We've partnered with a fast-growing SaaS platform built for family offices to appoint a Client Implementation Associate across their US client base. 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. Client Implementation Associate - Family Office Wealth Technology New York City (On-site)
The Position: The appointed Client Implementation Associate will:
- Lead customer onboarding and implementation projects, guiding clients from initial setup through successful platform adoption
- Gather and analyse client requirements to design configurations aligned to business objectives and platform capabilities
- Coordinate cross-functional teams across Sales, Product, Engineering, and Support to ensure seamless deployment and integration
- Conduct product training sessions and build documentation to help clients realize the platform's value
- Monitor project timelines and milestones, proactively managing risk and blockers to protect launch dates
- Act as a trusted advisor, recommending best practices and optimizing client workflows within the platform
- Relay client feedback to internal teams to inform product development
This is a client-facing, execution-focused role combining technical translation with direct relationship ownership.
The Applicant:
Successful profiles will be expected to demonstrate:2-5 years of experience in SaaS implementation, customer success, or project management
Strong command of accounting and investment principles, CPA preferred
Comfort working with tools such as Jira, HubSpot, and comparable implementation or customer success platforms
Ability to translate complex technical concepts into clear, actionable guidance for non-technical audiences
Family office or wealth-tech experience preferred
Depth and relevance of hands-on implementation experience will be weighted more heavily than years served.
The Company:
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. 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.
Competitive Salary + Bonus
Generous Employee Equity Plan:
Frequent Company Off-sites and Team-building EventsHealth Benefits Professional Development Opportunities
