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.

The position has two primary areas of responsibility:

• Onboarding and implementation: 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.

This is a senior, hands-on individual contributor role reporting to the SVP of Solutions Consulting. The ideal candidate combines technical fluency, wealth-management industry knowledge, and the ability to build trusted relationships with both business and technology leaders.

Key Responsibilities

Onboarding and Implementation Solution Ownership

• Translate the agreed scope into a detailed solution design covering platform configuration, integrations, data flows, and workflow decisions.
• Lead solution-design sessions with client operations, technology, and investment teams.
• Document business and technical requirements, data mappings, integration specifications, and key implementation decisions.
• Own solution integrity through go-live, ensuring that the implementation aligns with contractual commitments and client expectations.
• Identify and escalate scope gaps, risks, and technical dependencies early in the implementation process.
• Partner with Product, Engineering, Client Success, and other internal teams to sequence configuration work and resolve implementation dependencies.

Ongoing Client Advisory

• Serve as the primary technical and solutions advisor for an assigned portfolio of live clients.
• Conduct working sessions to understand clients’ evolving business needs and identify relevant platform capabilities.
• Diagnose workflow inefficiencies and recommend configuration, integration, or process improvements.
• Help clients maximize their use of the SMArtX platform by identifying capabilities they may not yet be using.
• Guide clients through relevant platform releases, explaining what is changing, why it matters, and how it may affect their business.

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.
• Partner with Client Success on complex or escalated issues by providing the technical and solution context needed to accelerate resolution.

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.
• Support the SVP of Solutions Consulting on complex pre-sales opportunities requiring deep platform knowledge, representing approximately 20% of the role.

Documentation and Field Feedback

• Maintain accurate solution documentation, configuration records, technical requirements, and client-facing reference materials.
• Capture feature gaps, client requests, and field insights.
• Organize and communicate client feedback to the SVP of Solutions Consulting and Product teams to support prioritization and platform development.

Qualifications

Required

• 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.

Preferred

• 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.
• Experience supporting RIA, broker-dealer, and enterprise wealth-management clients.
• SQL or comparable data-querying experience.
• Experience responding to information-security reviews and vendor due-diligence questionnaires.

Location and Travel

This is a remote position open to candidates located within the United States.

Travel of approximately 20% is expected for client onsite meetings, onboarding kickoffs, business reviews, and other strategic engagements.

About SMArtX Advisory Solutions

Founded in 2018 and headquartered in West Palm Beach, Florida, SMArtX Advisory Solutions is a rapidly growing financial technology company transforming the managed-accounts industry. Our technology supports more than 70,000 accounts and over $18 billion in platform assets, providing financial institutions with scalable solutions for portfolio management, trading, reporting, and investment operations.

We foster a professional but relaxed culture that values initiative, collaboration, accountability, and growth. If you are excited by the opportunity to solve complex client challenges and help shape the future of wealth-management technology, we encourage you to apply.