Platform Integration Lead

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

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