Solution Consultant (Asset Management)

Solutions Consultant (Asset Management)

Our AM Tech client are looking for a Solutions client to work with their new clients to ensure smooth onboarding, from requirements gathering to ensuring the platform is fit for pupose and the client is ready to integrate.

Key Responsibilities:

• Act as a bridge between clients and vendors technical teams during onboarding and implementation.
• Gather and translate client requirements into functional specifications.
• Configure platform to meet client needs.
• Support testing, training, and go-live activities.
• Provide ongoing consultancy to optimize platform usage.

• Strong analytical and problem-solving skills.
• Experience in financial services, especially wealth or investment management.
• Ability to understand complex systems and explain them clearly to clients.
• Comfortable working in fast-paced, client-facing environments.