Head of Customer Deployment, Hazel AI
Core
Building and owning the post-sales implementation and deployment function for an AI wealth management platform from the ground up.
Role type
Senior Head of Customer Deployment / Post-Sales Leader
Builds
Scalable onboarding motion, deployment methodology, and implementation infrastructure for wealth management firms
Domain
Wealth management technology / Fintech / AI platform
Deliverable
production ML models | product features | client delivery
Required skills
Post-sales leadership, building functions from scratch, integration architecture, data pipelines, team leadership, commercial orientation, build-versus-buy decisions, cross-functional partnership
Preferred skills
Wealth management or fintech experience, RIA technology stack familiarity, reputation-driven market experience
Technologies
CRM, custodial systems, financial planning tools, file storage integrations, APIs
Responsibilities
Define deployment methodology and operating model, own data migration strategy, partner with Product to improve onboarding, manage commercial post-sales outcomes, hire and lead implementation team
Seniority
Senior, hands-on IC leader building a function from zero