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Manage and mentor the Sales Engineering team, develop processes and technology enhancements, support Account Executives, and drive sales strategies to meet client needs.

Seeking a Principal Solutions Specialist with deep expertise in RIA data management and client reporting, focusing on performance reporting workflows. The role includes collaborating with teams to enhance data capabilities and ensure accurate reporting across platforms.

Lead the full-cycle sales process for strategic enterprise clients in wealth management, focusing on relationships with C-suite stakeholders and closing seven-figure deals.

Lead the engineering architecture for an AI-driven product, focusing on system design, collaborating with AI agents, and ensuring quality and scalability in large-scale SaaS environments.

Lead product ownership for an AI-native portfolio, defining user needs, creating product specifications, and driving measurable outcomes for financial advisors.

The Solutions Consultant will manage client onboarding for Advisor360, ensuring technical integration and client engagement while shaping methodologies for successful implementation in wealth management technology.