Vice President, Solutions Consulting
About The Role
SMArtX Advisory Solutions is seeking a Vice President of Solutions Consulting to own the technical and business-solution relationship with clients following contract execution. This role turns a signed agreement into a successful, well-configured implementation—and remains engaged after launch to help clients use the SMArtX platform to solve evolving business and operational challenges.
Key Responsibilities
Solution Ownership: Translate the agreed scope into a detailed solution design, guide configuration and integration decisions, and ensure that what was sold is successfully delivered.
Ongoing Client Advisory: Serve as the solutions expert for a portfolio of live clients, helping them address workflow, data, integration, and platform-related needs.
Technical Liaison: Serve as the connection between client business and technical stakeholders and SMArtX Product, Engineering, Support, and Client Success teams. Communicate credibly about APIs, data feeds, web components, integrations, and platform architecture. Translate complex technical concepts into clear business language for non-technical stakeholders.
Growth and Retention Support: Identify potential expansion opportunities during client advisory work and transition them to Sales and Client Success with appropriate context. Bring technical credibility and practical solution options to renewal, retention, and at-risk client conversations.
Qualifications
Seven or more years of experience in solutions architecture, implementation consulting, technical account management, or post-sale solutions consulting within a technology or SaaS environment.
Demonstrated experience owning client relationships from implementation through ongoing advisory—not simply handing off the relationship at go-live.
Working technical knowledge of REST and JSON APIs, including authentication, webhooks, error handling, and integration troubleshooting.
Experience with data mapping, file specifications, data flows, and systems-integration concepts.
Ability to diagnose a business problem and design an effective solution within an existing platform’s capabilities.
Strong written documentation skills, including the ability to create solution designs, requirements, workflow diagrams, data mappings, and technical specifications that others can execute.
Ability to manage multiple concurrent client engagements with competing priorities, complex dependencies, and senior stakeholders.
Strong communication, facilitation, problem-solving, and relationship-management skills.
Priorities
Direct experience with wealth-management technology, including UMA/SMA programs, TAMP or managed-account platforms, model marketplaces, portfolio accounting, trading, or rebalancing.
Familiarity with custodian ecosystems such as Schwab, Fidelity, and Pershing.
Familiarity with advisor technology platforms such as Orion, Envestnet, Addepar, Black Diamond, or Salesforce.
SQL or comparable data-querying experience.
Experience responding to information-security reviews and vendor due-diligence questionnaires.