FamilySight Implementation Lead - Tax Tech & Client Success
Listed on 2026-10-27
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IT/Tech
IT Consultant, IT Project Manager, FinTech
RSM US LLP is seeking an experienced Implementation Consultant to lead client deployments of Family Sight, our cloud-based wealth technology platform. You will work with clients, internal teams, and partners to ensure smooth onboarding, training, and go-live readiness across engagements.
Ideal candidates have 5+ years in client-facing implementations, wealth technology, or financial services, with strong communication, project coordination, and relationship management skills.
As a Family Sight Implementation Lead
- Tax Tech & Client Success, you will play an important part at RSM US LLP in Irvine, CA, United States.
We have an opening for a Family Sight Implementation Lead
- Tax Tech & Client Success in Irvine, CA, United States within Management & Operations.
This role, Family Sight Implementation Lead
- Tax Tech & Client Success at RSM US LLP, could be your next career step.
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