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Implementation Specialist

Location: New York

About the Role


Advise Technologies provides best-in-class software and service; our Implementation Specialists are responsible for ensuring clients receive both. Implementation Specialists drive client interactions related to initial implementation initiatives and the support of our existing customer base.


A successful implementation Specialist will draw on project planning skills, an understanding of financial business data in the regulatory space, and superior communication abilities to serve as:


  1. A link between clients and the Advise organization

  2. A dedicated resource for client questions on software products, training issues, regulations, and financial data use

  3. A coordinator of all implementation tasks, from initial client contact through project completion


  1. Serve as a conduit for information transfer between our clients, third parties (such as partners or service providers), and internal teams. This includes communicating release update information, client issues, and workflow improvement suggestions.

  2. Provide project management by organizing, planning, and executing all actions required to complete implementation initiatives.

  3. Drive productivity by coordinating between client and internal resources to ensure successful meetings and interactions.  

  4. Act as a main point of contact for clients during busy periods (e.g. near regulatory filing deadlines).

  5. Offer input and assistance during the pre-sale process. The Implementation Specialist partners with our Sales team to scope Statements of Work that reflect required tasks.




Skills and competencies (the ideal candidate will have):

  • 5+ years of financial services/project management experience

  • In-depth knowledge of our client base, including Hedge Funds, Private Equity Funds, Fund of Funds, and Fund Administrators

  • An understanding of financial services business data as it relates to regulatory requirements

  • Experience implementing enterprise software systems

  • Familiarity with Microsoft technologies (SQL Server, IIS, .NET, Etc.) (preferred)

  • Familiarity with software development life cycle (SDLC)

  • Extreme attention to detail

  • Excellent verbal and written communication skills

  • Able to work effectively under pressure

  • Able to coordinate multiple projects at once

  • Highly developed EQ and ability to think empathetically


  • Bachelor’s degree (Finance or Social Sciences preferred)

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