Implementation Consultant

Asseta; New York (NY); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Equity plan eligibility

Health, dental, and vision coverage

Unlimited PTO

Conference sponsorships and training

On-site at New York City headquarters

Job summary

Asseta is seeking an Implementation Consultant to work with UHNW family offices and RIAs, guiding configuration, adoption, and go-live success of the Intelligent Family Office Suite. You will translate client financial processes into Asseta configurations and partner with project managers and engineers to deliver timely, well-scoped implementations.

The role emphasizes accounting fundamentals, enterprise software experience, and clear client communication.

Qualifications

• 2+ years of experience in accounting, financial operations, or software implementation/consulting.
• Strong understanding of accounting fundamentals, financial reporting, and chart-of-accounts structures.
• Hands-on experience with enterprise accounting software (NetSuite, Sage Intacct, QuickBooks).
• Excellent communication, with the ability to explain concepts to technical and non-technical audiences.
• Detail-oriented and able to manage multiple client engagements.

Responsibilities

• Partner with clients during onboarding to understand their accounting workflows, chart of accounts, and reporting needs.
• Configure and implement the platform to align with each family office's financial processes and controls.
• Support data migration, testing, and validation to ensure accurate go-lives.
• Serve as a knowledgeable resource on accounting best practices and platform functionality.
• Deliver client training and create onboarding documentation to drive adoption.
• Translate client feedback into clear product and engineering requirements.
• Collaborate with project managers and engineering to keep implementations on time and on scope.

Skills

Accounting experience

Communication skills

Detail-oriented

Problem solving

Education

CPA or related certification

Wealth management / family office experience

Tools

NetSuite

Sage Intacct

QuickBooks

Job description

Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $100B in assets on platform. Our flagship product, the Intelligent Family Office Suite™ enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.

Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth.

The Opportunity

Asseta is seeking Implementation Consultants to report to our Head of Implementation. You'll help family office clients configure, adopt, and get the most out of the platform, sitting at the intersection of accounting expertise and enterprise software. Translating each client's financial processes into a working Asseta configuration, you'll partner with project managers and engineering to deliver successful go-lives and build trusted relationships with client teams.

As an Implementation Consultant, You Will

• Partner with clients during onboarding to understand their accounting workflows, chart of accounts, and reporting needs
• Configure and implement the platform to align with each family office's financial processes and controls
• Support data migration, testing, and validation to ensure accurate, reliable go-lives
• Serve as a knowledgeable resource on accounting best practices and platform functionality
• Deliver client training and create onboarding documentation to drive adoption
• Translate client feedback into clear product and engineering requirements
• Collaborate with project managers and engineering to keep implementations on time and on scope

Qualifications

• 2+ years of experience in accounting, financial operations, or software implementation/consulting
• Solid understanding of accounting fundamentals, financial reporting, and chart-of-accounts structures
• Hands-on experience with enterprise accounting software (NetSuite, Sage Intacct, QuickBooks, or similar) is preferred
• Strong communication skills, with the ability to explain concepts to technical and non-technical audiences
• Detail-oriented and organized, able to manage multiple client engagements accurately
• A client-first mindset and enthusiasm for solving problems
• CPA, family office, or wealth management experience is a plus

Compensation and Benefits

Asseta offers competitive compensation along with a benefits package that includes:

• Base salary of $90,000-$125,000
• Equity plan eligibility
• Comprehensive health, dental, and vision coverage
• Unlimited paid time off
• Conference sponsorships and training opportunities
• Frequent company off-sites and team-building events
• On-site at our New York City headquarters