Client Implementation Consultant Private Markets

You will lead client onboarding from contract signing through go-live. You will configure workflows, data sources, and reporting needs, manage implementation timelines and risks, train users, gather feedback, and build scalable implementation processes and materials.

Responsibilities

• Lead client onboarding from kickoff through implementation planning, timelines, and go-live
• Configure the platform for client workflows, data sources, and reporting needs
• Serve as the day-to-day client contact during implementation and proactively flag timeline risks
• Run training and create onboarding materials to support adoption
• Capture client feedback and recurring requests for product owners
• Build and refine implementation playbooks, templates, and processes

Requirements

• At least 2 years of experience in private markets, financial services, or a related field
• Familiarity with private-markets workflows, including fund structures, diligence, manager selection, reporting, or portfolio monitoring
• Project management and organisational skills
• Ability to manage multiple clients and deadlines
• Excellent communication and ability to build trust with institutional clients
• Comfort working with software and data