Platform DirectorTalentFish is casting a line for a Platform Director. This is a Direct Hire role, onsite, for a fast-growing wealth management technology platform that is scaling through an active acquisition strategy. This position exists to lead the technology conversion of newly acquired firms onto a unified advisor platform, owning the full migration journey from legacy systems (CRM, portfolio accounting, billing, trading, and client portal) to the standard platform stack, while coordinating cross-functional teams and technology vendors to deliver smooth, high-quality transitions.What You Bring to the Role (Ideal Experience)5-10 years of experience in financial services technology, operations, or wealth-focused SaaSA direct track record of executing system conversions or platform migrations, ideally multiple, across different firms or environmentsStrong understanding of financial services operations, ideally with exposure to wealth management workflows such as client onboarding, fee billing, or portfolio reportingComfortable working hands-on with data to reconcile and validate accuracy during system conversionsStrong project management and stakeholder management skills across complex, multi-vendor workstreamsInterpersonal savvy — able to read people and situations accurately and adjust approach to work effectively across teamsComfortable managing complexity and competing priorities without oversimplifyingWhat You'll Do (Skills Used in this Position)Own end-to-end migration of newly acquired firms from legacy platforms onto the organization's standard advisor technology suite, coordinating internal and partner firm teams and technology vendors across all workstreamsBuild and maintain repeatable migration playbooks to support scalable onboarding as the organization continues to grow through acquisitionLead data migration and validate conversion accuracy across CRM, portfolio accounting, billing, trading, and client portal systemsServe as the primary point of contact for acquired firm leadership and operations teams throughout the migration processMaintain delivery tracking and reporting across all active onboarding workstreamsCollaborate cross-functionally with Technology, Operations, and Deal & Integration teams to align onboarding work with organizational prioritiesThe expected salary range for this position is 145,000-155,000 per year, depending on experience and qualifications. This role also qualifies for comprehensive benefits such as health insurance, 401(k), and paid time off.
TalentFish is committed to pay transparency and equal opportunity. The salary range provided is in compliance with applicable state and federal regulations. This role requires authorization to work in the U.S. without current or future visa sponsorship.
All offers are contingent upon the completion of a background check, which may include but is not limited to reference checks, education verification, employment verification, drug testing, criminal records checks, and any required certifications or compliance requirements based on the end client's background check policies and applicable laws. TalentFish is an employee-owned company pioneering a new realm in talent acquisition. We are redefining IT staffing by evolving AI, video screening, and our unique platform. TalentFish focuses on providing the best employee, consultant, and client experience possible.
At TalentFish we are an Equal Opportunity Employer; we embrace and encourage diversity!