About the Role
We are seeking an experienced Solutions Consultant to join our growing team in Dubai. Solutions Consultants are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring efficient and effective onboarding for sophisticated investors. They focus on identifying how the company can unlock significant value for our clients, utilizing analytical skills to model and examine financial instruments and assets. Successful candidates will possess a deep understanding of finance and technology, taking ownership of client satisfaction while excelling at project governance.
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Our ideal Solutions Consultant has a history of providing a superior client experience, ideally in investment management or software deployments. They enjoy discretion over their projects and work schedules, display self-reliance, and have the ability to collaborate effectively with various teams within the organization. Strong project management skills and an appreciation for target markets or a willingness to learn are crucial, along with the technical expertise to actively teach and develop organizational functions.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Lead full-cycle implementation projects for new and existing clients across the EMEA market.
- Manage data onboarding, portfolio setup, and system configuration with precision to ensure data integrity and client satisfaction.
- Coordinate with certified partners to deliver scalable implementations and ongoing enhancements.
- Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals.
- Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities.
- Serve as a subject-matter expert on the company’s platform and its application to wealth and investment management workflows.
- Contribute to playbooks, tools, and delivery best practices adapted for the EMEA market.
- Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence.
Who You Are
- 2+ years of experience in financial services, SaaS, consulting, or a related client-facing role.
- Proven success in solution delivery, implementation, or client onboarding, ideally within wealth management, fintech, or data-intensive environments.
- Excellent communication and relationship-building skills, capable of engaging both business and technical audiences.
- Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment.
- Familiarity with investment data, reporting, and portfolio workflows.
- Comfortable collaborating across global teams and managing projects remotely.
- Process-oriented with an eye toward continuous improvement.
- The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment.
- Strong interpersonal skills to communicate effectively with clients via email, phone, and face-to-face.
- Passion for technology and finance.
- Willingness to travel occasionally for client onsites.
- Basic scripting or programming knowledge (Python preferred) is an advantage.
Team Attributes
Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities:
- Deeply connected to our mission and to each other.
- Passionate about delivering exceptional client experiences.
- Outcome-driven with strong communication skills.
- A consultative, collaborative approach.
- Reputation as a trusted colleague and thought leader.
- High intellectual and technical proficiency.
- Eager to both teach and learn.
Our Values
- Act Like an Owner - Think and operate with intention, purpose, and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem-solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, we are proud to be an equal opportunity employer, committed to bringing together diverse ideas, experiences, and perspectives to drive innovative solutions. We promote a welcoming environment where inclusion and belonging are a shared responsibility, providing reasonable accommodations for individuals with disabilities throughout the job application process and employment.
