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Implementation Manager - Investment Advisory Platform

Posted January 15, 2026
Full-time Mid-Senior Level

Job Overview

What you'll do as an Implementation Manager (Investment Advisory Platform):

  • Lead client onboarding and implementation from scoping to go-live, ensuring projects are delivered on time, within budget, and to the highest quality standards.
  • Serve as the primary liaison between clients and internal teams, ensuring seamless communication and efficient coordination throughout all stages of delivery and service.
  • Develop and implement repeatable frameworks for client onboarding, project execution, and service management to drive consistency, scalability, and operational excellence.
  • Establish structured governance models involving key stakeholders from Edgevooq and client organizations to maintain alignment, manage risks, and ensure transparency.
  • Understand client needs and objectives, tailoring solutions and integration strategies to ensure the optimal use of Edgevooq’s products and services.
  • Act as a trusted advisor, guiding clients on best practices and supporting them through the full lifecycle—from implementation to post-launch success.
  • Contribute to pre-sales activities by supporting solution design, client proposals, and demonstrations in partnership with Sales and Product teams
  • Collaborate closely with product owners and developers to address client-specific requirements, resolve issues, and identify opportunities for product or service enhancements.
  • Monitor and analyze project performance, tracking key metrics such as scope, resources, profitability, and risks, while proactively driving improvements.
  • Conduct client training sessions and create user materials to empower clients to fully leverage the platform.
  • Prepare and participate in Steering Committees, presenting detailed progress updates, insights, and recommendations.
  • Identify cross-sell and upsell opportunities in collaboration with Account Managers to strengthen client partnerships and drive business growth.

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