Solutions Consultant

SOLUTIONS CONSULTANT, DIGITAL WORKFORCE

Education & Advisory

Company: Humanity Labs | humanitylabs.ai

Reports To: Head of Services

Works Closely With: Client Directors, Engineering

Location: Remote / Travel Required (~50%)

Experience Level: 10+ years | Senior Individual Contributor

POSITION OVERVIEW

The Solutions Consultant is a senior individual contributor who sits at the intersection of partner education, consulting, and delivery — serving as the technical and operational authority on how Humanity Labs’ Digital Workforce capabilities map to client and prospect needs. Where the Client Director owns the account relationship and long-term governance, the Solutions Consultant owns the “how”: how value opportunities are scoped, how solutions are designed, and how the roadmap gets built and expanded over time.

You will partner closely with Client Directors during active engagements and with the Trust pillar during initial partner readiness cycles, leading discovery sessions, whiteboard workshops, and solution design conversations. You bring a rare combination of operational credibility in wealth management, comfort with AI-powered automation concepts, and the ability to translate complex business processes into compelling, executable automation roadmaps.

KEY RESPONSIBILITIES

Solution Design

• Partner with GTM to engage prospects early in the evaluation process, establishing technical and operational credibility

• Lead discovery conversations to understand prospect workflows, pain points, technology environments, and automation readiness

• Design and present tailored Digital Workforce solutions that map Humanity Labs capabilities to specific prospect use cases

• Develop scoping documents, capability matrices, and proof-of-value proposals that accelerate deal progression

• Support solution narratives with accurate, compelling, and well-structured content

Consulting & Whiteboard Sessions

• Facilitate structured whiteboard sessions and working workshops with client and prospect functional teams to map current-state processes and identify automation opportunities

• Apply process analysis frameworks to diagnose workflow complexity, volume, and value impact across functional areas (Onboarding, Account Services, Compliance, Investment Operations, Billing, M&A Integration)

• Translate unstructured operational conversations into clear process maps, workflow specifications, and prioritized opportunity backlogs

• Challenge assumptions constructively and bring a point of view on automation sequencing, prioritization, and phasing

• Produce session documentation, executive summaries, and follow-on artifacts that move engagements forward

Roadmap Development & Expansion

• Build and maintain multi-phase Digital Workforce roadmaps for assigned partner accounts, aligned to client business objectives and operational capacity

• Identify and size expansion opportunities within existing accounts — new functional areas, additional workflows, and increased automation depth

• Partner with Client Directors to present roadmap updates and business cases to client operations and technology stakeholders

• Monitor execution progress against the roadmap and proactively flag scope drift, delivery blockers, or re-prioritization opportunities

• Use realized ROI and deployment data to build the case for next-phase of capacity investments

Cross-Functional Collaboration

• Serve as the connective tissue between functions ensuring solution intent translates accurately through to delivery

• Provide Solutions Analysts with detailed workflow specifications, process context, and edge case documentation to enable high-quality prompt development

• Feed product insights and client-observed gaps back to inform the platform roadmap

• Contribute to internal knowledge management by capturing reusable solution patterns, workflow libraries, and discovery frameworks

REQUIRED QUALIFICATIONS

Experience Profile

• 10+ years of experience in solutions consulting, pre-sales engineering, management consulting, or business process advisory roles

• Demonstrated experience leading discovery sessions, client workshops, or consulting engagements with senior operations stakeholders

• Track record of translating complex business processes into structured solution designs, workflow specifications, or automation roadmaps

• Experience collaborating with both Sales teams (pre-close) and delivery teams (post-close) within the same role or across adjacent roles

Industry & Domain Knowledge

• Familiarity with the wealth management technology stack: Salesforce/Redtail/Wealthbox CRMs, Tamarac/Orion/Black Diamond/Addepar portfolio systems, Schwab/Fidelity/Pershing custodial platforms, DocuSign, eMoney, and related tools

• Working knowledge of business process automation concepts — sufficient to credibly evaluate automation fit, identify edge cases, and set realistic implementation expectations

• Awareness of regulatory and compliance considerations impacting RIA operations (SEC, FINRA, stat oversight) as they relate to process design

Core Competencies

• Facilitation & Workshop Leadership: Able to lead a room of operational stakeholders through structured discovery and design sessions, keeping sessions focused and producing clear outputs

• Process Thinking: Strong ability to decompose complex, exception-heavy workflows into structured, documentable process maps

• Solution Storytelling: Skilled at building and presenting solution narratives that connect automation capabilities to measurable business outcomes

• Technical Curiosity: Comfortable engaging with AI/automation concepts, workflow tooling, and integration considerations without needing to be a hands-on engineer

• Collaborative Execution: Works fluidly across Sales, Account Management, and Delivery — adapting communication and output style to the audience and phase

• Written Communication: Produces high-quality documentation — process maps, scoping documents, executive summaries — with clarity and professionalism

PREFERRED QUALIFICATIONS

• Experience with AI-powered automation, RPA platforms (UiPath, Automation Anywhere), or digital workforce technologies

• Experience working directly with wealth management firms, RIAs, or financial services technology vendors in an operational or advisory capacity

• Understanding of RIA operations including client onboarding, account servicing, compliance workflows, investment operations, billing, and reporting

• Background in management consulting or professional services with client-facing project delivery experience

• Prior experience in a dual pre-sales / post-sales role at a SaaS or technology services company

• CFP, CFA, or other financial services credential

• Familiarity with prompt engineering, LLM-based workflow automation, or agentic AI concepts

• Experience building or iterating on automation roadmaps within financial services operations

SUCCESS FACTORS

• Process Obsession: You find genuine satisfaction in understanding how work gets done and identifying where automation creates leverage

• Bridge Builder: You operate comfortably between Sales, Client success, and technical delivery —translating across all three without losing fidelity