Job Description
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 across 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 3+ years working directly with wealth management firms, RIAs, or financial services technology vendors in an operational or advisory capacity 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 collabor