Hybrid Solutions Consultant – Wealth Management

Posted 3 weeks ago

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About the role

  • 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.

Requirements

  • 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.

Benefits

  • Health insurance
  • Flexible work arrangements
  • Professional development
  • Diverse and inclusive culture

Job title

Solutions Consultant – Wealth Management

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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