Platform Director

Gulf Coast Automation Group; Chicago (IL); On-site; USD 145,000 - 155,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Job summary

TalentFish is seeking a Platform Director to lead the technical migration of newly acquired firms onto a unified advisor platform. This onsite role coordinates cross-functional teams and external vendors to deliver smooth transitions from legacy systems to the standard stack.

The ideal candidate has 5–10 years in financial services tech, a track record of system migrations, and strong project and stakeholder management across multi-vendor environments; hands-on with data during migrations is a

Qualifications

• 5–10 years of experience in financial services technology, operations, or wealth-focused SaaS.
• Direct track record of executing system conversions or platform migrations.
• Experience with wealth management onboarding, fee billing, or portfolio reporting.
• Strong project management and stakeholder management across multi‑vendor workstreams.
• Hands-on with data to reconcile and validate accuracy during system conversions.

Responsibilities

• Own end-to-end migration of newly acquired firms from legacy platforms onto the organization's standard advisor technology suite, coordinating internal and partner firm teams and technology vendors across all workstreams.
• Build and maintain repeatable migration playbooks to support scalable onboarding as the organization continues to grow through acquisition.
• Lead data migration and validate conversion accuracy across CRM, portfolio accounting, billing, trading, and client portal systems.
• Serve as the primary point of contact for acquired firm leadership and operations teams throughout the migration process.
• Maintain delivery tracking and reporting across all active onboarding workstreams.
• Collaborate cross-functionally with Technology, Operations, and Deal & Integration teams to align onboarding work with organizational priorities.

Skills

Platform migrations

Cross-functional leadership

Wealth management workflows

Data reconciliation

Stakeholder management

Project management

Vendor collaboration

Tools

CRM systems

Portfolio accounting systems

Billing systems

Client portal platforms

Job description

Job Title: Platform Director
Primary Location: Onsite (2 days per week in the Loop)
Position Type: Direct Hire

Overview

TalentFish is casting a line for a Platform Director. This is a Direct Hire role, onsite, for a fast-growing wealth management technology platform that is scaling through an active acquisition strategy. This position exists to lead the technology conversion of newly acquired firms onto a unified advisor platform, owning the full migration journey from legacy systems (CRM, portfolio accounting, billing, trading, and client portal) to the standard platform stack, while coordinating cross-functional teams and technology vendors to deliver smooth, high-quality transitions.

What You Bring to the Role (Ideal Experience)

• 5-10 years of experience in financial services technology, operations, or wealth-focused SaaS
• A direct track record of executing system conversions or platform migrations, ideally multiple, across different firms or environments
• Strong understanding of financial services operations, ideally with exposure to wealth management workflows such as client onboarding, fee billing, or portfolio reporting
• Comfortable working hands‑on with data to reconcile and validate accuracy during system conversions
• Strong project management and stakeholder management skills across complex, multi‑vendor workstreams
• Interpersonal savvy — able to read people and situations accurately and adjust approach to work effectively across teams
• Comfortable managing complexity and competing priorities without oversimplifying

What You'll Do (Skills Used in this Position)

• Own end-to-end migration of newly acquired firms from legacy platforms onto the organization's standard advisor technology suite, coordinating internal and partner firm teams and technology vendors across all workstreams
• Build and maintain repeatable migration playbooks to support scalable onboarding as the organization continues to grow through acquisition
• Lead data migration and validate conversion accuracy across CRM, portfolio accounting, billing, trading, and client portal systems
• Serve as the primary point of contact for acquired firm leadership and operations teams throughout the migration process
• Maintain delivery tracking and reporting across all active onboarding workstreams
• Collaborate cross-functionally with Technology, Operations, and Deal & Integration teams to align onboarding work with organizational priorities

Compensation Information

The expected salary range for this position is $145,000‑$155,000 per year, depending on experience and qualifications. This role also qualifies for comprehensive benefits such as health insurance, 401(k), and paid time off. TalentFish is committed to pay transparency and equal opportunity. The salary range provided is in compliance with applicable state and federal regulations.

This role requires authorization to work in the U.S. without current or future visa sponsorship. All offers are contingent upon the completion of a background check, which may include but is not limited to reference checks, education verification, employment verification, drug testing, criminal records checks, and any required certifications or compliance requirements based on the end client's background check policies and applicable laws.

TalentFish is an Equal Opportunity Employer; we embrace and encourage diversity!