Implementation Consultant

Get To Know The Team:

This is a high impact role involving extensive client interactions. The consultant is responsible for successful implementation and adoption of the Black Diamond Wealth Platform. This position is based in Jacksonville, FL, where we’re ranked #1 on the list of Best Places to work. Working remotely is an option as well.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Ensuring clients are engaged and satisfied by managing complex projects involving multiple teams with the goal of being successfully onboarding to our Black Diamond Wealth Platform
• Working collaboratively across Black Diamond’s Onboarding Teams
• Spending time getting to know client’s business model and individual system needs and developing client workflows based on those needs
• Configuring our purposeful suite of tools to allow financial advisors to manage their client’s complete wealth picture
• Designing and delivering training to clients on our comprehensive Wealth Platform
• Efficiently managing 12-15 Implementation projects concurrently

What You Will Bring:

• A blend of investment management and technical experience is a must for the job
• 2-3 years of client facing experience in Software, Financial Services, or Financial Technology
• A demonstrated focus on the holistic client experience and client satisfaction
• Ability to learn quickly and adapt to changing technology
• Experience in Project Management
• Proficient with Microsoft Office, including Excel
• Self-directed, must be able to work independently
• Bachelor’s Degree
• Most importantly, the ideal candidate will have the ability to demonstrate our core values in all aspects of the position: Ownership. Excellence. Thoughtful. Fun. Innovative. Collaborate. Trust.