years of experience in a client-facing consulting, implementation, or advisory role within financial services or enterprise software.
Experience supporting asset management, fund administration, compliance, or trading operations is strongly preferred.
Solid understanding of asset management workflows and operational processes.
Working knowledge of enterprise financial software platforms; familiarity with Linedata solutions is a plus.
Ability to translate technical concepts into business-focused discussions without owning technical execution.
Proven experience with software implementations in AWS or similar cloud environments, alongside a solid understanding of Oracle and MSSQL database objects and structures.
Ability to effectively gather and analyze data within complex database environments.
Consultative Mindset: Ability to guide clients through problem-solving and decision-making rather than performing hands-on delivery.
Strong verbal and written communication skills, with the ability to engage confidently with both operational users and senior stakeholders.
Strong interpersonal skills and a customer-focused mindset.
Ability to assess workflows, usage patterns, and business challenges to develop practical recommendations.
Comfortable working cross-functionally with implementation, product, and account teams.
Ability to work independently while contributing as part of a collaborative consulting team.

Nice To Haves

Familiarity with Linedata solutions is a plus.

Responsibilities

Serve as a trusted advisor to client stakeholders by understanding their business objectives and guiding them on how to best leverage Linedata solutions to achieve desired outcomes.
Conduct regular client check-ins, solution reviews, and value assessments to ensure ongoing alignment between system usage and business needs.
Translate client challenges into actionable recommendations focused on adoption, process improvement, and operational optimization.
Assess client usage, workflows, and solution maturity to identify adoption gaps and optimization opportunities.
Support the development and execution of adoption strategies, including best-practice guidance, targeted enablement sessions, and workflow recommendations.
Lead or co-lead client workshops and training sessions focused on improving user confidence, engagement, and operational effectiveness.
Participate in defined implementation and upgrade activities to support client adoption and continuity, including configuration support, testing, and validation.
Collaborate with Implementation Consultants on scoped delivery tasks to ensure solutions align with intended business workflows.
Perform first-level analysis of functional or usage issues and partner with technical teams to support timely resolution.
Contribute to documentation related to workflows, requirements, and adoption guidance.
Proactively identify risks to client satisfaction and adoption, and work collaboratively with internal teams to address concerns before they escalate.
Support positive client relationships through consistent communication, responsiveness, and value-focused engagement.
Contribute to retention and renewal readiness by helping clients understand and realize the benefits of their Linedata solutions.
Partner closely with Implementation teams to ensure smooth transition from project delivery into steady-state adoption and advisory support.
Collaborate with Account Management and Customer Success teams to support renewal readiness, client growth opportunities, and strategic account planning.
Capture and communicate structured client feedback to Product and internal stakeholders to inform roadmap discussions and service improvements