Platform Implementations Specialist – Assistant Vice President

Overview

• Serve as an Assistant Vice President within the Implementation Specialists team, leading client integrations and managing platform experiences.
• Independently handle small to medium client integrations and assist senior leads on complex projects.
• Collaborate with cross-functional teams to ensure seamless platform implementation and client satisfaction.
• Develop detailed project plans, manage risks, and ensure accountability across stakeholders.
• Translate client business needs into platform configurations and enhancements.
• Contribute to operational efficiencies and proactively drive platform improvements.
• Document procedures and workflows, creating playbooks and client collateral.
• Collaborate with Product Managers to address gaps and implement new features.

Key Responsibilities & Duties

• Lead and support client integrations, including project management, discovery, and platform setup.
• Establish and manage detailed project plans, ensuring risk mitigation and stakeholder accountability.
• Configure platforms based on client requirements and oversee testing and rollout.
• Maximize client platform utilization through strategic management and support.
• Collaborate with teams to troubleshoot issues and enhance operational processes.
• Document workflows and processes, aiding in the creation of client-facing materials.
• Work closely with Product Managers to identify opportunities and implement solutions.
• Partner with Relationship Managers and Operations teams to deliver client-centric solutions.

Job Requirements

• Bachelor of Arts degree required, preferably in a related field.
• 6-10 years of experience in project management, client software implementations, or operations within financial services/fintech.
• Proven ability to lead cross-functional teams and manage complex projects.
• Familiarity with software-based financial solutions and data integrations.
• Advanced proficiency in MS Office and data analytics tools.
• Strong interpersonal and presentation skills with effective stakeholder communication.
• Knowledge of wealth management and private banking processes is advantageous.
• Experience in a fast-paced entrepreneurial environment is preferred.