Implementation Specialist (Aveni Assist)

Remote Worker LTD.; United States; À distance; USD 64 000 - 93 000; Plein temps

Avantages offerts par ce poste

Remote-first across the UK

Work abroad policy

Co-working spaces available

34 days holiday including birthday off

Company-wide off-sites

Personal development plan

Flexible benefits platform

Life Insurance & Pension

Résumé du poste

Aveni Assist is an AI-powered platform for financial advice firms. The Implementation Specialist will onboard new clients, tailor Assist to each firm’s processes, and collaborate with Product and Engineering to ensure smooth live deployments.

The role suits someone with paraplanner experience, strong communication skills, and a practical approach to configuring software in a regulated advisory context. Remote-first across the UK, with opportunities for training and client workshops.

Qualifications

• Experience as a Paraplanner or in a similar role within a financial planning or wealth management firm.
• Ability to run discovery with clients and translate objectives into deliverables.
• Experience configuring AI-driven document templates and QA criteria.
• Comfort coordinating with Product and Engineering teams on technical readiness.

Responsabilités

• Run discovery with clients to understand objectives and translate into requirements.
• Create and manage implementation plans with milestones and owners.
• Build and refine AI-driven document templates to match firm standards and regulatory expectations.
• Define quality assessment questions and testing criteria, coordinate testing and refinement.
• Coordinate between clients and Aveni Product/Engineering teams for technical readiness.

Connaissances

Paraplanner experience

Client workshops

Strong communication

SaaS experience

Regulatory knowledge FCA

Outils

CRM systems

Description du poste

About Aveni

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland's largest Series A rounds. Since then, we've continued to grow rapidly as adoption of AI in financial services accelerates, and we're now scaling our team to meet that demand.

The Role

Aveni Assist is our AI-powered platform for financial advice firms. It helps advisers and paraplanners automate documentation, improve compliance and spend more time with clients. We're looking for an Implementation Specialist to help new clients get live on Assist and make it part of how they deliver advice every day.

You'll work with firms from the moment they sign, learning how they run their advice process and configuring Assist to match: from suitability report templates to the quality assurance criteria their compliance teams rely on. If you've worked as a paraplanner or in a similar role and want to use that knowledge to shape how AI is adopted across the advice market, this role is for you.

What You'll Be Doing

• Running discovery with clients to understand their objectives, advice processes, documentation, CRM workflows and quality assurance frameworks, and turning these into clear requirements and deliverables.

• Creating and managing implementation plans covering milestones, responsibilities, dependencies and timescales, and acting as a primary point of contact for your clients.

• Building, configuring and refining AI-driven document templates so outputs match each firm's structure, style, regulatory expectations and internal standards.

• Working with clients to define quality assessment questions, scoring criteria, evidence requirements and edge cases, then coordinating testing and refining the configuration.

• Acting as the link between clients and Aveni's Product and Engineering teams, coordinating technical readiness and helping investigate issues.

• Supporting user onboarding with our Enablement team, coordinating go-live readiness and providing early-life support before handing over to Customer Success and Support.

• Gathering usage data and client feedback, sharing product insights with Product and Engineering, and contributing to our implementation playbooks and the Assist roadmap.

What We're Looking For

• Experience as a Paraplanner or in a similar role within a financial planning or wealth management firm.

• A strong understanding of suitability reports, advice processes, CRM systems, adviser-client conversations and FCA-regulated environments.

• Experience working with clients in a SaaS or software environment.

• Excellent written and verbal communication, with confidence leading client calls, workshops and training sessions.

• Strong organisation and planning skills, with the ability to manage multiple clients and deliverables at once.

• Excellent attention to detail and analytical problem-solving, particularly around advice documentation, data accuracy and regulatory requirements.

• Comfort learning and configuring software, and an adaptable approach to taking ownership in an evolving environment.

Nice to Have

• Experience in a start-up or scale-up environment.

• Experience using AI tools or digital platforms.

• Experience supporting client onboarding, implementation, change management or an early-stage product rollout.

• Experience planning or supporting user acceptance testing.

• Familiarity with software configuration, technical analysis or CRM integrations.

Why Join Aveni?

You'll take the advice-process knowledge you've built and use it to shape how AI is adopted across the UK advice market. You'll work directly with a wide range of advice firms, see the impact of your work on how advisers and paraplanners spend their time, and have a real voice in how Aveni Assist develops.

Benefits at Aveni

• Remote-first working across the UK

• Work abroad policy

• Co-working spaces available

• 34 days holiday (including flexible bank holidays) and your birthday off

• Company-wide off-sites

• Optional Personal Development Plan

• Flexible benefits platform

• Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions)

• Private health and dental care

• Potential share options

• Enhanced family leave

Join Us in Making a Difference

At Aveni, we believe that diversity drives innovation. We've built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about technology and its ability to drive positive change for the future of financial services, we'd love to hear from you.