Implementation Manager, Hazel AI

About the role

We're hiring an Implementation Manager to own the technical onboarding experience for Hazel customers across SMB and mid-market wealth management firms. This is an individual-contributor role for someone who can operate at the intersection of implementation, systems integration, data migration, and client enablement. You'll serve as the primary technical point of contact during onboarding, helping firms connect their systems, establish clean source-of-truth data, and get operational quickly with Hazel.

Responsibilities

• Serve as the primary technical point of contact during firm onboarding, partnering with VP of IT or other technical stakeholders for mid-market firms and acting as the technical resource directly for SMB firms without internal IT staff.
• Own integration setup across key systems, including CRM platforms such as Wealthbox and Salesforce, custodial data providers such as Orion and Black Diamond, and file storage tools including Box, SharePoint, OneDrive, and Dropbox.
• Configure bidirectional CRM data syncs and ensure the right fields are mapped into Hazel's data layer.
• Lead data migration efforts, including pulling client data from financial planning tools such as RightCapital and eMoney, managing bulk document uploads, and reconciling multiple data sources into clean source-of-truth records.
• Orchestrate firm-wide, IT-led deployments for mid-market RIAs rather than managing advisor-by-advisor rollouts.
• Act as the deployed engineer for SMB firms by connecting systems, configuring data flows, and getting firms operational without relying on internal technical staff.
• Train advisors and operations teams on Hazel workflows, templates, assumptions settings, and day-to-day platform usage.
• Support sales by building polished live demo environments with realistic household data and production-like setups.
• Surface implementation friction points back to Product and Documentation to improve onboarding speed, quality, and repeatability over time.
• What you bring
• 3-6 years of experience in implementation, solutions engineering, technical account management, or a closely related role.
• Experience working at a fintech or SaaS company with integration-heavy deployments.
• Hands-on experience connecting APIs, CRMs, and data pipelines, with comfort working in integration layers without needing to be a full-stack engineer.
• Strong project management and operational rigor, especially in environments where data quality and implementation consistency matter.
• Ability to work effectively with non-technical users, including advisors and operations staff, and translate technical setup into clear, practical guidance.
• Strong judgment around data migration, system configuration, and rollout planning in customer-facing environments.
• Enough commercial instinct to identify expansion opportunities and support broader retention or renewal conversations when appropriate.
• Bonus points
• Familiarity with the wealth management technology stack, including Wealthbox, Salesforce, Orion, Black Diamond, RightCapital, eMoney, and custodial data formats.
• Experience supporting RIAs, advisor technology platforms, or other financial services workflows.
• Experience operating in a fast-moving envi

Benefits

Additional Information

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. About Hazel Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base. Hazel is a part of Altruist's broader mission to make financial advice better, more affordable, and accessible to all. This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

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