Tax Technology Manager - FamilySight Implementation
Core
Lead end-to-end implementations of FamilySight, a cloud-based wealth technology solution for family offices, ensuring data integration, reporting, and tax workflow setup.
Role type
Senior implementation manager (wealth technology)
Builds
FamilySight implementation and ongoing support for family offices
Domain
Wealth management / Family office technology
Required skills
client relationship management, project coordination, stakeholder management, problem-solving, documentation, training delivery, sales-to-post-sales handoff
Preferred skills
wealth reporting, family office operations, investment operations
Technologies
FamilySight, cloud-based technology tools
Responsibilities
Build strong client relationships and deliver white-glove implementation support; Lead end-to-end client implementations including onboarding, planning, testing, and transition readiness; Manage project execution and track milestones; Coordinate engagement staff, vendors, and offshore resources; Facilitate problem solving across clients and internal teams; Provide ongoing client and internal-team support and education; Plan and participate in sales-to-post-sales handoff activities; Support development of policies and training materials.
Seniority
Senior, hands-on IC with leadership responsibilities