Platform Implementation Specialist

​

This is a full-time, direct hire role with our FinTech client with offices in midtown Manhattan & Greenwich, CT.

​

The role is hybrid on-site, 3 days a week in either one of the office locations mentioned (whichever would be more convenient for you)

​

Compensation includes a base salary ranging from 115-185K. Comp packages also include discretionary annual bonuses, equity stock options, and comprehensive benefits packages.

​

About the Role

Our growing FinTech client is looking for an experienced Platform Implementation Specialist to join their Implementation Specialists team. The team sits within the Product organization and is responsible for managing platform integrations for both new and existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers and Enterprise Relationship Managers.

​

Responsibilities

• Drive entire successful end-to-end integrations for new and existing clients including Wealth Managers, Asset Managers, and third-party data integrations with Fund Administrators and Transfer Agents.
• Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
• Possess in-depth understanding of their investment platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing, and rollout.
• Manage the overall platform experience for existing clients including maximizing their consumption of the platform.
• Build a strong understanding of a client’s business and how that translates to the investment platform; Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements.
• Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
• Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients.

​

Qualifications

• 6+ years of direct experience in project management, client software implementations, relationship management within financial services and/or fintech
• Knowledge of wealth management and private bank business and processes
• Knowledge of alternative investments industry
• Proven track record of leading cross-functional project teams from inception to execution
• Familiar with software-based financial solutions (transaction systems, online forms, trading software)
• Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
• Exemplary attention to detail
• Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
• History of teamwork, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
• Experience managing data integrations is a plus