TL;DR

Direct Solutions Consultant (Fintech): Designing and implementing onboarding solutions for sophisticated investment clients with an accent on client data accuracy, project governance, and financial technology integration. Focus on managing complex client projects, ensuring high client satisfaction, and improving scalable processes.

Location: Not explicitly stated

Salary: $74,000 - $98,000 (base salary)

Company

%hirify_global% is a global technology and data company empowering investment professionals with a platform aggregating portfolio, market, and client data for over $8 trillion in assets, serving clients in more than 50 countries.

What you will do

Design and implement onboarding solutions for new clients, ensuring data accuracy and platform adoption
Manage project lifecycles, expectations, and scope changes to deliver high-value client outcomes
Lead data conversions and ensure compliance with best practices and documentation
Communicate project status to internal and external senior leadership
Develop scalable processes and tools to minimize project effort and duration
Collaborate with Sales, Product, and Partnership teams to support client success

Requirements

English: B2 level or higher (implied by job language)
Experience in project management, financial services, or consulting preferred
Strong communication, organizational, and time-management skills
Understanding or willingness to learn data conversion methodologies and source systems
Ability to work independently and adapt in a fast-paced environment
Occasional travel required

Nice to have

Experience in investment management software implementations
Programming/scripting skills, specifically Python
Experience with Salesforce

Culture & Benefits

Flexible global workforce model with multiple international offices
Commitment to diversity, inclusion, and equal opportunity employment
Support for individuals with disabilities including reasonable accommodations
Strong company values emphasizing ownership, collaboration, client focus, innovation, and learning