OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.
We are looking for a full-time Senior Implementation Manager to join our tight-knit team and help build the foundation of the company’s Customer Solutions team. As the Senior Implementation Manager, you will help our enterprise customers integrate and onboard to OneVest products and services. You’re a natural problem solver, team player, and enjoy the variety that comes with building out solutions across a variety of customers, business models, and technologies. This will be a multifaceted role with a considerable opportunity for impact and contributions across the entire organization.
What you’ll be doing:
Project Management (60%)
- Plan and manage new customer onboarding and work with internal teams to ensure implementation best practices are adopted and executed
- Collaborate with internal teams (Product & Technology, Operations, Revenue, Wealth) to represent and advocate for customer needs, strategies, opportunities and insights in order to assist with OneVest’s product roadmap and developing new product features
- Provide subject matter expertise to customers to assist in navigating their implementation from project kick-off through to business-as-usual phases
- Monitor and control overall project delivery tracking, performance, and risks for assigned customers
- Leverage data and insights from new and existing clients to guide strategy and implementation of OneVest solutions for its customers
- Contribute to improving processes, procedures, templates, knowledge base and training documentation
Stakeholder Management (30%)
- Act as a primary point of contact for customer interactions: identify and align on strategic program goals, key performance indicators and opportunities
- Provide regular customer updates including performance indicators, successful outcome metrics, and progress updates to the Executive team and Senior Management
Account Management (10%)
- Establish recurring strategic planning sessions with customers to ensure plans are reviewed and considered as part of OneVest’s product roadmap
- Nurture existing accounts through renewal and leveraging opportunities for upselling and providing recurring value
- Identify customers best-suited to participate in research and co-development opportunities as well as participate in the identification of new features
Who we're looking for:
- 7+ years of experience leading enterprise-focused SaaS technology implementation, project/program management, account management, and/or management consulting work experience
- Experience working in wealth management/wealth technology, specifically at other wealth technology companies
- Proven ability to develop strategies and standard operating procedures for implementations, B2B customer success, and/or account management
- Demonstrated ability to communicate, present, and influence credibly and effectively at all levels of organizations of varying sizes and complexities
- Must be flexible with working hours in order to meet our clients needs and answer their questions in a timely matter
What It’s Like To Work With Us:
- Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too!
- Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- Flexibility: A flexible & hybrid working environment
- Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Equity: Employee Stock Option Purchase Plan
Sound like a good fit? Apply today!
Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.
OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to [email protected] and we’ll be happy to support you.
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What We Do
OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.
