Platform Director

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 ex...