Client Implementation Specialist (Fintech)

Location: On-site in New York City; candidates located in or open to relocating to New York City are encouraged to apply.

Salary: $85K–$110K annually, plus equity.

Company

hirify.global is a Series B financial technology company providing a platform that standardizes data, documents, and insights for private investment management.

What you will do

• Build and execute onboarding plans with milestones and timelines for enterprise implementations.
• Guide registered investment advisor firms, wealth managers, and multi-family offices through account setup and large-scale data migration.
• Coordinate client data collection, reconciliation, quality monitoring, system integrations, and ongoing updates.
• Train client teams and departments on the hirify.global platform and support adoption through communication and strategic check-ins.
• Lead multi-stakeholder onboarding meetings, maintain detailed CRM records, and deliver a high-touch client experience.
• Contribute to product feedback loops, internal training, and improvements to enterprise onboarding practices.

Requirements

• 3+ years of experience in project management, implementation, SaaS, client services, or finance with enterprise clients.
• Exceptional communication and interpersonal skills, including comfort interacting with C-suite and senior stakeholders.
• Strong relationship management skills with institutional and enterprise clients.
• Ability to work independently, manage complex multi-stakeholder projects, and maintain strong attention to detail.
• Availability for occasional evening and weekend work to meet client SLAs.

Nice to have

• Experience with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations.
• Familiarity with RIA operations, compliance, fee billing, performance reporting, and portfolio management.
• Finance or accounting coursework.
• Experience with enterprise software implementations or large-scale data migrations.

Culture & Benefits

• Work in a fast-growing team serving more than 400 clients, including major banks and financial institutions.
• High-impact role with responsibility from the beginning and involvement in platform growth decisions.
• Collaborative, supportive team environment centered on trust and in-person teamwork.
• Office at 199 Water Street in New York City.
• Lunch provided in the office.