Job description

Job Title: Platform Director Primary Location: Onsite (2 days per week in the Loop) Position Type: Direct Hire Overview TalentFish is casting a line for a Platform Director. This is a Direct Hire role, onsite, for a fast-growing wealth management technology platform that is scaling through an active acquisition strategy. This position exists to lead the technology conversion of newly acquired firms onto a unified advisor platform, owning the full migration journey from legacy systems (CRM, portfolio accounting, billing, trading, and client portal) to the standard platform stack, while coordinating cross-functional teams and technology vendors to deliver smooth, high-quality transitions. What You Bring to the Role (Ideal Experience) • 5-10 years of experience in financial services technology, operations, or wealth-focused SaaS • A direct track record of executing system conversions or platform migrations, ideally multiple, across different firms or environments • Strong understanding of financial services operations, ideally with exposure to wealth management workflows such as client onboarding, fee billing, or portfolio reporting • Comfortable working hands-on with data to reconcile and validate accuracy during system conversions • Strong project management and stakeholder management skills across complex, multi-vendor workstreams • Interpersonal savvy — able to read people and situations accurately and adjust approach to work effectively across teams • Comfortable managing complexity and competing priorities without oversimplifying What You'll Do (Skills Used in this Position) • Own end-to-end migration of newly acquired firms from legacy platforms onto the organization's standard advisor technology suite, coordinating internal and partner firm teams and technology vendors across all workstreams • Build and maintain repeatable migration playbooks to support scalable onboarding as the organization continues to grow through acquisition • Lead data migration and validate conversion accuracy across CRM, portfolio accounting, billing, trading, and client portal systems • Serve as the primary point of contact for acquired firm leadership and operations teams throughout the migration process • Maintain delivery tracking and reporting across all active onboarding workstreams • Collaborate cross-functionally with Technology, Operations, and Deal & Integration teams to align onboarding work with organizational priorities Compensation Information The expected salary range for this position is 145,000-155,000 per year, depending on experience and qualifications. This role also qualifies for comprehensive benefits such as health insurance, 401(k), and paid time off. TalentFish is committed to pay transparency and equal opportunity. The salary range provided is in compliance with applicable state and federal regulations. This role requires authorization to work in the U.S. without current or future visa sponsorship. All offers are contingent upon the completion of a background check, which may include but is not limited to reference checks, education verification, employment verification, drug testing, criminal records checks, and any required certifications or compliance requirements based on the end client's background check policies and applicable laws. TalentFish is an employee-owned company pioneering a new realm in talent acquisition. We are redefining IT staffing by evolving AI, video screening, and our unique platform. TalentFish focuses on providing the best employee, consultant, and client experience possible. At TalentFish we are an Equal Opportunity Employer; we embrace and encourage diversity!

Requirements

Must-haves

Job Title: Platform Director
Primary Location: Onsite (2 days per week in the Loop)
Position Type: Direct Hire
What You Bring to the Role (Ideal Experience)
5-10 years of experience in financial services technology, operations, or wealth-focused SaaS
A direct track record of executing system conversions or platform migrations, ideally multiple, across different firms or environments
Strong understanding of financial services operations, ideally with exposure to wealth management workflows such as client onboarding, fee billing, or portfolio reporting
Comfortable working hands-on with data to reconcile and validate accuracy during system conversions
Strong project management and stakeholder management skills across complex, multi-vendor workstreams
Interpersonal savvy — able to read people and situations accurately and adjust approach to work effectively across teams
Comfortable managing complexity and competing priorities without oversimplifying
What You'll Do (Skills Used in this Position)
Own end-to-end migration of newly acquired firms from legacy platforms onto the organization's standard advisor technology suite, coordinating internal and partner firm teams and technology vendors across all workstreams
Build and maintain repeatable migration playbooks to support scalable onboarding as the organization continues to grow through acquisition
Lead data migration and validate conversion accuracy across CRM, portfolio accounting, billing, trading, and client portal systems
Serve as the primary point of contact for acquired firm leadership and operations teams throughout the migration process
Maintain delivery tracking and reporting across all active onboarding workstreams
Collaborate cross-functionally with Technology, Operations, and Deal & Integration teams to align onboarding work with organizational priorities
Compensation Information

Nice-to-haves

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Keywords to mirror

Platform: manatal
Effort: medium

Benefits

Benefits detected in the listing.

Health Insurance

401(K)

Paid Time Off