Client Implementation Associate - Family Office Wealth Technology

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, Hub Spot, 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 Events
• Health Benefits
• Professional Development Opportunities