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 (SaaS/Fintech)
Builds
Hazel AI platform for wealth management
Domain
Wealth management / Financial technology
Deliverable
production ML models | product features | infrastructure
Required skills
System integration, API connections, data migration, CRM configuration, project management, technical account management, data quality assurance, client enablement, rollout planning
Preferred skills
Wealth management technology stack familiarity, RIA support experience, fast-moving environment adaptation
Technologies
Salesforce, Wealthbox, Orion, Black Diamond, Box, SharePoint, OneDrive, Dropbox, RightCapital, eMoney
Responsibilities
Serve as primary technical point of contact during firm onboarding; Own integration setup across key systems including CRMs and custodial data providers; Configure bidirectional CRM data syncs; Lead data migration efforts from financial planning tools; Orchestrate firm-wide IT-led deployments for mid-market RIAs; Act as deployed engineer for SMB firms; Train advisors and operations teams on platform usage; Support sales by building live demo environments; Surface implementation friction points to Product and Documentation