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Solutions Consultant, Analyst

Remote

Data Solutions

Requirements

As a Solutions Consultant, your primary role will be to support the day-to-day data operations of our clients, who comprise institutional investment offices ranging from single family offices to RIAs, pensions and endowments. You will act as an extension of their team, ensuring that Amplify’s data solutions operate smoothly to meet their ongoing needs. Additionally, you will assist in the implementation and administration of new client firms, ultimately helping them operate their data platforms purpose-built to deliver consolidated performance reports, data modeling, and data operations management solutions.  

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Key Responsibilities

  • Client Support & Data Operations

  • Serve as a key resource as a member of the client’s Amplify Account Team reporting directly to the assigned lead Solutions Architect

  • Implement & Consult

  • Strong grasp of the implementation process and adept at project managing it, expected to contribute to iterating and improving upon it

  • Support the design and management of client onboarding, ensuring that their requirements are captured and our solutions are tailored to their unique needs

  • Drive project management-related tasks, ensuring timely delivery and coordination of the team

  • Operate & Optimize

  • Serve as an internal subject matter expert guiding and advising other team members in terms of the client’s data platform and operating system

  • Support client education on potential solutions according to their business goals

  • Assist with the documentation of the client’s operating models while exploring  opportunities for improvement and optimization

  • Manage client relationships serving as a secondary point of contact while demonstrating the ability to lead client-facing meetings as needed

  • Product and Domain Expertise

  • Strong knowledge of Private Wealth, Asset Management, Alternative Investment industry from an investing, technology, and data operations perspective

  • Comfortable with a diverse set of investment vehicles and products spanning asset classes and types with a solid understanding of their transactions and mechanics

  • Actively coaches and trains other members of the team on such topics

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About You

  • 2-4 Years experience in financial services, technology, or consulting industries

  • Undergraduate Degree Required

  • Demonstrates exceptional communication skills, adept project management abilities, and maintains impeccable grammar and punctuation in all written correspondence

  • Strong team player who’s coachable and incorporates feedback constructively

  • Takes ownership and responsibility, knows how and when to hold themselves and others accountable

  • Intellectually curious with a robust analytical skillset

  • Willingness to travel on-site to clients’ offices or relevant industry events

  • Proficiency or experience implementing and operating WealthTech SaaS platforms preferred

  • Interest in developing various skills pertaining to Artificial Intelligence, APIs, or software development preferred 

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Compensation

For all locations, reasonable annualized full-time compensation for this role is commensurate with competitive geographic market rates. Additionally, in some locations compensation may vary based on several factors including, but not limited to relevant experience, education, licensure/certifications, training, and skill level.


Compensation for this role in the United States includes base salary, annual discretionary performance bonus, and Amplify’s best in class benefits package as outlined as follows:


  • Annual base salary 

  • Annual performance bonus

  • This role may also be eligible for other elements of discretionary compensation

  • Amplify pays 100% individual employee premiums for medical, dental and vision programs, offering one of the most comprehensive medical plans for employees without impacting your paycheck

  • Paid Life and Long-Term Disability insurance

  • Unlimited paid time off, including parental leave, sick leave and paid holidays

  • Annual fitness and wellness reimbursements

  • Annual technology reimbursements

  • Annual education reimbursements 



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About Amplify


Amplify serves its clients as an independent operating partner focused on managing data. Our mission is to help our clients create strategic value through technology by restructuring access to operations, technology, and solutions expertise.

We are one of the WealthTech industry’s leading professional service providers looking for those who share our team’s principles: we are the doers who come to work each day with a sense of purpose, ownership, and dedication in service to our clients as stewards of their data. 

We are globally remote powered by a globally distributed workforce that combines decades of industry experience with extensive business acumen from building and operating private wealth management and fintech companies.

For more, visit our website at https://www.ampadv.com/

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