Senior Client Implementation Specialist (Fintech)

TL;DR

Senior Client Implementation Specialist (Fintech): Managing the deployment of front-office financial solutions for investment management clients with an accent on requirements gathering and technical documentation. Focus on bridging the gap between clients and internal product teams to ensure accurate and timely system deployments.

Location: Hybrid (New York, NY)

Salary: $115,000–$145,000 USD

Company

hirify.global provides front-office solutions and financial technology services for the investment management industry.

What you will do

• Engage with clients to gather business case requirements for solution deployments.
• Translate complex business requirements into detailed technical documentation.
• Manage project timelines and budgets to ensure efficient and timely delivery to clients.
• Lead training sessions on system functionality for relevant client users.
• Facilitate user acceptance testing (UAT) and communicate feedback to internal product teams.
• Collaborate with internal teams to identify areas for process improvement and product enhancements.

Requirements

• Bachelor’s degree in Finance, Business, Information Technology, or a related field.
• 2–6 years of experience in software implementation or project management.
• Experience in the investment management or financial services industry.
• Knowledge of portfolio management, trading, accounting, and reporting.
• Technical proficiency in SQL, Excel, and Tableau.
• Understanding of database structures and APIs.

Nice to have

• Experience with investment management software like Charles River or Eze.
• Project management certification (PMP or ScrumMaster).
• Knowledge of financial regulations and reporting standards.
• Experience leveraging AI technologies to improve workflows and operational efficiency.

Culture & Benefits

• Collaborative, engaging, and inclusive work environment.
• Comprehensive corporate benefit offerings.
• Eligibility for performance bonuses.
• Professional growth and career development opportunities.
• Willingness and ability to travel up to 20% as needed.