Solutions Consultant – RIA Solutions Business Development

Wells Fargo

. Lead consultative, solution-oriented diligence discussions with prospective RIAs, focusing on technology, platform design, and operating model alignment .

Posted 5/13/2026full-timeIrving • Montana, Texas • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Lead consultative, solution-oriented diligence discussions with prospective RIAs, focusing on technology, platform design, and operating model alignment
Guide advisors through structured discovery to assess current state, define future state goals, and identify constraints
Translate advisor needs into tailored solution recommendations across technology platforms, integrations, and partner capabilities
Serve as a subject matter expert throughout the diligence process, focusing on advisory guidance rather than product selling
Provide expertise on RIA technology ecosystems, including custody platforms, portfolio management systems, reporting tools, integrations, and workflows
Partner with Product, Technology, and Partner Services teams to validate solution feasibility and readiness
Support diligence workflows and ensure solution considerations are clearly documented and consistently applied
Help advisors understand tradeoffs, dependencies, and sequencing related to technology and platform decisions
Collaborate with Business Development and Advisor Transition leaders to enable earlier and deeper consultative engagement in the deal lifecycle
Support pro forma and deal discussions by providing solution context that informs financial and operational decisions
Improve business development efficiency by reducing late-stage friction, rework, and misalignment during advisor transitions
Contribute to the design and refinement of repeatable diligence frameworks grounded in solution architecture
Develop solution narratives, diagrams, and artifacts to support advisor decision-making and internal alignment
Provide feedback to inform product strategy, partner ecosystem evolution, and go-to-market improvements

Requirements

What you’ll need

7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience working with Registered Investment Advisors (RIA), wealth management firms, or advisor platforms
Strong understanding of RIA operating models and technology ecosystems (custody, portfolio management, reporting, integrations)
Background in solutions consulting, pre-sales, or platform advisory roles within financial services or financial technology
Experience supporting advisor transitions, platform migrations, or complex operational transformations
Ability to translate technical concepts into clear business-level insights for advisors and senior stakeholders
Experience working across matrixed organizations with Product, Technology, Compliance, and Legal teams
Strong analytical, problem-solving, and critical thinking skills
Excellent communication and presentation skills with executive-level presence
FINRA Series 66

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business growth strategysolutions consultingpre-salesplatform advisoryadvisor transitionsplatform migrationsoperational transformationsRIA technology ecosystemsportfolio management systemsreporting tools

Soft Skills

analytical skillsproblem-solving skillscritical thinking skillscommunication skillspresentation skillsexecutive presencecollaborationconsultative engagementadaptabilitystakeholder management

Certifications

FINRA Series 66