Implementation Consultant

Posted 3 days ago

assetaNew York (NY)

Computer Systems Analysts Computer Systems Design Services

SENIORITY

Lead

SALARY

$90,000–$125,000

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About the role

About AssetaAsseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $100B in assets on platform. Our flagship product, the Intelligent Family Office Suite™, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth.

The Opportunity: Asseta is seeking Implementation Consultants to report to our Head of Implementation. You'll help family office clients configure, adopt, and get the most out of the platform, sitting at the intersection of accounting expertise and enterprise software. Translating each client's financial processes into a working Asseta configuration, you'll partner with project managers and engineering to deliver successful go-lives and build trusted relationships with client teams. As an Implementation Consultant, You Will Partner with clients during onboarding to understand their accounting workflows, chart of accounts, and reporting needs Configure and implement the platform to align with each family office's financial processes and controls Support data migration, testing, and validation to ensure accurate, reliable go-lives Serve as a knowledgeable resource on accounting best practices and platform functionality Deliver client training and create onboarding documentation to drive adoption Translate client feedback into clear product and engineering requirements Collaborate with project managers and engineering to keep implementations on time and on scope

Qualifications:

2+ years of experience in accounting, financial operations, or software implementation/consulting
Solid understanding of accounting fundamentals, financial reporting, and chart-of-accounts structures
Hands-on experience with enterprise accounting software (NetSuite, Sage Intacct, QuickBooks, or similar) is preferred
Strong communication skills, with the ability to explain concepts to technical and non-technical audiences
Detail-oriented and organized, able to manage multiple client engagements accurately
A client-first mindset and enthusiasm for solving problemsCPA, family office, or wealth management experience is a plus

Compensation and Benefits: Asseta offers competitive compensation along with a benefits package that includes:

Base salary of $90,000–$125,000 Equity plan eligibility
Comprehensive health, dental, and vision coverage
Unlimited paid time off
Conference sponsorships and training opportunities
Frequent company off-sites and team-building events
On-site at our New York City headquarters

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