Platform Implementation Specialist - Assistant Vice President (Fintech)

Location: New York, New York, United States; office work Monday–Thursday with remote flexibility on Friday.

Base salary: $110,000–$150,000 per year, plus equity and an annual performance bonus.

Company

hirify.global provides a financial technology platform for wealth managers and asset managers.

What you will do

• Lead small and medium client integrations independently and support senior leads on complex integrations.
• Manage project planning, client discovery, operating model and business process design, data integrations, platform setup, testing, and rollout.
• Configure white-label platform solutions and manage the ongoing platform experience for strategic clients.
• Establish project plans, manage risks, and drive accountability across internal and external stakeholders.
• Collaborate with Product Management, Relationship Management, and Operations to identify product gaps, troubleshoot issues, and launch enhancements.
• Document procedures, workflows, playbooks, and client collateral while driving operational efficiencies.

Requirements

• 6–10+ years of experience in project management, client software implementations, operations, or relationship management within financial services or fintech.
• Proven ability to lead cross-functional project teams from inception through execution.
• Familiarity with software-based financial solutions, including transaction systems, online forms, or trading software.
• Excellent writing skills, including the ability to produce detailed project documentation, business requirements, and specifications.
• Advanced Microsoft Office skills in Excel, Word, and PowerPoint, together with data analytics skills.
• Strong attention to detail, interpersonal and presentation skills, and the ability to influence and communicate effectively with internal and client stakeholders.
• Experience working on a team and willingness to work in a fast-moving entrepreneurial environment.
• Knowledge of wealth management and private banking businesses, processes, and alternatives.

Nice to have

• Experience managing data integrations.

Culture & Benefits

• Hybrid schedule with office attendance Monday–Thursday and remote work flexibility on Friday.
• Salary, equity for all full-time employees, and an annual performance bonus.
• Employer-matched retirement plan and subsidized healthcare, including employer-paid dental and vision coverage.
• Telemedicine, virtual mental health counseling, parental leave, and unlimited paid time off.