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About the Role

FamilySight is RSM's innovative, cloud-based technology solution that provides family offices with a comprehensive view of critical data and holistic portfolio analysis. Tailored to each family's needs, RSM’s proprietary technology solution will analyze business and personal data to provide interactive financial statements, comprehensive reporting, and automated tax preparation and workflow streams. Core technology features may be selected based on each client's most pressing needs through data integration.

Responsibilities

Build strong client relationships and deliver a white-glove experience throughout implementation and ongoing support.
Develop extensive knowledge of FamilySight and RSM’s tech-enabled services to effectively support clients and internal teams.
Lead end-to-end client implementations, including onboarding, kickoff meetings, project planning, scheduling, testing, documentation, training, and transition readiness.
Manage project execution by maintaining plans, tracking issues, monitoring milestones, and providing consistent status reporting and communication to internal and external stakeholders.
Coordinate engagement staff, client support teams, vendors, development teams, and offshore resources to ensure deliverables meet agreed-upon specifications and expectations.
Facilitate problem solving across clients, internal teams, and vendors by identifying issues, coordinating resolution, and escalating risks when appropriate.
Provide ongoing client and internal-team support and education through meetings, demonstrations, video conferencing, phone, email, and training materials.
Plan and participate in sales-to-post-sales handoff activities to ensure continuity, clear ownership, and implementation readiness.
Support the development of policies, procedures, and training materials associated with new products and implementation processes.

Requirements

Bachelor’s degree and 5+ years of client-facing implementation, wealth technology, family office, financial services, or related experience.
Excellent client service, relationship management, and service orientation, with a commitment to delivering a high-quality client experience.
Demonstrated ability to collaborate with clients, senior management, internal teams, vendors, and global resources in both in-person and remote environments.
Strong conceptual, analytical, and problem-solving abilities, with the ability to address complex organizational and implementation challenges.
Proficiency in current market technology tools and development, with the ability to learn and leverage new systems.
Strong project coordination and organizational skills, including documentation, prioritization, time management, issue tracking, and managing multiple deadlines.
Excellent verbal and written communication, meeting facilitation, training, and stakeholder management skills.
Ability to work under pressure, manage competing priorities, meet deadlines, and adapt to flexible work requirements.
Experience with wealth reporting, family office, or investment operations environments.

Skills

Client service
Relationship management
Service orientation
Collaboration
Conceptual abilities
Analytical abilities
Problem-solving
Technology proficiency
Project coordination
Organizational skills
Documentation
Prioritization
Time management
Issue tracking
Deadline management
Verbal communication
Written communication
Meeting facilitation
Training
Stakeholder management
Wealth reporting
Family office operations
Investment operations

Experience Level

5+ years of client-facing implementation, wealth technology, family office, financial services, or related experience.

Education Level

Bachelor’s degree

Salary/Compensations

$95,400 - $180,400

Benefits

Competitive benefits and compensation package
Flexibility in schedule

About the Company

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients.
You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
There’s no one like you and that’s why there’s nowhere like RSM.

Equal Opportunity

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.