Implementation Manager

Eton Solutions Morrisville , NC 27560

Posted 2 weeks ago

Company Introduction

Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Our AtlasFive is a comprehensive enterprise management platform specifically designed to allow todays modern Family Office meet the unique and varied challenges of Ultra High Net Worth families.

POSITION SUMMARY (Key tasks and outcomes):

The Implementation Manager works with new clients to implement the AtlasFive platform, coordinating internal resources and external stakeholders.

Primary Tasks/Activities:

  • Perform project management in the execution of Eton onboarding methodology
  • Participate and prepare deliverables for needs and gap analyses based on review of client issues, requirements, current pain points.
  • Platform Implementation Activities to include participation and contribution for the following:
    • Discovery sessions with client and internal stakeholders
    • Define configuration options to meet accounting, operations and reporting needs
    • Define approach for custom user workflows
    • Conduct End-user training
    • Define approach to user reporting hierarchies
    • Recommend custom reports based on client needs using advanced data analysis skills
    • Implement interfaces to third party systems using data mapping skills
    • Oversee client unit/integration/acceptance testing
  • Assist in new features specification and functional enhancements to the Platform
  • Ability and willingness to travel (approximate 25 -35%)

Requirements

Knowledge Components:

  • Basic knowledge in:
    • Project consultant for 5-15 person internal/client teams of material size and duration
    • Issues Tracking and resolution
    • User requirements definition and formal report preparation
    • Common marketable securities (stock, bonds, mutual funds, options) and Illiquid fund investments
    • Investment and accounting reports design
    • Application testing
    • User training
  • Strong math and logic skills
  • Exceptional skills in MS Excel pivot table, vlookup, financial formulas, table/query functions

Experience (Years and types):

  • 4+ years implementing portfolio management and/or investment accounting systems preferred
  • Will substitute similar experience working in big 4 type environment

Education Levels/Credentials:

  • Finance, Business Accounting degree Preferred CPA
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Implementation Manager

Eton Solutions