Primary Location: Onsite (2 days per week in the Loop)
Position Type: Direct Hire
Must be Citizen or Green Card
Overvi
ewA 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 transition
s.
What You Bring to the Role (Ideal Experie
- nce)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 environm
- entsStrong understanding of financial services operations, ideally with exposure to wealth management workflows such as client onboarding, fee billing, or portfolio repor
- tingComfortable working hands-on with data to reconcile and validate accuracy during system convers
- ionsStrong project management and stakeholder management skills across complex, multi-vendor workstr
- eamsInterpersonal savvy — able to read people and situations accurately and adjust approach to work effectively across t
- eamsComfortable managing complexity and competing priorities without oversimplif
ying
What You'll Do (Skills Used in this Posi
- tion)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 workst
- reamsBuild and maintain repeatable migration playbooks to support scalable onboarding as the organization continues to grow through acquis
- itionLead data migration and validate conversion accuracy across CRM, portfolio accounting, billing, trading, and client portal sy
- stemsServe as the primary point of contact for acquired firm leadership and operations teams throughout the migration pr
- ocessMaintain delivery tracking and reporting across all active onboarding workst
- reamsCollaborate cross-functionally with Technology, Operations, and Deal & Integration teams to align onboarding work with organizational prior