WealthTech Implementation Consultant – Enterprise Accounting

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

Benefits offered by this job

Base salary $90,000–$125,000

Equity plan eligibility

Comprehensive health, dental, and vis­

Unlimited paid time off

Conference sponsorships and training

Frequent company off-sites and team‑dr

On-site at New York City headquarters

Job summary

Asseta, an AI-native operating system for UHNWIs and family offices, seeks Implementation Consultants to join our NYC headquarters. You will translate clients' accounting processes into Asseta configurations, collaborating with project managers and engineers to deliver successful go-lives and foster strong client relationships.

Candidates should bring 2+ years in accounting or software implementation, solid accounting knowledge, and experience with enterprise software.

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).
• Strong communication skills, with the ability to explain concepts to technical and non-technical audiences.

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

Financial operations

Software implementation

Communication

CPA

Tools

NetSuite

Sage Intacct

QuickBooks

Job description

Asseta, an AI-native operating system for UHNWIs and family offices, seeks Implementation Consultants to join our NYC headquarters. You will translate clients' accounting processes into Asseta configurations, collaborating with project managers and engineers to deliver successful go-lives and foster strong client relationships.

Candidates should bring 2+ years in accounting or software implementation, solid accounting knowledge, and experience with enterprise software.