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Client Implementation Manager


This is a Contract position in Rancho Cordova, CA posted January 1, 2023.

About Us: Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology.

The digital space demands a forward-thinking and adaptive workplace.

At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity: FIDx is looking for a Client Implementation Manager with strong experience in project management, analysis, system flows and business architecture to execute client implementations.

The successful candidate must have the ability to lead across teams, drive deliverables, be highly organized and be able to move seamlessly between multiple implementations and changing client requirements.

The Client Implementation Manager will be responsible for managing and overseeing the due diligence, solution design, implementation/onboarding, and post-go-live efforts for several client implementations (likely simultaneous).

Responsibilities: Be responsible for managing the client solution design (operational processes as well as system functionality), conversion approach, implementation plan, and go-live activities for onboarding clients onto FIDx platform Regularly report progress, roadblocks, and committed dates to executive management Manage the definition of services, in/out scope discussions, and day 2 items with the client and internal stakeholders Maintain a project plan for the entire lifecycle of each implementation Create and manage SOWs for client implementations, including third-party SOWs Collaborate with other teams to share approaches, develop best practices, and improve team capabilities to successfully onboard clients Coordinate with a test environment and team for internal and external testing Organize and conduct implementation project status meetings, including communicating status to internal and external stakeholders, including senior management Responsible for managing scope, driving dates, and deliverables throughout the entire implementation process Track client feedback/requests and incorporate in standard process where appropriate Work closely with Sales, Product, and Technology to ensure alignment with strategic goals and key business decisions regarding products, services, and key business initiatives Understand the firm’s strategic plans, business, process, and architecture and apply in the solution design process Work with internal and external business teams to assess and streamline processes to mitigate risk, cost, or issues and generate efficiencies Education, Skill, and Experience Required Bachelor’s degree in Business Administration, IT Management, Computer Science, or relevant experience.

Project Management certifications a plus 5 years of experience in project management, client implementation and/or business analysis Knowledge of products and processes related to the financial services industry and advisor processes and tools Demonstrate understanding of Investment Management Operations processes, technology, and procedures, and an ability to learn quickly Experience implementing technology at broker-dealers and RIAs Proficiency in Excel, PowerPoint, and project management tools ( e.g., Jira, ) Visio skills preferred Candidate must be self-assured and react well within critical deadline situations Strong communication and interpersonal skills, written and oral; confident in interaction with senior stakeholders Strong analytical skills including process analysis.

Very strong interest in the underlying detail of the analysis is a must Demonstrate excellent process and project management skills Ability to organize, prioritize, balance key tasks, and manage time effectively Comfortable facilitating project working groups and possesses strong data gathering skills Experience with designing new solutions by analyzing requirements, studying system capabilities, and writing specifications Benefits: Medical insurance Vision Insurance Dental Insurance 401K Match Paid Time Off Access to in house gym Parental Leave Short term disability 10 paid holidays 2 floating holidays Expected Hours of Work: The work schedule for this position will be primarily Monday
– Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required.

Our office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

We are not able to sponsor Visas of any kind at this time.