Solutions Consultant

🔥 22 minutes ago

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Humanity Labs

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2025

🤖 Artificial Intelligence

☁️ SaaS

💸 Finance

Artificial Intelligence • SaaS • Finance

Humanity Labs is an AI-first company that provides a fully-managed AI-driven workforce for wealth management firms and registered investment advisors (RIAs). It automates manual and complex operational tasks—onboarding, workflow mapping, compliance training, email/CRM integration, tax/estate/planning support—so human advisors can focus on client relationships, strategy, and growth without hiring more staff or replatforming systems. The service is embedded, requires little oversight, integrates with existing systems, and is positioned as a partner to firms to deepen client relationships while scaling offerings. The company emphasizes being a non-point-solution 'team' that learns and evolves over time and serves wealth management clients.

📋 Description

• Partner with Trust Pillar to engage prospects early in the evaluation process, establishing operational credibility • Lead discovery conversations to understand prospect workflows, pain points, ecosystem, and AI workforce readiness • Establish functional scoping and capability matrices, with proof-of-value scope that accelerates engagement progression • Support solution narratives with accurate, compelling, and well-structured content • Facilitate structured whiteboard sessions and working workshops with partner and prospect functional leads to map current-state and identify outcome opportunities • Apply process analysis frameworks to diagnose workflow complexity, volume, and value impact across all functional areas • Translate unstructured operational conversations into clear process maps, workflow specifications, and prioritized opportunity backlogs • Challenge assumptions constructively and bring a point of view on delegation of work, sequencing, prioritization, and phasing • Build and maintain multi-phase AI Workforce work delegation roadmap for assigned partner accounts, aligned to business objectives and operational capacity • Identify and size expansion opportunities within existing accounts — new functional areas, additional workflows, and increased process depth • Partner with Strategic Partner Directors to present roadmap updates and business cases to partner leadership, operations, and ecosystem stakeholders • Use realized ROI and deployment data to build the case for next phase of capacity investments • Serve as the connective tissue between across functions ensuring solution intent translates accurately through to delivery • Feed insights and partner-observed gaps back to inform the AI workforce roadmap • Contribute to internal knowledge management by capturing reusable solution patterns, workflow libraries, and discovery frameworks

🎯 Requirements

• 6+ years of experience in solutions consulting, pre-sales engineering, management consulting, or business process advisory roles • Demonstrated experience leading discovery sessions, workshops, or consulting engagements with senior operations stakeholders • Track record of translating complex business processes into structured, delivered outcomes • Experience collaborating with both existing partner and prospect engagement teams within the same role or across adjacent roles

🏖️ Benefits

• Meaningful autonomy • Backing of the executive team • Accountability for outcomes • Cross-functional collaboration