Technical Consultant

Overview

Technical Consultant responsible for helping investment management clients implement and adopt tailored solutions on the company’s investment management platform. The role combines client advisory, solution delivery, training, technical expertise, and process improvement.

What you'll do

• Partner with clients to understand goals and create customized adoption plans.
• Design and implement solutions while managing execution constraints.
• Develop and deliver training for users with varying technical expertise.
• Advise as a subject matter expert on product functionality and industry practices.
• Collaborate with internal teams to resolve complex issues and influence product decisions.
• Develop operating procedures and maintain product and process documentation.
• Use AI tools to accelerate recurring work and prepare client documentation.

What you'll need

• At least 2 years of client-facing experience in the investment management industry.
• Experience leading client meetings and presentations, including executive audiences.
• Strong analytical, interpersonal, written, and verbal communication skills.
• Strong problem-solving skills and a proactive approach to process improvement.
• Demonstrated ability to use AI tools such as Claude or ChatGPT productively.
• Bachelor’s degree or equivalent professional experience.

Nice to have

• Technical experience with API implementations.
• Previous technical consulting experience helping customers achieve outcomes.

Details

• Location: United States.
• Travel: Up to 10% nationally.
• Base salary: $90,000–$110,000 USD yearly.