Implementation Manager, Hazel AI

About the role

The Implementation Manager is entrusted with owning the complete client onboarding lifecycle for wealth management firms operating under strict regulatory oversight within the Hazel AI organization at Altruist. This position demands a high degree of ownership over technical integration processes, data integrity, and the rapid achievement of operational readiness for advisory firms. The hired individual will serve as the central technical authority guiding firms through their activation period, interfacing directly with complex technology systems, executive stakeholders, and intricate operational workflows. Success in this role requires a deep commitment to managing the intersection of technology systems, human collaboration, and regulatory compliance with precision and diligence. You will be responsible for designing and orchestrating firm-level onboarding workflows that connect critical technology systems, enabling swift and secure activation for wealth managers. A core accountability involves architecting and managing bidirectional sync rules between customer relationship management platforms like Wealthbox or Salesforce and the Hazel data environment to ensure seamless data flow. You will map essential data fields to construct clean, structured, and reliable data sets that function as a single source of truth for client information. Driving the migration of financial planning data from sophisticated tools such as RightCapital or eMoney is a central function, requiring meticulous management of bulk file uploads and the reconciliation of multiple data feeds into unified, accurate records. Furthermore, you will coordinate deep integrations with custodial platforms like Orion or Black Diamond to enable instant visibility into client holdings and ensure operational alignment.

Key facts

What you'll do

You will orchestrate firm-level onboarding workflows that connect critical technology systems, enabling swift activation while maintaining the highest standards of data quality and security. A core responsibility involves designing and implementing bidirectional sync rules between customer relationship management platforms like Wealthbox or Salesforce and the Hazel data environment to ensure real-time data integrity. You will meticulously map essential data fields to construct clean, structured data sets that serve as a single source of truth for all client interactions and reporting. Driving data migration from financial planning tools such as RightCapital or eMoney is a central function, requiring the management of complex bulk file uploads and the reconciliation of multiple disparate data feeds into unified, coherent records. You will coordinate integrations with custodial platforms like Orion or Black Diamond to enable instant visibility into client holdings and ensure seamless data synchronization across the technology stack. The role involves configuring detailed deployment playbooks specifically designed for mid-market registered investment advisors, replacing fragmented, advisor-by-advisor setups with firm-wide standards led by IT professionals and business stakeholders. During go-live periods, you will act as the primary technical contact, providing expert guidance to VP of IT teams and resolving operational blockers for SMB firms that lack dedicated internal support resources. You will also shape solution designs in close collaboration with document management platforms including Box, SharePoint, OneDrive, and Dropbox to ensure secure and efficient document handling workflows across the organization. After cutover, you will establish rigorous validation routines to confirm data accuracy and operational stability across all integrated platforms, ensuring a reliable and trustworthy system. This involves continuous monitoring, testing, and refinement of processes to uphold the highest levels of service delivery and client satisfaction. You will be responsible for creating detailed documentation for each implementation, capturing configurations, workflows, and decisions to ensure knowledge transfer and process consistency. You will collaborate with product and engineering teams to provide feedback from the field, driving improvements to the platform and the implementation experience. Ultimately, you will own the success metrics for each client launch, ensuring that timelines are met, stakeholders are informed, and the value of the Hazel AI platform is fully realized.

Requirements

You must possess a minimum of three years implementing technology solutions for wealth platforms within regulated environments, demonstrating a proven ability to navigate complex compliance requirements. Demonstrated comfort moving between diverse task streams is essential, including CRM configuration, data migration activities, and custodian integration projects executed with precision. You will manage projects where the stakes are high, and advisors, IT leaders, and operations teams depend on your clear, precise, and timely communication to perform their roles effectively. A strong aptitude for understanding technical concepts and translating them into actionable steps for non-technical stakeholders is critical for success in this position. You must exhibit exceptional problem-solving skills and the ability to troubleshoot intricate technical issues while maintaining a calm and professional demeanor under pressure. The role requires a disciplined approach to project management, ensuring that all implementation tasks are completed on schedule and to the highest standard of quality. You must be comfortable working in a fast-paced environment where requirements can evolve, and you must adapt quickly without compromising attention to detail or accuracy. A commitment to adhering strictly to regulatory guidelines and internal control procedures is non-negotiable for this role.

Nice to have

Prior experience with Wealthbox, Salesforce, Orion, Black Diamond, Box, SharePoint, OneDrive, and Dropbox is valued and provides a significant advantage in mastering the implementation landscape.

Skills & tools

Core proficiency with Hazel, Altruist, Orion, Black Diamond, RightCapital, eMoney, Wealthbox, Salesforce, Box, SharePoint, OneDrive, and Dropbox is required to perform the essential functions of this position effectively.

Practical notes

Please What you'll do

Altruist builds the AI-forward wealth platform and custodian that ties account opening, trading, portfolio management, billing, and reporting into one workflow. The system handles order routing, settlement, and compliance while providing dashboards and reporting views.

Teams work with standardized APIs and event streams to connect research, risk, and investor experiences. The environment supports iterative product changes and clear configuration options.