Leads solution consulting for wealth-management platform implementations, including platform configuration, solution design, requirements documentation, operating-model definition, integrations, compliance guidance, customer training, and business transformation. Partners with customers, sales, analysts, developers, and delivery teams to define outcomes, scope projects, ensure solution quality, verify defects, and support business readiness. Provides market expertise, mentorship, and continuous-improvement leadership.

Lead end-to-end delivery of software implementation projects in financial services, managing scope, schedule, budget, risks, suppliers and stakeholder relationships. Drive SDLC adherence, operational readiness, regulatory and CASS compliance, team leadership across distributed locations, project financial reporting, and post-implementation reviews to ensure client outcomes and continuous improvement.

The role requires capturing and documenting customer business outcomes, systems migration support, and engaging with FMI providers. It involves strong analytical skills and customer management.