Responsibilities
- Serve as the primary senior technical and business authority during onboarding
- Translate strategic client goals into scalable Advisor360 platform solutions
- Lead discovery sessions and guide clients through data migration, platform configuration, and integrations
- Act as a trusted change management consultant
- Establish deep, trusted relationships with senior stakeholders
- Represent Advisor360 in presales client meetings
- Lead solution architecture for large-scale enterprise onboarding programs
- Validate solution scope with Sales, Onboarding, and Product teams
- Define and oversee onboarding technical roadmaps
- Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management
- Draft and review Statements of Work (SOWs), RFP responses, and change orders
- Act as the bridge between sales commitments and delivery execution
- Mentor and coach onboarding architects and implementation managers
- Provide actionable insights to influence product management
Requirements
- 5-8 years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology
- Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management, security frameworks)
- Strong foundation in business/systems analysis
- Experience collaborating with developers and performing QA testing is highly valuable
- Expertise across financial services workflows (Account Opening, Trading, Compliance, Portfolio Performance, Reporting)
- In-depth knowledge of broker-dealer and RIA back-office operations
- Background in financial services, insurance, or wealth advisory technology
- Familiarity with financial services data aggregators and industry standards
- Exceptional client-facing communication skills with the ability to influence at the executive and C-suite level
- Proven ability to lead large, complex onboarding programs in fast-paced, client-driven environments
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