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Platform Implementation Manager

Platform Implementation Manager

Cap ResourcingBristol, Avon, UK
30+ days ago
Job type
  • Full-time
Job description

Platform Implementation Manager Build, Lead, Transform

Bristol

Salary Competitive

Are you ready to take ownership and make your mark? Were looking for an ambitious, hands-on Platform Implementation Manager to lead a newly created onboarding and enablement function for a forward-thinking financial services business. This is a chance to design processes, build a team, and truly shape how adviser firms adopt technology and deliver outstanding client outcomes.

This role is ideal for someone who wants to build and shape a function from the ground up, whether youre ready to step up into a bigger challenge or already experienced in managing platform implementation teams.

Your Mission :

  • Create and optimise onboarding processes for new adviser firms.
  • Lead, inspire, and grow a team of Implementation Executives.
  • Oversee firm migrations, system setups (CRM, portals, reporting), and adoption of AI-supported advice tools.
  • Collaborate with internal teams and partners to ensure smooth integrations.
  • Continuously improve processes based on feedback and results.

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Platform Manager • Bristol, Avon, UK