Amplify · 21 hours ago
Associate, Client Solutions
United States
Full-time
Remote
Mid, Senior Level
5+ years expAmplify Advisory Solutions is one of the world’s leading professional services consulting firms. The Associate on the Client Solutions team will support day-to-day operations for clients by ensuring data management solutions function smoothly, managing client relationships, and assisting with project management tasks.
ConsultingCRMInformation Services
Hiring Manager
Ryan Loughran
Responsibilities
Serve as a key resource as a member of the client’s Amplify Account Team reporting directly to the assigned lead Solutions Architect
Serve as an internal subject matter expert capturing and advising colleagues regarding the client’s data operations system
Support client education on potential solutions based on their business goals
Assist with the documentation of the client’s operating models while exploring and proposing opportunities for improvement and optimization
Manage client relationships serving as a secondary point of contact while demonstrating the ability to lead client-facing meetings
Learn the implementation process and become adept at project managing it with goal of ultimately improving and iterating upon it
Support the design of client deployment projects ensuring that requirements are captured
Assist in driving project management-related tasks, ensuring timely delivery and coordination of the team
Strong knowledge of Private Wealth, Asset Management, Alternative Investment industry from an investing, technology, and data operations perspective
Comfortable with a diverse set of investment vehicles and products spanning asset classes and types with a solid understanding of their transactions and mechanics
Actively coaches and trains other members of the team on such topics
Qualification
Required
Undergraduate Degree Required
Demonstrates exceptional communication skills, adept project management abilities, and maintains impeccable grammar and punctuation in all written correspondence
Strong team player who's coachable and incorporates feedback constructively
Takes ownership and responsibility, knows how and when to hold themselves and others accountable
Intellectually curious with a robust analytical skillset
Willingness to travel on-site to clients' offices or relevant industry events
Preferred
5-10 Years experience working within wealth management with proficiency or experience implementing and operating WealthTech SaaS platforms preferred such as Addepar, Black Diamond, Orion, Tamarac, Salesforce, Archway, Sage Intacct, and Canoe among others
Financial services, technology, or consulting backgrounds are preferred
Interest in developing various skills pertaining to Artificial Intelligence, APIs, or software development preferred
Benefits
Amplify pays 100% individual employee premiums for medical, dental and vision programs, offering one of the most comprehensive medical plans for employees without impacting your paycheck
Paid Life and Long-Term Disability insurance
Unlimited paid time off including parental leave, sick leave and paid holidays
Monthly gym/wellness, cell phone, work from home and education reimbursements
Company
Amplify
Amplify provides data management solutions to institutional investment offices as a strategic operating partner.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ryan Loughran
Founder & CEO
Company data provided by crunchbase