Director of Implementations
Onevest
OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.
The Director of Implementations will be responsible for nurturing strategic ships with financial service enterprises, managing end-to-end implementations, and driving growth. The chosen candidate will become a trusted advisor in conjunction with other internal teams; making sure that OneVest’s product and service offerings deliver and exceed expectations. This will be a multifaceted role with a considerable opportunity for impact and contributions across the entire organization.
What you’ll be doing:
- Support the Head of Customer Solutions with setting the vision for OneVest’s Implementation initiatives, processes and culture from conceptualization to delivery, measurement and maintenance
- Learn, do and document in a hands-on capacity, with the goal of establishing best practices that can then be delegated to an empowered team
- Plan and manage new customer onboarding and work with internal teams to ensure implementation best practices are adopted and executed
- Act as a primary point of contact for customer implementations; identify and align on strategic program goals, priority use cases, key performance indicators and opportunities
- Provide regular customer updates including performance indicators, successful outcome metrics, and progress updates to the Executive team and Senior Management
- Collaborate with internal teams (Product & Technology, Operations, Revenue, Wealth) to represent and advocate for customer needs, strategies, opportunities and insights in order to assist with OneVest’s product roadmap and developing new product features
- Provide subject matter expertise to customers to assist in navigating their implementation from project kick-off through to business-as-usual phases
- Monitor and control overall project delivery tracking, performance, and risks for assigned customers
- Leverage data and insights from new and existing clients to guide strategy and implementation of OneVest solutions for its customers
- Identify customers best-suited to participate in research and co-development opportunities as well as participate in the identification of new features
- Build and lead an exceptional team to deliver engaging customer experiences, including recruitment, providing regular coaching and mentorship, and measuring performance of the team and individuals
- Act as a key resource in addressing customer escalations, should they occur, and handling resolution with humility and integrity
Must Haves:
- 10+ years of enterprise-focused technology implementation, project management, account management, and/or management consulting work experience
- Bachelor’s degree or equivalent in a related field: business administration, commerce, or operations management
- Experience in digital transformation projects in wealth and/or asset management firms
- Hands on experience leading SaaS implementations
- Thorough knowledge of the operational landscape in the wealth management industry including stakeholders, service providers, and incumbents
- Demonstrable experience with bringing a 6-12 month financial technology implementation project to market
- Strong and effective program management skills including but not limited to: planning, time management, communication, and negotiation
- Proven experience in team leadership and effective communication both across distributed teams and between all levels of an organization from junior roles to the C-suite
- Skilled in operational improvements including analysis and improvement of processes, problem-solving and delegation
- Professional familiarity with regulatory and compliance requirements related to the wealth management industry in Canada, the US, or both
- Alignment with OneVest Values:
- Bold: We’re not afraid to think big and reach for the stars. We embrace challenges of all kinds
- Innovative: We find new ways to solve old problems. Instead of catching up, we lead the charge.
- Inclusive: We believe that wealth is for everyone. We also foster an inclusive culture - all people are welcome here.
- Trustworthy: We create trust by doing everything with honesty and transparency
Bonus Skills and Experience:
- Work experience at modern wealth tech firm
- Experience launching technology programs or projects across borders and/or in different international markets
- Written proficiency in Canadian French
What It’s Like To Work With Us:
- Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too!
- Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- Flexibility: A flexible & hybrid working environment
- Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Equity: Employee Stock Option Purchase Plan
Sound like a good fit? Apply today!
Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.
OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please let us know; we’re happy to support you.
