Implementation Consultant
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Job Summary
To support the successful onboarding of clients to the Black Diamond Wealth Platform, the full-time remote Implementation Consultant will manage complex projects, engage with clients, and deliver training while collaborating with multiple teams.
Key responsibilities
- Manage 12-15 concurrent implementation projects to ensure client satisfaction and successful onboarding
- Collaborate with Black Diamond's Onboarding Teams to develop client workflows tailored to their business models
- Design and deliver comprehensive training sessions on the Wealth Platform for clients
Required qualifications
- Bachelor's Degree
- 2-3 years of client-facing experience in Software, Financial Services, or Financial Technology
- Experience in Project Management
- Technical and investment management experience
- Proficiency in Microsoft Office, particularly Excel
Complete Job Description
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