Advisory Consultant - Fintech & Asset Management Enablement

Linedata; Boston (KY); On-site; USD 122,000 - 147,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Wellness programs

Job summary

Linedata is seeking an Advisory Consultant to work directly with client stakeholders, guiding effective system usage and improving operational outcomes. You will support adoption strategies, workshops, and delivery coordination while ensuring client satisfaction and value realization.

The role requires 5+ years in client-facing consulting with knowledge of asset management workflows and cloud environments. Travel up to 20% is supported, with opportunities to grow within the Consulting

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 5+ years of experience in a client-facing consulting, implementation, or advisory role within financial services or enterprise software.
• Experience with asset management, fund administration, compliance, or trading operations is strongly preferred.

Responsibilities

• Serve as a trusted advisor to client stakeholders by understanding their business objectives and guiding them on how to best leverage Linedata solutions.
• Conduct regular client check-ins, solution reviews, and value assessments to ensure ongoing alignment between system usage and business needs.
• Translate client challenges into actionable recommendations focused on adoption, process improvement, and operational optimization.
• Lead or co‑lead client workshops and training sessions focused on improving user confidence, engagement, and operational effectiveness.

Skills

Client-facing consulting

Communication skills

Data analysis

Cloud & database proficiency

Problem-solving

Education

Bachelor’s degree or equivalent

Tools

AWS

Oracle

MSSQL

Job description

Linedata is seeking an Advisory Consultant to work directly with client stakeholders, guiding effective system usage and improving operational outcomes. You will support adoption strategies, workshops, and delivery coordination while ensuring client satisfaction and value realization.

The role requires 5+ years in client-facing consulting with knowledge of asset management workflows and cloud environments. Travel up to 20% is supported, with opportunities to grow within the Consulting