Family Office Implementation Manager

Full Job Description

• This cross line of business team collaborates to assist our clients during all stages of the family office life cycle including creation, sustainability, and restructuring.
• Our enterprise team of professionals takes a holistic approach through consulting regarding governance, family education and communication, philanthropy, risk management, privacy/data security, and technology outsourcing.

Responsibilities:

• Establish strong relationships with our clients by providing them with a white-glove experience.
• Develop an extensive working knowledge of the tech-enabled services under FamilySight.
• Manage new client implementations, oversee engagement staff, and work with internal support teams and clients to test sites per specifications and expectations.
• Provide ongoing support and education to clients and internal support teams via video conferencing, phone, and email.
• Facilitate problem-solving between client, internal development team, and vendor development team.
• Lead demonstrations of our tech-enabled services to clients.
• Plan for and participate in the Sales to Post-Sales internal Hand-off meetings.
• Schedule, prepare for, and lead the Kickoff Meeting for the client, in collaboration with the client support team.
• Create a project plan that follows internal guidelines and get approval from the client and client support team.
• Manage the project plan and provide consistent cadence and communication updates of project plans and status reports to the internal and external teams.
• Assist businesses with developing policies procedures and training materials during the implementation stages of a new product.

Qualifications:

• BA/BS Degree
• Minimum 5-8 years of experience in a professional environment
• Ability to travel to meet client needs and work collaboratively with others in person and remotely
• Must be a team player and be able to effectively interact with staff at all levels of the firm
• Strong conceptual, analytical, and problem-solving skills
• Excellent client skills and customer relationship management skills
• Openness to workday flexibility, agility, remote work environment, leveraging new tools
• Effective communication skills, both verbally and in writing
• Effective time management and prioritization skills
• Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously
• Established experience in the family office industry is a plus
• Demonstrated comfort working in a team environment, including collaborating with senior management to solve difficult organizational challenges