Client Integration Manager Jobs in Wellesley, MA

Working at 55ip means standing at the intersection of finance and technology—and at the cutting‑edge of wealth and asset management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston‑and Mumbai‑based team has built and brought to market a tax‑smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation. Driven by strategic partnerships with world‑class wealth and asset management firms, such as BlackRock, Fidelity, J.P. Morgan, Raymond James, and others, we’ve experienced breakthrough growth over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.

As an Enterprise Platform Management Vice President on the 55ip Enterprise Platform Management team, you will be responsible for ensuring the reliability, efficiency, and compliance of the platform that supports our client business, integration and associated support teams. You will work closely with sales, client integration, product, and technology teams to maintain platform operations, integrate new clients, manage user access, and oversee critical sales support functions. This role is central to enabling the firm to operate effectively and deliver a seamless experience to clients and prospects. You will act as a liaison between stakeholders at 55ip, fostering collaboration across operations, service and advisory teams to drive organizational growth and transparency. Leveraging your industry expertise, you will identify and address inefficiencies, implement scalable processes, and ensure a robust support framework for our clients. You will closely on the functional integration team, expanding its capabilities to serve both RIAs and broker‑dealers.

• Integration and Onboarding Functions Management:
  Coordinate integration of sales platforms with other business systems (marketing, finance, operations) to support seamless operations.
• Support platform adoption and Client Experience support commercial growth and deliver 55ip’s high standard of service to newly signed clients. Develop a strong understanding of both 55ip internal and custodial integration processes to effectively support clients and internal stakeholders. Collaborate with the team on reporting, platform adoption, and continuous process improvement.
• Platform Maintenance:
  Assist in day‑to‑day operations of sales enablement platforms (e.g., CRM, analytics, communication tools), ensuring reliability, performance, and alignment with business needs.
• User Access & Permissions:
  Manage user roles, access levels, and permissions to ensure secure and compliant platform usage for the sales team.
• Cross‑Functional Collaboration: Work closely with Technology, Product, Operations, and external vendors to deliver high‑quality client outcomes. Communicate clearly with both technical and non‑technical teams.
• Process & Procedure Support:
  Maintain and update sales processes and procedures within the platform, ensuring they are current and support sales team requirements.
• Errors, Accommodations, and Issue Management:
  Help coordinate the client trade error and accommodation processes, ensuring that special client requests and needs are addressed efficiently and in compliance with company policies.

• Job Experience: 7+ years of hands‑on experience in middle office operations within investment management or financial services.
• Ownership & Accountability: Takes responsibility of deliverables and drives solutions to completion. Applies critical thinking.
• Analytical & Process‑Oriented: Strong with data, able to dissect end‑to‑end workflows, spot inefficiencies, and implement improvements.
• Business Automation Mindset: Skilled in automating manual processes using scripts, SalesForce, BI, and AI tools.
• Utility Player: Comfortable shifting between data analysis, process review, and hands‑on operational execution.
• Collaboration & Communication: Works seamlessly across client teams, business, technology; communicates clearly with all stakeholders.
• Adaptability: Adapts to change in a high‑growth environment.