Solutions Consultant Jobs
Solutions Consultant jobs are open across enterprise software, fintech, healthcare technology, and cybersecurity, from associate to principal level, with specializations in presales, implementation, and technical advisory. Find a role that fits from the openings below and apply directly.
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As the Solutions Team Vice President, you will be a key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales and consulting partner to a designated group of Financial Advisors focused on small and large business retirement plans. You will be responsible for proactively educating Advisors in Chase Wealth Management and JPMorgan Advisors about the DC Consulting Program and promoting its adoption; cultivating a network of specialist advisors within the assigned territory; driving program engagement across the territory; and partnering directly with Advisors and their plan sponsor prospects/clients to lead consultative discovery, position our retirement plan consulting services, and drive opportunities through to close. You will also remain engaged post-sale to support implementation and ongoing investment monitoring and management, helping to ensure a strong client experience that supports retention and expansion.
As a successful candidate, you must be able to demonstrate extremely detailed knowledge of retirement plans (e.g., defined contribution, defined benefit, non-qualified, etc.). You must have knowledge of and an understanding of actuarial, recordkeeping, and administrative service providers—their roles, responsibilities, platforms, and investment alternatives. You must be familiar with retirement plan investment fiduciary activities and be able to support our Financial Advisors' efforts to deliver outstanding client value.
You will effectively manage a pipeline of retirement plan consulting opportunities within the CRM, maintaining accurate activity notes, next steps, and forecasting discipline across the territory. You will develop and tailor proposals and presentation materials that clearly articulate our consulting value proposition, fees, scope, and implementation approach for small and mid-sized business plan sponsors. In partnership with Financial Advisors, you will lead and deliver plan sponsor presentations by guiding discovery, addressing objections, and advancing opportunities from proposal through final decision.
It is critical that you can interact professionally with Financial Advisors and clients and meet and manage client expectations. The successful candidate will support and manage multiple ongoing projects within a collaborative team environment.
Job Responsibilities
- Coordinating and managing the Request for Proposals (RFP) process
- Coordinating proposal materials and delivery for service provider and recordkeeping platform proposals
- Delivering client presentations in coordination with the Financial Advisor
- Supporting Financial Advisor business and marketing plans and day-to-day sales efforts
- Identifying and cultivating a network of specialist retirement plan advisors in your assigned territory
- Conducting retirement plan prospect research and evaluations, and reviewing proposals with Financial Advisor teams
- Managing the processing of account-opening forms and data submissions
- Assisting with the distribution of firm and third-party marketing materials
- Working closely with the data analysis team to ensure management dashboard reporting is updated and accurate
- Maintaining and updating the sales tracking system
- Conducting Financial Advisor education and training
- Supporting ongoing sales and non-sales-related questions from existing Advisors in the program
- Traveling to assigned branches at least quarterly, as expected
Required qualifications, capabilities and skills:
- 5+ years of direct experience supporting retirement plan sales and servicing
- Experience delivering client presentations
- Ability to anticipate plan sponsor and client needs
- Detailed understanding of 401(k) and defined benefit plan service providers (e.g., actuaries, recordkeeping platforms, TPAs, etc.)
- General financial industry experience, preferably within wealth management, private banking, or brokerage firms
- Specific knowledge of investment products (e.g., mutual funds, CITs, separate accounts)
- Understanding of ERISA, DOL regulations, and current industry trends
- Self-starter; detail-oriented and organized; strong decision-making skills; and ability to multitask effectively
- Ability to work remotely at times and maintain a high level of productivity under pressure within a supportive team environment
- Strong verbal and written communication skills
- Proficiency with PowerPoint, Excel, and Word
- Strong analytical skills
- FINRA Series 7, 66 licenses, and AIF (Accredited Investment Fiduciary)
Preferred qualifications, capabilities and skills:
- CIMA, CRPS, or other industry designation preferred
ABOUT US
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As the Solutions Team Vice President, you will be a key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales and consulting partner to a designated group of Financial Advisors focused on small and large business retirement plans. You will be responsible for proactively educating Advisors in Chase Wealth Management and JPMorgan Advisors about the DC Consulting Program and promoting its adoption; cultivating a network of specialist advisors within the assigned territory; driving program engagement across the territory; and partnering directly with Advisors and their plan sponsor prospects/clients to lead consultative discovery, position our retirement plan consulting services, and drive opportunities through to close. You will also remain engaged post-sale to support implementation and ongoing investment monitoring and management, helping to ensure a strong client experience that supports retention and expansion.
As a successful candidate, you must be able to demonstrate extremely detailed knowledge of retirement plans (e.g., defined contribution, defined benefit, non-qualified, etc.). You must have knowledge of and an understanding of actuarial, recordkeeping, and administrative service providers—their roles, responsibilities, platforms, and investment alternatives. You must be familiar with retirement plan investment fiduciary activities and be able to support our Financial Advisors' efforts to deliver outstanding client value.
You will effectively manage a pipeline of retirement plan consulting opportunities within the CRM, maintaining accurate activity notes, next steps, and forecasting discipline across the territory. You will develop and tailor proposals and presentation materials that clearly articulate our consulting value proposition, fees, scope, and implementation approach for small and mid-sized business plan sponsors. In partnership with Financial Advisors, you will lead and deliver plan sponsor presentations by guiding discovery, addressing objections, and advancing opportunities from proposal through final decision.
It is critical that you can interact professionally with Financial Advisors and clients and meet and manage client expectations. The successful candidate will support and manage multiple ongoing projects within a collaborative team environment.
Job Responsibilities
- Coordinating and managing the Request for Proposals (RFP) process
- Coordinating proposal materials and delivery for service provider and recordkeeping platform proposals
- Delivering client presentations in coordination with the Financial Advisor
- Supporting Financial Advisor business and marketing plans and day-to-day sales efforts
- Identifying and cultivating a network of specialist retirement plan advisors in your assigned territory
- Conducting retirement plan prospect research and evaluations, and reviewing proposals with Financial Advisor teams
- Managing the processing of account-opening forms and data submissions
- Assisting with the distribution of firm and third-party marketing materials
- Working closely with the data analysis team to ensure management dashboard reporting is updated and accurate
- Maintaining and updating the sales tracking system
- Conducting Financial Advisor education and training
- Supporting ongoing sales and non-sales-related questions from existing Advisors in the program
- Traveling to assigned branches at least quarterly, as expected
Required qualifications, capabilities and skills:
- 5+ years of direct experience supporting retirement plan sales and servicing
- Experience delivering client presentations
- Ability to anticipate plan sponsor and client needs
- Detailed understanding of 401(k) and defined benefit plan service providers (e.g., actuaries, recordkeeping platforms, TPAs, etc.)
- General financial industry experience, preferably within wealth management, private banking, or brokerage firms
- Specific knowledge of investment products (e.g., mutual funds, CITs, separate accounts)
- Understanding of ERISA, DOL regulations, and current industry trends
- Self-starter; detail-oriented and organized; strong decision-making skills; and ability to multitask effectively
- Ability to work remotely at times and maintain a high level of productivity under pressure within a supportive team environment
- Strong verbal and written communication skills
- Proficiency with PowerPoint, Excel, and Word
- Strong analytical skills
- FINRA Series 7, 66 licenses, and AIF (Accredited Investment Fiduciary)
Preferred qualifications, capabilities and skills:
- CIMA, CRPS, or other industry designation preferred
ABOUT US
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Solutions Consultant Jobs by Experience Level
Top Cities Hiring Solutions Consultants
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Find Solutions Consultant JobsSolutions Consultant Job Market
Who's Hiring
- Palo Alto Networks23
- Boston Consulting20
- Braze13
- Aon12
- Google9
Top Industries Hiring
- Technology & Software70
- Consulting & Professional Services35
- Insurance12
- Marketing & Advertising5
- Banking & Financial Services5
What Employers Look For
The qualifications that appear most often in solutions consultant jobs.
- 3-5 years of experience in presales, solutions engineering, or a related technical client-facing role
- Demonstrated ability to deliver product demonstrations and lead discovery conversations with enterprise buyers
- Proficiency with CRM platforms such as Salesforce and the ability to configure or demo SaaS products
- Bachelor's degree in business, computer science, engineering, or a related technical field
- Strong written and verbal communication skills with experience presenting to C-suite and technical stakeholders
- Relevant platform or vendor certifications such as AWS, Microsoft Azure, or product-specific credentials
Tips for Your Solutions Consultant Job Search
Tailor your resume for presales motion
Solutions consultants are evaluated on revenue influence, so your resume needs to quantify deals supported, not just tasks completed. List the average contract size you worked on and the outcomes of product demonstrations you led, even if you weren't the closing rep.
Highlight platform certifications prominently
Certifications in Salesforce, AWS, Microsoft Azure, or the specific platform a company sells signal you can demo and configure on day one. List them in a dedicated section near the top of your resume so hiring managers don't hunt for them.
Apply early to roles that fit
Migrate Mate lists solutions consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by industry vertical when searching
Solutions consultant roles vary heavily by vertical. A healthtech presales role requires clinical workflow knowledge, while a fintech role demands regulatory familiarity. Searching by industry in addition to title helps you find openings where your domain experience is an actual differentiator.
Prepare a structured product demo for interviews
Most solutions consultant interviews include a live demo or mock discovery call. Practice a concise demo of a product you know well, framing each feature as a solution to a stated customer problem rather than a feature walkthrough. Interviewers are watching your methodology, not just your product knowledge.
Negotiate for a technical ramp period
When evaluating an offer, ask specifically about the time allocated to learn the product before you're expected to run customer-facing demos solo. A compressed ramp in a complex platform role directly affects your early performance metrics and long-term earning potential.
Solutions Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most solutions consultants?
The companies hiring the most solutions consultants right now include Palo Alto Networks, Boston Consulting, and Braze, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of September 2026. Enterprise software, cloud infrastructure, and cybersecurity vendors consistently account for the highest volume of openings.
How many solutions consultant jobs are remote?
About 73% of solutions consultant openings are fully remote or hybrid as of September 2026, reflecting the role's dependence on virtual demo and video-based discovery calls. Presales and technical advisory sub-roles within enterprise SaaS tend to have the highest share of fully remote positions, while implementation-heavy roles more often require on-site or regional presence.
How do you become a solutions consultant?
Most solutions consultants move into the role from account management, technical support, or software implementation, building enough product and customer knowledge to run demos independently. Earning a certification in a major platform accelerates the transition. Targeting smaller vendors first gives you broader exposure to the full presales cycle before moving to enterprise roles with more specialized responsibilities.
Can you get hired as a solutions consultant without direct experience?
Yes, particularly at companies that run structured associate or junior solutions consultant programs designed for candidates coming from customer success, technical support, or inside sales. Demonstrating strong discovery skills, product curiosity, and the ability to translate technical features into business outcomes matters more than a presales title on your resume. Building a demo of any product you know well and including it in applications can compensate for a shorter work history.
What does the solutions consultant interview process look like?
Solutions consultant interviews typically start with a recruiter screen followed by a hiring manager conversation focused on your presales experience and deal involvement. Later rounds usually include a mock discovery call or live product demo in front of a panel, where interviewers assess your methodology and how you handle objections. Some companies add a technical deep-dive or written business case as a final step before an offer.
Where can I find and apply to solutions consultant jobs?
You can find and apply to solutions consultant jobs on Migrate Mate, which lists current openings from companies across the United States. Find roles that match your experience level, industry focus, and preferred location, then apply directly to each listing.
See All 520+ Solutions Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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