Implementation Manager, Hazel AI
Core
Own the technical onboarding experience for Hazel customers across SMB and mid-market wealth management firms, serving as the primary technical point of contact for system integration and data migration.
Role type
Implementation Manager (SMB & Mid-Market Wealth Management)
Builds
Hazel AI platform for wealth management
Domain
Fintech / Wealth Management / SaaS
Deliverable
production ML models | product features | infrastructure
Required skills
System integration, API connections, CRM configuration, data migration, project management, client enablement, data quality assurance, rollout planning
Preferred skills
Wealth management technology stack familiarity, RIA support experience, fast-moving environment adaptability
Technologies
Wealthbox, Salesforce, Orion, Black Diamond, Box, SharePoint, OneDrive, Dropbox, RightCapital, eMoney
Responsibilities
Configure bidirectional CRM data syncs and map fields into Hazel's data layer; Lead data migration efforts from financial planning tools and custodial providers; Orchestrate firm-wide IT-led deployments for mid-market RIAs; Act as deployed engineer for SMB firms to connect systems and configure data flows; Train advisors and operations teams on platform workflows; Support sales by building polished live demo environments; Surface implementation friction points to Product and Documentation.
Seniority
Mid-level, hands-on IC