Implementation Specialist (WealthTech)

Role

Implementation Specialist (WealthTech) responsible for partnering with Sales, Product, and Engineering to run pre-sales Proofs of Concept (PoCs) and lead the transition to full production implementations. The role is hands-on with client data, database design, data ingestion and automation, reconciliation logic, and building analytics and UI demonstrations.

Key Responsibilities

• Collaborate with Sales on discovery calls, scope definition, and PoC planning and success criteria.
• Receive and process client source data (bank statements, capital call notices, invoices), including PDF extraction and structured data preparation.
• Design and stand up PoC data environments: create PostgreSQL databases, define schemas, load and validate data, and document assumptions and edge cases.
• Build reporting and analytics views using BI tools (e.g., Power BI) and AI-assisted UI generation tools (e.g., Claude Code, Lovable) to demonstrate value.
• Lead transition from PoC to production: harden data models, workflows, integrations, and align timelines and deliverables with client stakeholders.
• Implement automated data feeds (scheduled CSV over SFTP, REST/JSON APIs, custodian connections) and build Python-based automation bots for routine tasks.
• Develop and maintain reconciliation logic (Python/SQL) to compare and surface breaks across portfolio and accounting systems.
• Configure and support integrations with industry systems such as Addepar, Orion, Tamarac, Black Diamond, Archway, QuickBooks, Sage Intacct, Xero, NetSuite, Business Central, Salesforce, HubSpot, Wealthbox, and others.
• Act as primary technical contact for implementations, manage project plans and risks, translate business requirements into implementable tasks, and coordinate handover to Customer Success.

Requirements

Must have

• Based in the United States and authorized to work for any US employer (US citizen or Green Card holder strongly preferred; no visa sponsorship).
• 2–5 years of experience in financial data, implementation, or deployment roles (implementation specialist, data analyst/engineer, reconciliation specialist, FinTech/WealthTech deployments).
• Strong hands-on experience with relational databases, ideally PostgreSQL: schema design, SQL query writing and optimization, and troubleshooting.
• Solid Python skills for scripting, data processing, automation bots, and reconciliation logic.
• Practical experience with data feeds: CSV/Excel, SFTP, REST APIs, web-based exports, and basic ETL concepts.
• Financial data literacy (transactions, positions, cash, balances, security masters) and familiarity with basic accounting concepts (journals, GL accounts, trial balance, NAV, realized/unrealized P&L).

Nice to have

• Prior experience with RIAs, family offices, private banks, or similar wealth management firms.
• Exposure to industry tools: Addepar, Orion, Tamarac, Black Diamond, Archway, Masttro, QuickBooks, Sage Intacct, Xero, NetSuite, Business Central, Allvue, Canoe Intelligence, Bill.com, Yardi, etc.
• Experience with Microsoft stack (Azure, Power BI, SharePoint) and modern AI-assisted development tools for dashboards and lightweight UIs.
• Background in WealthTech, FinTech, SaaS, or data platform startups; comfortable with ambiguity and wearing multiple hats.

Core behaviors & qualifications

• Highly organized with the ability to manage multiple implementation projects and stakeholders.
• Structured problem solver who enjoys debugging data issues and designing robust workflows.
• Strong communicator in English across technical and non-technical audiences.
• Bachelor’s degree in Computer Science, Engineering, Mathematics, Finance, or related discipline (or equivalent practical experience).

Compensation & Location

• Job type: Full-time
• Pay: $60,000 - $85,000 per year
• Work location: Hybrid remote; posting references Remote (USA) with preference for New York Metro Area and lists Hybrid remote in Stamford, CT 06901.