Senior Solutions Architect - Advisor & Client Experience (RIA)

A leading fintech company is seeking a Principal Solutions Specialist (SME) to enhance advisor workflows and client experiences. This role is remote or hybrid, requiring three days a week onsite in Needham, MA. The ideal candidate will have 7–12 years of experience in the RIA or wealth management space and demonstrate strong skills in CRM platforms and client engagement. The position offers a competitive base salary ranging from $176,000 to $190,274, plus bonuses and equity. J-18808-Ljbffr