Full Job Description
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.
Position Qualifications and Skill Set
• 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.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $95,400 - $180,400
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
