Solutions Consultant

Advisor360

19h • Remote

About The Position

We are seeking a Solutions Consultant to join Advisor360’s Implementation Team. In this post-sales role, you will act as part of the strategic and technical team for new clients, ensuring seamless implementation of Advisor360’s wealth management solutions. You will bridge the gap between client business needs and Advisor360’s technology, guiding our clients through onboarding, integration, and adoption to deliver measurable business outcomes.
You will not only deliver complex onboarding solutions but also shape onboarding methodologies and influence implementation strategy. This role is ideal for someone who thrives at the intersection of technology, financial services, and client transformation.

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.

Nice To Haves

• 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.
• Direct experience with enterprise wealth management platforms.
• Demonstrated commitment to continuous learning in both financial services and technology
• Familiarity with financial data migration best practices and industry-standard data models.

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.

Benefits

• Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company.
• We offer comprehensive health benefits, including dental, life, and disability insurance.
• We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees