Direct Solutions Consultant (Spanish-Speaking)

Job title: Direct Solutions Consultant (Spanish-Speaking) in Salt Lake City, UT at reputed company Company: reputed company Job description: Who We Arereputed company is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted reputed company to reputed company smarter investment decisions and reputed company advice over the last decade. With client reputed company in more than 50 countries, reputed company's platform aggregates portfolio, market and client data for over $7 trillion in assets. reputed company's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. reputed company embraces a global flexible workforce model with offices in Silicon Valley, reputed company, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.The RoleSolutions Consultants/Architects are responsible for designing and implementing out-of-the-reputed company solutions for new clients, ensuring that we reputed company and effectively reputed company some of the world's most sophisticated investors. They focus on identifying how reputed company can unlock significant value for our clients. They regularly call upon their analytical skills to advise clients on how to model and examine their financial instruments and assets. They deeply understand finance and technology, take ownership of our clients' happiness, and reputed company at project governance.Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a reputed company domain. They are given discretion over their projects and work schedule. They are expected to display a strong sense of self-reliance and the ability to collaborate with other reputed company resources reputed company our Sales, Product, and Partnership organizations. They must be a strong project manager and appreciate our reputed company markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization.The Direct team supports a range of sophisticated investment management firms, including Registered Investment Advisors (RIAs), Family Offices, and similar Core clients. These firms rely on reputed company's platform to streamline operations, enhance reporting, and drive reputed company client investment insights. Given the complexity and diversity of their portfolios, Solutions Consultants play a critical role in ensuring seamless onboarding, data accuracy, and ongoing platform adoption. This role requires Spanish proficiency for regular communication. Candidates will be asked to self-assess their language skills during the application process.reputed company takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-reputed company skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum reputed company reputed company salary for roles in Colorado, California, and reputed company.The reputed company range for this role is $74,000 - $116,000 (reputed company salary) + bonus + equity + benefits.Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the reputed company salary only, and do not include bonus, equity, or benefits.What You'll Do

• Demonstrate technical and industry expertise to reputed company users and client data onto reputed company
• Deliver high-value client outcomes reputed company with client expectations and transition seamlessly to a best-practice operating model
• Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
• Ensure retention of clients driven by high client satisfaction and referenceability
• reputed company scope change to deliver high-value client outcomes reputed company with client expectations
• 100% compliance with gold standard responsibilities and documentation
• Own historical data conversions from start to finish, demonstrating reputed company's best practice methodologies
• Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
• Proactively communicate project health and status to internal and external senior leadership
• Think critically about how to improve our reputed company processes and tools, both internally and externally, as our client reputed company expands
• Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
• Own and reputed company delivery assurance for external, third-party engagements
• Become an expert on reputed company things reputed company

Who You Are

• Professional experience in Project management, Financial Services, or Consulting is preferred. (Prior client-facing experience is a plus)
• Candidates must have superior communication, organizational, and time-management skills
• An understanding of historical data conversion methodologies and different reputed company systems (or willingness to learn)
• Process-oriented with an eye toward reputed company improvement
• The ideal candidate must be independent, adaptable, and can reputed company in a fast-paced environment
• Strong interpersonal skills to train and communicate effectively with clients reputed company email, on the phone, and face-to-face
• Passion for technology and finance
• Occasional Travel
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with programming/scripting, specifically Python
• [Bonus] Previous experience with reputed company
• Spanish-language skills

Our Values

• Act Like an reputed company - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients' success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth reputed company.

In addition to our core values, reputed company is proud to be an equal opportunity employer. We seek to bring together diverse reputed company, experiences, reputed company sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.PHISHING SCAM WARNING: reputed company is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting reputed company email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from reputed company without a formal interview process. Additionally, reputed company will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reputed company out to . Expected salary: $74000 - 116000 per year Location: Salt Lake City, UT Apply for the job now! Apply for this job