Client Implementation Associate - Family Office Wealth Technology

Job Description

We've partnered with a fast-growing SaaS platform built for family offices to appoint a Client Implementation Associate across their US client base.

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This is not a support-ticket role, nor a role where you wait for direction. The mandate is clear: guide clients from onboarding through long-term adoption, and own that technology transformation end to end. Applicants must bring direct implementation experience, strong command of accounting and investment principles, and the credibility to operate as a trusted advisor and technical liaison for sophisticated family office clients.

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Client Implementation Associate - Family Office Wealth Technology

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New York City (On-site)

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The Position:

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The appointed Client Implementation Associate will:

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• Lead customer onboarding and implementation projects, guiding clients from initial setup through successful platform adoption
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• Gather and analyse client requirements to design configurations aligned to business objectives and platform capabilities
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• Coordinate cross-functional teams across Sales, Product, Engineering, and Support to ensure seamless deployment and integration
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• Conduct product training sessions and build documentation to help clients realize the platform's value
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• Monitor project timelines and milestones, proactively managing risk and blockers to protect launch dates
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• Act as a trusted advisor, recommending best practices and optimizing client workflows within the platform
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• Relay client feedback to internal teams to inform product development
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This is a client-facing, execution-focused role combining technical translation with direct relationship ownership.

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The Applicant:

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Successful profiles will be expected to demonstrate:

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• 2-5 years of experience in SaaS implementation, customer success, or project management
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• Strong command of accounting and investment principles, CPA preferred
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• Comfort working with tools such as Jira, HubSpot, and comparable implementation or customer success platforms
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• Ability to translate complex technical concepts into clear, actionable guidance for non-technical audiences
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• Family office or wealth-tech experience preferred
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Depth and relevance of hands-on implementation experience will be weighted more heavily than years served.

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The Company:

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Our client is a fast-growing software platform purpose-built for family offices, enabling them to operate efficiently, securely, and insightfully through a period of generational wealth transfer and digital transformation.

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With a genuinely differentiated product, a scaling US client base, and a lean, high-performing team, the business is entering a decisive phase of growth. This appointment is central to that expansion.

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• Competitive Salary + Bonus
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• Generous Employee Equity Plan
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• Frequent Company Off-sites and Team-building Events
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• Health Benefits
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• Professional Development Opportunities
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