Direct Solutions Consultant (Fintech)

TL;DR

Direct Solutions Consultant (Fintech): Designing and implementing onboarding solutions for sophisticated investors with an accent on financial data modeling and project governance. Focus on executing historical data conversions and optimizing scalable onboarding processes to ensure client satisfaction.

Location: Edinburgh, UK. Must have the right to work in the UK; visa sponsorship is not available.

Company

hirify.global is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

What you will do

• Onboard users and client data onto the platform using technical and industry expertise.
• Manage the full project lifecycle and proactively communicate health and status to senior leadership.
• Own historical data conversions from start to finish using best-practice methodologies.
• Develop scalable processes, templates, and improved methodologies to minimize project duration.
• Ensure high client satisfaction and retention through delivery assurance and expert product knowledge.

Requirements

• Professional experience in Project Management, Financial Services, or Consulting.
• Right to work in the United Kingdom from the first day of employment.
• Deep understanding of historical data conversion methodologies and source systems.
• Superior communication, organizational, and time-management skills.
• Ability to work independently and adapt to a fast-paced environment.

Nice to have

• Previous experience in investment management software implementations.
• Proficiency in programming or scripting, specifically Python.
• Previous experience working with Salesforce.

Culture & Benefits

• Owner-mindset culture emphasizing intention, purpose, and accountability for outcomes.
• Collaborative environment focused on delivering lasting value for clients.
• Commitment to diversity, equity, and inclusion as an equal opportunity employer.
• Welcoming environment where belonging is a shared responsibility.
• Reasonable accommodations provided for individuals with disabilities during the hiring process.