Associate, Client Solutions

As an Associate on the Client Solutions team, your primary role will be to support varying day-to-day operations in service to our clients: institutional investment offices ranging from single family offices to RIAs, pensions, and endowments. You will ensure that Amplify’s data management solutions function smoothly according to the client’s bespoke program.

Key Responsibilities

• Data Operations

• Serve as a key resource as a member of the client’s Amplify Account Team reporting directly to the assigned lead Solutions Architect.

• Operate & Optimize

• 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

• Implement & Project Manage

• 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

• Product and Domain Expertise

• 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

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About You

• 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

• 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

• Interest in developing various skills pertaining to Artificial Intelligence, APIs, or software development preferred

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Compensation

For all locations, reasonable annualized full-time compensation for this role is commensurate with competitive geographic market rates. Additionally, in some locations compensation may vary based on several factors including, but not limited to relevant experience, education, licensure/certifications, training, and skill level.

Compensation for this role in the United States includes base salary, annual discretionary performance bonus, and Amplify’s best in class benefits package as outlined as follows:

• Annual base salary 

• Annual performance bonus

• This role may also be eligible for other elements of discretionary compensation

• 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

• Annual fitness and wellness reimbursements

• Annual technology reimbursements

• Annual education reimbursements