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Implementation Associate Jobs (NOW HIRING)

As a Portfolio Implementation Associate, you will operate within the Investment Group to ensure accounts are invested according to their chosen strategy and abide by any client instructions and ...

The Customer Implementation Associate plays a key role in guiding new customers through onboarding and implementation of Sertifi and Flywire solutions. This role supports the transition from sales to ...

The Customer Implementation Associate plays a key role in guiding new customers through onboarding and implementation of Sertifi and Flywire solutions. This role supports the transition from sales to ...

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Implementation Associate information

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$44.5K

$113K

$191K

How much do implementation associate jobs pay per year?

As of Jun 7, 2026, the average yearly pay for implementation associate in the United States is $112,972.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,000.00 and $148,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Implementation Associate, and why are they important?

To thrive as an Implementation Associate, you need strong project management abilities, analytical thinking, and a bachelor's degree in business, information systems, or a related field. Familiarity with CRM platforms, project management tools like Asana or Jira, and data analysis software is often required. Exceptional communication, problem-solving, and customer service skills help you collaborate with clients and internal teams effectively. These skills are crucial for ensuring seamless onboarding, successful software deployments, and client satisfaction throughout the implementation process.

What are Implementation Associates?

Implementation Associates are professionals who help organizations successfully set up and integrate new software, systems, or processes. They work closely with clients and internal teams to understand requirements, customize solutions, and ensure a smooth transition from old to new systems. Their role often includes managing timelines, training users, troubleshooting issues, and providing ongoing support. Implementation Associates play a key role in ensuring projects are delivered on time and meet client expectations.

What are some common challenges Implementation Associates face when managing multiple client projects simultaneously?

Implementation Associates often juggle several client projects at once, which can make prioritizing tasks and managing deadlines a challenge. Balancing the unique needs and expectations of different clients while ensuring timely delivery of solutions requires strong organizational and communication skills. Staying adaptable and proactive in addressing unforeseen issues is key, as is collaborating closely with internal teams such as product, engineering, and customer success. Regular check-ins and clear documentation help maintain project momentum and client satisfaction.

What is the difference between Implementation Associate vs Project Coordinator?

AspectImplementation AssociateProject Coordinator
Required CredentialsBachelor's degree, relevant certifications (e.g., PMP, Six Sigma)Bachelor's degree, often certifications in project management
Work EnvironmentClient-facing, technical, consulting or software deployment settingsOffice-based, administrative, and planning environments
Employer & Industry UsageTech, healthcare, consulting firmsCorporate, non-profit, government sectors
Common Search & ComparisonImplementation Associate vs Project Coordinator

The Implementation Associate typically focuses on deploying solutions, coordinating technical tasks, and working closely with clients during project rollouts. In contrast, the Project Coordinator manages project schedules, resources, and communication across teams. While both roles require strong organizational skills and some project management knowledge, Implementation Associates often have a more technical or client-facing focus, whereas Project Coordinators handle broader project logistics and administration.

More about Implementation Associate jobs
What cities are hiring for Implementation Associate jobs? Cities with the most Implementation Associate job openings:
What are the most commonly searched types of Implementation jobs? The most popular types of Implementation jobs are:
What states have the most Implementation Associate jobs? States with the most job openings for Implementation Associate jobs include:
Infographic showing various Implementation Associate job openings in the United States as of May 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $112,972 per year, or $54.3 per hour.
Portfolio Implementation Associate

Portfolio Implementation Associate

CAPTRUST

Raleigh, NC โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Portfolio Implementation Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate within the Investment Group to ensure accounts are invested according to their chosen strategy and abide by any client instructions and restrictions.
From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
Responsibilities
  • Review accounts to ensure they are invested properly according to the stated strategy guidelines and any client restrictions
  • Implement discretionary model changes and review orders for accuracy
  • Review and implement trades for discretionary accounts due to contributions, distributions, asset allocation changes, or other changes while ensuring the accounts are in line with the strategy after such events take place
  • Prepare and review audit and drift reports to ensure all accounts are in line with stated strategy guidelines, asset allocation targets and restrictions
  • Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform
  • Manage data integrity in the CAPTRUST rebalancing and trading platform
  • Collaborate and communicate with the Investment Group, Client Service, Advisor teams, and Trading Teams regularly
  • Assist or run point on ad hoc requests within the team or from other teams as needed

Qualifications
Minimum Qualifications:
  • Bachelor's degree or equivalent years of work experience
  • Basic understanding of financial markets
  • Intermediate level Excel knowledge (VLOOKUP, pivot tables, macros, etc.)

Desired Qualifications/Skills:
  • 1-3 years of work experience related to finance and portfolio management responsibilities
  • Basic understanding of financial markets.
  • Understanding of market knowledge, operational aspects of asset/money movement, rebalancing accounts, and trading attributes of different investment types
  • Experience working with a Trading Order Management System or Rebalancer system
  • Technology savvy, Power BI experience a plus
  • Collaborative and team oriented
  • Ability to be detail oriented in a fast-paced environment
  • Good organization skills such as multi-tasking, adapting priorities and meeting deadlines

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus.
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate
This position will remain open until filled.