About OneVest

OneVest is a financial technology company on a mission to power the world’s wealth. We offer 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. For more information, please visit www.onevest.com. 

About The Role

We are looking for a full-time Implementation Manager to join our tight-knit team and help build the foundation of the company’s Customer Success team. As the Implementation Manager, you will help our customers integrate 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 & Customer Success (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

Qualifications:

• 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 Addepar, InvestCloud, Envestnet, Broadridge, Orion, FNZ, SS&C, or similar

• 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 

Compensation:

• The salary band for this role is $100,000 to $120,000 USD for candidates based in the US. Most candidates should expect compensation toward the mid-point of this band to start.
  
  

• Culture: It’s fun, rewarding, face-paced - and we build cool stuff, too! Learn more here: https://www.onevest.com/company/culture
• Vacation: 4 weeks of vacation
• 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 
• Opportunity: An environment where you are recognized and growth opportunities are available

Sound like a good fit? Apply today! 

Don’t meet every single requirement? We encourage you to apply anyways. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. 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.