Implementation Consultant

A company is looking for an Implementation Consultant.

Key Responsibilities

Manage complex projects to ensure client onboarding to the Black Diamond Wealth Solutions Trust Suite

Collaborate with Onboarding Teams to develop client workflows based on individual needs

Design and deliver training sessions on Wealth Solutions to clients

Required Qualifications

2-3 years of client-facing experience in Software, Financial Services, or Financial Technology

Blend of investment management and technical experience

Experience in Project Management

Bachelor's Degree

Proficient with Microsoft Office, including Excel