Implementation Manager (Hazel AI)

Join Altruist, a fast-growing fintech company, as an Implementation Manager. In this individual-contributor role, you will be responsible for the technical onboarding experience for Hazel customers, including SMB and mid-market wealth management firms. You will serve as the primary technical point of contact during onboarding, helping firms connect their systems, establish clean source-of-truth data, and get operational quickly with Hazel. You will also lead data migration efforts, orchestrate firm-wide deployments, train advisors and operations teams, and support sales by building polished live demo environments.

• Serve as the primary technical point of contact during onboarding, helping firms connect their systems, establish clean source-of-truth data, and get operational quickly with Hazel.
• Own integration setup across key systems, including CRM platforms such as Wealthbox and Salesforce, custodial data providers such as Orion and Black Diamond, and file storage tools including Box, SharePoint, OneDrive, and Dropbox.
• Lead data migration efforts, including pulling client data from financial planning tools such as RightCapital and eMoney, managing bulk document uploads, and reconciling multiple data sources into clean source-of-truth records.
• Experience working at a fintech or SaaS company with integration-heavy deployments
• Enough commercial instinct to identify expansion opportunities and support broader retention or renewal conversations when appropriate
• Strong project management and operational rigor, especially in environments where data quality and implementation consistency matter
• Hands-on experience connecting APIs, CRMs, and data pipelines, with comfort working in integration layers without needing to be a full-stack engineer
• Ability to work effectively with non-technical users, including advisors and operations staff, and translate technical setup into clear, practical guidance
• Strong judgment around data migration, system configuration, and rollout planning in customer-facing environments
• 3–6 years of experience in implementation, solutions engineering, technical account management, or a closely related role
• Familiarity with the wealth management technology stack, including Wealthbox, Salesforce, Orion, Black Diamond, RightCapital, eMoney, and custodial data formats
• Experience supporting RIAs, advisor technology platforms, or other financial services workflows
• Experience operating in a fast-moving environment where implementation feedback directly shapes product and process improvements