Implementation Consultant

The Role

The implementation consultant will be responsible for leading the end-to-end implementation of HUB for new and existing clients. This includes gathering requirements, understanding data, solution design, configuration, data migration, integration, training, and go-live support.

You will work closely with clients to ensure a seamless onboarding experience while collaborating with internal teams across product, engineering, and customer success, with the main goal for delivering value to the customer and supporting their HUB rollout.

Accountabilities

• Engage with client stakeholders (operations, IT, finance) to understand workflows and business objectives.
• Document functional and technical requirements aligned with best practices.
• Design solutions leveraging HUB capabilities for NAV oversight, performance management, reporting and post trade.
• Configure the SaaS platform, ensuring alignment with client requirements.
• Coordinate internal and client resources to meet implementation goals.
• Manage data mapping, cleansing, and migration activities.
• Work with APIs and integration frameworks to connect the platform to market data providers, OMS/EMS, custodians, and other third-party servicer & systems.
• Conduct end-user training sessions and produce user documentation.
• Ensure smooth knowledge transfer to client teams.
• Support user testing and go live process.
• Provide hypercare and post-go-live support to ensure adoption.
• Maintain strong client relationships, escalate issues and manage expectations effectively.

Deliverables

• Successful delivery of end-to-end customer go lives
• Translated stakeholder requirements, including Customer, Design, technology to feed product evolution
• Contribute to, and drive customer user engagement in delivery process
• Consistently meet or exceed expectations when evaluated against HUBs core values and technical standards
• Own your personal continued development

About you:

Must have

• Minimum 5+ years’ business analysis or relevant experience
• Agile experience – working within client implementations
• Technical experience such as SQL, APIs and integration frameworks
• Experience working with internal or external customer stakeholders
• Asset management / financial services experience
• Proactive, dynamic self-starter who is hands-on and can work across numerous teams in the business
• A team player, able to work in a collaborative and supportive environment to get things done
• Someone who can influence decisions, push things along and generally is eager to support moving the product delivery process forward

Nice to have.

• Understanding of integration and functional architecture
• Knowledge of the Azure cloud stack